MARSHFIELD ASSOCIATES

Q2 2025 13F Holdings

  • Location
    washington, DC
  • Num holdings

    19

  • Value ($000)

    $4,892,094

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0000914976
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AZO
AZO

AUTOZONE INC

COM
053332102
$620.09M
13 %

167,039

---

ROSS STORES INC

COM
778296103
$492.85M
10 %

3,863,028

ORLY
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$347.54M
7 %

3,855,957

CMI
CMI

CUMMINS INC

COM
231021106
$345.86M
7 %

1,056,059

V
V

VISA INC

COM CL A
92826C839
$336.30M
7 %

947,177

DPZ
DPZ

DOMINOS PIZZA INC

COM
25754A201
$322.52M
7 %

715,750

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$318.31M
7 %

566,442

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$317.68M
7 %

1,018,288

MCO
MCO

MOODYS CORP

COM
615369105
$258.83M
5 %

516,014

PGR
PGR

PROGRESSIVE CORP

COM
743315103
$246.50M
5 %

923,690

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