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Disclosery

MARSHFIELD ASSOCIATES: V position timeline

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

MARSHFIELD ASSOCIATES held 1,034,433 V 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 1,034,433 shares
    Change vs previous 13F -220,540 shares

    8.32% of the 13F portfolio, value $354,903,450.

    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 1,254,973 shares
    Change vs previous 13F +225,939 shares

    7.6% of the 13F portfolio, value $379,302,935.

    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 1,029,034 shares
    Change vs previous 13F +46,241 shares

    6.33% of the 13F portfolio, value $360,892,682.

    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 982,793 shares
    Change vs previous 13F +35,616 shares

    5.81% of the 13F portfolio, value $335,506,030.

    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 947,177 shares
    Change vs previous 13F +6,606 shares

    6.87% of the 13F portfolio, value $336,295,044.

    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 940,571 shares
    Change vs previous 13F +6,790 shares

    7.14% of the 13F portfolio, value $329,632,444.

    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 933,781 shares
    Change vs previous 13F +2,248 shares

    6.4% of the 13F portfolio, value $295,112,100.

    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 931,533 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $256,124,949.

    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).