0001085146-20-002695.txt : 20201029 0001085146-20-002695.hdr.sgml : 20201029 20201029120526 ACCESSION NUMBER: 0001085146-20-002695 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201029 DATE AS OF CHANGE: 20201029 EFFECTIVENESS DATE: 20201029 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: 201271384 BUSINESS ADDRESS: STREET 1: 369 LEXINGTON AVENUE STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-514-2350 MAIL ADDRESS: STREET 1: 369 LEXINGTON AVENUE STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001561089 XXXXXXXX 09-30-2020 09-30-2020 false Marketfield Asset Management LLC

369 LEXINGTON AVENUE 3RD FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-15275 N Deepak Tejwaney 212-514-2432 /s/ Deepak Tejwaney New York NY 10-22-2020 0 37 143548 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE BARRICK GOLD CORP COM 067901108 5067 180250 SH SOLE 180250 0 0 CATERPILLAR INC DEL COM 149123101 3081 20656 SH SOLE 20656 0 0 CIENA CORP COM NEW 171779309 3281 82677 SH SOLE 82677 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1566 128155 SH SOLE 128155 0 0 COSTCO WHSL CORP NEW COM 22160K105 6448 18163 SH SOLE 18163 0 0 CUMMINS INC COM 231021106 3750 17760 SH SOLE 17760 0 0 D R HORTON INC COM 23331A109 6898 91201 SH SOLE 91201 0 0 DEERE & CO COM 244199105 3673 16572 SH SOLE 16572 0 0 DEVON ENERGY CORP NEW COM 25179M103 672 71025 SH SOLE 71025 0 0 EATON CORP PLC SHS G29183103 2028 19877 SH SOLE 19877 0 0 GOLAR LNG LTD SHS G9456A100 471 77775 SH SOLE 77775 0 0 HONEYWELL INTL INC COM 438516106 2492 15138 SH SOLE 15138 0 0 INTEL CORP COM 458140100 2717 52479 SH SOLE 52479 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 5174 7292 SH SOLE 7292 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 330 11928 SH SOLE 11928 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 6883 153291 SH SOLE 153291 0 0 ISHARES SILVER TR ISHARES 46428Q109 485 22401 SH SOLE 22401 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 11594 262964 SH SOLE 262964 0 0 ISHARES TR US HOME CONS ETF 464288752 7908 139587 SH SOLE 139587 0 0 LENNAR CORP CL A 526057104 4185 51242 SH SOLE 51242 0 0 MICROSOFT CORP COM 594918104 4860 23105 SH SOLE 23105 0 0 NEWMONT CORP COM 651639106 4227 66613 SH SOLE 66613 0 0 NORFOLK SOUTHN CORP COM 655844108 5708 26673 SH SOLE 26673 0 0 PULTE GROUP INC COM 745867101 5803 125372 SH SOLE 125372 0 0 ROCKWELL AUTOMATION INC COM 773903109 2928 13268 SH SOLE 13268 0 0 ROSS STORES INC COM 778296103 4103 43968 SH SOLE 43968 0 0 SCHLUMBERGER LTD COM 806857108 806 51804 SH SOLE 51804 0 0 SHERWIN WILLIAMS CO COM 824348106 3547 5091 SH SOLE 5091 0 0 SONY CORP SPONSORED ADR 835699307 6216 80987 SH SOLE 80987 0 0 SPDR GOLD TR GOLD SHS 78463V107 986 5569 SH SOLE 5569 0 0 SPDR SER TR S&P HOMEBUILD 78464A888 3889 72188 SH SOLE 72188 0 0 ST JOE CO COM 790148100 1428 69235 SH SOLE 69235 0 0 UNION PAC CORP COM 907818108 4794 24351 SH SOLE 24351 0 0 VALE S A SPONSORED ADS 91912E105 1574 148743 SH SOLE 148743 0 0 VANECK VECTORS ETF TR RUSSIA ETF 92189F403 2024 96615 SH SOLE 96615 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 6601 168574 SH SOLE 168574 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 5351 109204 SH SOLE 109204 0 0