Marshfield Associates as of Dec. 31, 2021
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 16 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 11.9 | $300M | 143k | 2096.39 | |
| Goldman Sachs (GS) | 10.6 | $268M | 700k | 382.55 | |
| Arch Capital Group (ACGL) | 10.2 | $258M | 5.8M | 44.45 | |
| Cummins (CMI) | 7.4 | $187M | 855k | 218.14 | |
| Expeditors International of Washington (EXPD) | 7.1 | $178M | 1.3M | 134.29 | |
| O'reilly Automotive (ORLY) | 6.9 | $174M | 247k | 706.23 | |
| Visa (V) | 6.6 | $165M | 761k | 216.71 | |
| MasterCard Incorporated (MA) | 6.5 | $165M | 458k | 359.32 | |
| Ross Stores (ROST) | 6.2 | $157M | 1.4M | 114.28 | |
| Moody's Corporation (MCO) | 4.9 | $123M | 314k | 390.58 | |
| Progressive Corporation (PGR) | 4.8 | $120M | 1.2M | 102.65 | |
| Strategic Education (STRA) | 4.5 | $113M | 1.9M | 57.84 | |
| Fastenal Company (FAST) | 4.1 | $104M | 1.6M | 64.06 | |
| NVR (NVR) | 3.5 | $89M | 15k | 5908.88 | |
| Union Pacific Corporation (UNP) | 3.5 | $87M | 346k | 251.93 | |
| TJX Companies (TJX) | 1.2 | $30M | 390k | 75.92 |
