Holdings
Marshfield Concentrated Opportunity Fund
As of May 31, 2026, Marshfield Concentrated Opportunity Fund reported 18 positions worth US$909M. Largest: Unitedhealth Group Incorporated, Autozone, Inc. and Progressive Corporation (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Unitedhealth Group Incorporated | 321K | US$122M | −10,250 | May 31, 2026 |
| Autozone, Inc. | 34,055 | US$100M | −675 | May 31, 2026 |
| Progressive Corporation (the) | 445K | US$84.7M | +17,365 | May 31, 2026 |
| Visa Inc. | 210K | US$68.6M | +19,555 | May 31, 2026 |
| Arch Capital Group Ltd. | 701K | US$62.6M | +125K | May 31, 2026 |
| Mastercard Incorporated | 125K | US$61.8M | +500 | May 31, 2026 |
| O'reilly Automotive, Inc. | 679K | US$59M | −8,300 | May 31, 2026 |
| Expeditors International Of Washington, Inc. | 368K | US$58.1M | −6,143 | May 31, 2026 |
| Moody's Corporation | 99,425 | US$45.1M | −775 | May 31, 2026 |
| Domino's Pizza Inc | 136K | US$42.2M | −1,290 | May 31, 2026 |