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MARSHFIELD ASSOCIATES

Q1 2026 13F Holdings

  • Location
    washington, DC
  • Num holdings

    17

  • Value ($000)

    $4,992,921

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AZO

AUTOZONE INC

COM
053332102
$557.45M
11 %

165,033

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$511.6M
10 %

1,890,689

P
PGR

PROGRESSIVE CORP

COM
743315103
$486.76M
10 %

2,455,384

---

ROSS STORES INC

COM
778296103
$394.01M
8 %

1,818,806

V
V

VISA INC

COM CL A
92826C839
$379.3M
8 %

1,254,973

O
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$324.35M
7 %

3,513,674

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$299.87M
6 %

600,154

---

ARCH CAP GROUP LTD

ORD
G0450A105
$292.91M
6 %

3,051,421

E
EXPD

EXPEDITORS INTL WASH INC

COM
302130109
$279.73M
6 %

1,953,005

D
DPZ

DOMINOS PIZZA INC

COM
25754A201
$270.94M
5 %

755,140

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