Notify me when MARSHFIELD ASSOCIATES files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 17 | $5,704,794,334 | +$376,488,273 | -$417,877,384 | -$41,389,111 | AZO, PGR, UNH, ROST, CMI | 13F-HR | 17 Feb 2026, 16:03 |
| Q3 2025 | 17 | $5,778,772,605 | +$530,849,719 | -$52,138,717 | +$478,711,002 | AZO, ROST, UNH, CMI, ORLY | 13F-HR | 14 Nov 2025, 16:09 |
| Q2 2025 | 19 | $4,892,094,244 | +$735,102,275 | -$31,746,615 | +$703,355,660 | AZO, ROST, ORLY, CMI, V | 13F-HR | 14 Aug 2025, 16:03 |
| Q1 2025 | 18 | $4,615,810,240 | +$33,350,545 | -$170,142,127 | -$136,791,582 | AZO, ROST, ORLY, V, DPZ | 13F-HR | 15 May 2025, 16:17 |
| Q4 2024 | 18 | $4,614,272,062 | +$13,576,243 | -$87,137,976 | -$73,561,733 | 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 | -$286,407,434 | -$270,639,273 | ROST, AZO, ACGL, DPZ, ORLY | 13F-HR | 14 Aug 2024, 16:00 |
| Q1 2024 | 19 | $4,876,387,218 | +$7,198,177 | -$706,153,662 | -$698,955,485 | ROST, AZO, ACGL, TJX, DPZ | 13F-HR | 15 May 2024, 16:00 |
| Q4 2023 | 21 | $4,925,149,231 | +$588,863,865 | -$127,239,347 | +$461,624,518 | ROST, AZO, ACGL, GS, TJX | 13F-HR | 14 Feb 2024, 16:00 |
| Q3 2023 | 22 | $4,043,302,497 | +$216,137,938 | -$14,047,295 | +$202,090,643 | ACGL, ROST, AZO, TJX, GS | 13F-HR | 14 Nov 2023, 16:00 |
| Q2 2023 | 21 | $3,847,423,329 | +$302,064,523 | -$2,974,565 | +$299,089,958 | ACGL, ROST, AZO, TJX, GS | 13F-HR | 14 Aug 2023, 16:05 |
| Q1 2023 | 20 | $3,403,779,475 | +$71,287,061 | -$864,987 | +$70,422,074 | ACGL, ROST, AZO, GS, TJX | 13F-HR | 15 May 2023, 16:00 |
| Q4 2022 | 2 | $6,223,529 | $0 | $0 | $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, 16:00 |
| Q3 2022 | 2 | $6,468,725 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:19 |
| Q3 2022 | 19 | $2,655,246,725 | +$67,798,072 | -$24,770,817 | +$43,027,255 | AZO, ACGL, ROST, GS, TJX | 13F-HR | 14 Nov 2022, 16:00 |
| Q2 2022 | 2 | $6,923,494 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:18 |
| Q2 2022 | 19 | $2,646,483,494 | +$306,521,707 | -$22,368,593 | +$284,153,114 | AZO, ACGL, GS, ROST, CMI | 13F-HR | 12 Aug 2022, 16:00 |
| Q1 2022 | 2 | $8,986,861 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:16 |
| Q1 2022 | 19 | $2,551,837,861 | +$165,576,602 | -$14,416,577 | +$151,160,025 | AZO, ACGL, GS, CMI, ROST | 13F-HR | 13 May 2022, 16:01 |
| Q4 2021 | 2 | $9,350,297 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:06 |
| Q4 2021 | 18 | $2,523,899,297 | +$29,871,923 | -$5,810,595 | +$24,061,328 | AZO, GS, ACGL, CMI, EXPD | 13F-HR | 14 Feb 2022, 16:01 |
