Marshfield Associates as of Dec. 31, 2022
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ross Stores (ROST) | 11.0 | $356M | 3.1M | 116.07 | |
| Arch Capital Group (ACGL) | 10.8 | $351M | 5.6M | 62.78 | |
| AutoZone (AZO) | 10.5 | $340M | 138k | 2466.18 | |
| Goldman Sachs (GS) | 7.7 | $248M | 723k | 343.38 | |
| TJX Companies (TJX) | 7.2 | $232M | 2.9M | 79.60 | |
| Cummins (CMI) | 6.3 | $205M | 845k | 242.29 | |
| O'reilly Automotive (ORLY) | 6.3 | $204M | 242k | 844.03 | |
| Domino's Pizza (DPZ) | 5.0 | $163M | 472k | 346.40 | |
| Visa (V) | 4.8 | $156M | 753k | 207.76 | |
| Strategic Education (STRA) | 4.8 | $156M | 2.0M | 78.32 | |
| MasterCard Incorporated (MA) | 4.8 | $156M | 448k | 347.73 | |
| Expeditors International of Washington (EXPD) | 4.7 | $153M | 1.5M | 103.92 | |
| Progressive Corporation (PGR) | 4.5 | $147M | 1.1M | 129.71 | |
| NVR (NVR) | 3.8 | $123M | 27k | 4612.58 | |
| Moody's Corporation (MCO) | 3.6 | $117M | 420k | 278.62 | |
| Fastenal Company (FAST) | 2.3 | $75M | 1.6M | 47.32 | |
| Union Pacific Corporation (UNP) | 1.8 | $59M | 284k | 207.07 |
