Marshfield Associates as of Dec. 31, 2024
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ross Stores (ROST) | 12.8 | $592M | 3.9M | 151.27 | |
| AutoZone (AZO) | 11.8 | $545M | 170k | 3202.01 | |
| Cummins (CMI) | 7.9 | $365M | 1.0M | 348.60 | |
| O'reilly Automotive (ORLY) | 7.9 | $363M | 306k | 1185.80 | |
| Domino's Pizza (DPZ) | 6.5 | $300M | 715k | 419.76 | |
| Visa Com Cl A (V) | 6.4 | $295M | 934k | 316.04 | |
| Mastercard Incorporated Cl A (MA) | 6.4 | $293M | 557k | 526.57 | |
| TJX Companies (TJX) | 5.9 | $273M | 2.3M | 120.81 | |
| Moody's Corporation (MCO) | 5.2 | $242M | 511k | 473.37 | |
| Arch Cap Group Ord (ACGL) | 5.1 | $237M | 2.6M | 92.35 | |
| Progressive Corporation (PGR) | 4.5 | $209M | 873k | 239.61 | |
| Expeditors International of Washington (EXPD) | 4.4 | $202M | 1.8M | 110.77 | |
| NVR (NVR) | 4.2 | $193M | 24k | 8178.90 | |
| Walt Disney Company (DIS) | 3.8 | $177M | 1.6M | 111.35 | |
| Strategic Education (STRA) | 3.7 | $172M | 1.8M | 93.42 | |
| Fastenal Company (FAST) | 3.1 | $141M | 2.0M | 71.91 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $12M | 134k | 91.43 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.6M | 27k | 58.18 |
