Marshfield Associates
- SEC CIK
- 0000914976
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 9, 2023. Long positions only.
- Positions
- 19
- No 13F data for Q4 2020
- Portfolio value
- $2.13B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 638,849 | $208.9M | 9.8% | – | – | History |
| CMICummins Inc | Stock | 805,277 | $208.7M | 9.8% | – | – | History |
| ACGLArch Capital Group Ltd. | Stock | 5,243,086 | $201.2M | 9.4% | – | – | History |
| AZOAutoZone Inc | COM | 138,410 | $194.4M | 9.1% | – | – | History |
| MCOMoodys Corp | Stock | 618,579 | $184.7M | 8.7% | – | – | History |
| MAMastercard Inc | Stock | 451,879 | $160.9M | 7.5% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 1,285,113 | $154.1M | 7.2% | – | – | History |
| VVisa Inc. | Stock | 701,239 | $148.5M | 7.0% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 1,265,504 | $136.3M | 6.4% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 241,628 | $122.6M | 5.7% | – | – | History |
| FASTFastenal Co | Stock | 1,585,014 | $79.7M | 3.7% | – | – | History |
| STRAStrategic Education, Inc. | COM | 850,337 | $78.2M | 3.7% | – | – | History |
| UNPUnion Pacific Corp | Stock | 337,501 | $74.4M | 3.5% | – | – | History |
| NVRNVR Inc | COM | 14,637 | $69.0M | 3.2% | – | – | History |
| DEDeere & Co | Stock | 167,368 | $62.6M | 2.9% | – | – | History |
| TJXTJX Companies Inc | Stock | 370,569 | $24.5M | 1.1% | – | – | History |
| WATWaters Corp | COM | 57,413 | $16.3M | 0.8% | – | – | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 112,422 | $6.92M | 0.3% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 32,362 | $2.96M | 0.1% | – | – | – |