Marshfield Associates
- SEC CIK
- 0000914976
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 9, 2023. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 19
- +1 vs. Q4 2021
- Portfolio value
- $2.55B
- +$27.9M (+1.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AZOAutoZone Inc | COM | 142,957 | $292.3M | 11.5% | −207−0.1% | Reduced | History |
| ACGLArch Capital Group Ltd. | Stock | 5,797,925 | $280.7M | 11.0% | −5140.0% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 698,805 | $230.7M | 9.0% | −1,041−0.1% | Reduced | History |
| CMICummins Inc | Stock | 860,301 | $176.5M | 6.9% | +5,143+0.6% | Added | History |
| ROSTRoss Stores, Inc. | COM | 1,935,624 | $175.1M | 6.9% | +561,760+40.9% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 247,990 | $169.9M | 6.7% | +1,227+0.5% | Added | History |
| VVisa Inc. | Stock | 765,712 | $169.8M | 6.7% | +4,325+0.6% | Added | History |
| MAMastercard Inc | Stock | 457,398 | $163.5M | 6.4% | −729−0.2% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 1,331,600 | $137.4M | 5.4% | +8,735+0.7% | Added | History |
| STRAStrategic Education, Inc. | COM | 2,012,854 | $133.6M | 5.2% | +64,864+3.3% | Added | History |
| PGRProgressive Corp | Stock | 1,164,157 | $132.7M | 5.2% | +3870.0% | Added | History |
| MCOMoodys Corp | Stock | 317,566 | $107.2M | 4.2% | +3,359+1.1% | Added | History |
| DPZDominos Pizza Inc | COM | 258,121 | $105.1M | 4.1% | +258,121 | New | History |
| FASTFastenal Co | Stock | 1,619,342 | $96.2M | 3.8% | +3,132+0.2% | Added | History |
| UNPUnion Pacific Corp | Stock | 298,685 | $81.6M | 3.2% | −47,675−13.8% | Reduced | History |
| NVRNVR Inc | COM | 15,019 | $67.1M | 2.6% | +17+0.1% | Added | History |
| TJXTJX Companies Inc | Stock | 390,926 | $23.7M | 0.9% | +1,325+0.3% | Added | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 86,737 | $5.14M | 0.2% | −5,720−6.2% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 42,074 | $3.85M | 0.2% | +1,320+3.2% | Added | – |