Marshfield Associates reported 17 holdings worth US$4.26B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Marshfield Associates reported 17 holdings worth US$4.26B as of Jun 30, 2026. Largest: Unitedhealth Group Incorporated, Progressive Corporation (the) and Autozone, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 17
- Value as reported
- US$4.26B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Unitedhealth Group Incorporated | 1.53M | US$634M | 14.9% |
| Progressive Corporation (the) | 2.15M | US$470M | 11.0% |
| Autozone, Inc. | 136K | US$436M | 10.2% |
| Visa Inc. | 1.03M | US$355M | 8.3% |
| Arch Capital Group Ltd. | 3.33M | US$323M | 7.6% |
| Mastercard Incorporated | 572K | US$294M | 6.9% |
| Expeditors International Of Washington, Inc. | 1.55M | US$253M | 5.9% |
| O'reilly Automotive, Inc. | 2.74M | US$252M | 5.9% |
| Moody's Corporation | 423K | US$191M | 4.5% |
| Domino's Pizza Inc | 639K | US$189M | 4.4% |
| Nike, Inc. | 4.34M | US$178M | 4.2% |
| Nvr, Inc. | 20,141 | US$137M | 3.2% |
| Tjx Companies, Inc. (the) | 873K | US$132M | 3.1% |
| Ross Stores, Inc. | 596K | US$127M | 3.0% |
| Walt Disney Company (the) | 1.3M | US$125M | 2.9% |
| Fastenal Company | 2.57M | US$124M | 2.9% |
| Strategic Education, Inc. | 559K | US$42.8M | 1.0% |
| Cummins Inc. | 0 | US$0 | 0.00% |