0001085146-20-001870.txt : 20200723 0001085146-20-001870.hdr.sgml : 20200723 20200723171344 ACCESSION NUMBER: 0001085146-20-001870 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200723 DATE AS OF CHANGE: 20200723 EFFECTIVENESS DATE: 20200723 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Marketfield Asset Management LLC CENTRAL INDEX KEY: 0001561089 IRS NUMBER: 364735735 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15275 FILM NUMBER: 201044286 BUSINESS ADDRESS: STREET 1: 60 EAST 42ND STREET, 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10165 BUSINESS PHONE: 212-514-2350 MAIL ADDRESS: STREET 1: 60 EAST 42ND STREET, 36TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10165 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001561089 XXXXXXXX 06-30-2020 06-30-2020 false Marketfield Asset Management LLC

60 EAST 42ND STREET, 36TH FLOOR NEW YORK NY 10165

13F HOLDINGS REPORT 028-15275 N Tamara Robertson 212-514-2340 /s/Tamara Robertson New York NY 07-20-2020 0 37 132346 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE D R HORTON INC COM 23331A109 5061 91271 SH SOLE 91271 0 0 SPDR GOLD TR GOLD SHS 78463V107 932 5569 SH SOLE 5569 0 0 DEVON ENERGY CORP NEW COM 25179M103 806 71078 SH SOLE 71078 0 0 MICROSOFT CORP COM 594918104 4706 23122 SH SOLE 23122 0 0 BARRICK GOLD CORPORATION COM 067901108 6394 237333 SH SOLE 237333 0 0 GOLAR LNG LTD SHS G9456A100 564 77833 SH SOLE 77833 0 0 COSTCO WHSL CORP NEW COM 22160K105 5512 18178 SH SOLE 18178 0 0 SHERWIN WILLIAMS CO COM 824348106 2944 5095 SH SOLE 5095 0 0 NORFOLK SOUTHERN CORP COM 655844108 4686 26693 SH SOLE 26693 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 343 11928 SH SOLE 11928 0 0 ROSS STORES INC COM 778296103 3751 44001 SH SOLE 44001 0 0 DEERE & CO COM 244199105 2606 16585 SH SOLE 16585 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 4159 7298 SH SOLE 7298 0 0 ISHARES TR US HOME CONS ETF 464288752 6167 139692 SH SOLE 139692 0 0 PULTE GROUP INC COM 745867101 4270 125467 SH SOLE 125467 0 0 CIENA CORP COM NEW 171779309 4481 82740 SH SOLE 82740 0 0 VANECK VECTORS ETF TR RUSSIA ETF 92189F403 2006 96688 SH SOLE 96688 0 0 SCHLUMBERGER LTD COM 806857108 953 51842 SH SOLE 51842 0 0 SONY CORP SPONSORED ADR 835699307 5603 81049 SH SOLE 81049 0 0 ROCKWELL AUTOMATION INC COM 773903109 2828 13278 SH SOLE 13278 0 0 INTEL CORP COM 458140100 3142 52519 SH SOLE 52519 0 0 CATERPILLAR INC DEL COM 149123101 2615 20672 SH SOLE 20672 0 0 UNION PAC CORP COM 907818108 4120 24370 SH SOLE 24370 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 5139 109287 SH SOLE 109287 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 10524 263163 SH SOLE 263163 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1172 128252 SH SOLE 128252 0 0 HONEYWELL INTL INC COM 438516106 2190 15149 SH SOLE 15149 0 0 EATON CORP PLC SHS G29183103 1740 19892 SH SOLE 19892 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 9973 271880 SH SOLE 271880 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 6170 153407 SH SOLE 153407 0 0 LENNAR CORP CL A 526057104 3160 51281 SH SOLE 51281 0 0 CUMMINS INC COM 231021106 3080 17775 SH SOLE 17775 0 0 SPDR SER TR S&P HOMEBUILD 78464A888 3171 72242 SH SOLE 72242 0 0 ISHARES SILVER TR ISHARES 46428Q109 381 22401 SH SOLE 22401 0 0 VALE S A SPONSORED ADS 91912E105 1535 148856 SH SOLE 148856 0 0 NEWMONT CORP COM 651639106 4116 66665 SH SOLE 66665 0 0 ST JOE CO COM 790148100 1346 69292 SH SOLE 69292 0 0