HoldingsChannel.com
Marshfield Associates Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
Moody&apos s Corp. 1,057,874 -3,217 $191,570
     MCO1,057,874-3,217$191,570
Chipotle Mexican Grill Cl A 226,502 -1,468 $160,887
     CMG226,502-1,468$160,887
Arch Capital Group Ltd 4,406,381 -22,885 $142,414
     ACGL4,406,381-22,885$142,414
Autozone Inc. 119,568 -282 $122,452
     AZO119,568-282$122,452
Deere & Co. 683,348 -1,762 $109,226
     DE683,348-1,762$109,226
Mastercard Inc Class A 456,007 -3,889 $107,367
     MA456,007-3,889$107,367
Visa Inc Cl A 586,430 -2,534 $91,594
     V586,430-2,534$91,594
Fastenal Co 1,417,334 -6,311 $91,149
     FAST1,417,334-6,311$91,149
O&apos Reilly Automotive Inc 227,201 -793 $88,222
     ORLY227,201-793$88,222
Expeditors International of Washington 1,085,709 -1,792 $82,405
     EXPD1,085,709-1,792$82,405
Cummins Inc 518,344 -553 $81,831
     CMI518,344-553$81,831
Goldman Sachs Group Inc 419,099 +437 $80,463
     GS419,099+437$80,463
Strategic Education Inc 501,445 -1,875 $65,845
     STRA501,445-1,875$65,845
Ross Stores Inc 703,666 -1,188 $65,511
     ROST703,666-1,188$65,511
Union Pacific Corporation 316,468 -1,165 $52,913
     UNP316,468-1,165$52,913
YUM Brands Inc 453,457 -323,737 $45,260
     YUM453,457-323,737$45,260
NVR Inc 14,074 +30 $38,943
     NVR14,074+30$38,943

See Full List: All Stocks Held By Marshfield Associates
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Marshfield Associates

Size ($ in 1000's)
At 03/31/2019: $1,631,726
At 12/31/2018: $1,381,679

Marshfield Associates holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marshfield Associates 13F filings. Link to 13F filings: SEC filings

Marshfield Associates Top Holdings 13F Filings | www.HoldingsChannel.com

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