Holdings
Marshfield Associates
As of Jun 30, 2026, Marshfield Associates reported 17 positions worth US$4.26B. Largest: Unitedhealth Group Incorporated, Progressive Corporation (the) and Autozone, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Unitedhealth Group Incorporated | 1.53M | US$634M | −365K | Jun 30, 2026 |
| Progressive Corporation (the) | 2.15M | US$470M | −302K | Jun 30, 2026 |
| Autozone, Inc. | 136K | US$436M | −28,660 | Jun 30, 2026 |
| Visa Inc. | 1.03M | US$355M | −221K | Jun 30, 2026 |
| Arch Capital Group Ltd. | 3.33M | US$323M | +280K | Jun 30, 2026 |
| Mastercard Incorporated | 572K | US$294M | −27,864 | Jun 30, 2026 |
| Expeditors International Of Washington, Inc. | 1.55M | US$253M | −399K | Jun 30, 2026 |
| O'reilly Automotive, Inc. | 2.74M | US$252M | −773K | Jun 30, 2026 |
| Moody's Corporation | 423K | US$191M | −116K | Jun 30, 2026 |
| Domino's Pizza Inc | 639K | US$189M | −117K | Jun 30, 2026 |