Marshfield Associates
- SEC CIK
- 0000914976
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2023/5/9 申報。只含多頭部位，變化是跟 2021 年第 4 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 | 142,957 | $2.92 億 | 11.5% | −207−0.1% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 5,797,925 | $2.81 億 | 11.0% | −5140.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 698,805 | $2.31 億 | 9.0% | −1,041−0.1% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 860,301 | $1.76 億 | 6.9% | +5,143+0.6% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,935,624 | $1.75 億 | 6.9% | +561,760+40.9% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 247,990 | $1.70 億 | 6.7% | +1,227+0.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 765,712 | $1.70 億 | 6.7% | +4,325+0.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 457,398 | $1.63 億 | 6.4% | −729−0.2% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 1,331,600 | $1.37 億 | 5.4% | +8,735+0.7% | 加碼 | 歷史 |
| STRAStrategic Education, Inc. | COM | 2,012,854 | $1.34 億 | 5.2% | +64,864+3.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,164,157 | $1.33 億 | 5.2% | +3870.0% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 317,566 | $1.07 億 | 4.2% | +3,359+1.1% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 258,121 | $1.05 億 | 4.1% | +258,121 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 1,619,342 | $9,619 萬 | 3.8% | +3,132+0.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 298,685 | $8,160 萬 | 3.2% | −47,675−13.8% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 15,019 | $6,709 萬 | 2.6% | +17+0.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 390,926 | $2,368 萬 | 0.9% | +1,325+0.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 86,737 | $514.0 萬 | 0.2% | −5,720−6.2% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 42,074 | $384.7 萬 | 0.2% | +1,320+3.2% | 加碼 | – |