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

Nov 17, 2021

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.

Added Positions: PGR, STRA,
Reduced Positions: MCO, GS, AZO, CMI, ROST,
Sold Out: WAT,

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

Goldman Sachs Group Inc (GS) - 703,687 shares, 11.67% of the total portfolio. Shares reduced by 1.11%
AutoZone Inc (AZO) - 143,837 shares, 10.71% of the total portfolio. Shares reduced by 1.15%
Arch Capital Group Ltd (ACGL) - 5,737,455 shares, 9.61% of the total portfolio. Shares reduced by 0.95%
Cummins Inc (CMI) - 857,210 shares, 8.44% of the total portfolio. Shares reduced by 1.09%
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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