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Institutional Investment Manager
Marketfield Asset Management LLC
Marketfield Asset Management LLC (CIK: 0001561089) incorporated in Delaware, located at 369 Lexington Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0000950123-14-008864) filed in 2014.08.14
#
Name
Shares
Value ($)
%
Options
Notes
1 Ishares - Japan 63,346,250 762,689 6.05%
2 Alcoa 24,101,860 361,046 2.87%
3 FACEBOOK INC 4,843,985 328,471 2.61%
4 SPDR SERIES TRUST 10,000,000 327,500 2.60%
5 SCHLUMBERGER LTD 2,594,725 306,722 2.43%
6 ISHARES 4,083,080 276,874 2.20%
7 BHP BILLITON LTD 3,877,110 267,598 2.12%
8 BAKER HUGHES INC 3,568,318 266,589 2.12%
9 Market Vectors Agribusiness ET 4,612,334 253,724 2.01%
10 ITAU UNIBANCO HLDG SA 17,348,681 253,464 2.01%
11 DEVON ENERGY CORP NEW 3,159,471 252,252 2.00%
12 EOG RES INC 2,121,551 249,643 1.98%
13 EAGLE MATERIALS INC 2,554,727 243,338 1.93%
14 ISHARES TR 9,372,379 232,435 1.85%
15 Vaneck Vectors Gold 8,648,701 228,758 1.82%
16 INTEL CORP 7,365,138 228,614 1.81%
17 POTASH CORP SASK INC 5,831,807 221,259 1.76%
18 WELLS FARGO & CO NEW 4,162,458 219,861 1.75%
19 TAIWAN SEMICONDUCTOR MFG LTD 10,085,395 219,559 1.74%
20 D R HORTON INC 8,812,670 218,554 1.73%
21 CHESAPEAKE ENERGY CORP 7,409,289 218,352 1.73%
22 DISCOVER FINL SVCS 3,465,406 216,657 1.72%
23 FREEPORT-MCMORAN INC 5,804,856 215,708 1.71%
24 JOY GLOBAL INCORPORATED 3,397,250 210,630 1.67%
25 EMERSON ELEC CO 2,407,046 210,063 1.67%
26 COSTCO WHSL CORP NEW 1,819,547 209,648 1.66%
27 CUMMINS INC 1,348,008 208,995 1.66%
28 HOME DEPOT INC 2,547,039 207,635 1.65%
29 LENNAR 4,886,607 206,410 1.64%
30 US BANCORP DEL 4,730,296 206,099 1.64%
31 TRIMBLE INC 5,441,309 203,505 1.62%
32 NUCOR CORP 4,025,498 199,544 1.58%
33 CITIGROUPINC 4,202,869 199,006 1.58%
34 PULTE GROUP INC 9,735,337 197,822 1.57%
35 TOLL BROTHERS INC 5,345,054 197,820 1.57%
36 3M CO 1,357,845 195,761 1.55%
37 VALE S A 14,407,699 195,368 1.55%
38 MOHAWK INDS 1,398,874 194,849 1.55%
39 ST JOE CO 7,471,432 192,389 1.53%
40 DEERE & CO 2,078,902 188,265 1.49%
41 STEEL DYNAMICS INC 10,169,161 185,892 1.48%
42 GENERAL ELECTRIC CO 6,838,535 180,332 1.43%
43 PRECISION CASTPARTS 705,858 179,027 1.42%
44 TECK RESOURCES LTD 7,573,287 177,821 1.41%
45 The Ryland Group Inc (Acquired 10/1/15) 4,452,901 177,582 1.41%
46 CME GROUP INC 2,390,287 170,117 1.35%
47 SILVER WHEATON CORP 5,989,476 158,422 1.26%
48 SHERWIN WILLIAMS CO 726,947 150,623 1.20%
49 SPLUNK INC 2,702,084 149,966 1.19%
50 FIREEYE INC 3,512,680 143,704 1.14%
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