Portefeuilles déclarés des
Marshfield Associates Inc
Legal Name: MARSHFIELD ASSOCIATES, INC.
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Aug 15, 2019
| Sécurité | Actions détenues / capital | Valeur marchande | Option |
|---|---|---|---|
| MOODYS CORP (615369105) | 1,038,579 | $202,845k | |
| ARCH CAP GROUP LTD (G0450A105) | 4,360,020 | $161,670k | |
| AUTOZONE INC (053332102) | 117,572 | $129,267k | |
| MASTERCARD INC (57636Q104) | 445,896 | $117,953k | |
| Deere & Co (244199105) | 672,650 | $111,465k | |
| VISA INC COM CL A (92826C839) | 576,141 | $99,989k | |
| FASTENAL CO (311900104) | 2,790,409 | $90,939k | |
| CUMMINS INC (231021106) | 510,267 | $87,429k | |
| GOLDMAN SACHS GROUP (38141G104) | 413,811 | $84,666k | |
| O'REILLY AUTOMOTIVE (67103H107) | 223,288 | $82,465k | |
| EXPEDITORS INTL WASH (302130109) | 1,066,882 | $80,934k | |
| ROSS STORES INC (778296103) | 692,918 | $68,682k | |
| STRATEGIC EDUCATION INC (86272C103) | 385,028 | $68,535k | |
| CHIPOTLE MEXICAN GRL (169656105) | 85,222 | $62,457k | |
| UNION PAC CORP (907818108) | 311,727 | $52,716k | |
| NVR INC (62944T105) | 13,871 | $46,749k | |
| WATERS CORP (941848103) | 52,502 | $11,301k | |
| YUM BRANDS INC (988498101) | 1,943 | $215k |