Marshfield Associates Portfolio Holdings
Marshfield Associates
- $4.89 Billion
- Q2 2025
Marshfield Associates has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.89 Billion distributed in 19 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Autozone Inc with a value of $620M, Ross Stores, Inc. with a value of $493M, O Reilly Automotive Inc with a value of $348M, Cummins Inc with a value of $346M, and Visa Inc. with a value of $336M.
Examining the 13F form we can see an increase of $276M in the current position value, from $4.62B to 4.89B.
Marshfield Associates is based out at Washington, DC
Below you can find more details about Marshfield Associates portfolio as well as his latest detailed transactions.
Portfolio value
$4.89 Billion
Consumer Cyclical: $2.09 Billion
Financial Services: $1.4 Billion
Industrials: $725 Million
Healthcare: $318 Million
Communication Services: $195 Million
Consumer Defensive: $154 Million
ETFs: $13.8 Million