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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 TR 1,703 375 0.00% Call
2 ISHARES TR 2,566 572 0.00% Call
3 WALTER ENERGY INC COM 111,609 608 0.00%
4 WALTER ENERGY INC COM 158,097 862 0.01%
5 ALPHA NATURAL RESOURCES 248,067 943 0.01%
6 ALPHA NATURAL RESOURCES 371,402 1,411 0.01%
7 BEACON ROOFING SUPPLY INC 77,393 2,566 0.02%
8 CARPENTER TECHNOLOGY CORP 41,649 2,669 0.02%
9 ALLEGHENY TECHNOLOGIES INC 60,488 2,782 0.02%
10 FIREEYE INC 79,656 3,259 0.03%
11 SPLUNK INC 61,275 3,401 0.03%
12 SHERWIN WILLIAMS CO 16,484 3,415 0.03%
13 CARPENTER TECHNOLOGY CORP 55,722 3,571 0.03%
14 SILVER WHEATON CORP 136,675 3,615 0.03%
15 BEACON ROOFING SUPPLY INC 115,872 3,841 0.03%
16 CME GROUP INC 54,204 3,858 0.03%
17 The Ryland Group Inc (Acquired 10/1/15) 100,978 4,027 0.03%
18 TECK RESOURCES LTD 171,739 4,032 0.03%
19 PRECISION CASTPARTS 16,006 4,060 0.03%
20 GENERAL ELECTRIC CO 155,077 4,089 0.03%
21 ALLEGHENY TECHNOLOGIES INC 90,563 4,165 0.03%
22 STEEL DYNAMICS INC 230,605 4,215 0.03%
23 DEERE & CO 47,143 4,269 0.03%
24 ST JOE CO 171,368 4,413 0.04%
25 MOHAWK INDS 31,722 4,419 0.04%
26 VALE S A 326,723 4,430 0.04%
27 3M CO 30,791 4,439 0.04%
28 PULTE GROUP INC 220,768 4,486 0.04%
29 TOLL BROTHERS INC 121,209 4,486 0.04%
30 CITIGROUPINC 95,308 4,513 0.04%
31 NUCOR CORP 91,286 4,525 0.04%
32 TRIMBLE INC 123,392 4,615 0.04%
33 US BANCORP DEL 107,268 4,674 0.04%
34 LENNAR 110,813 4,681 0.04%
35 HOME DEPOT INC 57,759 4,709 0.04%
36 CUMMINS INC 30,568 4,739 0.04%
37 COSTCO WHSL CORP NEW 41,261 4,754 0.04%
38 EMERSON ELEC CO 54,584 4,764 0.04%
39 JOY GLOBAL INCORPORATED 77,039 4,776 0.04%
40 FIREEYE INC 119,261 4,879 0.04%
41 FREEPORT-MCMORAN INC 131,636 4,892 0.04%
42 DISCOVER FINL SVCS 78,584 4,913 0.04%
43 CHESAPEAKE ENERGY CORP 168,020 4,952 0.04%
44 D R HORTON INC 199,844 4,956 0.04%
45 TAIWAN SEMICONDUCTOR MFG LTD 228,706 4,979 0.04%
46 WELLS FARGO & CO NEW 94,392 4,986 0.04%
47 POTASH CORP SASK INC 132,247 5,017 0.04%
48 SPLUNK INC 91,740 5,092 0.04%
49 SHERWIN WILLIAMS CO 24,681 5,114 0.04%
50 INTEL CORP 167,019 5,184 0.04%
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