Marshfield Associates
- SEC CIK
- 0000914976
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2023/5/9 申報。只含多頭部位，變化是跟 2022 年第 1 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 | 140,102 | $3.01 億 | 11.4% | −2,855−2.0% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 5,729,269 | $2.61 億 | 9.8% | −68,656−1.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 737,414 | $2.19 億 | 8.3% | +38,609+5.5% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,742,880 | $1.93 億 | 7.3% | +807,256+41.7% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 854,628 | $1.65 億 | 6.2% | −5,673−0.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,936,269 | $1.64 億 | 6.2% | +2,545,343+651.1% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 413,730 | $1.61 億 | 6.1% | +155,609+60.3% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 244,464 | $1.54 億 | 5.8% | −3,526−1.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 761,507 | $1.50 億 | 5.7% | −4,205−0.5% | 減碼 | 歷史 |
| STRAStrategic Education, Inc. | COM | 2,030,150 | $1.43 億 | 5.4% | +17,296+0.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 452,100 | $1.43 億 | 5.4% | −5,298−1.2% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,153,730 | $1.34 億 | 5.1% | −10,427−0.9% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 1,322,679 | $1.29 億 | 4.9% | −8,921−0.7% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 23,595 | $9,448 萬 | 3.6% | +8,576+57.1% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 316,292 | $8,602 萬 | 3.3% | −1,274−0.4% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 1,607,518 | $8,025 萬 | 3.0% | −11,824−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 288,205 | $6,147 萬 | 2.3% | −10,480−3.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 64,063 | $377.1 萬 | 0.1% | −22,674−26.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 34,460 | $315.3 萬 | 0.1% | −7,614−18.1% | 減碼 | – |