0001172661-23-003839.txt : 20231114 0001172661-23-003839.hdr.sgml : 20231114 20231114090821 ACCESSION NUMBER: 0001172661-23-003839 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231401960 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 X0202 13F-HR LIVE false true false 0001561089 XXXXXXXX 09-30-2023 09-30-2023 false Marketfield Asset Management LLC

369 Lexington Avenue 3rd Floor New York NY 10017

13F HOLDINGS REPORT 028-15275 000165023 801-77055 N Deepak Tejwaney 212-514-2432 /s/ Deepak Tejwaney New York NY 11-14-2023 0 37 117904047 INFORMATION TABLE 2 infotable.xml BARRICK GOLD CORP COM 067901108 2181438 149927 SH SOLE 149927 0 0 CATERPILLAR INC COM 149123101 4690686 17182 SH SOLE 17182 0 0 CHEVRON CORP NEW COM 166764100 4420205 26214 SH SOLE 26214 0 0 CIENA CORP COM NEW 171779309 296793 6280 SH SOLE 6280 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 908309 106609 SH SOLE 106609 0 0 CONOCOPHILLIPS COM 20825C104 6030732 50340 SH SOLE 50340 0 0 COSTCO WHSL CORP NEW COM 22160K105 4025340 7125 SH SOLE 7125 0 0 CUMMINS INC COM 231021106 3754283 16433 SH SOLE 16433 0 0 D R HORTON INC COM 23331A109 4709873 43825 SH SOLE 43825 0 0 DEERE & CO COM 244199105 4673097 12383 SH SOLE 12383 0 0 DEVON ENERGY CORP NEW COM 25179M103 3517589 73744 SH SOLE 73744 0 0 EOG RES INC COM 26875P101 2724199 21491 SH SOLE 21491 0 0 FRANCO NEV CORP COM 351858105 4310259 32289 SH SOLE 32289 0 0 FREEPORT-MCMORAN INC CL B 35671D857 2941659 78886 SH SOLE 78886 0 0 GENCO SHIPPING & TRADING LTD SHS Y2685T131 2150291 153702 SH SOLE 153702 0 0 GOLAR LNG LTD SHS G9456A100 2390580 98540 SH SOLE 98540 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 4271818 14615 SH SOLE 14615 0 0 ISHARES SILVER TR ISHARES 46428Q109 375456 18459 SH SOLE 18459 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 4785234 151240 SH SOLE 151240 0 0 LENNAR CORP CL A 526057104 3676991 32763 SH SOLE 32763 0 0 MARATHON PETE CORP COM 56585A102 3530308 23327 SH SOLE 23327 0 0 MOHAWK INDS INC COM 608190104 2729444 31808 SH SOLE 31808 0 0 MOSAIC CO NEW COM 61945C103 2673952 75111 SH SOLE 75111 0 0 NEWMONT CORP COM 651639106 2047954 55425 SH SOLE 55425 0 0 NORFOLK SOUTHN CORP COM 655844108 3500628 17776 SH SOLE 17776 0 0 RIO TINTO PLC SPONSORED ADR 767204100 2549037 40054 SH SOLE 40054 0 0 ROCKWELL AUTOMATION INC COM 773903109 3153718 11032 SH SOLE 11032 0 0 SCHLUMBERGER LTD COM STK 806857108 5973943 102469 SH SOLE 102469 0 0 SHERWIN WILLIAMS CO COM 824348106 3606152 14139 SH SOLE 14139 0 0 SPDR GOLD TR GOLD SHS 78463V107 558413 3257 SH SOLE 3257 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 3880863 26238 SH SOLE 26238 0 0 ST JOE CO COM 790148100 2333528 42951 SH SOLE 42951 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 2323356 120506 SH SOLE 120506 0 0 TOYOTA MOTOR CORP ADS 892331307 2876719 16004 SH SOLE 16004 0 0 UNION PAC CORP COM 907818108 3152396 15481 SH SOLE 15481 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 3961206 147202 SH SOLE 147202 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 2217598 54688 SH SOLE 54688 0 0