Marshfield Associates as of Sept. 30, 2022
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 11.1 | $295M | 138k | 2141.93 | |
| Arch Capital Group (ACGL) | 9.7 | $257M | 5.6M | 45.54 | |
| Ross Stores (ROST) | 9.6 | $255M | 3.0M | 84.27 | |
| Goldman Sachs (GS) | 8.0 | $213M | 727k | 293.05 | |
| TJX Companies (TJX) | 6.8 | $181M | 2.9M | 62.12 | |
| Cummins (CMI) | 6.5 | $173M | 848k | 203.51 | |
| O'reilly Automotive (ORLY) | 6.4 | $170M | 241k | 703.35 | |
| Domino's Pizza (DPZ) | 5.5 | $146M | 472k | 310.20 | |
| Visa (V) | 5.1 | $134M | 755k | 177.65 | |
| Progressive Corporation (PGR) | 5.0 | $132M | 1.1M | 116.21 | |
| Expeditors International of Washington (EXPD) | 4.9 | $131M | 1.5M | 88.31 | |
| MasterCard Incorporated (MA) | 4.8 | $127M | 448k | 284.34 | |
| Strategic Education (STRA) | 4.7 | $123M | 2.0M | 61.41 | |
| NVR (NVR) | 4.0 | $106M | 27k | 3987.08 | |
| Moody's Corporation (MCO) | 2.9 | $76M | 314k | 243.11 | |
| Fastenal Company (FAST) | 2.8 | $73M | 1.6M | 46.04 | |
| Union Pacific Corporation (UNP) | 2.1 | $55M | 284k | 194.82 |
