Stock Taper 
MARSHFIELD ASSOCIATES
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NIKE, Inc. | NKE | 4.34M | $178.31M |
 Arch Capital Group Ltd. | ACGL | 3.33M | $323.32M |
 O'Reilly Automotive, Inc. | ORLY | 2.74M | $252.37M |
 Fastenal Company | FAST | 2.57M | $123.67M |
 The Progressive Corporation | PGR | 2.15M | $470.36M |
 Expeditors International of Washington, Inc. | EXPD | 1.55M | $253.27M |
 UnitedHealth Group Incorporated | UNH | 1.53M | $634.32M |
 The Walt Disney Company | DIS | 1.3M | $124.95M |
 Visa Inc. | V | 1.03M | $354.9M |
 The TJX Companies, Inc. | TJX | 872.77K | $132.22M |
 Domino's Pizza, Inc. | DPZ | 638.54K | $189.03M |
 Ross Stores, Inc. | ROST | 595.7K | $126.8M |
 Mastercard Incorporated | MA | 572.29K | $293.93M |
 Strategic Education, Inc. | STRA | 559.01K | $42.83M |
 Moody's Corporation | MCO | 422.81K | $191.5M |
 AutoZone, Inc. | AZO | 136.37K | $435.84M |
 NVR, Inc. | NVR | 20.14K | $137.23M |