Notify me when MARSHFIELD ASSOCIATES files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 17 | $5,778,772,605 | +$530,849,699 | -$52,138,715 | +$478,710,984 | AZO, ROST, UNH, CMI, ORLY | 13F-HR | 14 Nov 2025, 16:09 |
| Q2 2025 | 19 | $4,892,094,244 | +$735,102,332 | -$31,746,617 | +$703,355,715 | AZO, ROST, ORLY, CMI, V | 13F-HR | 14 Aug 2025, 16:03 |
| Q1 2025 | 18 | $4,615,810,240 | +$33,350,546 | -$170,142,088 | -$136,791,542 | AZO, ROST, ORLY, V, DPZ | 13F-HR | 15 May 2025, 16:17 |
| Q4 2024 | 18 | $4,614,272,062 | +$13,576,243 | -$87,137,988 | -$73,561,745 | ROST, AZO, CMI, ORLY, DPZ | 13F-HR | 14 Feb 2025, 15:35 |
| Q3 2024 | 19 | $4,711,447,632 | +$14,229,078 | -$123,738,148 | -$109,509,070 | ROST, AZO, ACGL, ORLY, CMI | 13F-HR | 15 Nov 2024, 06:06 |
| Q2 2024 | 19 | $4,523,437,709 | +$15,768,161 | -$286,407,386 | -$270,639,225 | ROST, AZO, ACGL, DPZ, ORLY | 13F-HR | 14 Aug 2024, 16:00 |
| Q1 2024 | 19 | $4,876,387,218 | +$7,198,178 | -$706,153,699 | -$698,955,521 | ROST, AZO, ACGL, TJX, DPZ | 13F-HR | 15 May 2024, 16:00 |
| Q4 2023 | 21 | $4,925,149,231 | +$588,863,873 | -$127,239,334 | +$461,624,539 | ROST, AZO, ACGL, GS, TJX | 13F-HR | 14 Feb 2024, 16:00 |
| Q3 2023 | 22 | $4,043,302,497 | +$216,137,937 | -$14,047,295 | +$202,090,642 | ACGL, ROST, AZO, TJX, GS | 13F-HR | 14 Nov 2023, 16:00 |
| Q2 2023 | 21 | $3,847,423,329 | +$302,064,525 | -$2,974,564 | +$299,089,961 | ACGL, ROST, AZO, TJX, GS | 13F-HR | 14 Aug 2023, 17:05 |
| Q1 2023 | 20 | $3,403,779,475 | +$71,287,060 | -$864,987 | +$70,422,073 | ACGL, ROST, AZO, GS, TJX | 13F-HR | 15 May 2023, 16:00 |
| Q4 2022 | 2 | $6,223,529 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:21 | ||
| Q4 2022 | 19 | $3,247,790,187 | +$35,019,524 | -$8,974,101 | +$26,045,423 | ROST, ACGL, AZO, GS, TJX | 13F-HR | 14 Feb 2023, 15:00 |
| Q3 2022 | 2 | $6,468,725 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:19 | ||
| Q3 2022 | 19 | $2,655,246,725 | +$67,798,086 | -$24,770,813 | +$43,027,273 | AZO, ACGL, ROST, GS, TJX | 13F-HR | 14 Nov 2022, 15:00 |
| Q2 2022 | 2 | $6,923,494 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:18 | ||
| Q2 2022 | 19 | $2,646,483,494 | +$306,521,613 | -$22,368,591 | +$284,153,022 | AZO, ACGL, GS, ROST, CMI | 13F-HR | 12 Aug 2022, 16:00 |
| Q1 2022 | 2 | $8,986,861 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:16 | ||
| Q1 2022 | 19 | $2,551,837,861 | +$165,576,594 | -$14,416,576 | +$151,160,018 | AZO, ACGL, GS, CMI, ROST | 13F-HR | 13 May 2022, 16:01 |
| Q4 2021 | 2 | $9,350,297 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:06 | ||
| Q4 2021 | 18 | $2,523,899,297 | +$29,871,911 | -$5,810,595 | +$24,061,316 | AZO, GS, ACGL, CMI, EXPD | 13F-HR | 14 Feb 2022, 15:01 |
