Holdings of MARSHFIELD ASSOCIATES
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 16 in 1 countries
- Top ten
- 79.7 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | AutoZone Inc | 165,033 | 557.4M $ | |
| 2 | UnitedHealth Group Inc | 1,890,689 | 511.6M $ | |
| 3 | Progressive Corp/The | 2,455,384 | 486.8M $ | |
| 4 | Ross Stores Inc | 1,818,806 | 394M $ | |
| 5 | Visa Inc | 1,254,973 | 379.3M $ | |
| 6 | O'Reilly Automotive Inc | 3,513,674 | 324.3M $ | |
| 7 | Mastercard Inc | 600,154 | 299.9M $ | |
| 8 | Expeditors International of Washington Inc | 1,953,005 | 279.7M $ | |
| 9 | Domino's Pizza Inc | 755,140 | 270.9M $ | |
| 10 | Cummins Inc | 448,781 | 241.5M $ | |
| 11 | Moody's Corp | 538,993 | 235.1M $ | |
| 12 | TJX Cos Inc/The | 1,091,160 | 174.3M $ | |
| 13 | NVR Inc | 25,419 | 167.5M $ | |
| 14 | Walt Disney Co/The | 1,642,724 | 158.3M $ | |
| 15 | Fastenal Co | 3,309,287 | 153.6M $ | |
| 16 | Strategic Education Inc | 792,930 | 65.8M $ |
Sector breakdown
- Consumer discretionary 34.4 %
- Financials 29.8 %
- Industrials 14.4 %
- Health care 10.9 %
- Communication 3.4 %
- Unattributed 7.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 16 | 4.7B $ | 100.00 % |
Cite this page
Titelia. "Holdings of MARSHFIELD ASSOCIATES". https://titelia.com/en/funds/US13F914976