account_balance
Investment manager · 13F filer · SEC CIK 914976
Marshfield Associates
Reported value$4.26Bas of Jun 30, 2026
Positions17 1 new, 1 sold out
Top 10 weight79.7%UNH alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
UNHUnitedHealth Group Inc
14.9%Trimmed −19%
PGRProgressive Corp
11.0%Trimmed −12%
AZOAutoZone Inc
10.2%Trimmed −17%
VVisa Inc.
8.3%Trimmed −18%
ACGLArch Capital Group Ltd.
7.6%Added +9%
MAMastercard Inc
6.9%Trimmed −5%
EXPDExpeditors International of Washington Inc
5.9%Trimmed −20%
ORLYO'Reilly Automotive Inc
5.9%Trimmed −22%
MCOMoody's Corp
4.5%−22%
DPZDomino's Pizza Inc
4.4%−15%
NKENIKE, Inc.
4.2%New
NVRNVR Inc
3.2%−21%
UNHUnitedHealth Group Inc
14.9%Trimmed −19%
PGRProgressive Corp
11.0%Trimmed −12%
AZOAutoZone Inc
10.2%Trimmed −17%
VVisa Inc.
8.3%Trimmed −18%
ACGLArch Capital Group Ltd.
7.6%+9%
MAMastercard Inc
6.9%
EXPDExpeditors International of Washington Inc
5.9%
ORLYO'Reilly Automotive Inc
5.9%
MCOMoody's Corp
4.5%
DPZ4.4%NKE4.2%NVRBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
UNH UnitedHealth Group Inc 14.9% Trimmed −19%PGR Progressive Corp 11.0% Trimmed −12%AZO AutoZone Inc 10.2% Trimmed −17%V Visa Inc. 8.3% Trimmed −18%ACGL Arch Capital Group Ltd. 7.6% Added +9%MA Mastercard Inc 6.9% Trimmed −5%EXPD Expeditors International of Washington Inc 5.9% Trimmed −20%ORLY O'Reilly Automotive Inc 5.9% Trimmed −22%MCO Moody's Corp 4.5% Trimmed −22%DPZ Domino's Pizza Inc 4.4% Trimmed −15%NKE NIKE, Inc. 4.2% NewNVR NVR Inc 3.2% Trimmed −21%
What changed
Biggest moves since Mar 31, 2026
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