| Q3 2021 | 2 | $11,353,181 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:05 |
| Q3 2021 | 18 | $2,291,225,181 | +$65,535,249 | -$152,597,773 | -$87,062,524 | GS, AZO, ACGL, CMI, V | 13F-HR | 15 Nov 2021, 16:01 |
| Q2 2021 | 2 | $9,979,262 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:02 |
| Q2 2021 | 19 | $2,435,605,262 | +$227,894,774 | -$62,693,941 | +$165,200,833 | GS, MCO, ACGL, AZO, CMI | 13F-HR | 16 Aug 2021, 06:15 |
| Q1 2021 | 2 | $9,877,324 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:00 |
| Q1 2021 | 19 | $2,134,647,324 | +$1,373,032 | -$241,331,609 | -$239,958,577 | GS, CMI, ACGL, AZO, MCO | 13F-HR | 17 May 2021, 16:06 |
| Q4 2020 | 2 | $8,517,860 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:58 | ||
| Q4 2020 | 19 | $2,145,906,860 | +$1,229,003 | -$76,284,596 | -$75,055,593 | DE, ACGL, CMI, MCO, GS | 13F-HR | 16 Feb 2021, 07:30 |
| Q3 2020 | 2 | $7,333,821 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:54 | ||
| Q3 2020 | 20 | $2,081,879,821 | +$60,692,328 | -$113,006,927 | -$52,314,599 | MCO, CMI, DE, AZO, MA | 13F-HR | 13 Nov 2020, 13:08 |
| Q2 2020 | 2 | $3,521,978 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:50 | ||
| Q2 2020 | 20 | $1,927,794,978 | +$8,992,430 | -$74,460,100 | -$65,467,670 | MCO, AZO, ACGL, CMI, CMG | 13F-HR | 14 Aug 2020, 11:24 |
| Q1 2020 | 2 | $3,597,335 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:45 | ||
| Q1 2020 | 20 | $1,623,323,335 | +$213,442,427 | -$82,068,175 | +$131,374,252 | MCO, ACGL, AZO, V, ROST | 13F-HR | 15 May 2020, 16:01 |
| Q4 2019 | 2 | $4,396,789 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:42 | ||
| Q4 2019 | 19 | $1,917,829,789 | +$190,750,285 | -$379,093 | +$190,371,192 | MCO, ACGL, AZO, MA, DE | 13F-HR | 18 Feb 2020, 08:15 |
| Q3 2019 | 2 | $4,783,812 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:38 | ||
| Q3 2019 | 19 | $1,591,455,812 | +$1,284,623 | -$13,558,582 | -$12,273,959 | MCO, ACGL, AZO, MA, DE | 13F-HR | 15 Nov 2019, 15:50 |
| Q2 2019 | 2 | $4,783,976 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:35 | ||
| Q2 2019 | 20 | $1,565,060,976 | +$46,055,123 | -$196,422,620 | -$150,367,497 | MCO, ACGL, AZO, MA, DE | 13F-HR | 15 Aug 2019, 16:00 |
| Q1 2019 | 1 | $3,447,988 | $0 | VGSH | New Holdings | 09 May 2023, 06:30 | ||
| Q1 2019 | 19 | $1,635,173,988 | +$1,005,963 | -$47,827,948 | -$46,821,985 | MCO, CMG, ACGL, AZO, DE | 13F-HR | 16 May 2019, 14:58 |
| Q4 2018 | 1 | $2,595,982 | $0 | VGSH | New Holdings | 09 May 2023, 06:21 | ||
| Q4 2018 | 19 | $1,384,274,982 | +$994,003 | -$28,694,034 | -$27,700,031 | MCO, ACGL, DE, AZO, CMG | 13F-HR | 15 Feb 2019, 14:14 |
| Q3 2018 | 1 | $2,579,573 | $0 | VGSH | New Holdings | 09 May 2023, 06:19 | ||
