Marshfield Associates just filed its Q2 2026 13F. 🐋 Managed by Christopher Blake · $4.3B across 17 holdings 🟢 Bought: $NKE, $ACGL 🔴 Sold: $ROST, $CMI, $UNH, $AZO +12 more
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Marshfield Associates 13F
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fundfollower.bsky.social · 0 · 20h ago The full updated portfolio 👇
https://fundfollower.xyz/institution/marshfield-associates
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.