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Reported Holdings Of The
Marketfield Asset Management LLC

Legal Name: MARKETFIELD ASSET MANAGEMENT LLC

Period of report: Jun 30, 2019
Effectiveness Date: Aug 6, 2019

Security Shares Held / Principal Amount Market Value Option
ISHARES (464287234) 376,625 $16,161k
ISHARES INC (464286772) 211,185 $12,644k
ISHARES INC (46434G772) 249,387 $8,719k
ISHARES (464288752) 200,399 $7,659k
NORFOLK SOUTHERN (655844108) 38,290 $7,632k
D R HORTON INC (23331A109) 151,529 $6,535k
COSTCO WHSL CORP (22160K105) 24,340 $6,432k
ROSS STORES INC (778296103) 63,130 $6,257k
BHP BILLITON LTD (088606108) 106,393 $6,182k
PULTE GROUP INC (745867101) 191,155 $6,044k
SONY CORP-ADR (B:SNE US) (835699307) 114,796 $6,014k
UNION PAC CORP (907818108) 34,625 $5,855k
INTUITIVE SURGIC INC (46120E602) 10,371 $5,440k
Barrick Gold Corp (067901108) 323,514 $5,102k
MICROSOFT CORP (594918104) 33,183 $4,445k
SPDR SERIES TRUST (78464a888) 103,644 $4,320k
ISHARES INC (46434G814) 142,455 $4,235k
CUMMINS INC (231021106) 23,808 $4,079k
Caterpillar Inc (149123101) 29,306 $3,994k
Deere & Co (244199105) 23,699 $3,927k
HONEYWELL INTL INC (438516106) 21,695 $3,788k
ITAU UNIBANCO HLDG SA (465562106) 393,440 $3,705k
INTEL CORP (458140100) 75,359 $3,607k
LENNAR CORP (526057104) 73,567 $3,565k
Southern Copper Corp (84265V105) 89,352 $3,471k
Nutrien Ltd (67077M108) 64,217 $3,433k
SHERWIN WILLIAMS CO (824348106) 7,311 $3,351k
ISHARES INC/MSCI CHILE ETF (464286640) 81,103 $3,314k
SPDR SERIES TRUST (78464A730) 120,588 $3,286k
VanEck Vectors Russia ETF (92189F403) 137,452 $3,248k
ROCKWELL AUTOMATION (773903109) 19,053 $3,121k
COMPANIA DE MINAS BUENAVENTU (204448104) 182,231 $3,038k
DEVON ENERGY CORP (25179M103) 101,712 $2,901k
VALE S A (91912E105) 212,854 $2,861k
SPDR GOLD TR GOLD (78463V107) 15,827 $2,108k
Splunk Inc (848637104) 15,713 $1,976k
ST. JOE COMPANY (790148100) 92,771 $1,603k
DBX ETF TR (233051879) 56,685 $1,596k
CRESUD S A C I F Y A (226406106) 97,342 $1,020k
ISHARES SILVER TRUST (46428Q109) 52,179 $748k
CIENA CORPORATION (171779309) 13,990 $575k

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