MARSHFIELD ASSOCIATES
Top Portfolio Positions
17 positions ·
$4,992,916,807 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AZO |
Autozone Inc
Consumer Cyclical
|
165,033 | $557,445,166 | 11.16% |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,890,689 | $511,601,536 | 10.25% |
| PGR |
Progressive Corp/Oh/
Financial Services
|
2,455,384 | $486,755,324 | 9.75% |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
1,818,806 | $394,007,943 | 7.89% |
| V |
Visa Inc.
Financial Services
|
1,254,973 | $379,303,039 | 7.60% |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
3,513,674 | $324,347,246 | 6.50% |
| MA |
Mastercard Inc
Financial Services
|
600,154 | $299,872,947 | 6.01% |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
3,051,421 | $292,905,901 | 5.87% |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
1,953,005 | $279,728,906 | 5.60% |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
755,140 | $270,936,680 | 5.43% |
Portfolio Trend
Holdings in ORLY
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,347,246 | 3,513,674 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $356,324,999 | 3,906,644 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $407,354,263 | 3,778,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $347,537,404 | 3,855,957 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,497,599 | 287,917 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,215,448 | 306,318 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,349,294 | 304,133 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $21,324,385 | 302,886 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,665,512 | 301,168 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,111,946 | 301,742 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,979,827 | 263,734 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,409,706 | 257,663 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,799,781 | 243,818 | Shares | Sole | 2023-05-15 | |
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