MARSHFIELD ASSOCIATES
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORLY | 3.91M | $356.32M |
 | FAST | 3.75M | $150.47M |
 | ACGL | 2.89M | $276.92M |
 | ROST | 2.71M | $488.96M |
 | PGR | 2.53M | $575.16M |
 | EXPD | 2.05M | $305.85M |
 | DIS | 1.70M | $192.86M |
 | UNH | 1.66M | $547.48M |
 | STRA | 1.48M | $118.58M |
 | TJX | 1.17M | $179.55M |
 | V | 1.03M | $360.89M |
 | DPZ | 785K | $327.20M |
 | CMI | 764K | $389.80M |
 | MA | 627K | $357.76M |
 | MCO | 564K | $287.89M |
 | AZO | 175K | $593.24M |
 | NVR | 27K | $195.85M |
O'Reilly Automotive, Inc.
ORLY
Shares Held
3.91M
Value
$356.32M
Fastenal Company
FAST
Shares Held
3.75M
Value
$150.47M
Arch Capital Group Ltd.
ACGL
Shares Held
2.89M
Value
$276.92M
Ross Stores, Inc.
ROST
Shares Held
2.71M
Value
$488.96M
The Progressive Corporation
PGR
Shares Held
2.53M
Value
$575.16M
Expeditors International of Washington, Inc.
EXPD
Shares Held
2.05M
Value
$305.85M
The Walt Disney Company
DIS
Shares Held
1.70M
Value
$192.86M
UnitedHealth Group Incorporated
UNH
Shares Held
1.66M
Value
$547.48M
Strategic Education, Inc.
STRA
Shares Held
1.48M
Value
$118.58M
The TJX Companies, Inc.
TJX
Shares Held
1.17M
Value
$179.55M
Visa Inc.
V
Shares Held
1.03M
Value
$360.89M
Domino's Pizza, Inc.
DPZ
Shares Held
785K
Value
$327.20M
Cummins Inc.
CMI
Shares Held
764K
Value
$389.80M
Mastercard Incorporated
MA
Shares Held
627K
Value
$357.76M
Moody's Corporation
MCO
Shares Held
564K
Value
$287.89M
AutoZone, Inc.
AZO
Shares Held
175K
Value
$593.24M
NVR, Inc.
NVR
Shares Held
27K
Value
$195.85M