HoldingsChannel.com
Marshfield Associates Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Moody&apos s Corp. 1,038,579 -19,295 $202,845
     MCO1,038,579-19,295$202,845
Arch Capital Group Ltd 4,360,020 -46,361 $161,670
     ACGL4,360,020-46,361$161,670
Autozone Inc. 117,572 -1,996 $129,267
     AZO117,572-1,996$129,267
Mastercard Inc Class A 445,896 -10,111 $117,953
     MA445,896-10,111$117,953
Deere & Co. 672,650 -10,698 $111,465
     DE672,650-10,698$111,465
Visa Inc Cl A 576,141 -10,289 $99,989
     V576,141-10,289$99,989
Fastenal Co 2,790,409 +1,373,075 $90,939
     FAST2,790,409+1,373,075$90,939
Cummins Inc 510,267 -8,077 $87,429
     CMI510,267-8,077$87,429
Goldman Sachs Group Inc 413,811 -5,288 $84,666
     GS413,811-5,288$84,666
O&apos Reilly Automotive Inc 223,288 -3,913 $82,465
     ORLY223,288-3,913$82,465
Expeditors International of Washington 1,066,882 -18,827 $80,934
     EXPD1,066,882-18,827$80,934
Ross Stores Inc 692,918 -10,748 $68,682
     ROST692,918-10,748$68,682
Strategic Education Inc 385,028 -116,417 $68,535
     STRA385,028-116,417$68,535
Chipotle Mexican Grill Cl A 85,222 -141,280 $62,457
     CMG85,222-141,280$62,457
Union Pacific Corporation 311,727 -4,741 $52,716
     UNP311,727-4,741$52,716
NVR Inc 13,871 -203 $46,749
     NVR13,871-203$46,749
Waters Corp 52,502 -1,824 $11,301
     WAT52,502-1,824$11,301

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 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 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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