Marshfield Associates

Marshfield Associates as of Sept. 30, 2021

Portfolio Holdings for Marshfield Associates

Marshfield Associates holds 16 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Goldman Sachs (GS) 11.7 $266M 704k 378.03
AutoZone (AZO) 10.7 $244M 144k 1697.99
Arch Capital Group (ACGL) 9.6 $219M 5.7M 38.18
Cummins (CMI) 8.4 $193M 857k 224.56
Visa (V) 7.4 $170M 761k 222.75
MasterCard Incorporated (MA) 7.0 $159M 459k 347.68
Expeditors International of Washington (EXPD) 6.9 $158M 1.3M 119.13
O'reilly Automotive (ORLY) 6.6 $151M 247k 611.06
Ross Stores (ROST) 6.6 $150M 1.4M 108.85
Moody's Corporation (MCO) 4.9 $111M 313k 355.11
Strategic Education (STRA) 4.7 $107M 1.5M 70.50
Progressive Corporation (PGR) 4.6 $104M 1.1M 90.39
Fastenal Company (FAST) 3.7 $84M 1.6M 51.61
NVR (NVR) 3.1 $72M 15k 4794.06
Union Pacific Corporation (UNP) 3.0 $68M 346k 196.01
TJX Companies (TJX) 1.1 $26M 390k 65.98