MARSHFIELD ASSOCIATES
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORLY | 3.51M | $324.35M |
 | FAST | 3.31M | $153.55M |
 | ACGL | 3.05M | $292.91M |
 | PGR | 2.46M | $486.76M |
 | EXPD | 1.95M | $279.73M |
 | UNH | 1.89M | $511.60M |
 | ROST | 1.82M | $394.01M |
 | DIS | 1.64M | $158.33M |
 | V | 1.25M | $379.30M |
 | TJX | 1.09M | $174.26M |
 | STRA | 793K | $65.78M |
 | DPZ | 755K | $270.94M |
 | MA | 600K | $299.87M |
 | MCO | 539K | $235.14M |
 | CMI | 449K | $241.45M |
 | AZO | 165K | $557.45M |
 | NVR | 25K | $167.51M |
O'Reilly Automotive, Inc.
ORLY
Shares Held
3.51M
Value
$324.35M
Fastenal Company
FAST
Shares Held
3.31M
Value
$153.55M
Arch Capital Group Ltd.
ACGL
Shares Held
3.05M
Value
$292.91M
The Progressive Corporation
PGR
Shares Held
2.46M
Value
$486.76M
Expeditors International of Washington, Inc.
EXPD
Shares Held
1.95M
Value
$279.73M
UnitedHealth Group Incorporated
UNH
Shares Held
1.89M
Value
$511.60M
Ross Stores, Inc.
ROST
Shares Held
1.82M
Value
$394.01M
The Walt Disney Company
DIS
Shares Held
1.64M
Value
$158.33M
Visa Inc.
V
Shares Held
1.25M
Value
$379.30M
The TJX Companies, Inc.
TJX
Shares Held
1.09M
Value
$174.26M
Strategic Education, Inc.
STRA
Shares Held
793K
Value
$65.78M
Domino's Pizza, Inc.
DPZ
Shares Held
755K
Value
$270.94M
Mastercard Incorporated
MA
Shares Held
600K
Value
$299.87M
Moody's Corporation
MCO
Shares Held
539K
Value
$235.14M
Cummins Inc.
CMI
Shares Held
449K
Value
$241.45M
AutoZone, Inc.
AZO
Shares Held
165K
Value
$557.45M
NVR, Inc.
NVR
Shares Held
25K
Value
$167.51M