Marshfield Associates as of Dec. 31, 2025
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 10.4 | $593M | 175k | 3391.50 | |
| Progressive Corporation (PGR) | 10.1 | $575M | 2.5M | 227.72 | |
| UnitedHealth (UNH) | 9.6 | $548M | 1.7M | 330.11 | |
| Ross Stores (ROST) | 8.6 | $489M | 2.7M | 180.14 | |
| Cummins (CMI) | 6.8 | $390M | 764k | 510.45 | |
| Visa Com Cl A (V) | 6.3 | $361M | 1.0M | 350.71 | |
| Mastercard Incorporated Cl A (MA) | 6.3 | $358M | 627k | 570.88 | |
| O'reilly Automotive (ORLY) | 6.2 | $356M | 3.9M | 91.21 | |
| Domino's Pizza (DPZ) | 5.7 | $327M | 785k | 416.82 | |
| Expeditors International of Washington (EXPD) | 5.4 | $306M | 2.1M | 149.01 | |
| Moody's Corporation (MCO) | 5.0 | $288M | 564k | 510.85 | |
| Arch Cap Group Ord (ACGL) | 4.9 | $277M | 2.9M | 95.92 | |
| NVR (NVR) | 3.4 | $196M | 27k | 7292.91 | |
| Walt Disney Company (DIS) | 3.4 | $193M | 1.7M | 113.77 | |
| TJX Companies (TJX) | 3.1 | $180M | 1.2M | 153.61 | |
| Fastenal Company (FAST) | 2.6 | $151M | 3.7M | 40.13 | |
| Strategic Education (STRA) | 2.1 | $119M | 1.5M | 80.20 |
