13F HOLDINGS REPORT
Marshfield Associates
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002352
Total Value
$4.62B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AUTOZONE INC | AZO | 169,809 | $647.4M | 14.03% |
| 2 | ROSS STORES INC | ROST | 3,906,183 | $499.2M | 10.81% |
| 3 | OREILLY AUTOMOTIVE INC | 67103H107 | 287,917 | $412.5M | 8.94% |
| 4 | VISA INC | V | 940,571 | $329.6M | 7.14% |
| 5 | DOMINOS PIZZA INC | DPZ | 716,952 | $329.4M | 7.14% |
| 6 | CUMMINS INC | CMI | 1,050,534 | $329.3M | 7.13% |
| 7 | MASTERCARD INCORPORATED | MA | 562,910 | $308.5M | 6.68% |
| 8 | PROGRESSIVE CORP | 743315103 | 937,242 | $265.2M | 5.75% |
| 9 | ARCH CAP GROUP LTD | G0450A105 | 2,560,861 | $246.3M | 5.34% |
| 10 | MOODYS CORP | MCO | 513,899 | $239.3M | 5.18% |
| 11 | EXPEDITORS INTL WASH INC | 302130109 | 1,841,746 | $221.5M | 4.80% |
| 12 | NVR INC | NVR | 23,838 | $172.7M | 3.74% |
| 13 | DISNEY WALT CO | 254687106 | 1,599,320 | $157.9M | 3.42% |
| 14 | STRATEGIC ED INC | STRA | 1,849,034 | $155.2M | 3.36% |
| 15 | FASTENAL CO | FAST | 1,974,506 | $153.1M | 3.32% |
| 16 | TJX COS INC NEW | 872540109 | 1,107,796 | $134.9M | 2.92% |
| 17 | SPDR SER TR | 78468R663 | 132,042 | $12.1M | 0.26% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C102 | 26,867 | $1.6M | 0.03% |