| 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 | +$65,535,251 | -$152,597,768 | -$87,062,517 | 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 | +$227,894,784 | -$62,693,945 | +$165,200,839 | 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 | -$241,331,619 | -$239,958,587 | GS, CMI, ACGL, AZO, MCO | 13F-HR | 17 May 2021, 16:06 |
| Q4 2020 | 2 | $8,517,860 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:58 |
| Q4 2020 | 19 | $2,145,906,860 | +$1,229,003 | -$156,492,591 | -$155,263,588 | DE, ACGL, CMI, MCO, GS | 13F-HR | 16 Feb 2021, 08:30 |
| Q3 2020 | 2 | $7,333,821 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:54 |
| Q3 2020 | 20 | $2,081,879,821 | +$60,692,312 | -$113,006,938 | -$52,314,626 | MCO, CMI, DE, AZO, MA | 13F-HR | 13 Nov 2020, 14:08 |
| Q2 2020 | 2 | $3,521,978 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:50 |
| Q2 2020 | 20 | $1,927,794,978 | +$8,992,435 | -$74,460,079 | -$65,467,644 | MCO, AZO, ACGL, CMI, CMG | 13F-HR | 14 Aug 2020, 11:24 |
| Q1 2020 | 2 | $3,597,335 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:45 |
| Q1 2020 | 20 | $1,623,323,335 | +$213,442,401 | -$82,068,158 | +$131,374,243 | MCO, ACGL, AZO, V, ROST | 13F-HR | 15 May 2020, 16:01 |
| Q4 2019 | 2 | $4,396,789 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:42 |
| Q4 2019 | 19 | $1,917,829,789 | +$190,750,240 | -$379,093 | +$190,371,147 | MCO, ACGL, AZO, MA, DE | 13F-HR | 18 Feb 2020, 09:15 |
| Q3 2019 | 2 | $4,783,812 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:38 |
| Q3 2019 | 19 | $1,591,455,812 | +$1,284,623 | -$13,773,579 | -$12,488,956 | MCO, ACGL, AZO, MA, DE | 13F-HR | 15 Nov 2019, 16:50 |
| Q2 2019 | 2 | $4,783,976 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 06:35 |
| Q2 2019 | 20 | $1,565,060,976 | +$46,055,187 | -$196,422,644 | -$150,367,457 | MCO, ACGL, AZO, MA, DE | 13F-HR | 15 Aug 2019, 16:00 |
| Q1 2019 | 1 | $3,447,988 | $0 | $0 | $0 | VGSH | New Holdings | 09 May 2023, 06:30 |
| Q1 2019 | 19 | $1,635,173,988 | +$1,005,963 | -$47,827,951 | -$46,821,988 | MCO, CMG, ACGL, AZO, DE | 13F-HR | 16 May 2019, 14:58 |
| Q4 2018 | 1 | $2,595,982 | $0 | $0 | $0 | VGSH | New Holdings | 09 May 2023, 06:21 |
| Q4 2018 | 19 | $1,384,274,982 | +$994,003 | -$28,694,035 | -$27,700,032 | MCO, ACGL, DE, AZO, CMG | 13F-HR | 15 Feb 2019, 15:14 |
| Q3 2018 | 1 | $2,579,573 | $0 | $0 | $0 | VGSH | New Holdings | 09 May 2023, 06:19 |
| Q3 2018 | 19 | $1,559,407,573 | +$70,450,000 | -$146,441,519 | -$75,991,519 | MCO, ACGL, DE, CMG, MA | 13F-HR | 16 Nov 2018, 11:37 |
| Q2 2018 | 1 | $2,587,346 | $0 | $0 | $0 | VGSH | New Holdings | 09 May 2023, 06:17 |
