Marshfield Associates as of Sept. 30, 2025
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 12.8 | $739M | 172k | 4290.25 | |
| Ross Stores (ROST) | 10.6 | $613M | 4.0M | 152.39 | |
| UnitedHealth (UNH) | 9.6 | $557M | 1.6M | 345.30 | |
| Cummins (CMI) | 8.1 | $467M | 1.1M | 422.37 | |
| O'reilly Automotive (ORLY) | 7.0 | $407M | 3.8M | 107.81 | |
| Progressive Corporation (PGR) | 6.7 | $390M | 1.6M | 246.95 | |
| Mastercard Incorporated Cl A (MA) | 5.8 | $338M | 594k | 568.81 | |
| Visa Com Cl A (V) | 5.8 | $336M | 983k | 341.38 | |
| Domino's Pizza (DPZ) | 5.6 | $321M | 745k | 431.71 | |
| Moody's Corporation (MCO) | 4.4 | $256M | 537k | 476.48 | |
| Arch Cap Group Ord (ACGL) | 4.3 | $247M | 2.7M | 90.73 | |
| Expeditors International of Washington (EXPD) | 4.1 | $238M | 1.9M | 122.59 | |
| NVR (NVR) | 3.5 | $201M | 25k | 8034.66 | |
| Walt Disney Company (DIS) | 3.2 | $187M | 1.6M | 114.50 | |
| Fastenal Company (FAST) | 3.2 | $184M | 3.7M | 49.04 | |
| TJX Companies (TJX) | 2.8 | $162M | 1.1M | 144.54 | |
| Strategic Education (STRA) | 2.4 | $136M | 1.6M | 86.01 |
