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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 | $292.9M | 5.9%Prev: 5.3% | 3,051,421 SH | Increased+490,560 SH |
| AUTOZONE INC | COM | $557.4M | 11.2%Prev: 14.0% | 165,033 SH | Decreased-4,776 SH |
| CUMMINS INC | COM | $241.5M | 4.8%Prev: 7.1% | 448,781 SH | Decreased-601,753 SH |
| DISNEY WALT CO | COM | $158.3M | 3.2%Prev: 3.4% | 1,642,724 SH | Increased+43,404 SH |
| DOMINOS PIZZA INC | COM | $270.9M | 5.4%Prev: 7.1% | 755,140 SH | Decreased+38,188 SH |
| EXPEDITORS INTL WASH INC | COM | $279.7M | 5.6%Prev: 4.8% | 1,953,005 SH | Increased+111,259 SH |
| FASTENAL CO | COM | $153.6M | 3.1%Prev: 3.3% | 3,309,287 SH | Increased+1,334,781 SH |
| MASTERCARD INCORPORATED | CL A | $299.9M | 6.0%Prev: 6.7% | 600,154 SH | Decreased+37,244 SH |
| MOODYS CORP | COM | $235.1M | 4.7%Prev: 5.2% | 538,993 SH | Decreased+25,094 SH |
| NVR INC | COM | $167.5M | 3.4%Prev: 3.7% | 25,419 SH | Decreased+1,581 SH |
| OREILLY AUTOMOTIVE INC | COM | $324.3M | 6.5%Prev: 8.9% | 3,513,674 SH | Decreased+3,225,757 SH |
| PROGRESSIVE CORP | COM | $486.8M | 9.7%Prev: 5.7% | 2,455,384 SH | Increased+1,518,142 SH |
| ROSS STORES INC | COM | $394.0M | 7.9%Prev: 10.8% | 1,818,806 SH | Decreased-2,087,377 SH |
| STRATEGIC ED INC | COM | $65.8M | 1.3%Prev: 3.4% | 792,930 SH | Decreased-1,056,104 SH |
| TJX COS INC NEW | COM | $174.3M | 3.5%Prev: 2.9% | 1,091,160 SH | Increased-16,636 SH |
| UNITEDHEALTH GROUP INC | COM | $511.6M | 10.2% | 1,890,689 SH | New |
| VISA INC | COM CL A | $379.3M | 7.6%Prev: 7.1% | 1,254,973 SH | Increased+314,402 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 |