- New Purchases: TJX,
- Added Positions: ROST, CMI, CMG, GS, V, EXPD, AZO, DE, ACGL,
- Reduced Positions: MCO,
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- Moody's Corporation (MCO) - 740,812 shares, 9.67% of the total portfolio. Shares reduced by 33.77%
- Arch Capital Group Ltd (ACGL) - 5,299,368 shares, 9.31% of the total portfolio. Shares added by 5.58%
- AutoZone Inc (AZO) - 146,169 shares, 7.63% of the total portfolio. Shares added by 7.69%
- Visa Inc (V) - 733,298 shares, 7.29% of the total portfolio. Shares added by 17.55%
- Ross Stores Inc (ROST) - 1,351,646 shares, 7.26% of the total portfolio. Shares added by 80.68%
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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