13F-HR 1 w89259e13fvhr.txt HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended June 30, 2003 ----------------- Check here if Amendment [ ]; Amendment Number: ---- This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Marshfield Associates ------------------------------------------------------------------------- Address: 21 Dupont Circle, NW ----------------------------------------------------------------------- 5th Floor ----------------------------------------------------------------------- Washington, DC 20036 ----------------------------------------------------------------------- Form 13F File Number: 28- ------------- The Institutional Investment Manager filing this report and the person by whom it is signed represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Chris Niemczewski ------------------------------------------------------------------------- Title: Managing Director ------------------------------------------------------------------------- Phone: 202-828-6200 ------------------------------------------------------------------------- Signature, Place, and Date of Signing: /s/ CHRIS NIEMCZEWSKI Washington, DC 8/11/03 ------------------------------- -------------------------- ------------ [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check if no holdings reported are in this report, and all holdings are reported in this report and a portion are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28- --------------------------- ----------------------------- [Repeat as necessary.] FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: - Form 13F Information Table Entry Total: --- Form 13F Information Table Value Total: --------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name 01 28 - 02 28 - 03 28 - Marshfield Associates FORM 13F 30-Jun-03
VOTING AUTHORITY ----------------------- VALUE SHARES/ SH/ PUT/ INVSTMT OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- ------- ------ ------ A.G. Edwards COM 281760108 769 22495 SH Sole 22495 Abbott Laboratories COM 002824100 590 13475 SH Sole 13475 American Express Company COM 025816109 251 6000 SH Sole 6000 American International Group COM 026874107 887 16078 SH Sole 16078 Berkshire Hathaway Class A COM 084670108 23200 320 SH Sole 320 Berkshire Hathaway Class B COM 084670207 33536 13801 SH Sole 13801 CCC Information Services COM 12487Q109 15383 1060867 SH Sole 1060867 Citigroup COM 172967101 610 14264 SH Sole 14264 Coca-Cola Company COM 191216100 1222 26328 SH Sole 26328 Disney (Walt) Company COM 254687106 277 14027 SH Sole 14027 Dover Corp. COM 260003108 5585 186401 SH Sole 186401 Duke Energy Company COM 264399106 78030 3911289 SH Sole 3911289 ExxonMobil Corporation COM 30231G102 677 18866 SH Sole 18866 Federal Home Loan Mortgage Cor COM 313400301 1400 27570 SH Sole 27570 First Data Corp COM 319963104 304 7338 SH Sole 7338 Gannett Inc. COM 364730101 14778 192392 SH Sole 192392 General Electric Company COM 369604103 6302 219751 SH Sole 219751 Gillette Company, The COM 375766102 1519 47663 SH Sole 47663 Heineken Holdings NV Shs A COM 689 23559 SH Sole 23559 HomeFed Corp COM 930 338122 SH Sole 338122 Intel Corp COM 458140100 1709 82124 SH Sole 82124 Johnson & Johnson COM 478160104 6423 124235 SH Sole 124235 Leucadia National Corporation COM 527288104 22508 606371 SH Sole 606371 Lindt & Sprungli COM 233 380 SH Sole 380 Markel Corp COM 570535104 1479 5779 SH Sole 5779 Martin Marietta Materials COM 573284106 60805 1809144 SH Sole 1809144 Mc Donald's Corporation COM 580135101 9767 442766 SH Sole 442766 Mercantile Bankshares Corp. COM 587405101 334 8500 SH Sole 8500 Merck & Co., Inc. COM 589331107 1757 29020 SH Sole 29020 Microsoft Corporation COM 594918104 770 30050 SH Sole 30050 Mohawk Industries COM MHK 16777 302121 SH Sole 302121 Morgan Stanley COM 617446448 212 4957 SH Sole 4957 Nestle ADR (Regular Shares) COM 641069406 855 16537 SH Sole 16537 Nestle SA Cham et Vevey (Regis COM 475 2300 SH Sole 2300 Nike Inc Cl B COM 654106103 227 4240 SH Sole 4240 Odyssey Re Holdings COM 67612W108 62580 2965876 SH Sole 2965876 PepsiCo, Inc. COM 713448108 11861 266541 SH Sole 266541 Pfizer Inc. COM 717081103 1810 53007 SH Sole 53007 Sealed AirCorp COM 81211K100 19966 418931 SH Sole 418931 State Street Corp COM 857477103 474 12040 SH Sole 12040 Student Loan Corp COM 863902102 309 2450 SH Sole 2450 TJX Companies Inc COM 872540109 30755 1632421 SH Sole 1632421 Verizon Communications COM 077853109 306 7757 SH Sole 7757 Washington Mutual Inc COM 939322103 70300 1702172 SH Sole 1702172 Washington Post Co Cl B COM 939640108 3782 5161 SH Sole 5161 Wells Fargo & Company COM 949740104 26332 522461 SH Sole 522461 White Mountains Insurance Grou COM G9618E107 106415 269404 SH Sole 269404 Wyeth COM 983024100 324 7111 SH Sole 7111 YUM! Brands Inc COM 988498101 72882 2465548 SH Sole 2465548 REPORT SUMMARY 49 DATA RECORDS 719368 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED