Marshfield Associates

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2025-03-31
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
Manager Name
Marshfield Associates
Data Enrichment
94% identified
17 identified1 unidentified

Holdings

18 positions
Manager:
Search and click to pin securities to the top
AUTOZONE INC
Shares:
169809(-0.3%)
Value:
$647.4B(+18.7%)
ROSS STORES, INC.
Shares:
3906183(-0.2%)
Value:
$499.2B(-15.7%)
O REILLY AUTOMOTIVE INC
Shares:
287917(-6.0%)
Value:
$412.5B(+13.6%)
VISA INC.
Shares:
940571(+0.7%)
Value:
$329.6B(+11.7%)
DOMINOS PIZZA INC
Shares:
716952(+0.2%)
Value:
$329.4B(+9.7%)
CUMMINS INC
Shares:
1050534(+0.3%)
Value:
$329.3B(-9.8%)
Mastercard Inc
Shares:
562910(+1.1%)
Value:
$308.5B(+5.3%)
PROGRESSIVE CORP/OH/
Shares:
937242(+7.3%)
Value:
$265.2B(+26.8%)
ARCH CAPITAL GROUP LTD.
Shares:
2560861(-0.1%)
Value:
$246.3B(+4.0%)
MOODYS CORP /DE/
Shares:
513899(+0.5%)
Value:
$239.3B(-1.1%)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
Shares:
1841746(+0.8%)
Value:
$221.5B(+9.4%)
NVR INC
Shares:
23838(+1.1%)
Value:
$172.7B(-10.5%)
Walt Disney Co
Shares:
1599320(+0.4%)
Value:
$157.9B(-11.0%)
Strategic Education, Inc.
Shares:
1849034(+0.7%)
Value:
$155.2B(-9.5%)
FASTENAL CO
Shares:
1974506(+0.7%)
Value:
$153.1B(+8.6%)
TJX COMPANIES INC /DE/
Shares:
1107796(-51.0%)
Value:
$134.9B(-50.6%)
78468R663
Shares:
132042(-1.4%)
Value:
$12.1B(-1.1%)
92206C102
Shares:
26867(+0.0%)
Value:
$1.6B(+0.9%)