MARSHFIELD ASSOCIATES
All 13F Filings
- Location
- Washington, DC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,704,794
- Description
- Washington based independent investment platform with a manager led governance framework and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for long horizon investment mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through allocation committee oversight and implementation consistency.
- Website
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- Founded
- —
- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 17 | 5,704,794 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q3 2025 | 11/14/2025 | 17 | 5,778,773 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q2 2025 | 8/14/2025 | 19 | 4,892,094 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q1 2025 | 5/15/2025 | 18 | 4,615,810 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q4 2024 | 2/14/2025 | 18 | 4,614,272 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q3 2024 | 11/15/2024 | 19 | 4,711,448 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q2 2024 | 8/14/2024 | 19 | 4,523,438 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q1 2024 | 5/15/2024 | 19 | 4,876,387 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q4 2023 | 2/14/2024 | 21 | 4,925,149 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q3 2023 | 11/14/2023 | 22 | 4,043,302 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q2 2023 | 8/14/2023 | 21 | 3,847,423 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q1 2023 | 5/15/2023 | 20 | 3,403,779 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q4 2022 | 5/9/2023 | 2 | 6,224 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q4 2022 | 2/14/2023 | 17 | 3,241,567 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q3 2022 | 5/9/2023 | 2 | 6,469 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q3 2022 | 11/14/2022 | 17 | 2,648,778 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q2 2022 | 5/9/2023 | 2 | 6,923 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q2 2022 | 8/12/2022 | 17 | 2,639,560 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q1 2022 | 5/9/2023 | 2 | 8,987 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q1 2022 | 5/13/2022 | 17 | 2,542,851 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q4 2021 | 5/9/2023 | 2 | 9,350 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q4 2021 | 2/14/2022 | 16 | 2,514,549 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q3 2021 | 5/9/2023 | 2 | 11,353 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q3 2021 | 11/15/2021 | 16 | 2,279,872 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q2 2021 | 5/9/2023 | 2 | 9,979 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q2 2021 | 8/16/2021 | 17 | 2,425,626 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q1 2021 | 5/9/2023 | 2 | 9,877 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q1 2021 | 5/17/2021 | 17 | 2,124,770 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q4 2020 | 5/9/2023 | 2 | 8,518 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q4 2020 | 2/16/2021 | 17 | 2,137,389 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q3 2020 | 5/9/2023 | 2 | 7,334 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q3 2020 | 11/13/2020 | 18 | 2,074,546 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q2 2020 | 5/9/2023 | 2 | 3,522 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q2 2020 | 8/14/2020 | 18 | 1,924,273 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q1 2020 | 5/9/2023 | 2 | 3,597 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q1 2020 | 5/15/2020 | 18 | 1,619,726 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q4 2019 | 5/9/2023 | 2 | 4,397 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q4 2019 | 2/18/2020 | 17 | 1,913,433 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q3 2019 | 5/9/2023 | 2 | 4,784 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q2 2019 | 5/9/2023 | 2 | 4,784 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q1 2019 | 5/9/2023 | 1 | 3,448 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q4 2018 | 5/9/2023 | 1 | 2,596 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q3 2018 | 5/9/2023 | 1 | 2,580 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q2 2018 | 5/9/2023 | 1 | 2,587 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q1 2018 | 5/9/2023 | 1 | 3,193 | 13F-HR/A - NEW HOLDINGS | MARSHFIELD ASSOCIATES |
| Q1 2014 | 5/14/2014 | 25 | 1,360,976 | 13F-HR | MARSHFIELD ASSOCIATES |
| Q4 2013 | 2/14/2014 | 25 | 1,341,129 | 13F-HR | MARSHFIELD ASSOCIATES |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.705 M | 100.0% | 0 | 73.98 K | -73.98 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
5,704,794
Holdings
17
QoQ value change ($000)
-73,979
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.