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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 | $323.3M | 7.6%Prev: 4.8% | 3,331,135 SH | Increased+747,723 SH |
| AUTOZONE INC | COM | $435.8M | 10.2%Prev: 12.7% | 136,373 SH | Decreased-30,666 SH |
| DISNEY WALT CO | COM | $124.9M | 2.9%Prev: 4.0% | 1,298,132 SH | Decreased-276,634 SH |
| DOMINOS PIZZA INC | COM | $189.0M | 4.4%Prev: 6.6% | 638,541 SH | Decreased-77,209 SH |
| EXPEDITORS INTL WASH INC | COM | $253.3M | 5.9%Prev: 4.3% | 1,553,964 SH | Increased-302,594 SH |
| FASTENAL CO | COM | $123.7M | 2.9%Prev: 3.4% | 2,574,816 SH | Decreased-1,391,309 SH |
| MASTERCARD INCORPORATED | CL A | $293.9M | 6.9%Prev: 6.5% | 572,290 SH | Decreased+5,848 SH |
| MOODYS CORP | COM | $191.5M | 4.5%Prev: 5.3% | 422,806 SH | Decreased-93,208 SH |
| NIKE INC | CL B | $178.3M | 4.2% | 4,343,816 SH | New |
| NVR INC | COM | $137.2M | 3.2%Prev: 3.6% | 20,141 SH | Decreased-3,771 SH |
| OREILLY AUTOMOTIVE INC | COM | $252.4M | 5.9%Prev: 7.1% | 2,740,457 SH | Decreased-1,115,500 SH |
| PROGRESSIVE CORP | COM | $470.4M | 11.0%Prev: 5.0% | 2,153,186 SH | Increased+1,229,496 SH |
| ROSS STORES INC | COM | $126.8M | 3.0%Prev: 10.1% | 595,704 SH | Decreased-3,267,324 SH |
| STRATEGIC ED INC | COM | $42.8M | 1.0%Prev: 3.1% | 559,012 SH | Decreased-1,251,092 SH |
| TJX COS INC NEW | COM | $132.2M | 3.1%Prev: 2.7% | 872,770 SH | Increased-195,360 SH |
| UNITEDHEALTH GROUP INC | COM | $634.3M | 14.9%Prev: 6.5% | 1,526,157 SH | Increased+507,869 SH |
| VISA INC | COM CL A | $354.9M | 8.3%Prev: 6.9% | 1,034,433 SH | Increased+87,256 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 |