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CIK 0000914976 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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=jivedata("marshfield-associates","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARCH CAP GROUP LTD | ORD | $246.3M | 5.3% | 2,560,861 SH | |
| AUTOZONE INC | COM | $647.4M | 14.0% | 169,809 SH | |
| CUMMINS INC | COM | $329.3M | 7.1% | 1,050,534 SH | |
| DISNEY WALT CO | COM | $157.9M | 3.4% | 1,599,320 SH | |
| DOMINOS PIZZA INC | COM | $329.4M | 7.1% | 716,952 SH | |
| EXPEDITORS INTL WASH INC | COM | $221.5M | 4.8% | 1,841,746 SH | |
| FASTENAL CO | COM | $153.1M | 3.3% | 1,974,506 SH | |
| MASTERCARD INCORPORATED | CL A | $308.5M | 6.7% | 562,910 SH | |
| MOODYS CORP | COM | $239.3M | 5.2% | 513,899 SH | |
| NVR INC | COM | $172.7M | 3.7% | 23,838 SH | |
| OREILLY AUTOMOTIVE INC | COM | $412.5M | 8.9% | 287,917 SH | |
| PROGRESSIVE CORP | COM | $265.2M | 5.7% | 937,242 SH | |
| ROSS STORES INC | COM | $499.2M | 10.8% | 3,906,183 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $12.1M | 0.3% | 132,042 SH | |
| STRATEGIC ED INC | COM | $155.2M | 3.4% | 1,849,034 SH | |
| TJX COS INC NEW | COM | $134.9M | 2.9% | 1,107,796 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.6M | 0.0% | 26,867 SH | |
| VISA INC | COM CL A | $329.6M | 7.1% | 940,571 SH |
| 13F-HR |
| 0001172661-26-003813 |
| $4.26B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003456 | $4.89B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002329 | $4.99B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002352 | $4.62B | View |