MARSHFIELD ASSOCIATES
17 holdingsFiling period: 2026-03-31Current AUM: $5.51Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AZO | AUTOZONE INC | 165.0K | $557.4M | $497.8M | 9.04% | -9,885 | 2026-03-31 |
| 2 | UNH | UNITEDHEALTH GROUP INC | 1.89M | $511.6M | $783.5M | 14.22% | +232.2K | 2026-03-31 |
| 3 | PGR | PROGRESSIVE CORP | 2.46M | $486.8M | $519.1M | 9.42% | -70,350 | 2026-03-31 |
| 4 | ROST | ROSS STORES INC | 1.82M | $394.0M | $456.6M | 8.29% | -895,533 | 2026-03-31 |
| 5 | V | VISA INC | 1.25M | $379.3M | $459.5M | 8.34% | +225.9K | 2026-03-31 |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | 3.51M | $324.3M | $313.9M | 5.70% | -392,970 | 2026-03-31 |
| 7 | MA | MASTERCARD INCORPORATED | 600.2K | $299.9M | $343.9M | 6.24% | -26,528 | 2026-03-31 |
| 8 | — | ARCH CAP GROUP LTD | 3.05M | $292.9M | $292.9M | 5.32% | +164.4K | 2026-03-31 |
| 9 | EXPD | EXPEDITORS INTL WASH INC | 1.95M | $279.7M | $327.9M | 5.95% | -99,526 | 2026-03-31 |
| 10 | DPZ | DOMINOS PIZZA INC | 755.1K | $270.9M | $262.4M | 4.76% | -29,852 | 2026-03-31 |
| 11 | CMI | CUMMINS INC | 448.8K | $241.5M | $284.6M | 5.17% | -314,867 | 2026-03-31 |
| 12 | MCO | MOODYS CORP | 539.0K | $235.1M | $257.8M | 4.68% | -24,564 | 2026-03-31 |
| 13 | TJX | TJX COS INC NEW | 1.09M | $174.3M | $171.7M | 3.12% | -77,699 | 2026-03-31 |
| 14 | NVR | NVR INC | 25.4K | $167.5M | $156.3M | 2.84% | -1,436 | 2026-03-31 |
| 15 | DIS | DISNEY WALT CO | 1.64M | $158.3M | $158.0M | 2.87% | -52,465 | 2026-03-31 |
| 16 | FAST | FASTENAL CO | 3.31M | $153.6M | $157.9M | 2.87% | -440,308 | 2026-03-31 |
| 17 | STRA | STRATEGIC ED INC | 792.9K | $65.8M | $65.0M | 1.18% | -685,592 | 2026-03-31 |
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