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13F-HR filed by MARSHFIELD ASSOCIATES

MARSHFIELD ASSOCIATES filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 17 holding rows worth $4,992,921,463.

Accession
0001172661-26-002329
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 17 entries on the cover page, a total value of $4,992,921,463 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,992,921,463 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 COM053332102Stock165,033$557,446,011dollars as filed
UnitedHealth Group Inc91324P102COM1,890,689$511,601,644dollars as filed
Progressive Corporation743315103COM2,455,384$486,755,395dollars as filed
ROSS STORES INC COM778296103Stock1,818,806$394,007,928dollars as filed
Visa Inc92826C839COM1,254,973$379,302,935dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock3,513,674$324,347,247dollars as filed
MasterCard, Inc57636Q104COM600,154$299,873,164dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock3,051,421$292,905,894dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock1,953,005$279,728,955dollars as filed
DOMINOS PIZZA INC COM25754A201Stock755,140$270,936,823dollars as filed
CUMMINS INC COM231021106Stock448,781$241,453,110dollars as filed
MOODYS CORP COM615369105Stock538,993$235,135,904dollars as filed
TJX Companies Inc872540109COM1,091,160$174,258,187dollars as filed
NVR INC COM62944T105Stock25,419$167,510,184dollars as filed
Walt Disney Co254687106COM1,642,724$158,325,702dollars as filed
FASTENAL CO COM311900104Stock3,309,287$153,550,898dollars as filed
STRATEGIC ED INC COM86272C103Stock792,930$65,781,482dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-002329this filing2026-05-15acceptance time not in the bulk data set