MARSHFIELD ASSOCIATES - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, MARSHFIELD ASSOCIATES held in its portfolio 17 assets valued at $5,704,794,334 (i.e. $5.71B).

The most valuable assets in the portfolio included: AUTOZONE INC ($593.24M), PROGRESSIVE CORP ($575.16M), and UNITEDHEALTH GROUP INC ($547.48M).

The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in MARSHFIELD ASSOCIATES Portfolio

AUTOZONE INC

PROGRESSIVE CORP

UNITEDHEALTH GROUP INC

ROSS STORES INC

CUMMINS INC

VISA INC

MASTERCARD INCORPORATED

OREILLY AUTOMOTIVE INC

DOMINOS PIZZA INC

EXPEDITORS INTL WASH INC

MARSHFIELD ASSOCIATES - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
AUTOZONE INC	174918	593235245	COM
PROGRESSIVE CORP	2525734	575160243	COM
UNITEDHEALTH GROUP INC	1658487	547483256	COM
ROSS STORES INC	2714339	488960950	COM
CUMMINS INC	763648	389804368	COM
VISA INC	1029034	360892682	COM CL A
MASTERCARD INCORPORATED	626682	357760397	CL A
OREILLY AUTOMOTIVE INC	3906644	356324999	COM
DOMINOS PIZZA INC	784992	327200257	COM
EXPEDITORS INTL WASH INC	2052531	305847695	COM
MOODYS CORP	563557	287893248	COM
ARCH CAP GROUP LTD	2887002	276921224	ORD
NVR INC	26855	195850985	COM
DISNEY WALT CO	1695189	192861609	COM
TJX COS INC NEW	1168859	179548454	COM
FASTENAL CO	3749595	150471253	COM
STRATEGIC ED INC	1478522	118577469	COM