Marshfield Associates Top Holdings
As of  03/31/2019

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

See Full List: All Stocks Held By Marshfield Associates
     • 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 was derived from Marshfield Associates 13F filings. Link to 13F filings: SEC filings

Marshfield Associates Top Holdings 13F Filings |

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.