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Size ($ in 1000's)
At 12/31/2023: $4,925,149
At 09/30/2023: $4,043,304
Marshfield Associates holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marshfield Associates 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Marshfield Associates top holdings by largest position size, as per the latest 13f filing made by Marshfield Associates.
In the Marshfield Associates-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Marshfield Associates in that top holding, then the share count change between reporting periods, and finally the Marshfield Associates top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Ross Stores Inc |
3,886,202 |
+423,585 |
$537,811 | | ROST | 3,886,202 | +423,585 | $537,811 | | AutoZone Inc. |
168,929 |
+20,316 |
$436,785 | | AZO | 168,929 | +20,316 | $436,785 | | Arch Capital Group Ltd |
5,033,207 |
-620,031 |
$373,816 | | ACGL | 5,033,207 | -620,031 | $373,816 | | Goldman Sachs Group Inc |
909,651 |
+96,228 |
$350,916 | | GS | 909,651 | +96,228 | $350,916 | | TJX Companies Inc |
3,540,306 |
+385,153 |
$332,116 | | TJX | 3,540,306 | +385,153 | $332,116 | | Domino s Pizza Inc |
708,456 |
+75,698 |
$292,047 | | DPZ | 708,456 | +75,698 | $292,047 | | O Reilly Automotive Inc |
301,742 |
+38,008 |
$286,679 | | ORLY | 301,742 | +38,008 | $286,679 | | Discover Financial Services |
2,476,618 |
+1,117,736 |
$278,372 | | DFS | 2,476,618 | +1,117,736 | $278,372 | | Cummins Inc |
1,040,791 |
+122,561 |
$249,342 | | CMI | 1,040,791 | +122,561 | $249,342 | | Visa Inc Cl A |
926,429 |
+107,378 |
$241,196 | | V | 926,429 | +107,378 | $241,196 | | Mastercard Inc Class A |
551,760 |
+69,000 |
$235,331 | | MA | 551,760 | +69,000 | $235,331 | | Expeditors International of Wa |
1,807,685 |
+202,779 |
$229,938 | | EXPD | 1,807,685 | +202,779 | $229,938 | | NVR Inc |
32,659 |
+3,511 |
$228,628 | | NVR | 32,659 | +3,511 | $228,628 | | Progressive Corp |
1,275,614 |
+135,485 |
$203,180 | | PGR | 1,275,614 | +135,485 | $203,180 | | Moody s Corp. |
514,846 |
+56,456 |
$201,078 | | MCO | 514,846 | +56,456 | $201,078 | | Strategic Education Inc |
1,857,315 |
-189,303 |
$171,560 | | STRA | 1,857,315 | -189,303 | $171,560 | | Disney Walt Company |
1,574,661 |
+160,826 |
$142,176 | | DIS | 1,574,661 | +160,826 | $142,176 | | Fastenal Co |
1,996,299 |
+250,108 |
$129,300 | | FAST | 1,996,299 | +250,108 | $129,300 | | SPDR Ser Tr (BIL) |
32,158 |
UNCH |
$2,939 | | BIL | 32,158 | UNCH | $2,939 | | Vanguard Scottsdale Fds (VGSH) |
26,867 |
-6,165 |
$1,567 | | VGSH | 26,867 | -6,165 | $1,567 |
See Full List: All Stocks Held By Marshfield Associates
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Marshfield Associates
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