MARSHFIELD ASSOCIATES
Top Portfolio Positions
17 positions ·
$5,058,698,279 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AZO |
Autozone Inc
Consumer Cyclical
|
165,033 | $557,445,166 | 11.02% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,890,689 | $511,601,536 | 10.11% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
2,455,384 | $486,755,324 | 9.62% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
1,818,806 | $394,007,943 | 7.79% | |
| V |
Visa Inc.
Financial Services
|
1,254,973 | $379,303,039 | 7.50% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
3,513,674 | $324,347,246 | 6.41% | |
| MA |
Mastercard Inc
Financial Services
|
600,154 | $299,872,947 | 5.93% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
3,051,421 | $292,905,901 | 5.79% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
1,953,005 | $279,728,906 | 5.53% | |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
755,140 | $270,936,680 | 5.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DPZ
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,936,680 | 755,140 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $327,200,365 | 784,992 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $321,414,570 | 744,515 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $322,516,950 | 715,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $329,403,596 | 716,952 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $300,305,118 | 715,421 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $307,550,960 | 715,002 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $368,391,644 | 713,481 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $353,386,024 | 711,210 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $292,046,816 | 708,456 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $239,682,402 | 632,758 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $209,775,938 | 622,499 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $190,977,246 | 578,947 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $163,394,455 | 471,693 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $146,303,038 | 471,641 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $161,234,718 | 413,730 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $105,057,828 | 258,121 | Shares | Sole | 2022-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||