MARSHFIELD ASSOCIATES | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 17 of 17 positions

AZO

AUTOZONE INC

174,918 shares

$593.2M

10.40%

PGR

PROGRESSIVE CORP/OH/

2,525,734 shares

$575.2M

10.08%

UNH

UNITEDHEALTH GROUP INC

1,658,487 shares

$547.5M

9.60%

ROST

ROSS STORES, INC.

2,714,339 shares

$489.0M

8.57%

CMI

CUMMINS INC

763,648 shares

$389.8M

6.83%

VISA INC.

1,029,034 shares

$360.9M

6.33%

Mastercard Inc

626,682 shares

$357.8M

6.27%

ORLY

O REILLY AUTOMOTIVE INC

3,906,644 shares

$356.3M

6.25%

DPZ

DOMINOS PIZZA INC

784,992 shares

$327.2M

5.74%

EXPD

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

2,052,531 shares

$305.8M

5.36%

MCO

MOODYS CORP /DE/

563,557 shares

$287.9M

5.05%

ACGL

ARCH CAPITAL GROUP LTD.

2,887,002 shares

$276.9M

4.85%

NVR

NVR INC

26,855 shares

$195.9M

3.43%

DIS

Walt Disney Co

1,695,189 shares

$192.9M

3.38%

TJX

TJX COMPANIES INC /DE/

1,168,859 shares

$179.5M

3.15%

FAST

FASTENAL CO

3,749,595 shares

$150.5M

2.64%

STRA

Strategic Education, Inc.

1,478,522 shares

$118.6M

2.08%

Most Active Tickers

AZO

AUTOZONE INC

2 signals

PGR

PROGRESSIVE CORP/OH/

2 signals

UNH

UNITEDHEALTH GROUP INC

2 signals

ROST

ROSS STORES, INC.

2 signals

VISA INC.

2 signals

ORLY

O REILLY AUTOMOTIVE INC

2 signals

Mastercard Inc

2 signals

CMI

CUMMINS INC

2 signals

DPZ

DOMINOS PIZZA INC

2 signals

Activity (Last 7 Days)

May 15, 2026

+17-0

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