Marshfield Associates as of March 31, 2026
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 11.2 | $557M | 165k | 3377.79 | |
| UnitedHealth (UNH) | 10.2 | $512M | 1.9M | 270.59 | |
| Progressive Corporation (PGR) | 9.7 | $487M | 2.5M | 198.24 | |
| Ross Stores (ROST) | 7.9 | $394M | 1.8M | 216.63 | |
| Visa Com Cl A (V) | 7.6 | $379M | 1.3M | 302.24 | |
| O'reilly Automotive (ORLY) | 6.5 | $324M | 3.5M | 92.31 | |
| Mastercard Incorporated Cl A (MA) | 6.0 | $300M | 600k | 499.66 | |
| Arch Cap Group Ord (ACGL) | 5.9 | $293M | 3.1M | 95.99 | |
| Expeditors International of Washington (EXPD) | 5.6 | $280M | 2.0M | 143.23 | |
| Domino's Pizza (DPZ) | 5.4 | $271M | 755k | 358.79 | |
| Cummins (CMI) | 4.8 | $242M | 449k | 538.02 | |
| Moody's Corporation (MCO) | 4.7 | $235M | 539k | 436.25 | |
| TJX Companies (TJX) | 3.5 | $174M | 1.1M | 159.70 | |
| NVR (NVR) | 3.4 | $168M | 25k | 6589.96 | |
| Walt Disney Company (DIS) | 3.2 | $158M | 1.6M | 96.38 | |
| Fastenal Company (FAST) | 3.1 | $154M | 3.3M | 46.40 | |
| Strategic Education (STRA) | 1.3 | $66M | 793k | 82.96 |
