GURUFOCUS.COM Guru List Institutional Investment Manager (13F) MARSHFIELD ASSOCIATES Current Portfolio
|Last update 2023-02-18||17 Stocks (0 new)|
|Value $3.24 Bil||Turnover 1 %|
Top Holdings: ROST(10.98%) ACGL(10.84%) AZO(10.48%) GS(7.66%) TJX(7.16%)Portfolio Report
MARSHFIELD ASSOCIATES has disclosed 17 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. The current portfolio value is calculated to be $3.24 Bil. The turnover rate is 1%.
In MARSHFIELD ASSOCIATES's current portfolio as of 2022-12-31, the top 5 holdings are Ross Stores Inc (ROST), Arch Capital Group Ltd (ACGL), AutoZone Inc (AZO), The Goldman Sachs Group Inc (GS), TJX Companies Inc (TJX), not including call and put options. MARSHFIELD ASSOCIATES did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for MARSHFIELD ASSOCIATES, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for MARSHFIELD ASSOCIATES, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for MARSHFIELD ASSOCIATES.
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