0001172661-18-000579.txt : 20180214 0001172661-18-000579.hdr.sgml : 20180214 20180214085608 ACCESSION NUMBER: 0001172661-18-000579 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 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: 18607484 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 true false 0001561089 XXXXXXXX 12-31-2017 12-31-2017 false Marketfield Asset Management LLC

60 East 42nd Street, 36th Floor New York NY 10165

13F HOLDINGS REPORT 028-15275 N Tamara Robertson 212-514-2350 /s/ Tamara Robertson New York NY 02-14-2018 0 42 371412 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 11457 48676 SH SOLE 48676 0 0 AK STL HLDG CORP COM 001547108 3461 611550 SH SOLE 611550 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 8088 175871 SH SOLE 175871 0 0 COSTCO WHSL CORP NEW COM 22160K105 8895 47794 SH SOLE 47794 0 0 CRESUD S A C I F Y A SPONSORED ADR 226406106 473 21396 SH SOLE 21396 0 0 D R HORTON INC COM 23331A109 14706 287966 SH SOLE 287966 0 0 FACEBOOK INC CL A 30303M102 7711 43698 SH SOLE 43698 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 3735 54579 SH SOLE 54579 0 0 HONEYWELL INTL INC COM 438516106 5359 34941 SH SOLE 34941 0 0 INTEL CORP COM 458140100 5760 124789 SH SOLE 124789 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 9909 27153 SH SOLE 27153 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 7335 181323 SH SOLE 181323 0 0 ISHARES INC MSCI STH KOR ETF 464286772 26159 349118 SH SOLE 349118 0 0 ISHARES INC MSCI MEXICO ETF 464286822 16825 341353 SH SOLE 341353 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 14898 411426 SH SOLE 411426 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 41687 884708 SH SOLE 884708 0 0 ISHARES TR US HOME CONS ETF 464288752 14484 331281 SH SOLE 331281 0 0 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 5631 433153 SH SOLE 433153 0 0 LENNAR CORP CL A 526057104 7690 121600 SH SOLE 121600 0 0 LOCKHEED MARTIN CORP COM 539830109 5761 17944 SH SOLE 17944 0 0 MASCO CORP COM 574599106 4267 97106 SH SOLE 97106 0 0 MICROSOFT CORP COM 594918104 8167 95476 SH SOLE 95476 0 0 NORFOLK SOUTHERN CORP COM 655844108 9186 63392 SH SOLE 63392 0 0 NORTHROP GRUMMAN CORP COM 666807102 6321 20594 SH SOLE 20594 0 0 POTASH CORP SASK INC COM 73755L107 3112 150721 SH SOLE 150721 0 0 PULTE GROUP INC COM 745867101 10507 316002 SH SOLE 316002 0 0 RAYTHEON CO COM NEW 755111507 8055 42882 SH SOLE 42882 0 0 ROCKWELL AUTOMATION INC COM 773903109 6194 31545 SH SOLE 31545 0 0 ROSS STORES INC COM 778296103 8389 104536 SH SOLE 104536 0 0 SCHLUMBERGER LTD COM 806857108 3285 48743 SH SOLE 48743 0 0 SHERWIN WILLIAMS CO COM 824348106 4961 12098 SH SOLE 12098 0 0 SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 9077 152888 SH SOLE 152888 0 0 SONY CORP SPONSORED ADR 835699307 6344 141137 SH SOLE 141137 0 0 SOUTHERN COPPER CORP COM 84265V105 7009 147715 SH SOLE 147715 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 16555 281308 SH SOLE 281308 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 6798 182841 SH SOLE 182841 0 0 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 7583 171334 SH SOLE 171334 0 0 SPLUNK INC COM 848637104 2557 30870 SH SOLE 30870 0 0 ST JOE CO COM 790148100 3755 208008 SH SOLE 208008 0 0 STEEL DYNAMICS INC COM 858119100 4860 112679 SH SOLE 112679 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 6005 258404 SH SOLE 258404 0 0 WAL-MART STORES INC COM 931142103 8401 85070 SH SOLE 85070 0 0