Investor

Marshfield Associates

Portfolio Total Value

$4,614,634,000.00

Number of Stocks

20

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
ROST $592,163,000.0 12.83%
Added 0.14%
3,914,613 $151.27 $197.64
Added 30.65%
$127.53 $163.6
AZO $545,238,000.0 11.82%
Added 0.41%
170,280 $3,202.01 $3,637.17
Added 13.59%
$2,672.31 $3,416.71
CMI $364,948,000.0 7.91%
Added 0.21%
1,046,897 $348.6 $560.09
Added 60.67%
$234.49 $387.9
ORLY $363,231,000.0 7.87%
Added 0.72%
306,318 $1,185.8 $93.87
Reduced 92.08%
$947.49 $1,283.96
DPZ $300,304,000.0 6.51%
Added 0.06%
715,421 $419.76 $408.38
Reduced 2.71%
$396.06 $542.75
V $295,112,000.0 6.4%
Added 0.24%
933,781 $316.04 $320.51
Added 1.41%
$252.7 $325.74
MA $293,122,000.0 6.35%
Added 0.86%
556,664 $526.57 $524.32
Reduced 0.43%
$428.86 $537.7
TJX $273,049,000.0 5.92%
Reduced 2.93%
2,260,158 $120.81 $159.71
Added 32.2%
$92.35 $128.0
MCO $241,948,000.0 5.24%
Reduced 0.04%
511,120 $473.37 $464.3
Reduced 1.92%
$360.05 $503.95
ACGL $236,853,000.0 5.13%
Reduced 23.96%
2,564,740 $92.35 $100.48
Added 8.8%
$78.67 $116.47
PGR $209,238,000.0 4.53%
Added 0.35%
873,246 $239.61 $213.35
Reduced 10.96%
$175.5 $270.62
EXPD $202,445,000.0 4.39%
Added 0.53%
1,827,619 $110.77 $148.04
Added 33.65%
$108.36 $131.59
NVR $192,874,000.0 4.18%
Reduced 0.14%
23,582 $8,178.9 $7,361.1
Reduced 10.0%
$6,800.0 $9,964.77
DIS $177,300,000.0 3.84%
Added 0.17%
1,592,282 $111.35 $103.3
Reduced 7.23%
$83.91 $123.74
STRA $171,564,000.0 3.72%
Added 0.38%
1,836,491 $93.42 $84.44
Reduced 9.61%
$85.11 $123.62
FAST $141,062,000.0 3.06%
Reduced 2.46%
1,961,647 $71.91 $46.33
Reduced 35.57%
$61.36 $84.88
BIL $12,249,000.0 0.27%
Added 8.96%
133,975 $91.43 $91.39
Reduced 0.04%
$91.29 $91.83
VGSH $1,563,000.0 0.03%
No Change
26,867 $58.18 $58.71
Added 0.91%
$57.46 $59.13
USFR $371,000.0 0.01%
No Change
7,406 $50.22 $50.36
Added 0.28%
$50.19 $50.53
USFR $371,000.0 0.01%
No Change
7,406 $50.22 $50.36
Added 0.28%
$50.19 $50.53