Marshfield Associates Holdings & Portfolio - 13F Filings Analysis - Stocknear

Marshfield Associates

CIK Number: 0000914976

4.89B
Market Value
19
# of Holdings
38 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AZO AutoZone, Inc.
4257.19
+0.22% 167.04K -1.63% 620.09M 1078.97 12.68% Share
2 ROST Ross Stores, In...
156.17
+1.94% 3.86M -1.1% 492.85M 87.83 10.07% Share
3 ORLY O'Reilly Automo...
104.97
-0.67% 3.86M +1.24K% 347.54M 113.68 7.10% Share
4 CMI Cummins Inc.
432.64
+1.88% 1.06M +0.53% 345.86M 150.43 7.07% Share
5 V Visa Inc.
346.01
-0.52% 947.18K +0.70% 336.3M 126.59 6.87% Share
6 DPZ Domino's Pizza,...
431.24
+0.72% 715.75K -0.17% 322.52M 380.6 6.59% Share
7 MA Mastercard Inco...
577.42
+0.64% 566.44K +0.63% 318.31M 161.03 6.51% Share
8 UNH UnitedHealth Gr...
353.68
+1.54% 1.02M +100.00% 317.68M 311.97 6.49% Share
9 MCO Moody's Corpora...
482.02
+0.46% 516.01K +0.41% 258.83M 198.69 5.29% Share
10 PGR The Progressive...
243.52
-1.19% 923.69K -1.45% 246.5M 114.9 5.04% Share
11 ACGL Arch Capital Gr...
89.08
-1.36% 2.58M +0.88% 235.22M 25.75 4.81% Share
12 EXPD Expeditors Inte...
123.13
+1.32% 1.86M +0.80% 212.11M 70.2 4.34% Share
13 DIS The Walt Disney...
112.17
-0.69% 1.57M -1.54% 195.29M 82.36 3.99% Share
14 NVR NVR, Inc.
8080.47
+0.55% 23.91K +0.31% 176.61M 3328.06 3.61% Share
15 FAST Fastenal Compan...
48.17
+0.94% 3.97M +100.87% 166.58M 36.78 3.40% Share
16 STRA Strategic Educa...
86.09
+0.40% 1.81M -2.11% 154.09M 85.82 3.15% Share
17 TJX The TJX Compani...
142.50
-1.26% 1.07M -3.58% 131.9M 61.3 2.70% Share
18 BIL SPDR Bloomberg ...
91.46
+0.01% 139.66K +5.77% 12.81M 91.45 0.26% Share
19 VGSH Vanguard Short-...
58.72
+0.02% 17.64K -34.35% 1.04M 61.23 0.02% Share
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