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MARSHFIELD ASSOCIATES 13F holdings

Filed 2026-08-14 · MARSHFIELD ASSOCIATES · 17 positions · $4.3B

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TickerCompanySharesValue% of portfolio
UNHUNITEDHEALTH GROUP INC1.5M$634.3M14.9%
PGRPROGRESSIVE CORP2.2M$470.4M11.0%
AZOAUTOZONE INC136.4K$435.8M10.2%
VVISA INC1.0M$354.9M8.3%
—ARCH CAP GROUP LTD3.3M$323.3M7.6%
MAMASTERCARD INCORPORATED572.3K$293.9M6.9%
EXPDEXPEDITORS INTL WASH INC1.6M$253.3M5.9%
ORLYOREILLY AUTOMOTIVE INC2.7M$252.4M5.9%
MCOMOODYS CORP422.8K$191.5M4.5%
DPZDOMINOS PIZZA INC638.5K$189.0M4.4%
NKENIKE INC4.3M$178.3M4.2%
NVRNVR INC20.1K$137.2M3.2%
TJXTJX COS INC NEW872.8K$132.2M3.1%
ROSTROSS STORES INC595.7K$126.8M3.0%
DISDISNEY WALT CO1.3M$124.9M2.9%
FASTFASTENAL CO2.6M$123.7M2.9%
STRASTRATEGIC ED INC559.0K$42.8M1.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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