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Disclosery

MARSHFIELD ASSOCIATES: DIS position timeline

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

MARSHFIELD ASSOCIATES held 1,298,132 DIS 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 1,298,132 shares
    Change vs previous 13F -344,592 shares

    2.93% of the 13F portfolio, value $124,945,168.

    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 1,642,724 shares
    Change vs previous 13F -52,465 shares

    3.17% of the 13F portfolio, value $158,325,702.

    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 1,695,189 shares
    Change vs previous 13F +60,316 shares

    3.38% of the 13F portfolio, value $192,861,609.

    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 1,634,873 shares
    Change vs previous 13F +60,107 shares

    3.24% of the 13F portfolio, value $187,193,001.

    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 1,574,766 shares
    Change vs previous 13F -24,554 shares

    3.99% of the 13F portfolio, value $195,286,740.

    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 1,599,320 shares
    Change vs previous 13F +7,038 shares

    3.42% of the 13F portfolio, value $157,852,890.

    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 1,592,282 shares
    Change vs previous 13F +2,723 shares

    3.84% of the 13F portfolio, value $177,300,605.

    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 1,589,559 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $152,899,684.

    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).