Marshfield Associates
- SEC CIK
- 0000914976
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 18
- 0 vs. Q4 2024
- Portfolio value
- $4.62B
- +$1.54M (0.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AZOAutoZone Inc | COM | 169,809 | $647.4M | 14.0% | −471−0.3% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 3,906,183 | $499.2M | 10.8% | −8,430−0.2% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 287,917 | $412.5M | 8.9% | −18,401−6.0% | Reduced | History |
| VVisa Inc. | Stock | 940,571 | $329.6M | 7.1% | +6,790+0.7% | Added | History |
| DPZDominos Pizza Inc | COM | 716,952 | $329.4M | 7.1% | +1,531+0.2% | Added | History |
| CMICummins Inc | Stock | 1,050,534 | $329.3M | 7.1% | +3,637+0.3% | Added | History |
| MAMastercard Inc | Stock | 562,910 | $308.5M | 6.7% | +6,246+1.1% | Added | History |
| PGRProgressive Corp | Stock | 937,242 | $265.2M | 5.7% | +63,996+7.3% | Added | History |
| ACGLArch Capital Group Ltd. | Stock | 2,560,861 | $246.3M | 5.3% | −3,879−0.2% | Reduced | History |
| MCOMoodys Corp | Stock | 513,899 | $239.3M | 5.2% | +2,779+0.5% | Added | History |
| EXPDExpeditors International of Washington Inc | COM | 1,841,746 | $221.5M | 4.8% | +14,127+0.8% | Added | History |
| NVRNVR Inc | COM | 23,838 | $172.7M | 3.7% | +256+1.1% | Added | History |
| DISWalt Disney Co | Stock | 1,599,320 | $157.9M | 3.4% | +7,038+0.4% | Added | History |
| STRAStrategic Education, Inc. | COM | 1,849,034 | $155.2M | 3.4% | +12,543+0.7% | Added | History |
| FASTFastenal Co | Stock | 1,974,506 | $153.1M | 3.3% | +12,859+0.7% | Added | History |
| TJXTJX Companies Inc | Stock | 1,107,796 | $134.9M | 2.9% | −1,152,362−51.0% | Reduced | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 132,042 | $12.1M | 0.3% | −1,933−1.4% | Reduced | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 26,867 | $1.58M | <0.1% | 00.0% | Unchanged | – |