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Latest MARSHFIELD ASSOCIATES Stock Portfolio

$4.99Billion– No. of Holdings #17

MARSHFIELD ASSOCIATES Performance:
2026 Q1: -4.93%YTD: -4.93%2025: 9.97%
Performance for 2026 Q1 is -4.93%, and YTD is -4.93%, and 2025 is 9.97%.

About MARSHFIELD ASSOCIATES and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, MARSHFIELD ASSOCIATES reported an equity portfolio of $5 Billions as of 31 Mar, 2026.

The top stock holdings of MARSHFIELD ASSOCIATES are AZO, UNH, PGR. The fund has invested 11.2% of it's portfolio in AUTOZONE INC and 10.2% of portfolio in UNITEDHEALTH GROUP INC.

They significantly reduced their stock positions in STRATEGIC ED INC (STRA), CUMMINS INC (CMI) and ROSS STORES INC (ROST). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V), UNITEDHEALTH GROUP INC (UNH) and ARCH CAP GROUP LTD (ACGL).
MARSHFIELD ASSOCIATES Equity Portfolio Value
Last Reported on: 15 May, 2026

MARSHFIELD ASSOCIATES Annual Return Estimates Vs S&P 500

Our best estimate is that MARSHFIELD ASSOCIATES made a return of -4.93% in the last quarter. In trailing 12 months, it's portfolio return was 1.56%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by MARSHFIELD ASSOCIATES

Additions

Ticker% Inc.
visa inc21.96
unitedhealth group inc14.00
arch cap group ltd5.7
Additions to existing portfolio by MARSHFIELD ASSOCIATES

Reductions

Ticker% Reduced
strategic ed inc-46.37
cummins inc-41.23
ross stores inc-32.99
fastenal co-11.74
oreilly automotive inc-10.06
tjx cos inc new-6.65
autozone inc-5.65
nvr inc-5.35
MARSHFIELD ASSOCIATES reduced stake in above stock

Sold off

None of the stocks were completely sold off by MARSHFIELD ASSOCIATES

Sector Distribution

MARSHFIELD ASSOCIATES has about 37.8% of it's holdings in Consumer Cyclical sector.

  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Defensive
Sector%
Consumer Cyclical37.8
Financial Services33.9
Industrials13.5
Healthcare10.2
Communication Services3.2
Consumer Defensive1.3

Market Cap. Distribution

MARSHFIELD ASSOCIATES has about 98.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • SMALL-CAP
Category%
LARGE-CAP74.8
MEGA-CAP23.8
SMALL-CAP1.3

Stocks belong to which Index?

About 100% of the stocks held by MARSHFIELD ASSOCIATES either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • RUSSELL 2000
Index%
S&P 50098.7
RUSSELL 20001.3
Top 5 Winners (%)%
ROST
ross stores inc
16.9 %
FAST
fastenal co
14.7 %
CMI
cummins inc
4.3 %
TJX
tjx cos inc new
3.8 %
STRA
strategic ed inc
2.6 %
Top 5 Winners ($)$
ROST
ross stores inc
82.7 M
FAST
fastenal co
22.1 M
CMI
cummins inc
16.7 M
TJX
tjx cos inc new
6.9 M
ORLY
oreilly automotive inc
4.1 M
Top 5 Losers (%)%
UNH
unitedhealth group inc
-17.1 %
DIS
disney walt co
-15.1 %
MCO
moodys corp
-14.3 %
DPZ
dominos pizza inc
-13.7 %
PGR
progressive corp
-12.8 %
Top 5 Losers ($)$
UNH
unitedhealth group inc
-105.6 M
PGR
progressive corp
-73.4 M
V
visa inc
-55.4 M
DPZ
dominos pizza inc
-44.7 M
MA
mastercard incorporated
-43.7 M

MARSHFIELD ASSOCIATES Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MARSHFIELD ASSOCIATES

MARSHFIELD ASSOCIATES has 17 stocks in it's portfolio. About 76% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. ROST was the most profitable stock for MARSHFIELD ASSOCIATES last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions