Marshfield Associates Top Holdings
As of  06/30/2019

 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Moody&apos s Corp. 1,038,579 -19,295 $202,845
Arch Capital Group Ltd 4,360,020 -46,361 $161,670
Autozone Inc. 117,572 -1,996 $129,267
Mastercard Inc Class A 445,896 -10,111 $117,953
Deere & Co. 672,650 -10,698 $111,465
Visa Inc Cl A 576,141 -10,289 $99,989
Fastenal Co 2,790,409 +1,373,075 $90,939
Cummins Inc 510,267 -8,077 $87,429
Goldman Sachs Group Inc 413,811 -5,288 $84,666
O&apos Reilly Automotive Inc 223,288 -3,913 $82,465
Expeditors International of Washington 1,066,882 -18,827 $80,934
Ross Stores Inc 692,918 -10,748 $68,682
Strategic Education Inc 385,028 -116,417 $68,535
Chipotle Mexican Grill Cl A 85,222 -141,280 $62,457
Union Pacific Corporation 311,727 -4,741 $52,716
NVR Inc 13,871 -203 $46,749
Waters Corp 52,502 -1,824 $11,301

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 06/30/2019: $1,560,277
At 03/31/2019: $1,631,726

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 |

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