MARSHFIELD ASSOCIATES - Portfolio overview

MARSHFIELD ASSOCIATES has 17 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Consumer Cyclical and Financial Services.

Largest reported holdings by portfolio allocation

1. AZO - AUTOZONE INC, 11.16%
2. UNH - UNITEDHEALTH GROUP INC, 10.25%
3. PGR - PROGRESSIVE CORP, 9.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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