Marshfield Associates (914976) Portfolio


Number of Companies: 21
Inflow: $93,674 K
Outflow: $-17,404 K
Net Flow: $76,269 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3019 8 Union Pacific Corp (UNP) Rail Freight 800,852 Added More 532,575 $79.55 $42,366 $63,707
2926 16 Moodys Corp (MCO) Information Services 1,398,637 Added More 170,736 $96.55 $16,486 $135,052
2720 10 Expeditors Intl Wash Inc (EXPD) Logistics Services 1,426,758 Added More 253,016 $48.81 $12,349 $69,640
3033 16 Goldman Sachs Group Inc (GS) Institutional Brokerage 590,361 Added More 55,989 $156.97 $8,789 $92,674
2788 12 Cummins Inc (CMI) Commercial Vehicles 711,641 Added More 39,956 $109.94 $4,392 $78,237
2806 7 Deere And Co (DE) Agricultural Machinery 918,274 Added More 30,581 $76.98 $2,354 $70,697
2126 33 Allied World Assurance Co (AWH) P And C Insurance 2,057,890 Added More 58,291 $34.93 $2,036 $71,902
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 656,790 Added More 20,062 $94.50 $1,895 $62,066
2668 3 Fastenal Co (FAST) Home And Office Product Whslrs 1,934,599 Added More 19,380 $49.00 $949 $94,795
2974 36 Chipotle Mexican Grill Inc (CMG) Restaurants 1,804 New Holding 1,804 $470.97 $849 $849
813 6 Strayer Education Inc (STRA) Educational Services 521,500 Added More 15,706 $48.75 $765 $25,423
2871 31 Ross Stores Inc (ROST) Specialty Apparel Stores 917,354 Added More 3,227 $57.90 $186 $53,114
2849 29 Waters Corp (WAT) Life Science Equipment 141,692 Added More 1,274 $131.91 $168 $18,692
2920 268 Us Bancorp (USB) Banks 1,316,192 Added More 2,050 $40.59 $83 $53,424
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 765,728 Sold Some -2,693 $76.48 $-205 $58,562
564 3 Toll Brothers Inc (TOL) Homebuilders 1,872,972 Sold Some -7,665 $29.51 $-226 $55,271
3050 14 Wells Fargo And Co (WFC) Diversified Banks 1,893,523 Sold Some -5,260 $48.36 $-254 $91,570
3004 37 Yum Brands Inc (YUM) Restaurants 1,033,233 Sold Some -6,006 $81.84 $-491 $84,570
1890 29 Arch Capital Group Ltd (ACGL) P And C Insurance 1,750,044 Sold Some -10,022 $71.09 $-712 $124,428
3048 15 Nvr Inc (NVR) Homebuilders 50,097 Sold Some -445 $1732.40 $-770 $86,788
2521 4 Leucadia National Corp (LUK) Investment Companies 1,099,895 Sold Some -911,741 $16.17 $-14,742 $17,785