MARSHFIELD ASSOCIATES
MARSHFIELD ASSOCIATES reported 17 positions worth $4.26B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: UNH (14.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | UNH | SH | $634.3M | 14.87% | 1,526,157 | — | — | |
| ▸ 2 | PGR | SH | $470.4M | 11.03% | 2,153,186 | — | — | |
| ▸ 3 | AZO | SH | $435.8M | 10.22% | 136,373 | — | — | |
| ▸ 4 | V | SH | $354.9M | 8.32% | 1,034,433 | — | — | |
| ▸ 5 | ACGL | SH | $323.3M | 7.58% | 3,331,135 | — | — | |
| ▸ 6 | MA | SH | $293.9M | 6.89% | 572,290 | — | — | |
| ▸ 7 | EXPD | SH | $253.3M | 5.94% | 1,553,964 | — | — | |
| ▸ 8 | ORLY | SH | $252.4M | 5.92% | 2,740,457 | — | — | |
| ▸ 9 | MCO | SH | $191.5M | 4.49% | 422,806 | — | — | |
| ▸ 10 | DPZ | SH | $189.0M | 4.43% | 638,541 | — | — |
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Frequently Asked Questions
What stocks does MARSHFIELD ASSOCIATES hold as of Q2 2026?
MARSHFIELD ASSOCIATES reported 17 positions worth $4.26B in its Q2 2026 13F filing. Largest positions: UNH (14.9%), PGR (11.0%), AZO (10.2%), V (8.3%) and ACGL (7.6%).
What did MARSHFIELD ASSOCIATES buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MARSHFIELD ASSOCIATES sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.