MARSHFIELD ASSOCIATES Information

21 DUPONT CIRCLE N W, WASHINGTON, District of Columbia, 20036, (202) 828-6200

Report Date: 12/31/2014

Position Statistics

Total Positions 24
New Positions 0
Increased Positions 6
Decreased Positions 17
Positions with Activity 23
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,427

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.79%
Capital Goods 17.86%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.13%
Energy 3.06%
Financial 50.4%
Healthcare
Services 17.25%
Technology 1.29%
Transportation 6.21%
Utilities

24 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WELLS FARGO & CO NEW COM 149,034 -3,952 (2.58) 2,700,374
MOODYS CORP COM 133,623 -1,158 (0.86) 1,246,255
ARCH CAP GROUP LTD ORD 117,856 -2,967 (2.46) 1,926,066
GOLDMAN SACHS GROUP INC COM 110,507 -2,577 (2.28) 559,446
YUM BRANDS INC COM 93,896 -2,231 (2.32) 1,021,715
ALLIED WRLD ASSUR COM HLDG AG SHS 83,614 -1,188 (1.4) 2,016,250
TOLL BROTHERS INC COM 72,138 441 .61 2,014,471
US BANCORP DEL COM NEW 60,600 -1,439 (2.32) 1,412,269
MASTERCARD INC CL A 60,527 -1,372 (2.22) 663,311
NVR INC COM 60,175 -1,504 (2.44) 44,717
EXPEDITORS INTL WASH INC COM 57,136 1,195 2.14 1,230,044
VISA INC COM CL A 54,550 4,215 8.37 829,408
LEUCADIA NATL CORP COM 54,079 3,280 6.46 2,257,065
BROWN & BROWN INC COM 50,474 -1,574 (3.03) 1,584,747
MARTIN MARIETTA MATLS INC COM 47,861 -1,073 (2.19) 323,757
DEERE & CO COM 44,103 -893 (1.98) 482,579
DEVON ENERGY CORP NEW COM 43,666 198 .46 636,445
UNION PAC CORP COM 31,452 -661 (2.06) 292,008
FASTENAL CO COM 30,546 -671 (2.15) 713,032
BERKSHIRE HATHAWAY INC DEL CL B NEW 23,396 -795 (3.29) 163,195


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