58 is the total number of securities MARSHFIELD ASSOCIATES has owned. The longest MARSHFIELD ASSOCIATES has owned a single stock is 42 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ACGL | Arch Capital Group Ltd | 42 | 42 | 7.73% | 9.42% | 11.47% | Q2 2013 | Q3 2023 | 42 |
| GS | Goldman Sachs Group Inc | 42 | 42 | 4.92% | 7.41% | 11.61% | Q2 2013 | Q3 2023 | 42 |
| MA | Mastercard Inc Class A | 42 | 42 | 2.56% | 5.37% | 7.73% | Q2 2013 | Q3 2023 | 42 |
| V | Visa Inc Cl A | 42 | 42 | 1.13% | 4.89% | 7.40% | Q2 2013 | Q3 2023 | 42 |
| NVR | NVR Inc. | 42 | 42 | 2.24% | 4.13% | 8.15% | Q2 2013 | Q3 2023 | 42 |
| MCO | Moody's Corp. | 37 | 4 | 2.88% | 8.69% | 13.85% | Q2 2013 | Q3 2023 | 41 |
| EXPD | Expeditors Internation... | 37 | 4 | 3.25% | 4.97% | 7.04% | Q2 2013 | Q3 2023 | 41 |
| FAST | Fastenal Co | 37 | 4 | 2.31% | 4.32% | 6.72% | Q2 2013 | Q3 2023 | 41 |
| UNP | Union Pacific Corporation | 37 | 4 | 1.54% | 3.23% | 5.65% | Q2 2013 | Q3 2023 | 41 |
| CMI | Cummins Inc | 33 | 33 | 3.20% | 6.34% | 9.78% | Q3 2015 | Q3 2023 | 33 |
| ROST | Ross Stores Inc | 33 | 33 | 2.14% | 5.72% | 10.96% | Q3 2015 | Q3 2023 | 33 |
| WAT | Waters Corp | 28 | 4 | 0.55% | 1.10% | 1.44% | Q2 2013 | Q2 2021 | 32 |
| DE | Deere & Co. | 27 | 3 | 2.51% | 5.72% | 9.42% | Q3 2013 | Q1 2021 | 30 |
| AZO | AutoZone Inc. | 26 | 26 | 3.19% | 8.33% | 11.89% | Q2 2017 | Q3 2023 | 26 |
| ORLY | O'Reilly Automotive Inc | 25 | 25 | 3.37% | 5.49% | 6.90% | Q3 2017 | Q3 2023 | 25 |
| YUM | YUM! Brands Inc | 20 | 4 | 0.01% | 5.17% | 7.02% | Q2 2013 | Q2 2019 | 24 |
| VGSH | Vanguard Scottsdale Fds | 23 | 23 | 0.05% | 0.19% | 0.32% | Q1 2018 | Q3 2023 | 23 |
| STRA | Strategic Education Inc | 21 | 21 | 2.64% | 4.10% | 5.41% | Q3 2018 | Q3 2023 | 21 |
| USB | US Bancorp | 16 | 4 | 0.06% | 3.82% | 4.69% | Q2 2013 | Q2 2018 | 20 |
| CMG | Chipotle Mexican Grill... | 19 | 19 | 0.06% | 4.72% | 9.84% | Q1 2016 | Q3 2020 | 19 |
| BIL | SPDR Ser Tr | 18 | 18 | 0.04% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 18 |
| STRA | Strayer Education Inc | 16 | 16 | 0.81% | 2.73% | 4.59% | Q3 2014 | Q2 2018 | 16 |
| WFC | Wells Fargo & Company | 10 | 1 | 0.00% | 7.98% | 11.12% | Q2 2013 | Q2 2017 | 15 |
| TJX | TJX Companies Inc | 15 | 15 | 0.93% | 3.36% | 7.14% | Q1 2020 | Q3 2023 | 15 |
| AWHHF | Allied World Assurance... | 13 | 13 | 2.05% | 4.96% | 6.58% | Q2 2013 | Q2 2016 | 13 |
| CWGL | Crimson Wine Group Ltd | 13 | 13 | 0.05% | 0.13% | 0.17% | Q2 2013 | Q2 2016 | 13 |
| TOL | Toll Brothers Inc | 8 | 4 | 0.85% | 4.83% | 5.86% | Q2 2013 | Q2 2016 | 12 |
| LUK | Leucadia National Corp... | 7 | 4 | 1.26% | 3.77% | 4.79% | Q2 2013 | Q1 2016 | 11 |
| BRKB | Berkshire Hathaway Cla... | 11 | 11 | 1.48% | 2.06% | 2.58% | Q2 2013 | Q4 2015 | 11 |
| BRKA | Berkshire Hathaway Cla... | 11 | 11 | 0.51% | 0.98% | 1.51% | Q2 2013 | Q4 2015 | 11 |
