13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000914976
Total reported value
$4.3B
$4.3B
17 檔
65.3%
As reported in its official Q3 2025 Form 13F filing, Marshfield Associates's tracked investment portfolio stood at $4.3B with 17 total positions.
In Q3 2025, Marshfield Associates displayed an active expansion posture, initiating 1 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZO | Autozone Inc | Stock-Consumer Disc | 12.79% | -0.94% | +3.17% | |
| 2 | ROST | Ross Stores Inc | Stock-Consumer Disc | 10.60% | -4.92% | +4.07% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 9.64% | +4.62% | +58.43% | |
| 4 | CMI | Cummins Inc | Stock-Industrials | 8.07% | -4.84% | EXIT | |
| 5 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 7.05% | -0.58% | -2.01% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 6.74% | +1.28% | +70.78% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 5.84% | +0.88% | +4.81% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 5.81% | +0.72% | +3.76% | |
| 9 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 5.56% | -1.00% | +4.02% | |
| 10 | MCO | Moody's CORP | Stock-Financials | 4.43% | -0.22% | +4.09% | |
| 11 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 4.28% | +1.71% | +5.47% | |
| 12 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 4.12% | +0.34% | +4.64% | |
| 13 | NVR | Nvr Inc | Stock-Consumer Disc | 3.48% | -0.14% | +4.73% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.24% | -0.24% | +3.82% | |
| 15 | FAST | Fastenal Co | Stock-Industrials | 3.18% | -0.18% | -5.46% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.80% | -0.39% | +4.73% | |
| 17 | STRA | Strategic Education Inc | Stock-Other | 2.36% | -0.32% | -12.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +1% | +70.78% | Add |
| 2 | CMI | Cummins Inc | +0.9% | +4.59% | Add |
| 3 | TJX | Tjx Companies Inc | -0.1% | +4.73% | Add |
| 4 | FAST | Fastenal Co | -0.1% | -5.46% | Add |
| 5 | DIS | Walt Disney Co/the | -0.2% | +3.82% | Add |
| 6 | ROST | Ross Stores Inc | -0.2% | +4.07% | Add |
| 7 | NVR | Nvr Inc | -0.3% | +4.73% | Add |
| 8 | EXPD | Expeditors Intl Wash Inc | -0.7% | +4.64% | Add |
| 9 | MCO | Moody's CORP | -0.8% | +4.09% | Add |
| 10 | MA | Mastercard Inc - A | -0.8% | +4.81% | Add |
| 11 | STRA | Strategic Education Inc | -1% | -12.40% | Trim |
| 12 | ACGL | Arch Capital Group Ltd. | -1.1% | +5.47% | Add |
| 13 | AZO | Autozone Inc | -1.2% | +3.17% | Add |
| 14 | V | Visa Inc-class A Shares | -1.3% | +3.76% | Add |
| 15 | DPZ | Domino's Pizza Inc | -1.6% | +4.02% | Add |
| 16 | ORLY | O'reilly Automotive Inc | -1.9% | -2.01% | Add |
| 17 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 19 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
According to official SEC Form 13F filings, Marshfield Associates reported a total U.S. public equity portfolio value of $4.3B across 17 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AZO, ROST, UNH) accounted for 65.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
UNH
市值: $557.1M
Top Position Liquidated / Trimmed
BIL
前期市值: $12.1M
During Q3 2025, Marshfield Associates's top holdings by market value included AZO (12.8%)、ROST (10.6%)、UNH (9.6%). The largest single position, AZO, represented 12.8% of total portfolio value.
In Q3 2025, Marshfield Associates made 19 total portfolio adjustments, initiating 1 new buys, adding to 15 positions, trimming 1 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.