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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 (2017Q1)
Original 13F HR (0001172661-17-001248) filed in 2017.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 SPLUNK INC 40,802 2,542 0.61%
2 POTASH CORP SASK INC 198,972 3,398 0.81%
3 MASCO CORP 128,325 4,361 1.04%
4 FORTUNE BRANDS HOME & SEC IN 72,114 4,388 1.05%
5 ST JOE CO 274,781 4,685 1.12%
6 SHERWIN WILLIAMS CO 15,987 4,959 1.19%
7 SCHLUMBERGER LTD 64,419 5,031 1.20%
8 STEEL DYNAMICS INC 148,042 5,146 1.23%
9 AK STL HLDG CORP 745,613 5,361 1.28%
10 HONEYWELL INTL INC 46,178 5,766 1.38%
11 INTEL CORP 164,904 5,948 1.42%
12 SONY GROUP CORP 186,509 6,291 1.51%
13 LOCKHEED MARTIN CORP 23,704 6,343 1.52%
14 NORTHROP GRUMMAN CORP 27,210 6,472 1.55%
15 ROCKWELL AUTOMATION INC 41,675 6,489 1.55%
16 SOUTHERN COPPER CORP 195,197 7,006 1.68%
17 SILVER WHEATON CORP 361,458 7,533 1.80%
18 VANECK ETF TRUST 341,472 7,789 1.86%
19 WAL-MART STORES INC 112,415 8,103 1.94%
20 FACEBOOK INC 57,737 8,202 1.96%
21 LENNAR 160,685 8,225 1.97%
22 MICROSOFT CORP 126,170 8,310 1.99%
23 BARRICK GOLD CORP 438,204 8,321 1.99%
24 SOCIEDAD QUIMICA Y MINERA DE 244,313 8,397 2.01%
25 SPDR SERIES TRUST 226,406 8,429 2.02%
26 BHP BILLITON LTD 232,391 8,440 2.02%
27 RAYTHEON CO 56,661 8,641 2.07%
28 ISHARES 239,602 8,975 2.15%
29 SPDR SERIES TRUST 241,613 9,046 2.16%
30 ROSS STORES INC 138,128 9,098 2.18%
31 INTUITIVE SURGICAL INC 11,946 9,156 2.19%
32 NORFOLK SOUTHERN CORP 83,769 9,380 2.24%
33 PULTE GROUP INC 417,578 9,834 2.35%
34 COSTCO WHSL CORP NEW 63,152 10,590 2.53%
35 3M CO 64,314 12,305 2.94%
36 D R HORTON INC 380,530 12,675 3.03%
37 ISHARES TR 437,316 13,985 3.35%
38 ISHARES INC 543,668 18,066 4.32%
39 SPDR SER TR 371,717 20,299 4.86%
40 ISHARES 463,573 25,306 6.06%
41 ISHARES INC 461,336 28,543 6.83%
42 ISHARES TR 1,169,047 46,049 11.02%