MARSHFIELD ASSOCIATES
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ROST | 4.02M | $612.67M |
 | ORLY | 3.78M | $407.35M |
 | FAST | 3.75M | $183.88M |
 | ACGL | 2.72M | $247.21M |
 | EXPD | 1.94M | $238.16M |
 | DIS | 1.63M | $187.19M |
 | UNH | 1.61M | $557.05M |
 | STRA | 1.59M | $136.38M |
 | PGR | 1.58M | $389.55M |
 | TJX | 1.12M | $161.69M |
 | CMI | 1.10M | $466.53M |
 | V | 983K | $335.51M |
 | DPZ | 745K | $321.41M |
 | MA | 594K | $337.71M |
 | MCO | 537K | $255.93M |
 | AZO | 172K | $739.35M |
 | NVR | 25K | $201.20M |
Ross Stores, Inc.
ROST
Shares Held
4.02M
Value
$612.67M
O'Reilly Automotive, Inc.
ORLY
Shares Held
3.78M
Value
$407.35M
Fastenal Company
FAST
Shares Held
3.75M
Value
$183.88M
Arch Capital Group Ltd.
ACGL
Shares Held
2.72M
Value
$247.21M
Expeditors International of Washington, Inc.
EXPD
Shares Held
1.94M
Value
$238.16M
The Walt Disney Company
DIS
Shares Held
1.63M
Value
$187.19M
UnitedHealth Group Incorporated
UNH
Shares Held
1.61M
Value
$557.05M
Strategic Education, Inc.
STRA
Shares Held
1.59M
Value
$136.38M
The Progressive Corporation
PGR
Shares Held
1.58M
Value
$389.55M
The TJX Companies, Inc.
TJX
Shares Held
1.12M
Value
$161.69M
Cummins Inc.
CMI
Shares Held
1.10M
Value
$466.53M
Visa Inc.
V
Shares Held
983K
Value
$335.51M
Domino's Pizza, Inc.
DPZ
Shares Held
745K
Value
$321.41M
Mastercard Incorporated
MA
Shares Held
594K
Value
$337.71M
Moody's Corporation
MCO
Shares Held
537K
Value
$255.93M
AutoZone, Inc.
AZO
Shares Held
172K
Value
$739.35M
NVR, Inc.
NVR
Shares Held
25K
Value
$201.20M