| PGR | Progressive Corp | 10 | 10 | 1.90% | 4.35% | 5.20% | Q2 2021 | Q3 2023 | 10 |
| BRO | Brown & Brown, Inc. | 4 | 4 | 0.23% | 5.17% | 8.28% | Q2 2013 | Q2 2015 | 8 |
| MLM | Martin Marietta Materials | 4 | 4 | 0.83% | 3.02% | 3.91% | Q2 2013 | Q2 2015 | 8 |
| DPZ | Domino's Pizza Inc | 7 | 7 | 4.12% | 5.39% | 6.09% | Q1 2022 | Q3 2023 | 7 |
| DVN | Devon Energy Corp | 7 | 7 | 1.56% | 2.78% | 3.77% | Q2 2013 | Q4 2014 | 7 |
| CPLA | Capella Education Co | 5 | 5 | 0.18% | 0.22% | 0.24% | Q2 2016 | Q2 2017 | 5 |
| CHRW | C.H. Robinson Worldwid... | 4 | 4 | 2.29% | 2.57% | 2.78% | Q2 2013 | Q1 2014 | 4 |
| MCD | Mc Donald's Corporation | 4 | 4 | 0.66% | 0.69% | 0.74% | Q2 2013 | Q1 2014 | 4 |
| YUMC | YUM! China Holdings Inc. | 3 | 3 | 0.00% | 0.37% | 1.00% | Q4 2016 | Q2 2017 | 3 |
| Wisdomtree Tr | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 | |
| FRFHF | Fairfax Financial Hldg... | 2 | 2 | 2.48% | 3.56% | 4.65% | Q2 2013 | Q3 2013 | 2 |
| DFS | Discover Financial Ser... | 2 | 2 | 2.91% | 3.04% | 3.18% | Q2 2023 | Q3 2023 | 2 |
| CSE | Capital Source Inc | 2 | 2 | 1.34% | 2.28% | 3.21% | Q2 2013 | Q3 2013 | 2 |
| Wells Fargo & Company | 1 | 1 | 10.94% | 10.94% | 10.94% | Q2 2014 | Q2 2014 | 1 | |
| Moody's Corp. | 1 | 1 | 8.28% | 8.28% | 8.28% | Q2 2014 | Q2 2014 | 1 | |
| Brown & Brown, Inc. | 1 | 1 | 6.52% | 6.52% | 6.52% | Q2 2014 | Q2 2014 | 1 | |
| YUM! Brands Inc | 1 | 1 | 6.36% | 6.36% | 6.36% | Q2 2014 | Q2 2014 | 1 | |
| Toll Brothers Inc | 1 | 1 | 5.55% | 5.55% | 5.55% | Q2 2014 | Q2 2014 | 1 | |
| US Bancorp | 1 | 1 | 4.70% | 4.70% | 4.70% | Q2 2014 | Q2 2014 | 1 | |
| Leucadia National Corp... | 1 | 1 | 4.19% | 4.19% | 4.19% | Q2 2014 | Q2 2014 | 1 | |
| Expeditors Internation... | 1 | 1 | 3.97% | 3.97% | 3.97% | Q2 2014 | Q2 2014 | 1 | |
| Martin Marietta Materials | 1 | 1 | 3.30% | 3.30% | 3.30% | Q2 2014 | Q2 2014 | 1 | |
| Deere & Co. | 1 | 1 | 3.14% | 3.14% | 3.14% | Q2 2014 | Q2 2014 | 1 | |
| DIS | Disney (Walt) Company | 1 | 1 | 2.83% | 2.83% | 2.83% | Q3 2023 | Q3 2023 | 1 |
| Fastenal Co | 1 | 1 | 2.69% | 2.69% | 2.69% | Q2 2014 | Q2 2014 | 1 | |
| Union Pacific Corporation | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2014 | Q2 2014 | 1 | |
| Waters Corp | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2014 | Q2 2014 | 1 | |
| HOFD | HomeFed Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Download | |||||||||
The securities at the top of the list , including Arch Capital Group Ltd, Goldman Sachs Group Inc, and Mastercard Inc Class A, are the highest-conviction holdings of MARSHFIELD ASSOCIATES.
The conviction is calculated by counting the number of quarters a security has been reported by MARSHFIELD ASSOCIATES. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that MARSHFIELD ASSOCIATES owns currently or has owned in the past.