Marshfield Associates as of June 30, 2026
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 14.9 | $634M | 1.5M | 415.63 | |
| Progressive Corporation (PGR) | 11.0 | $470M | 2.2M | 218.45 | |
| AutoZone (AZO) | 10.2 | $436M | 136k | 3195.95 | |
| Visa Com Cl A (V) | 8.3 | $355M | 1.0M | 343.09 | |
| Arch Cap Group Ord (ACGL) | 7.6 | $323M | 3.3M | 97.06 | |
| Mastercard Incorporated Cl A (MA) | 6.9 | $294M | 572k | 513.60 | |
| Expeditors International of Washington (EXPD) | 5.9 | $253M | 1.6M | 162.98 | |
| O'reilly Automotive (ORLY) | 5.9 | $252M | 2.7M | 92.09 | |
| Moody's Corporation (MCO) | 4.5 | $192M | 423k | 452.92 | |
| Domino's Pizza (DPZ) | 4.4 | $189M | 639k | 296.04 | |
| Nike CL B (NKE) | 4.2 | $178M | 4.3M | 41.05 | |
| NVR (NVR) | 3.2 | $137M | 20k | 6813.40 | |
| TJX Companies (TJX) | 3.1 | $132M | 873k | 151.50 | |
| Ross Stores (ROST) | 3.0 | $127M | 596k | 212.85 | |
| Walt Disney Company (DIS) | 2.9 | $125M | 1.3M | 96.25 | |
| Fastenal Company (FAST) | 2.9 | $124M | 2.6M | 48.03 | |
| Strategic Education (STRA) | 1.0 | $43M | 559k | 76.62 |
