Marshfield Associates
$4.3B 13F equity value
18 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Marshfield Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 1,526,157 | $634M | 14.9% |
| PGR | PROGRESSIVE CORP | 2,153,186 | $470M | 11.0% |
| AZO | AUTOZONE INC | 136,373 | $436M | 10.2% |
| V | VISA INC | 1,034,433 | $355M | 8.3% |
| ACGL | ARCH CAP GROUP LTD | 3,331,135 | $323M | 7.6% |
| MA | MASTERCARD INCORPORATED | 572,290 | $294M | 6.9% |
| EXPD | EXPEDITORS INTL WASH INC | 1,553,964 | $253M | 5.9% |
| ORLY | OREILLY AUTOMOTIVE INC | 2,740,457 | $252M | 5.9% |
| MCO | MOODYS CORP | 422,806 | $191M | 4.5% |
| DPZ | DOMINOS PIZZA INC | 638,541 | $189M | 4.4% |
Track Marshfield Associates's 13F portfolio: $4.3B in reported holdings, 18 positions. Top holdings and quarterly changes on SentiSense.
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