MARSHFIELD ASSOCIATES

Q4 2024 13F Holdings

  • Location
    washington, DC
  • Num holdings

    18

  • Value ($000)

    $4,614,272

  • Date Filed
    02/14/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

ROSS STORES INC

COM
778296103
$592.16M
13 %

3,914,613

AZO
AZO

AUTOZONE INC

COM
053332102
$545.24M
12 %

170,280

CMI
CMI

CUMMINS INC

COM
231021106
$364.95M
8 %

1,046,897

ORLY
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$363.23M
8 %

306,318

DPZ
DPZ

DOMINOS PIZZA INC

COM
25754A201
$300.30M
7 %

715,421

V
V

VISA INC

COM CL A
92826C839
$295.11M
6 %

933,781

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$293.12M
6 %

556,664

---

TJX COS INC NEW

COM
872540109
$273.05M
6 %

2,260,158

MCO
MCO

MOODYS CORP

COM
615369105
$241.95M
5 %

511,120

---

ARCH CAP GROUP LTD

ORD
G0450A105
$236.85M
5 %

2,564,740

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 18