| Q3 2018 | 19 | $1,559,407,573 | +$70,450,018 | -$86,036,509 | -$15,586,491 | MCO, ACGL, DE, CMG, MA | 13F-HR | 16 Nov 2018, 10:37 |
| Q2 2018 | 1 | $2,587,346 | $0 | VGSH | New Holdings | 09 May 2023, 06:17 | ||
| Q2 2018 | 20 | $1,506,016,346 | +$84,449,956 | -$19,979,113 | +$64,470,843 | MCO, ACGL, CMG, GS, DE | 13F-HR | 15 Aug 2018, 16:00 |
| Q1 2018 | 1 | $3,192,927 | $0 | VGSH | New Holdings | 09 May 2023, 06:16 | ||
| Q1 2018 | 20 | $1,491,110,927 | +$24,525,357 | -$70,706,956 | -$46,181,599 | MCO, ACGL, GS, DE, CMI | 13F-HR | 15 May 2018, 16:00 |
| Q4 2017 | 19 | $1,530,066,000 | -$122,352,496 | -$122,352,496 | MCO, ACGL, GS, DE, CMI | 13F-HR | 15 Feb 2018, 14:07 | |
| Q3 2017 | 19 | $1,507,280,000 | +$109,507,121 | -$20,993,016 | +$88,514,105 | MCO, ACGL, NVR, GS, CMI | 13F-HR | 15 Nov 2017, 15:00 |
| Q2 2017 | 19 | $1,338,916,000 | +$42,754,224 | -$28,364,943 | +$14,389,281 | MCO, ACGL, GS, NVR, DE | 13F-HR | 15 Aug 2017, 16:00 |
| Q1 2017 | 19 | $1,281,668,000 | +$3,563,275 | -$68,414,256 | -$64,850,981 | MCO, ACGL, GS, NVR, CMI | 13F-HR | 17 May 2017, 14:19 |
| Q4 2016 | 20 | $1,309,615,000 | +$24,065,968 | -$60,761,094 | -$36,695,126 | ACGL, GS, MCO, DE, CMI | 13F-HR | 15 Feb 2017, 15:54 |
| Q3 2016 | 19 | $1,254,015,000 | -$147,276,795 | -$147,276,795 | MCO, ACGL, YUM, GS, CMI | 13F-HR | 15 Nov 2016, 15:01 | |
| Q2 2016 | 22 | $1,397,641,000 | +$61,264,522 | -$43,052,542 | +$18,211,980 | MCO, ACGL, GS, WFC, NVR | 13F-HR | 15 Aug 2016, 16:00 |
| Q1 2016 | 22 | $1,410,554,000 | +$93,674,770 | -$17,594,350 | +$76,080,420 | MCO, ACGL, FAST, GS, WFC | 13F-HR | 16 May 2016, 16:00 |
| Q4 2015 | 23 | $1,360,039,000 | +$58,849,356 | -$9,025,992 | +$49,823,364 | MCO, ACGL, WFC, GS, NVR | 13F-HR | 16 Feb 2016, 14:44 |
| Q3 2015 | 23 | $1,296,854,000 | +$128,572,597 | -$23,238,514 | +$105,334,083 | ACGL, MCO, WFC, GS, NVR | 13F-HR | 13 Nov 2015, 16:00 |
| Q2 2015 | 23 | $1,278,140,000 | +$17,624,855 | -$118,486,212 | -$100,861,357 | MCO, ACGL, GS, WFC, YUM | 13F-HR | 14 Aug 2015, 15:00 |
| Q1 2015 | 23 | $1,327,573,000 | +$58,357,630 | -$46,379,007 | +$11,978,623 | WFC, MCO, ACGL, GS, AWHHF | 13F-HR | 15 May 2015, 15:54 |
| Q4 2014 | 24 | $1,364,371,000 | +$23,437,882 | -$23,363,238 | +$74,644 | WFC, MCO, ACGL, GS, AWHHF | 13F-HR | 13 Feb 2015, 11:07 |
| Q3 2014 | 24 | $1,293,599,000 | $0 | WFC, MCO, ACGL, GS, AWHHF | 13F-HR | 14 Nov 2014, 11:14 | ||
| Q2 2014 | 13 | $857,960 | $0 | Wells Fargo & Company, Moody's Corp., Brown & Brown, Inc., YUM! Brands Inc, Toll Brothers Inc | 13F-HR | 13 Aug 2014, 15:57 | ||
| Q1 2014 | 25 | $1,360,976,000 | +$72,208,644 | -$29,549,993 | +$42,658,651 | WFC, ACGL, MCO, BRO, YUM | 13F-HR | 14 May 2014, 15:50 |
| Q4 2013 | 25 | $1,341,129,000 | $0 | WFC, ACGL, MCO, BRO, GS | 13F-HR | 14 Feb 2014, 14:35 |