Marshfield Associates as of March 31, 2025
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 14.0 | $647M | 170k | 3812.79 | |
| Ross Stores (ROST) | 10.8 | $499M | 3.9M | 127.79 | |
| O'reilly Automotive (ORLY) | 8.9 | $413M | 288k | 1432.58 | |
| Visa Com Cl A (V) | 7.1 | $330M | 941k | 350.46 | |
| Domino's Pizza (DPZ) | 7.1 | $329M | 717k | 459.45 | |
| Cummins (CMI) | 7.1 | $329M | 1.1M | 313.44 | |
| Mastercard Incorporated Cl A (MA) | 6.7 | $309M | 563k | 548.12 | |
| Progressive Corporation (PGR) | 5.7 | $265M | 937k | 283.01 | |
| Arch Cap Group Ord (ACGL) | 5.3 | $246M | 2.6M | 96.18 | |
| Moody's Corporation (MCO) | 5.2 | $239M | 514k | 465.69 | |
| Expeditors International of Washington (EXPD) | 4.8 | $222M | 1.8M | 120.25 | |
| NVR (NVR) | 3.7 | $173M | 24k | 7244.39 | |
| Walt Disney Company (DIS) | 3.4 | $158M | 1.6M | 98.70 | |
| Strategic Education (STRA) | 3.4 | $155M | 1.8M | 83.96 | |
| Fastenal Company (FAST) | 3.3 | $153M | 2.0M | 77.55 | |
| TJX Companies (TJX) | 2.9 | $135M | 1.1M | 121.80 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $12M | 132k | 91.73 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.6M | 27k | 58.69 |
