Institutions / Marshfield Associates Inc
Marshfield Associates Inc
CIK 914976 · Institution · as of Dec 31, 2025
Portfolio value
$5.70B
Positions
17
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Autozone Inc | $593.24M | 10.4% |
| Progressive CORP/OH | $575.16M | 10.1% |
| Unitedhealth Group Inc | $547.48M | 9.6% |
| Ross Stores, Inc. | $488.96M | 8.6% |
| Cummins Inc | $389.80M | 6.8% |
| Visa Inc | $360.89M | 6.3% |
| Mastercard Inc | $357.76M | 6.3% |
| O Reilly Automotive Inc | $356.32M | 6.2% |
| Domino's Pizza Inc. | $327.20M | 5.7% |
| Expeditors International of Washington Inc | $305.85M | 5.4% |
| Moody's Corp | $287.89M | 5.0% |
| Arch Capital Group Ltd. | $276.92M | 4.9% |
| Nvr Inc | $195.85M | 3.4% |
| Walt Disney Co | $192.86M | 3.4% |
| TJX Cos Inc/The | $179.55M | 3.1% |
| Fastenal Co | $150.47M | 2.6% |
| Strategic Education Inc | $118.58M | 2.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.