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Disclosery

MARSHFIELD ASSOCIATES: CMI position timeline

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

MARSHFIELD ASSOCIATES held 0 CMI 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 0 shares
    Change vs previous 13F -448,781 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 448,781 shares
    Change vs previous 13F -314,867 shares

    4.84% of the 13F portfolio, value $241,453,110.

    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 763,648 shares
    Change vs previous 13F -340,904 shares

    6.83% of the 13F portfolio, value $389,804,368.

    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 1,104,552 shares
    Change vs previous 13F +48,493 shares

    8.07% of the 13F portfolio, value $466,529,518.

    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 1,056,059 shares
    Change vs previous 13F +5,525 shares

    7.07% of the 13F portfolio, value $345,859,365.

    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 1,050,534 shares
    Change vs previous 13F +3,637 shares

    7.13% of the 13F portfolio, value $329,279,330.

    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 1,046,897 shares
    Change vs previous 13F +2,243 shares

    7.91% of the 13F portfolio, value $364,948,312.

    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 1,044,654 shares
    Change vs previous 13F not available

    7.18% of the 13F portfolio, value $338,248,492.

    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).