Marshfield Associates
$5.0B Assets Reported
17 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AZO | AUTOZONE INC | 165,033 | $557M | 11.2% |
| UNH | UNITEDHEALTH GROUP INC | 1,890,689 | $512M | 10.2% |
| PGR | PROGRESSIVE CORP | 2,455,384 | $487M | 9.7% |
| ROST | ROSS STORES INC | 1,818,806 | $394M | 7.9% |
| V | VISA INC | 1,254,973 | $379M | 7.6% |
| ORLY | OREILLY AUTOMOTIVE INC | 3,513,674 | $324M | 6.5% |
| MA | MASTERCARD INCORPORATED | 600,154 | $300M | 6.0% |
| ACGL | ARCH CAP GROUP LTD | 3,051,421 | $293M | 5.9% |
| EXPD | EXPEDITORS INTL WASH INC | 1,953,005 | $280M | 5.6% |
| DPZ | DOMINOS PIZZA INC | 755,140 | $271M | 5.4% |
Track Marshfield Associates's 13F portfolio: $5.0B in reported holdings, 17 positions. Top holdings, AUM, and quarterly changes on SentiSense.