Marshfield Associates as of March 31, 2022
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 11.5 | $292M | 143k | 2044.58 | |
| Arch Capital Group (ACGL) | 11.0 | $281M | 5.8M | 48.42 | |
| Goldman Sachs (GS) | 9.1 | $231M | 699k | 330.10 | |
| Cummins (CMI) | 6.9 | $177M | 860k | 205.11 | |
| Ross Stores (ROST) | 6.9 | $175M | 1.9M | 90.46 | |
| O'reilly Automotive (ORLY) | 6.7 | $170M | 248k | 684.96 | |
| Visa (V) | 6.7 | $170M | 766k | 221.77 | |
| MasterCard Incorporated (MA) | 6.4 | $164M | 457k | 357.38 | |
| Expeditors International of Washington (EXPD) | 5.4 | $137M | 1.3M | 103.16 | |
| Strategic Education (STRA) | 5.3 | $134M | 2.0M | 66.38 | |
| Progressive Corporation (PGR) | 5.2 | $133M | 1.2M | 113.99 | |
| Moody's Corporation (MCO) | 4.2 | $107M | 318k | 337.41 | |
| Domino's Pizza (DPZ) | 4.1 | $105M | 258k | 407.01 | |
| Fastenal Company (FAST) | 3.8 | $96M | 1.6M | 59.40 | |
| Union Pacific Corporation (UNP) | 3.2 | $82M | 299k | 273.21 | |
| NVR (NVR) | 2.6 | $67M | 15k | 4467.27 | |
| TJX Companies (TJX) | 0.9 | $24M | 391k | 60.58 |
