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CIK: 0000914976
Total reported value
$4.3B
$4.3B
17 檔
54.6%
During the Q1 2026 filing period, Marshfield Associates (CIK: 0000914976) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.3B across 17 reported positions.
In Q1 2026, Marshfield Associates adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZO | Autozone Inc | Stock-Consumer Disc | 11.16% | -0.94% | -5.65% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 10.25% | +4.62% | +14.00% | |
| 3 | PGR | Progressive CORP | Stock-Financials | 9.75% | +1.28% | -2.79% | |
| 4 | ROST | Ross Stores Inc | Stock-Consumer Disc | 7.89% | -4.92% | -32.99% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 7.60% | +0.72% | +21.96% | |
| 6 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 6.50% | -0.58% | -10.06% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 6.01% | +0.88% | -4.23% | |
| 8 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 5.87% | +1.71% | +5.70% | |
| 9 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 5.60% | +0.34% | -4.85% | |
| 10 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 5.43% | -1.00% | -3.80% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 4.84% | -4.84% | EXIT | |
| 12 | MCO | Moody's CORP | Stock-Financials | 4.71% | -0.22% | -4.36% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.49% | -0.39% | -6.65% | |
| 14 | NVR | Nvr Inc | Stock-Consumer Disc | 3.35% | -0.14% | -5.35% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.17% | -0.24% | -3.09% | |
| 16 | FAST | Fastenal Co | Stock-Industrials | 3.08% | -0.18% | -11.74% | |
| 17 | STRA | Strategic Education Inc | Stock-Other | 1.32% | -0.32% | -46.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +1.3% | +21.96% | Add |
| 2 | ACGL | Arch Capital Group Ltd. | +1% | +5.70% | Add |
| 3 | AZO | Autozone Inc | +0.8% | -5.65% | Trim |
| 4 | UNH | Unitedhealth Group Inc | +0.7% | +14.00% | Add |
| 5 | FAST | Fastenal Co | +0.4% | -11.74% | Trim |
| 6 | TJX | Tjx Companies Inc | +0.3% | -6.65% | Trim |
| 7 | ORLY | O'reilly Automotive Inc | +0.3% | -10.06% | Trim |
| 8 | EXPD | Expeditors Intl Wash Inc | +0.2% | -4.85% | Trim |
| 9 | NVR | Nvr Inc | -0.1% | -5.35% | Trim |
| 10 | DIS | Walt Disney Co/the | -0.2% | -3.09% | Trim |
| 11 | MA | Mastercard Inc - A | -0.3% | -4.23% | Trim |
| 12 | DPZ | Domino's Pizza Inc | -0.3% | -3.80% | Trim |
| 13 | PGR | Progressive CORP | -0.3% | -2.79% | Trim |
| 14 | MCO | Moody's CORP | -0.3% | -4.36% | Trim |
| 15 | ROST | Ross Stores Inc | -0.7% | -32.99% | Trim |
| 16 | STRA | Strategic Education Inc | -0.8% | -46.37% | Trim |
| 17 | CMI | Cummins Inc | -2% | -41.23% | Trim |
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 Q1 2026.
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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, UNH, PGR) accounted for 54.6% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
AZO
前期市值: $593.2M
During Q1 2026, Marshfield Associates's top holdings by market value included AZO (11.2%)、UNH (10.3%)、PGR (9.8%). The largest single position, AZO, represented 11.2% of total portfolio value.
In Q1 2026, Marshfield Associates made 17 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 14 holdings, and fully liquidating 0 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.
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