Marshfield Associates as of June 30, 2022
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 11.4 | $301M | 140k | 2149.12 | |
| Arch Capital Group (ACGL) | 9.9 | $261M | 5.7M | 45.49 | |
| Goldman Sachs (GS) | 8.3 | $219M | 737k | 297.02 | |
| Ross Stores (ROST) | 7.3 | $193M | 2.7M | 70.23 | |
| Cummins (CMI) | 6.3 | $165M | 855k | 193.53 | |
| TJX Companies (TJX) | 6.2 | $164M | 2.9M | 55.85 | |
| Domino's Pizza (DPZ) | 6.1 | $161M | 414k | 389.71 | |
| O'reilly Automotive (ORLY) | 5.9 | $154M | 245k | 631.76 | |
| Visa (V) | 5.7 | $150M | 762k | 196.89 | |
| Strategic Education (STRA) | 5.4 | $143M | 2.0M | 70.58 | |
| MasterCard Incorporated (MA) | 5.4 | $143M | 452k | 315.48 | |
| Progressive Corporation (PGR) | 5.1 | $134M | 1.2M | 116.27 | |
| Expeditors International of Washington (EXPD) | 4.9 | $129M | 1.3M | 97.46 | |
| NVR (NVR) | 3.6 | $95M | 24k | 4004.15 | |
| Moody's Corporation (MCO) | 3.3 | $86M | 316k | 271.97 | |
| Fastenal Company (FAST) | 3.0 | $80M | 1.6M | 49.92 | |
| Union Pacific Corporation (UNP) | 2.3 | $62M | 288k | 213.28 |
