Marshfield Associates Portfolio Holdings
Marshfield Associates
- $4.71 Billion
- Q3 2024
Marshfield Associates has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.71 Billion distributed in 19 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ross Stores, Inc. with a value of $588M, Autozone Inc with a value of $534M, Arch Capital Group Ltd. with a value of $377M, O Reilly Automotive Inc with a value of $350M, and Cummins Inc with a value of $338M.
Examining the 13F form we can see an increase of $188M in the current position value, from $4.52B to 4.71B.
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
$4.71 Billion
Consumer Cyclical: $2.29 Billion
Financial Services: $1.37 Billion
Industrials: $720 Million
Consumer Defensive: $169 Million
Communication Services: $153 Million
ETFs: $13.2 Million