MARSHFIELD ASSOCIATES: 13F holdings
CIK 9149762026Q2
| Positions | 17 |
|---|---|
| Reported value | $4.3bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| UNH UNITEDHEALTH GROUP INC | 1,526,157 | $634.3m | 14.9% |
| PGR PROGRESSIVE CORP | 2,153,186 | $470.4m | 11.0% |
| AZO AUTOZONE INC | 136,373 | $435.8m | 10.2% |
| V VISA INC | 1,034,433 | $354.9m | 8.3% |
| ACGL ARCH CAP GROUP LTD | 3,331,135 | $323.3m | 7.6% |
| MA MASTERCARD INCORPORATED | 572,290 | $293.9m | 6.9% |
| EXPD EXPEDITORS INTL WASH INC | 1,553,964 | $253.3m | 5.9% |
| ORLY OREILLY AUTOMOTIVE INC | 2,740,457 | $252.4m | 5.9% |
| MCO MOODYS CORP | 422,806 | $191.5m | 4.5% |
| DPZ DOMINOS PIZZA INC | 638,541 | $189.0m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="914976")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.