Marshfield Associates as of June 30, 2021
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 11.1 | $270M | 712k | 379.53 | |
| Moody's Corporation (MCO) | 9.5 | $229M | 633k | 362.37 | |
| Arch Capital Group (ACGL) | 9.3 | $226M | 5.8M | 38.94 | |
| AutoZone (AZO) | 9.0 | $217M | 146k | 1492.22 | |
| Cummins (CMI) | 8.7 | $211M | 867k | 243.81 | |
| Visa (V) | 7.4 | $180M | 769k | 233.82 | |
| Ross Stores (ROST) | 7.1 | $172M | 1.4M | 124.00 | |
| Expeditors International of Washington (EXPD) | 7.0 | $169M | 1.3M | 126.60 | |
| MasterCard Incorporated (MA) | 6.9 | $168M | 461k | 365.09 | |
| O'reilly Automotive (ORLY) | 5.8 | $141M | 249k | 566.21 | |
| Strategic Education (STRA) | 4.6 | $113M | 1.5M | 76.06 | |
| Fastenal Company (FAST) | 3.5 | $85M | 1.6M | 52.00 | |
| Union Pacific Corporation (UNP) | 3.2 | $77M | 348k | 219.93 | |
| NVR (NVR) | 3.1 | $75M | 15k | 4973.27 | |
| Progressive Corporation (PGR) | 1.9 | $46M | 470k | 98.21 | |
| TJX Companies (TJX) | 1.1 | $27M | 393k | 67.42 | |
| Waters Corporation (WAT) | 0.8 | $20M | 59k | 345.61 |
