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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 DEVON ENERGY CORP NEW 107,269 8,564 0.07%
102 ITAU UNIBANCO HLDG SA 589,015 8,606 0.07%
103 Market Vectors Agribusiness ET 156,596 8,614 0.07%
104 BAKER HUGHES INC 121,150 9,051 0.07%
105 BHP BILLITON LTD 131,634 9,085 0.07%
106 ISHARES 138,627 9,400 0.07%
107 SCHLUMBERGER LTD 88,095 10,414 0.08%
108 SPDR SERIES TRUST 339,700 11,125 0.09%
109 FACEBOOK INC 164,672 11,166 0.09%
110 Alcoa 818,296 12,258 0.10%
111 ISHARES TR 75,731 16,888 0.13% Call
112 Ishares - Japan 1,411,469 16,994 0.13%
113 Ishares - Japan 2,136,133 25,719 0.20%
114 WALTER ENERGY INC COM 4,804,521 26,185 0.21%
115 IRELAND BANK SPONSORED ADR NEW 2,136,786 29,830 0.24%
116 ALPHA NATURAL RESOURCES 10,939,170 41,569 0.33%
117 CARPENTER TECHNOLOGY CORP 1,663,006 106,582 0.85%
118 BEACON ROOFING SUPPLY INC 3,412,861 113,136 0.90%
119 ALLEGHENY TECHNOLOGIES INC 2,667,417 122,675 0.97%
120 FIREEYE INC 3,512,680 143,704 1.14%
121 SPLUNK INC 2,702,084 149,966 1.19%
122 SHERWIN WILLIAMS CO 726,947 150,623 1.20%
123 SILVER WHEATON CORP 5,989,476 158,422 1.26%
124 CME GROUP INC 2,390,287 170,117 1.35%
125 The Ryland Group Inc (Acquired 10/1/15) 4,452,901 177,582 1.41%
126 TECK RESOURCES LTD 7,573,287 177,821 1.41%
127 PRECISION CASTPARTS 705,858 179,027 1.42%
128 GENERAL ELECTRIC CO 6,838,535 180,332 1.43%
129 STEEL DYNAMICS INC 10,169,161 185,892 1.48%
130 DEERE & CO 2,078,902 188,265 1.49%
131 ST JOE CO 7,471,432 192,389 1.53%
132 MOHAWK INDS 1,398,874 194,849 1.55%
133 VALE S A 14,407,699 195,368 1.55%
134 3M CO 1,357,845 195,761 1.55%
135 TOLL BROTHERS INC 5,345,054 197,820 1.57%
136 PULTE GROUP INC 9,735,337 197,822 1.57%
137 CITIGROUPINC 4,202,869 199,006 1.58%
138 NUCOR CORP 4,025,498 199,544 1.58%
139 TRIMBLE INC 5,441,309 203,505 1.62%
140 US BANCORP DEL 4,730,296 206,099 1.64%
141 LENNAR 4,886,607 206,410 1.64%
142 HOME DEPOT INC 2,547,039 207,635 1.65%
143 CUMMINS INC 1,348,008 208,995 1.66%
144 COSTCO WHSL CORP NEW 1,819,547 209,648 1.66%
145 EMERSON ELEC CO 2,407,046 210,063 1.67%
146 JOY GLOBAL INCORPORATED 3,397,250 210,630 1.67%
147 FREEPORT-MCMORAN INC 5,804,856 215,708 1.71%
148 DISCOVER FINL SVCS 3,465,406 216,657 1.72%
149 CHESAPEAKE ENERGY CORP 7,409,289 218,352 1.73%
150 D R HORTON INC 8,812,670 218,554 1.73%
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