Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MARSHFIELD ASSOCIATES (CIK 914976) reported $4.99B across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AZO ($557.4M, 11.16%), UNH ($511.6M, 10.25%), PGR ($486.8M, 9.75%), ROST ($394.0M, 7.89%), V ($379.3M, 7.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AZO | AUTOZONE INC | $557.4M | 11.16% | 165,033 | Trimmed |
| 2 | UNH | UNITEDHEALTH GROUP INC | $511.6M | 10.25% | 1.9M | Added |
| 3 | PGR | PROGRESSIVE CORP | $486.8M | 9.75% | 2.5M | Trimmed |
| 4 | ROST | ROSS STORES INC | $394.0M | 7.89% | 1.8M | Trimmed |
| 5 | V | VISA INC | $379.3M | 7.60% | 1.3M | Added |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | $324.3M | 6.50% | 3.5M | Trimmed |
| 7 | MA | MASTERCARD INCORPORATED | $299.9M | 6.01% | 600,154 | Trimmed |
| 8 | ACGL | ARCH CAP GROUP LTD | $292.9M | 5.87% | 3.1M | Added |
| 9 | EXPD | EXPEDITORS INTL WASH INC | $279.7M | 5.60% | 2.0M | Trimmed |
| 10 | DPZ | DOMINOS PIZZA INC | $270.9M | 5.43% | 755,140 | Trimmed |
| 11 | CMI | CUMMINS INC | $241.5M | 4.84% | 448,781 | Trimmed |
| 12 | MCO | MOODYS CORP | $235.1M | 4.71% | 538,993 | Trimmed |
| 13 | TJX | TJX COS INC NEW | $174.3M | 3.49% | 1.1M | Trimmed |
| 14 | NVR | NVR INC | $167.5M | 3.35% | 25,419 | Trimmed |
| 15 | DIS | DISNEY WALT CO | $158.3M | 3.17% | 1.6M | Trimmed |
| 16 | FAST | FASTENAL CO | $153.6M | 3.08% | 3.3M | Trimmed |
| 17 | STRA | STRATEGIC ED INC | $65.8M | 1.32% | 792,930 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31