MARSHFIELD ASSOCIATES
Q1 2025 13F Holdings
- Locationwashington, DC
- Num holdings
18
- Value ($000)
$4,615,810
- Date Filed05/15/2025
- Form type13F-HR
- CIK0000914976
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AZO AUTOZONE INC | COM | 053332102 | $647.45M | 14 % | 169,809 | ||
ROSS STORES INC | COM | 778296103 | $499.17M | 11 % | 3,906,183 | ||
ORLY OREILLY AUTOMOTIVE INC | COM | 67103H107 | $412.46M | 9 % | 287,917 | ||
V VISA INC | COM CL A | 92826C839 | $329.63M | 7 % | 940,571 | ||
DPZ DOMINOS PIZZA INC | COM | 25754A201 | $329.40M | 7 % | 716,952 | ||
CMI CUMMINS INC | COM | 231021106 | $329.28M | 7 % | 1,050,534 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $308.54M | 7 % | 562,910 | ||
PGR PROGRESSIVE CORP | COM | 743315103 | $265.25M | 6 % | 937,242 | ||
ARCH CAP GROUP LTD | ORD | G0450A105 | $246.30M | 5 % | 2,560,861 | ||
MCO MOODYS CORP | COM | 615369105 | $239.32M | 5 % | 513,899 |
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