Marshfield Associates
- SEC CIK
- 0000914976
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2023/5/9 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AZOAutoZone Inc | COM | 143,164 | $3.00 億 | 11.9% | −673−0.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 699,846 | $2.68 億 | 10.6% | −3,841−0.5% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 5,798,439 | $2.58 億 | 10.2% | +60,984+1.1% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 855,158 | $1.87 億 | 7.4% | −2,052−0.2% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 1,322,865 | $1.78 億 | 7.0% | −5100.0% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 246,763 | $1.74 億 | 6.9% | +134+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 761,387 | $1.65 億 | 6.5% | +650.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 458,127 | $1.65 億 | 6.5% | −474−0.1% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,373,864 | $1.57 億 | 6.2% | −1130.0% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 314,207 | $1.23 億 | 4.9% | +975+0.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,163,770 | $1.19 億 | 4.7% | +15,681+1.4% | 加碼 | 歷史 |
| STRAStrategic Education, Inc. | COM | 1,947,990 | $1.13 億 | 4.5% | +426,776+28.1% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 1,616,210 | $1.04 億 | 4.1% | −4,155−0.3% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 15,002 | $8,865 萬 | 3.5% | +27+0.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 346,360 | $8,726 萬 | 3.5% | +864+0.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 389,601 | $2,958 萬 | 1.2% | −413−0.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 92,457 | $562.4 萬 | 0.2% | −24,853−21.2% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 40,754 | $372.6 萬 | 0.1% | −4,612−10.2% | 減碼 | – |