Marshfield Associates as of June 30, 2025
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 12.7 | $620M | 167k | 3712.24 | |
| Ross Stores (ROST) | 10.1 | $493M | 3.9M | 127.58 | |
| O'reilly Automotive (ORLY) | 7.1 | $348M | 3.9M | 90.13 | |
| Cummins (CMI) | 7.1 | $346M | 1.1M | 327.50 | |
| Visa Com Cl A (V) | 6.9 | $336M | 947k | 355.05 | |
| Domino's Pizza (DPZ) | 6.6 | $323M | 716k | 450.60 | |
| Mastercard Incorporated Cl A (MA) | 6.5 | $318M | 566k | 561.94 | |
| UnitedHealth (UNH) | 6.5 | $318M | 1.0M | 311.97 | |
| Moody's Corporation (MCO) | 5.3 | $259M | 516k | 501.59 | |
| Progressive Corporation (PGR) | 5.0 | $247M | 924k | 266.86 | |
| Arch Cap Group Ord (ACGL) | 4.8 | $235M | 2.6M | 91.05 | |
| Expeditors International of Washington (EXPD) | 4.3 | $212M | 1.9M | 114.25 | |
| Walt Disney Company (DIS) | 4.0 | $195M | 1.6M | 124.01 | |
| NVR (NVR) | 3.6 | $177M | 24k | 7385.66 | |
| Fastenal Company (FAST) | 3.4 | $167M | 4.0M | 42.00 | |
| Strategic Education (STRA) | 3.1 | $154M | 1.8M | 85.13 | |
| TJX Companies (TJX) | 2.7 | $132M | 1.1M | 123.49 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.3 | $13M | 140k | 91.73 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.0M | 18k | 58.78 |
