Marshfield Associates
- SEC CIK
- 0000914976
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/5/9 申報。只含多頭部位，變化是跟 2022 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 |
|---|---|---|---|---|---|---|---|
| ROSTRoss Stores, Inc. | COM | 3,066,921 | $3.56 億 | 11.0% | +41,418+1.4% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 5,596,100 | $3.51 億 | 10.8% | −49,339−0.9% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 137,795 | $3.40 億 | 10.5% | −87−0.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 722,824 | $2.48 億 | 7.6% | −3,828−0.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,914,265 | $2.32 億 | 7.1% | +8950.0% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 844,564 | $2.05 億 | 6.3% | −3,104−0.4% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 241,829 | $2.04 億 | 6.3% | +838+0.3% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 471,693 | $1.63 億 | 5.0% | +520.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 752,879 | $1.56 億 | 4.8% | −1,733−0.2% | 減碼 | 歷史 |
| STRAStrategic Education, Inc. | COM | 1,995,566 | $1.56 億 | 4.8% | −14,482−0.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 447,480 | $1.56 億 | 4.8% | −1650.0% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 1,472,922 | $1.53 億 | 4.7% | −4,502−0.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,134,440 | $1.47 億 | 4.5% | −5,145−0.5% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 26,609 | $1.23 億 | 3.8% | −84−0.3% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 419,682 | $1.17 億 | 3.6% | +105,576+33.6% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 1,586,922 | $7,509 萬 | 2.3% | −4,714−0.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 284,139 | $5,884 萬 | 1.8% | −267−0.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 56,763 | $328.2 萬 | 0.1% | −4,200−6.9% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 32,158 | $294.1 萬 | 0.1% | 00.0% | 不變 | – |