Marshfield Associates Incresed Positions in Q4 2024

Marshfield Associates

Stock	Shares change	Price Range	Shares Held
V Visa Inc. Financial Services	2.25K + 0.24%	$273.87 - $320.91 $616K - $721K	934K $295M
CMI Cummins Inc Industrials	2.24K + 0.21%	$324.93 - $383.42 $729K - $860K	1.05M $365M
DIS Walt Disney CO Communication Services	2.72K + 0.17%	$92.39 - $117.6 $252K - $320K	1.59M $177M
MA Mastercard Inc Financial Services	4.75K + 0.86%	$491.3 - $536.15 $2.33M - $2.55M	557K $293M
ORLY O Reilly Automotive Inc Consumer Cyclical	2.19K + 0.72%	$1146.59 - $1270.6 $2.51M - $2.78M	306K $363M
AZO Autozone Inc Consumer Cyclical	694 + 0.41%	$2981.19 - $3370.27 $2.07M - $2.34M	170K $545M
ROST Ross Stores, Inc. Consumer Cyclical	5.66K + 0.14%	$138.59 - $156.61 $784K - $886K	3.91M $592M
STRA Strategic Education, Inc. Consumer Defensive	6.87K + 0.38%	$85.85 - $101.62 $590K - $698K	1.84M $172M
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	11K + 8.96%	$91.29 - $91.8 $1.01M - $1.01M	134K $12.2M
DPZ Dominos Pizza Inc Consumer Cyclical	419 + 0.06%	$408.59 - $476.19 $171K - $200K	715K $300M
PGR Progressive Corp Financial Services	3.03K + 0.35%	$239.6 - $268.88 $725K - $813K	873K $209M
EXPD Expeditors International Of Washington Inc Industrials	9.59K + 0.53%	$110.5 - $128.26 $1.06M - $1.23M	1.83M $202M

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