Marshfield Associates
- SEC CIK
- 0000914976
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2023/5/9 申報。只含多頭部位，變化是跟 2022 年第 2 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 | 137,882 | $2.95 億 | 11.1% | −2,220−1.6% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 5,645,439 | $2.57 億 | 9.7% | −83,830−1.5% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 3,025,503 | $2.55 億 | 9.6% | +282,623+10.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 726,652 | $2.13 億 | 8.0% | −10,762−1.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,913,370 | $1.81 億 | 6.8% | −22,899−0.8% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 847,668 | $1.73 億 | 6.5% | −6,960−0.8% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 240,991 | $1.70 億 | 6.4% | −3,473−1.4% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 471,641 | $1.46 億 | 5.5% | +57,911+14.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 754,612 | $1.34 億 | 5.0% | −6,895−0.9% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,139,585 | $1.32 億 | 5.0% | −14,145−1.2% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 1,477,424 | $1.30 億 | 4.9% | +154,745+11.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 447,645 | $1.27 億 | 4.8% | −4,455−1.0% | 減碼 | 歷史 |
| STRAStrategic Education, Inc. | COM | 2,010,048 | $1.23 億 | 4.6% | −20,102−1.0% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 26,693 | $1.06 億 | 4.0% | +3,098+13.1% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 314,106 | $7,636 萬 | 2.9% | −2,186−0.7% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 1,591,636 | $7,328 萬 | 2.8% | −15,882−1.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 284,406 | $5,541 萬 | 2.1% | −3,799−1.3% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 60,963 | $352.3 萬 | 0.1% | −3,100−4.8% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 32,158 | $294.6 萬 | 0.1% | −2,302−6.7% | 減碼 | – |