MARSHFIELD ASSOCIATES
| ARCH CAP GROUP LTDORD · G0450A105 · SH | 3,331,135Prior March 31, 2026: 3,051,421 shares | $323,319,956 | 7.58% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| AUTOZONE INCCOM · 053332102 · SH | 136,373Prior March 31, 2026: 165,033 shares | $435,840,725 | 10.22% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| CUMMINS INCCOM · 231021106 · SH | Absent this quarter | — | — | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | See history for the prior filing |
| DISNEY WALT COCOM · 254687106 · SH | 1,298,132Prior March 31, 2026: 1,642,724 shares | $124,945,168 | 2.93% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| DOMINOS PIZZA INCCOM · 25754A201 · SH | 638,541Prior March 31, 2026: 755,140 shares | $189,033,792 | 4.43% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| EXPEDITORS INTL WASH INCCOM · 302130109 · SH | 1,553,964Prior March 31, 2026: 1,953,005 shares | $253,265,083 | 5.94% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| FASTENAL COCOM · 311900104 · SH | 2,574,816Prior March 31, 2026: 3,309,287 shares | $123,668,417 | 2.90% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| MASTERCARD INCORPORATEDCL A · 57636Q104 · SH | 572,290Prior March 31, 2026: 600,154 shares | $293,927,923 | 6.89% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| MOODYS CORPCOM · 615369105 · SH | 422,806Prior March 31, 2026: 538,993 shares | $191,497,359 | 4.49% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| NIKE INCCL B · 654106103 · SH | 4,343,816 | $178,313,647 | 4.18% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| NVR INCCOM · 62944T105 · SH | 20,141Prior March 31, 2026: 25,419 shares | $137,228,689 | 3.22% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| OREILLY AUTOMOTIVE INCCOM · 67103H107 · SH | 2,740,457Prior March 31, 2026: 3,513,674 shares | $252,368,685 | 5.92% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| PROGRESSIVE CORPCOM · 743315103 · SH | 2,153,186Prior March 31, 2026: 2,455,384 shares | $470,363,489 | 11.03% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| ROSS STORES INCCOM · 778296103 · SH | 595,704Prior March 31, 2026: 1,818,806 shares | $126,795,641 | 2.97% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| STRATEGIC ED INCCOM · 86272C103 · SH | 559,012Prior March 31, 2026: 792,930 shares | $42,831,474 | 1.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| TJX COS INC NEWCOM · 872540109 · SH | 872,770Prior March 31, 2026: 1,091,160 shares | $132,224,596 | 3.10% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| UNITEDHEALTH GROUP INCCOM · 91324P102 · SH | 1,526,157Prior March 31, 2026: 1,890,689 shares | $634,316,697 | 14.87% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| VISA INCCOM CL A · 92826C839 · SH | 1,034,433Prior March 31, 2026: 1,254,973 shares | $354,903,450 | 8.32% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
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Comparison notes
Comparable change withheld pending corporate-action review.
Schedule 13G disclosures
No verified related disclosures are included in this freeze.
About reported holdings
13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.