MARSHFIELD ASSOCIATES
CIK 914976 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- ACGL11.14%
- ROST9.67%
- AZO9.34%
- TJX6.94%
- GS6.51%
- ORLY5.93%
- DPZ5.93%
- CMI5.19%
- MA4.73%
- V4.66%
Share classes counted separately70.04%
Portfolio value by quarter
Top 10 holdings 22
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ACGLARCH CAPITAL GROUP LTD View history and evidence | $450.62M | 11.14% | 5.65M shares | — | ↗▾ | |
| 02 | ROSTROSS STORES INC View history and evidence | $391.10M | 9.67% | 3.46M shares | — | ↗▾ | |
| 03 | AZOAUTOZONE INC View history and evidence | $377.48M | 9.34% | 148.61K shares | — | ↗▾ | |
| 04 | TJXTJX COMPANIES INC View history and evidence | $280.43M | 6.94% | 3.16M shares | — | ↗▾ | |
| 05 | GSGOLDMAN SACHS GROUP INC View history and evidence | $263.20M | 6.51% | 813.42K shares | — | ↗▾ | |
| 06 | ORLYO'REILLY AUTOMOTIVE INC View history and evidence | $239.70M | 5.93% | 263.73K shares | — | ↗▾ | |
| 07 | DPZDOMINO'S PIZZA INC View history and evidence | $239.68M | 5.93% | 632.76K shares | — | ↗▾ | |
| 08 | CMICUMMINS INC View history and evidence | $209.78M | 5.19% | 918.23K shares | — | ↗▾ | |
| 09 | MAMASTERCARD INC - A View history and evidence | $191.13M | 4.73% | 482.76K shares | — | ↗▾ | |
| 10 | VVISA INC-CLASS A SHARES View history and evidence | $188.39M | 4.66% | 819.05K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 914976 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4043302497
}Take these holdings further.
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