MA

MARSHFIELD ASSOCIATES

13F
MARSHFIELD ASSOCIATES
Last update 2025-05-15 18 Stocks (0 new)
Value $4.62 Bil Turnover 1 %
Countries:
Top Holdings: AZO(14.03%)ROST(10.81%)ORLY(8.94%)V(7.14%)DPZ(7.14%)
Summary Stock Picks Current Portfolio
MARSHFIELD ASSOCIATES Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AZO
AutoZone Inc
169,809
647,446.3
-0.28%
14.030
-0.03%
1.010
+3.26%
+17.78%
63,087.2
Vehicles & Parts
ROST
Ross Stores Inc
3,906,183
499,171.1
-0.22%
10.810
-0.03%
1.190
-0.48%
-8.77%
44,864.3
Retail - Cyclical
ORLY
O'Reilly Automotive Inc
4,318,755
412,464.1
-6.01%
8.940
-0.47%
0.510
+3.68%
+20.70%
81,569.0
Vehicles & Parts
V
Visa Inc
940,571
329,632.4
+0.73%
7.140
+0.05%
0.050
+6.43%
+12.80%
694,059.1
Credit Services
DPZ
Domino's Pizza Inc
716,952
329,403.7
+0.21%
7.140
+0.02%
2.090
-1.23%
+14.79%
16,229.3
Restaurants
CMI
Cummins Inc
1,050,534
329,279.3
+0.35%
7.130
+0.02%
0.760
+28.33%
+4.93%
49,864.5
Industrial Products
MA
Mastercard Inc
562,910
308,542.2
+1.12%
6.680
+0.07%
0.060
+6.20%
+7.22%
510,423.9
Credit Services
PGR
Progressive Corp
937,242
265,248.8
+7.33%
5.750
+0.39%
0.160
-6.57%
+5.37%
145,102.1
Insurance
ACGL
Arch Capital Group Ltd
2,560,861
246,303.6
-0.15%
5.340
-0.01%
0.680
-4.20%
-4.04%
33,210.7
Insurance
MCO
Moodys Corp
513,899
239,317.6
+0.54%
5.180
+0.03%
0.290
+18.13%
+7.70%
91,386.8
Capital Markets

MARSHFIELD ASSOCIATES's Historical Top Holdings Breakdowns

MARSHFIELD ASSOCIATES's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TJX
TJX Companies Inc
2025-03-31
Reduce
Reduce
-3.02%
●
112.81 ($121.39) 126.16
$126.36
4.09%
Reduce -50.99%
1,107,796
-1,152,362
ORLY
O'Reilly Automotive Inc
2025-03-31
Reduce
Reduce
-0.47%
●
79.18 ($86.99) 95.51
$95.42
9.69%
Reduce -6.01%
4,318,755
-18,401
PGR
Progressive Corp
2025-03-31
Add
Add
+0.39%
●
235.61 ($261.55) 291.22
$247.53
-5.36%
Add 7.33%
937,242
63,996
MA
Mastercard Inc
2025-03-31
Add
Add
+0.07%
●
504.67 ($544.39) 576.31
$562.09
3.25%
Add 1.12%
562,910
6,246
V
Visa Inc
2025-03-31
Add
Add
+0.05%
●
306.92 ($338.38) 362.71
$355.29
5.00%
Add 0.73%
940,571
6,790
EXPD
Expeditors International of Washington Inc
Expeditors International of Washington Inc
2025-03-31
Add
Add
+0.04%
●
109.09 ($115.1) 126.48
$115.43
0.29%
Add 0.77%
1,841,746
14,127
NVR
NVR Inc
2025-03-31
Add
Add
+0.04%
●
7062.02 ($7605.45) 8382.63
$7,899.84
3.87%
Add 1.09%
23,838
256
AZO
AutoZone Inc
2025-03-31
Reduce
Reduce
-0.03%
●
3193.96 ($3450.47) 3828.11
$3,771.19
9.29%
Reduce -0.28%
169,809
-471
MCO
Moodys Corp
2025-03-31
Add
Add
+0.03%
●
437.8 ($481.85) 527.48
$507.88
5.40%
Add 0.54%
513,899
2,779
ROST
Ross Stores Inc
2025-03-31
Reduce
Reduce
-0.03%
●
123.3 ($139.96) 154.95
$137.17
-1.99%
Reduce -0.22%
3,906,183
-8,430

MARSHFIELD ASSOCIATES Total Holding History ($B)

To

MARSHFIELD ASSOCIATES's Asset Allocation

To

MARSHFIELD ASSOCIATES Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MARSHFIELD ASSOCIATES's Hypothetical Growth since 2025-03-31

MARSHFIELD ASSOCIATES's Yearly Returns

Year Portfolio % % Excess Gain %

MARSHFIELD ASSOCIATES's Holdings Heat Map

Size field:

MARSHFIELD ASSOCIATES's Holdings Bubble Chart

MARSHFIELD ASSOCIATES News

  • 1

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