0001172661-24-002382.txt : 20240515 0001172661-24-002382.hdr.sgml : 20240515 20240515100528 ACCESSION NUMBER: 0001172661-24-002382 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Marketfield Asset Management LLC CENTRAL INDEX KEY: 0001561089 ORGANIZATION NAME: 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: 24947844 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 03-31-2024 03-31-2024 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 05-15-2024 0 35 127176363 INFORMATION TABLE 2 infotable.xml BARRICK GOLD CORP COM 067901108 2494785 149927 SH SOLE 149927 0 0 CATERPILLAR INC COM 149123101 5973542 16302 SH SOLE 16302 0 0 CHEVRON CORP NEW COM 166764100 3823460 24239 SH SOLE 24239 0 0 CIENA CORP COM NEW 171779309 310546 6280 SH SOLE 6280 0 0 CONOCOPHILLIPS COM 20825C104 6088693 47837 SH SOLE 47837 0 0 COSTCO WHSL CORP NEW COM 22160K105 5219989 7125 SH SOLE 7125 0 0 CUMMINS INC COM 231021106 4515511 15325 SH SOLE 15325 0 0 DEERE & CO COM 244199105 4908754 11951 SH SOLE 11951 0 0 DEVON ENERGY CORP NEW COM 25179M103 3700474 73744 SH SOLE 73744 0 0 EAGLE MATLS INC COM 26969P108 4645838 17096 SH SOLE 17096 0 0 EOG RES INC COM 26875P101 2747409 21491 SH SOLE 21491 0 0 FREEPORT-MCMORAN INC CL B 35671D857 3709220 78886 SH SOLE 78886 0 0 GENCO SHIPPING & TRADING LTD SHS Y2685T131 3124762 153702 SH SOLE 153702 0 0 GOLAR LNG LTD SHS G9456A100 2370872 98540 SH SOLE 98540 0 0 HOME DEPOT INC COM 437076102 3130560 8161 SH SOLE 8161 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 5432812 13613 SH SOLE 13613 0 0 ISHARES SILVER TR ISHARES 46428Q109 683751 30055 SH SOLE 30055 0 0 LENNAR CORP CL A 526057104 2854868 16600 SH SOLE 16600 0 0 MARATHON PETE CORP COM 56585A102 4700391 23327 SH SOLE 23327 0 0 MOHAWK INDS INC COM 608190104 3866752 29542 SH SOLE 29542 0 0 NORFOLK SOUTHN CORP COM 655844108 4403899 17279 SH SOLE 17279 0 0 RIO TINTO PLC SPONSORED ADR 767204100 2537020 40054 SH SOLE 40054 0 0 ROCKWELL AUTOMATION INC COM 773903109 3213953 11032 SH SOLE 11032 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 2890250 25000 SH SOLE 25000 0 0 SCHLUMBERGER LTD COM STK 806857108 5371325 97999 SH SOLE 97999 0 0 SHERWIN WILLIAMS CO COM 824348106 4910899 14139 SH SOLE 14139 0 0 SPDR GOLD TR GOLD SHS 78463V107 670030 3257 SH SOLE 3257 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 4065053 26238 SH SOLE 26238 0 0 ST JOE CO COM 790148100 2076891 35827 SH SOLE 35827 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 4991336 209105 SH SOLE 209105 0 0 TESLA INC COM 88160R101 2566358 14599 SH SOLE 14599 0 0 TOYOTA MOTOR CORP ADS 892331307 5832432 23174 SH SOLE 23174 0 0 UNION PAC CORP COM 907818108 3616155 14704 SH SOLE 14704 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 5293093 167397 SH SOLE 167397 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 434680 9223 SH SOLE 9223 0 0