MARSHFIELD ASSOCIATES 13F Holdings
CIK 0000914976 · WASHINGTON, DC
As of Sep 30, 2025, MARSHFIELD ASSOCIATES reported 17 positions worth $5.8B in its SEC Form 13F filing.
Top 17 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AUTOZONE INC | AZO | Consumer Cyclical | 172,332 | $739.3M | 12.79% |
| ROSS STORES INC | ROST | Consumer Cyclical | 4,020,413 | $612.7M | 10.60% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1,613,248 | $557.1M | 9.64% |
| CUMMINS INC | CMI | Industrials | 1,104,552 | $466.5M | 8.07% |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 3,778,446 | $407.4M | 7.05% |
| PROGRESSIVE CORP | PGR | Financial Services | 1,577,453 | $389.6M | 6.74% |
| MASTERCARD INC | MA | Financial Services | 593,713 | $337.7M | 5.84% |
| VISA INC-CLASS A SHARES | V | Financial Services | 982,793 | $335.5M | 5.81% |
| DOMINOS PIZZA INC | DPZ | Consumer Cyclical | 744,515 | $321.4M | 5.56% |
| MOODYS CORP | MCO | Financial Services | 537,128 | $255.9M | 4.43% |
| ARCH CAPITAL GROUP LTD | ACGL | Financial Services | 2,724,635 | $247.2M | 4.28% |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | EXPD | Industrials | 1,942,740 | $238.2M | 4.12% |
| NVR INC | NVR | Consumer Cyclical | 25,042 | $201.2M | 3.48% |
| WALT DISNEY CO | DIS | Communication Services | 1,634,873 |