HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 D R HORTON INC |
43,825 | UNCH | $6,661 |
| DHI | 43,825 | UNCH | $6,661 |
| CONOCOPHILLIPS |
50,340 | UNCH | $5,843 |
| COP | 50,340 | UNCH | $5,843 |
| VANECK ETF TRUST (GDX) |
173,364 | +26,162 | $5,376 |
| GDX | 173,364 | +26,162 | $5,376 |
| SCHLUMBERGER LTD |
102,469 | UNCH | $5,332 |
| SLB | 102,469 | UNCH | $5,332 |
| CATERPILLAR INC |
17,182 | UNCH | $5,080 |
| CAT | 17,182 | UNCH | $5,080 |
| DEERE & CO |
12,383 | UNCH | $4,952 |
| DE | 12,383 | UNCH | $4,952 |
| INTUITIVE SURGICAL INC |
14,615 | UNCH | $4,931 |
| ISRG | 14,615 | UNCH | $4,931 |
| LENNAR CORP |
32,763 | UNCH | $4,883 |
| LEN | 32,763 | UNCH | $4,883 |
| COSTCO WHSL CORP NEW |
7,125 | UNCH | $4,703 |
| COST | 7,125 | UNCH | $4,703 |
| SHERWIN WILLIAMS CO |
14,139 | UNCH | $4,410 |
| SHW | 14,139 | UNCH | $4,410 |
| WHEATON PRECIOUS METALS CORP |
88,025 | +33,337 | $4,343 |
| WPM | 88,025 | +33,337 | $4,343 |
| TOYOTA MOTOR CORP |
23,174 | +7,170 | $4,250 |
| TM | 23,174 | +7,170 | $4,250 |
| NORFOLK SOUTHN CORP |
17,776 | UNCH | $4,202 |
| NSC | 17,776 | UNCH | $4,202 |
| CUMMINS INC |
16,433 | UNCH | $3,937 |
| CMI | 16,433 | UNCH | $3,937 |
| CHEVRON CORP NEW |
26,214 | UNCH | $3,910 |
| CVX | 26,214 | UNCH | $3,910 |
| EAGLE MATLS INC |
18,860 | +18,860 | $3,826 |
| EXP | 18,860 | +18,860 | $3,826 |
| UNION PAC CORP |
15,481 | UNCH | $3,802 |
| UNP | 15,481 | UNCH | $3,802 |
| STAR BULK CARRIERS CORP. |
172,145 | +51,639 | $3,660 |
| SBLK | 172,145 | +51,639 | $3,660 |
| TESLA INC |
14,599 | +14,599 | $3,628 |
| TSLA | 14,599 | +14,599 | $3,628 |
| MARATHON PETE CORP |
23,327 | UNCH | $3,461 |
| MPC | 23,327 | UNCH | $3,461 |
| ROCKWELL AUTOMATION INC |
11,032 | UNCH | $3,425 |
| ROK | 11,032 | UNCH | $3,425 |
| FREEPORT MCMORAN INC |
78,886 | UNCH | $3,358 |
| FCX | 78,886 | UNCH | $3,358 |
| DEVON ENERGY CORP NEW |
73,744 | UNCH | $3,341 |
| DVN | 73,744 | UNCH | $3,341 |
| MOHAWK INDS INC |
31,808 | UNCH | $3,292 |
| MHK | 31,808 | UNCH | $3,292 |
| RIO TINTO PLC |
40,054 | UNCH | $2,982 |
| RIO | 40,054 | UNCH | $2,982 |
| BARRICK GOLD CORP |
149,927 | UNCH | $2,712 |
| GOLD | 149,927 | UNCH | $2,712 |
| EOG RES INC |
21,491 | UNCH | $2,599 |
| EOG | 21,491 | UNCH | $2,599 |
| ST JOE CO |
42,951 | UNCH | $2,585 |
| JOE | 42,951 | UNCH | $2,585 |
| GENCO SHIPPING & TRADING LTD |
153,702 | UNCH | $2,550 |
| GNK | 153,702 | UNCH | $2,550 |
| GOLAR LNG LTD |
98,540 | UNCH | $2,265 |
| GLNG | 98,540 | UNCH | $2,265 |
| COMPANIA DE MINAS BUENAVENTU |
106,609 | UNCH | $1,625 |
| BVN | 106,609 | UNCH | $1,625 |
| SPDR GOLD TR (GLD) |
3,257 | UNCH | $623 |
| GLD | 3,257 | UNCH | $623 |
| ISHARES SILVER TR (SLV) |
18,459 | UNCH | $402 |
| SLV | 18,459 | UNCH | $402 |
See Full List: All Stocks Held By Marketfield Asset Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Marketfield Asset Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $123,232 At 09/30/2023: $117,903 Marketfield Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marketfield Asset Management LLC 13F filings. Link to 13F filings: SEC filings |
