Marshfield Associates Buys Ross Stores Inc, Cummins Inc, Chipotle Mexican Grill Inc, Sells Moody's Corporation

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May 16, 2020
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Washington, DC, based Investment company Marshfield Associates (Current Portfolio) buys Ross Stores Inc, Cummins Inc, Chipotle Mexican Grill Inc, Goldman Sachs Group Inc, TJX Inc, sells Moody's Corporation during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Marshfield Associates. As of 2020Q1, Marshfield Associates owns 18 stocks with a total value of $1.6 billion. These are the details of the buys and sells.

For the details of MARSHFIELD ASSOCIATES's stock buys and sells, go to https://www.gurufocus.com/guru/marshfield+associates/current-portfolio/portfolio

These are the top 5 holdings of MARSHFIELD ASSOCIATES
  1. Moody's Corporation (MCO) - 740,812 shares, 9.67% of the total portfolio. Shares reduced by 33.77%
  2. Arch Capital Group Ltd (ACGL) - 5,299,368 shares, 9.31% of the total portfolio. Shares added by 5.58%
  3. AutoZone Inc (AZO) - 146,169 shares, 7.63% of the total portfolio. Shares added by 7.69%
  4. Visa Inc (V) - 733,298 shares, 7.29% of the total portfolio. Shares added by 17.55%
  5. Ross Stores Inc (ROST) - 1,351,646 shares, 7.26% of the total portfolio. Shares added by 80.68%
New Purchase: TJX Companies Inc (TJX)

Marshfield Associates initiated holding in TJX Companies Inc. The purchase prices were between $36.76 and $63.99, with an estimated average price of $57.77. The stock is now traded at around $47.17. The impact to a portfolio due to this purchase was 1.11%. The holding were 377,232 shares as of .

Added: Ross Stores Inc (ROST)

Marshfield Associates added to a holding in Ross Stores Inc by 80.68%. The purchase prices were between $59.97 and $123.81, with an estimated average price of $107.35. The stock is now traded at around $85.31. The impact to a portfolio due to this purchase was 3.24%. The holding were 1,351,646 shares as of .

Added: Cummins Inc (CMI)

Marshfield Associates added to a holding in Cummins Inc by 53.55%. The purchase prices were between $102.76 and $179.32, with an estimated average price of $156.72. The stock is now traded at around $155.64. The impact to a portfolio due to this purchase was 2.5%. The holding were 857,393 shares as of .

Added: Chipotle Mexican Grill Inc (CMG)

Marshfield Associates added to a holding in Chipotle Mexican Grill Inc by 39.05%. The purchase prices were between $465.21 and $933.84, with an estimated average price of $794.62. The stock is now traded at around $971.75. The impact to a portfolio due to this purchase was 1.58%. The holding were 139,379 shares as of .

Added: Goldman Sachs Group Inc (GS)

Marshfield Associates added to a holding in Goldman Sachs Group Inc by 31.44%. The purchase prices were between $134.97 and $249.72, with an estimated average price of $213.5. The stock is now traded at around $171.87. The impact to a portfolio due to this purchase was 1.44%. The holding were 630,692 shares as of .



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