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Disclosery

MARSHFIELD ASSOCIATES: AZO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHFIELD ASSOCIATES on AZO, newest first. How the timeline and the estimate are built.

MARSHFIELD ASSOCIATES held 136,373 AZO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,373 shares
    Change vs previous 13F -28,660 shares

    10.22% of the 13F portfolio, value $435,840,725.

    13F-HR 0001172661-26-003813 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 165,033 shares
    Change vs previous 13F -9,885 shares

    11.16% of the 13F portfolio, value $557,446,011.

    13F-HR 0001172661-26-002329 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 174,918 shares
    Change vs previous 13F +2,586 shares

    10.4% of the 13F portfolio, value $593,235,245.

    13F-HR 0001172661-26-001075 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 172,332 shares
    Change vs previous 13F +5,293 shares

    12.79% of the 13F portfolio, value $739,346,712.

    13F-HR 0001172661-25-005042 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 167,039 shares
    Change vs previous 13F -2,770 shares

    12.68% of the 13F portfolio, value $620,089,043.

    13F-HR 0001172661-25-003456 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 169,809 shares
    Change vs previous 13F -471 shares

    14.03% of the 13F portfolio, value $647,446,265.

    13F-HR 0001172661-25-002352 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 170,280 shares
    Change vs previous 13F +694 shares

    11.82% of the 13F portfolio, value $545,238,161.

    13F-HR 0001172661-25-001106 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 169,586 shares
    Change vs previous 13F not available

    11.34% of the 13F portfolio, value $534,204,258.

    13F-HR 0000950123-24-011950 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).