| Q2 2018 | 20 | $1,506,016,346 | +$84,450,011 | -$19,979,114 | +$64,470,897 | MCO, ACGL, CMG, GS, DE | 13F-HR | 15 Aug 2018, 16:00 |
| Q1 2018 | 1 | $3,192,927 | $0 | $0 | $0 | VGSH | New Holdings | 09 May 2023, 06:16 |
| Q1 2018 | 20 | $1,491,110,927 | +$24,525,355 | -$70,706,989 | -$46,181,634 | MCO, ACGL, GS, DE, CMI | 13F-HR | 15 May 2018, 16:00 |
| Q4 2017 | 19 | $1,530,066,000 | $0 | -$122,352,496 | -$122,352,496 | MCO, ACGL, GS, DE, CMI | 13F-HR | 15 Feb 2018, 15:07 |
| Q3 2017 | 19 | $1,507,280,000 | +$109,507,127 | -$24,017,014 | +$85,490,113 | MCO, ACGL, NVR, GS, CMI | 13F-HR | 15 Nov 2017, 16:00 |
| Q2 2017 | 19 | $1,338,916,000 | +$42,754,226 | -$29,756,942 | +$12,997,284 | MCO, ACGL, GS, NVR, DE | 13F-HR | 15 Aug 2017, 16:00 |
| Q1 2017 | 19 | $1,281,668,000 | +$3,563,274 | -$132,813,230 | -$129,249,956 | MCO, ACGL, GS, NVR, CMI | 13F-HR | 17 May 2017, 14:19 |
| Q4 2016 | 20 | $1,309,615,000 | +$24,065,977 | -$60,761,111 | -$36,695,134 | ACGL, GS, MCO, DE, CMI | 13F-HR | 15 Feb 2017, 16:54 |
| Q3 2016 | 19 | $1,254,015,000 | $0 | -$230,760,771 | -$230,760,771 | MCO, ACGL, YUM, GS, CMI | 13F-HR | 15 Nov 2016, 16:01 |
| Q2 2016 | 22 | $1,397,641,000 | +$61,264,509 | -$60,837,496 | +$427,013 | MCO, ACGL, GS, WFC, NVR | 13F-HR | 15 Aug 2016, 16:00 |
| Q1 2016 | 22 | $1,410,554,000 | +$93,674,750 | -$44,576,375 | +$49,098,375 | MCO, ACGL, FAST, GS, WFC | 13F-HR | 16 May 2016, 16:00 |
| Q4 2015 | 23 | $1,360,039,000 | +$58,849,363 | -$9,025,994 | +$49,823,369 | MCO, ACGL, WFC, GS, NVR | 13F-HR | 16 Feb 2016, 15:44 |
| Q3 2015 | 23 | $1,296,854,000 | +$128,572,535 | -$36,870,507 | +$91,702,028 | ACGL, MCO, WFC, GS, NVR | 13F-HR | 13 Nov 2015, 17:00 |
| Q2 2015 | 23 | $1,278,140,000 | +$17,624,853 | -$118,486,181 | -$100,861,328 | MCO, ACGL, GS, WFC, YUM | 13F-HR | 14 Aug 2015, 15:00 |
| Q1 2015 | 23 | $1,327,573,000 | +$58,357,607 | -$85,336,023 | -$26,978,416 | WFC, MCO, ACGL, GS, AWHHF | 13F-HR | 15 May 2015, 15:54 |
| Q4 2014 | 24 | $1,364,371,000 | +$23,437,878 | -$23,363,233 | +$74,645 | WFC, MCO, ACGL, GS, AWHHF | 13F-HR | 13 Feb 2015, 12:07 |
| Q3 2014 | 24 | $1,293,599,000 | +$823,885,992 | -$890,778,408 | -$66,892,416 | WFC, MCO, ACGL, GS, AWHHF | 13F-HR | 14 Nov 2014, 12:14 |
| Q2 2014 | 23 | $1,361,855,000 | +$925,935,558 | -$891,693,156 | +$34,242,402 | Wells Fargo & Company, ACGL, Moody's Corp., GS, Brown & Brown, Inc. | 13F-HR | 13 Aug 2014, 15:57 |
| Q1 2014 | 25 | $1,360,976,000 | +$72,208,632 | -$29,549,995 | +$42,658,637 | WFC, ACGL, MCO, BRO, YUM | 13F-HR | 14 May 2014, 15:50 |
| Q4 2013 | 25 | $1,341,129,000 | $0 | $0 | $0 | WFC, ACGL, MCO, BRO, GS | 13F-HR | 14 Feb 2014, 15:35 |