Marshfield Associates
- SEC CIK
- 0000914976
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2023/5/9 申報。只含多頭部位。
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 638,849 | $2.09 億 | 9.8% | – | – | 歷史 |
| CMICummins Inc | Stock | 805,277 | $2.09 億 | 9.8% | – | – | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 5,243,086 | $2.01 億 | 9.4% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 138,410 | $1.94 億 | 9.1% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 618,579 | $1.85 億 | 8.7% | – | – | 歷史 |
| MAMastercard Inc | Stock | 451,879 | $1.61 億 | 7.5% | – | – | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,285,113 | $1.54 億 | 7.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 701,239 | $1.48 億 | 7.0% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 1,265,504 | $1.36 億 | 6.4% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 241,628 | $1.23 億 | 5.7% | – | – | 歷史 |
| FASTFastenal Co | Stock | 1,585,014 | $7,970 萬 | 3.7% | – | – | 歷史 |
| STRAStrategic Education, Inc. | COM | 850,337 | $7,816 萬 | 3.7% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 337,501 | $7,439 萬 | 3.5% | – | – | 歷史 |
| NVRNVR Inc | COM | 14,637 | $6,895 萬 | 3.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 167,368 | $6,262 萬 | 2.9% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 370,569 | $2,451 萬 | 1.1% | – | – | 歷史 |
| WATWaters Corp | COM | 57,413 | $1,632 萬 | 0.8% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 112,422 | $691.6 萬 | 0.3% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 32,362 | $296.1 萬 | 0.1% | – | – | – |