Marshfield Associates Buys Progressive Corp, Sells Moody's Corporation, Waters Corp

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Nov 17, 2021
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Washington, DC, based Investment company Marshfield Associates (Current Portfolio) buys Progressive Corp, sells Moody's Corporation, Waters Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Marshfield Associates. As of 2021Q3, Marshfield Associates owns 16 stocks with a total value of $2.3 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. Goldman Sachs Group Inc (GS) - 703,687 shares, 11.67% of the total portfolio. Shares reduced by 1.11%
  2. AutoZone Inc (AZO) - 143,837 shares, 10.71% of the total portfolio. Shares reduced by 1.15%
  3. Arch Capital Group Ltd (ACGL) - 5,737,455 shares, 9.61% of the total portfolio. Shares reduced by 0.95%
  4. Cummins Inc (CMI) - 857,210 shares, 8.44% of the total portfolio. Shares reduced by 1.09%
  5. Visa Inc (V) - 761,322 shares, 7.44% of the total portfolio. Shares reduced by 0.97%
Added: Progressive Corp (PGR)

Marshfield Associates added to a holding in Progressive Corp by 144.29%. The purchase prices were between $90.35 and $99.88, with an estimated average price of $95.38. The stock is now traded at around $93.880000. The impact to a portfolio due to this purchase was 2.69%. The holding were 1,148,089 shares as of 2021-09-30.

Sold Out: Waters Corp (WAT)

Marshfield Associates sold out a holding in Waters Corp. The sale prices were between $351.18 and $424.7, with an estimated average price of $391.65.



Here is the complete portfolio of MARSHFIELD ASSOCIATES. Also check out:

1. MARSHFIELD ASSOCIATES's Undervalued Stocks
2. MARSHFIELD ASSOCIATES's Top Growth Companies, and
3. MARSHFIELD ASSOCIATES's High Yield stocks
4. Stocks that MARSHFIELD ASSOCIATES keeps buying
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