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Disclosery

MARSHFIELD ASSOCIATES: STRA position timeline

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

MARSHFIELD ASSOCIATES held 559,012 STRA 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 559,012 shares
    Change vs previous 13F -233,918 shares

    1% of the 13F portfolio, value $42,831,474.

    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 792,930 shares
    Change vs previous 13F -685,592 shares

    1.32% of the 13F portfolio, value $65,781,482.

    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 1,478,522 shares
    Change vs previous 13F -107,066 shares

    2.08% of the 13F portfolio, value $118,577,469.

    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 1,585,588 shares
    Change vs previous 13F -224,516 shares

    2.36% of the 13F portfolio, value $136,376,432.

    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 1,810,104 shares
    Change vs previous 13F -38,930 shares

    3.15% of the 13F portfolio, value $154,094,118.

    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 1,849,034 shares
    Change vs previous 13F +12,543 shares

    3.36% of the 13F portfolio, value $155,244,857.

    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 1,836,491 shares
    Change vs previous 13F +6,869 shares

    3.72% of the 13F portfolio, value $171,564,943.

    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 1,829,622 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $169,331,522.

    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).