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MARSHFIELD ASSOCIATES

Q4 2025 13F Holdings

  • Location
    washington, DC
  • Num holdings

    17

  • Value ($000)

    $5,704,794

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0000914976
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AZO

AUTOZONE INC

COM
053332102
$593.24M
10 %

174,918

P
PGR

PROGRESSIVE CORP

COM
743315103
$575.16M
10 %

2,525,734

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$547.48M
10 %

1,658,487

---

ROSS STORES INC

COM
778296103
$488.96M
9 %

2,714,339

C
CMI

CUMMINS INC

COM
231021106
$389.8M
7 %

763,648

V
V

VISA INC

COM CL A
92826C839
$360.89M
6 %

1,029,034

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$357.76M
6 %

626,682

O
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$356.32M
6 %

3,906,644

D
DPZ

DOMINOS PIZZA INC

COM
25754A201
$327.2M
6 %

784,992

E
EXPD

EXPEDITORS INTL WASH INC

COM
302130109
$305.85M
5 %

2,052,531

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