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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 (2014Q3)
Original 13F HR (0000950123-14-011741) filed in 2014.11.13
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES 23,347,931 474,663 4.48%
2 VANGUARD INTL EQUITY INDEX F 11,364,880 474,029 4.48%
3 Ishares - Japan 33,710,843 396,777 3.75%
4 ISHARES 3,726,599 256,129 2.42%
5 Vaneck Vectors Gold 11,650,666 248,858 2.35%
6 FACEBOOK INC 3,057,064 241,630 2.28%
7 SPDR SERIES TRUST 8,126,081 240,451 2.27%
8 Alcoa 14,519,250 233,615 2.21%
9 CITIGROUPINC 4,314,917 223,599 2.11%
10 EAGLE MATERIALS INC 2,083,258 212,138 2.00%
11 SCHLUMBERGER LTD 2,080,573 211,573 2.00%
12 ITAU UNIBANCO HLDG SA 15,016,463 208,429 1.97%
13 BANK AMER CORP 12,047,790 205,415 1.94%
14 INTEL CORP 5,889,548 205,074 1.94%
15 Market Vectors Agribusiness ET 3,809,638 201,492 1.90%
16 HOME DEPOT INC 2,026,631 185,923 1.76%
17 BAKER HUGHES INC 2,850,057 185,425 1.75%
18 STEEL DYNAMICS INC 8,111,625 183,404 1.73%
19 COSTCO WHSL CORP NEW 1,446,049 181,219 1.71%
20 WHIRLPOOL CORP 1,231,349 179,346 1.69%
21 ISHARES 4,096,771 178,005 1.68%
22 DISCOVER FINL SVCS 2,754,058 177,334 1.67%
23 WELLS FARGO & CO NEW 3,386,467 175,656 1.66%
24 NUCOR CORP 3,200,983 173,749 1.64%
25 FIRST SOLAR INC 2,623,969 172,683 1.63%
26 DEVON ENERGY CORP NEW 2,517,536 171,646 1.62%
27 AMAZON COM INC 529,762 170,816 1.61%
28 ISHARES TR 7,491,778 168,490 1.59%
29 TAIWAN SEMICONDUCTOR MFG LTD 8,080,501 163,065 1.54%
30 POTASH CORP SASK INC 4,662,204 161,126 1.52%
31 US BANCORP DEL 3,838,513 160,565 1.52%
32 EMERSON ELEC CO 1,952,907 157,971 1.49%
33 FREEPORT-MCMORAN INC 4,768,089 155,678 1.47%
34 CME GROUP INC 1,884,094 150,652 1.42%
35 JOY GLOBAL INCORPORATED 2,699,973 147,257 1.39%
36 LENNAR 3,729,869 144,831 1.37%
37 CUMMINS INC 1,065,455 140,619 1.33%
38 GENERAL ELECTRIC CO 5,385,441 137,975 1.30%
39 CHESAPEAKE ENERGY CORP 5,914,028 135,964 1.28%
40 DEERE & CO 1,635,257 134,075 1.27%
41 PULTE GROUP INC 7,480,935 132,113 1.25%
42 PRECISION CASTPARTS 554,275 131,297 1.24%
43 TRIMBLE INC 4,294,613 130,986 1.24%
44 SHERWIN WILLIAMS CO 568,355 124,464 1.18%
45 ST JOE CO 6,039,068 120,359 1.14%
46 The Ryland Group Inc (Acquired 10/1/15) 3,489,258 115,983 1.09%
47 TECK RESOURCES LTD 6,109,044 115,400 1.09%
48 D R HORTON INC 5,608,532 115,087 1.09%
49 TOLL BROTHERS INC 3,396,626 105,839 1.00%
50 BHP BILLITON LTD 1,670,280 98,346 0.93%
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