Marshfield Associates
Investment Portfolio & 13F Holdings Analysis
About
MARSHFIELD ASSOCIATES is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 18 holdings worth $4.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 18
- Total Value
- 4615810240
- Accession Number
- 0001172661-25-002352
- Form Type
- 13F-HR
- CIK
- 0000914976
- Manager Name
- Marshfield Associates
Data Enrichment
94% identified17 identified1 unidentified
Holdings
18 positions
Manager:
Search and click to pin securities to the top
78468R663
Shares:
132042(-1.4%)
Value:
$12.1B(-1.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Autozone Inc(AZOcusip053332102) | 169.8K | All Managers (Combined) | $647.4M | ||
3.9M | All Managers (Combined) | $499.2M | |||
287.9K | All Managers (Combined) | $412.5M | |||
940.6K | All Managers (Combined) | $329.6M | |||
717.0K | All Managers (Combined) | $329.4M | |||
Cummins Inc(CMIcusip231021106) | 1.1M | All Managers (Combined) | $329.3M | ||
Mastercard Inc(MAcusip57636Q104) | 562.9K | All Managers (Combined) | $308.5M | ||
937.2K | All Managers (Combined) | $265.2M | |||
2.6M | All Managers (Combined) | $246.3M | |||
Moodys Corp /De/(MCOcusip615369105) | 513.9K | All Managers (Combined) | $239.3M | ||
1.8M | All Managers (Combined) | $221.5M | |||
23.8K | All Managers (Combined) | $172.7M | |||
Walt Disney Co(DIScusip254687106) | 1.6M | All Managers (Combined) | $157.9M | ||
1.8M | All Managers (Combined) | $155.2M | |||
Fastenal Co(FASTcusip311900104) | 2.0M | All Managers (Combined) | $153.1M | ||
1.1M | All Managers (Combined) | $134.9M | |||
(cusip78468R663)✕ | 132.0K | All Managers (Combined) | $12.1M | ||
26.9K | All Managers (Combined) | $1.6M |