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13F-HR filed by MARSHFIELD ASSOCIATES

MARSHFIELD ASSOCIATES filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 18 holding rows worth $4,615,810,240.

Accession
0001172661-25-002352
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 18 entries on the cover page, a total value of $4,615,810,240 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,615,810,240 with VALUE read as dollars as filed, 13F file number 028-03998. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
AUTOZONE INC COM053332102Stock169,809$647,446,265dollars as filed
ROSS STORES INC COM778296103Stock3,906,183$499,171,112dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock287,917$412,464,136dollars as filed
Visa Inc92826C839COM940,571$329,632,444dollars as filed
DOMINOS PIZZA INC COM25754A201Stock716,952$329,403,701dollars as filed
CUMMINS INC COM231021106Stock1,050,534$329,279,330dollars as filed
MasterCard, Inc57636Q104COM562,910$308,542,244dollars as filed
Progressive Corporation743315103COM937,242$265,248,750dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock2,560,861$246,303,628dollars as filed
MOODYS CORP COM615369105Stock513,899$239,317,594dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock1,841,746$221,469,962dollars as filed
NVR INC COM62944T105Stock23,838$172,691,769dollars as filed
Walt Disney Co254687106COM1,599,320$157,852,890dollars as filed
STRATEGIC ED INC COM86272C103Stock1,849,034$155,244,857dollars as filed
FASTENAL CO COM311900104Stock1,974,506$153,122,930dollars as filed
TJX Companies Inc872540109COM1,107,796$134,929,591dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS132,042$12,112,213dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS26,867$1,576,824dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-002352this filing2025-05-15acceptance time not in the bulk data set