StockDriftsStockDriftsTop 17 Marshfield Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AZO | AUTOZONE INC | 11.16% | 165.0K | $557.4M | -5.65%(-9.88K) | $2547.83(+30.35%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 10.25% | 1.89M | $511.6M | +14.00%(+232.20K) | $371.36(+6.06%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP | 9.75% | 2.46M | $486.8M | -2.79%(-70.35K) | $209.29(-4.57%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 7.89% | 1.82M | $394.0M | -32.99%(-895.53K) | $113.87(+86.84%) | 2026-03-31 | |
| V | VISA INC | 7.6% | 1.25M | $379.3M | +21.96%(+225.94K) | $249.84(+30.38%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 6.5% | 3.51M | $324.3M | -10.06%(-392.97K) | $59.07(+49.79%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 6.01% | 600.2K | $299.9M | -4.23%(-26.53K) | $388.30(+27.27%) | 2026-03-31 | |
| ACGL | ARCH CAP GROUP LTD | 5.87% | 3.05M | $292.9M | +5.70%(+164.42K) | $70.05(+34.16%) | 2026-03-31 | |
| EXPD | EXPEDITORS INTL WASH INC | 5.6% | 1.95M | $279.7M | -4.85%(-99.53K) | $111.17(+39.83%) | 2026-03-31 | |
| DPZ | DOMINOS PIZZA INC | 5.43% | 755.1K | $270.9M | -3.80%(-29.85K) | $353.21(-14.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.69% | +46.94% |
| Top 20 Holdings Unweighted | +12.69% | +43.11% |
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