Holders — by stockHoldings — by fund
MARSHFIELD ASSOCIATES
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000914976
$4.26B
disclosed book value
17
positions
14.9%
largest position share
Positions, as of 2026-06-30
top 17 of 17 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | UNHUNITEDHEALTH GROUP INC | 1.5M | $634.3M | 14.9% |
| 2 | PGRPROGRESSIVE CORP | 2.2M | $470.4M | 11% |
| 3 | AZOAUTOZONE INC | 136,373 | $435.8M | 10.2% |
| 4 | VVISA INC | 1.0M | $354.9M | 8.3% |
| 5 | ACGLARCH CAP GROUP LTD | 3.3M | $323.3M | 7.6% |
| 6 | MAMASTERCARD INCORPORATED | 572,290 | $293.9M | 6.9% |
| 7 | EXPDEXPEDITORS INTL WASH INC | 1.6M | $253.3M | 5.9% |
| 8 | ORLYOREILLY AUTOMOTIVE INC | 2.7M | $252.4M | 5.9% |
| 9 | MCOMOODYS CORP | 422,806 | $191.5M | 4.5% |
| 10 | DPZDOMINOS PIZZA INC | 638,541 | $189.0M | 4.4% |
| 11 | NKENIKE INC | 4.3M | $178.3M | 4.2% |
| 12 | NVRNVR INC | 20,141 | $137.2M | 3.2% |
| 13 | TJXTJX COS INC NEW | 872,770 | $132.2M | 3.1% |
| 14 | ROSTROSS STORES INC | 595,704 | $126.8M | 3% |
| 15 | DISDISNEY WALT CO | 1.3M | $124.9M | 2.9% |
| 16 | FASTFASTENAL CO | 2.6M | $123.7M | 2.9% |
| 17 | STRASTRATEGIC ED INC | 559,012 | $42.8M | 1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.