SEC Form 13F

MARSHFIELD ASSOCIATES 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$4,264,844,791
Positions17

Largest disclosed positions

IssuerTickerClassReported valueReported amount
UNITEDHEALTH GROUP INCUNHCOM$634,316,6971,526,157
PROGRESSIVE CORPPGRCOM$470,363,4892,153,186
AUTOZONE INCAZOCOM$435,840,725136,373
VISA INCVCOM CL A$354,903,4501,034,433
ARCH CAP GROUP LTDACGLORD$323,319,9563,331,135
MASTERCARD INCORPORATEDMACL A$293,927,923572,290
EXPEDITORS INTL WASH INCEXPDCOM$253,265,0831,553,964
OREILLY AUTOMOTIVE INCORLYCOM$252,368,6852,740,457
MOODYS CORPMCOCOM$191,497,359422,806
DOMINOS PIZZA INCDPZCOM$189,033,792638,541

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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