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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
101 MOHAWK INDS 1,398,874 194,849 1.55%
102 MOHAWK INDS 31,722 4,419 0.04%
103 MOHAWK INDS 47,494 6,615 0.05%
104 Market Vectors Agribusiness ET 4,612,334 253,724 2.01%
105 Market Vectors Agribusiness ET 156,596 8,614 0.07%
106 Market Vectors Agribusiness ET 104,593 5,754 0.05%
107 NUCOR CORP 91,286 4,525 0.04%
108 NUCOR CORP 4,025,498 199,544 1.58%
109 NUCOR CORP 136,672 6,775 0.05%
110 POTASH CORP SASK INC 5,831,807 221,259 1.76%
111 POTASH CORP SASK INC 197,999 7,512 0.06%
112 POTASH CORP SASK INC 132,247 5,017 0.04%
113 PRECISION CASTPARTS 16,006 4,060 0.03%
114 PRECISION CASTPARTS 705,858 179,027 1.42%
115 PRECISION CASTPARTS 23,965 6,078 0.05%
116 PULTE GROUP INC 9,735,337 197,822 1.57%
117 PULTE GROUP INC 330,530 6,716 0.05%
118 PULTE GROUP INC 220,768 4,486 0.04%
119 SCHLUMBERGER LTD 88,095 10,414 0.08%
120 SCHLUMBERGER LTD 58,840 6,955 0.06%
121 SCHLUMBERGER LTD 2,594,725 306,722 2.43%
122 SHERWIN WILLIAMS CO 726,947 150,623 1.20%
123 SHERWIN WILLIAMS CO 24,681 5,114 0.04%
124 SHERWIN WILLIAMS CO 16,484 3,415 0.03%
125 SILVER WHEATON CORP 136,675 3,615 0.03%
126 SILVER WHEATON CORP 5,989,476 158,422 1.26%
127 SILVER WHEATON CORP 204,279 5,403 0.04%
128 SPDR SERIES TRUST 10,000,000 327,500 2.60%
129 SPDR SERIES TRUST 339,700 11,125 0.09%
130 SPDR SERIES TRUST 229,500 7,516 0.06%
131 SPLUNK INC 2,702,084 149,966 1.19%
132 SPLUNK INC 91,740 5,092 0.04%
133 SPLUNK INC 61,275 3,401 0.03%
134 ST JOE CO 256,570 6,607 0.05%
135 ST JOE CO 7,471,432 192,389 1.53%
136 ST JOE CO 171,368 4,413 0.04%
137 STEEL DYNAMICS INC 10,169,161 185,892 1.48%
138 STEEL DYNAMICS INC 230,605 4,215 0.03%
139 STEEL DYNAMICS INC 345,259 6,311 0.05%
140 TAIWAN SEMICONDUCTOR MFG LTD 228,706 4,979 0.04%
141 TAIWAN SEMICONDUCTOR MFG LTD 342,415 7,454 0.06%
142 TAIWAN SEMICONDUCTOR MFG LTD 10,085,395 219,559 1.74%
143 TECK RESOURCES LTD 171,739 4,032 0.03%
144 TECK RESOURCES LTD 7,573,287 177,821 1.41%
145 TECK RESOURCES LTD 257,125 6,037 0.05%
146 TOLL BROTHERS INC 5,345,054 197,820 1.57%
147 TOLL BROTHERS INC 181,473 6,716 0.05%
148 TOLL BROTHERS INC 121,209 4,486 0.04%
149 TRIMBLE INC 5,441,309 203,505 1.62%
150 TRIMBLE INC 184,741 6,909 0.05%
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