Marketfield Asset Management Llc (1561089) Portfolio


Number of Companies: 33
Inflow: $176,268 K
Outflow: $-147,606 K
Net Flow: $28,662 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3072 34 Microsoft Corp (MSFT) Infrastructure Software 415,900 New Holding 415,900 $55.23 $22,970 $22,970
2871 31 Ross Stores Inc (ROST) Specialty Apparel Stores 383,500 New Holding 383,500 $57.90 $22,204 $22,204
2336 15 Fortune Brands Home And Securi (FBHS) Home Improvement 274,400 New Holding 274,400 $56.04 $15,377 $15,377
2643 17 First Solar Inc (FSLR) Renewable Energy Equipment 213,200 New Holding 213,200 $68.47 $14,597 $14,597
19 1 Weyerhaeuser Co (WY) Reit 467,000 New Holding 467,000 $30.98 $14,467 $14,467
2576 16 Masco Corp (MAS) Home Improvement 441,300 New Holding 441,300 $31.45 $13,878 $13,878
70 2 Silver Wheaton Corp (SLW) Precious Metal Mining 812,600 New Holding 812,600 $16.58 $13,472 $13,472
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 160,300 New Holding 160,300 $78.34 $12,559 $12,559
2182 17 Southern Copper Corp (SCCO) Base Metals 432,000 New Holding 432,000 $27.70 $11,970 $11,970
329 1 Steel Dynamics Inc (STLD) Steel Producers 456,400 New Holding 456,400 $22.51 $10,273 $10,273
2862 16 Rockwell Automation Inc (ROK) Measurement Instruments 62,500 New Holding 62,500 $113.75 $7,109 $7,109
2883 24 Linkedin Corp - A (LNKD) Internet Media 60,800 New Holding 60,800 $114.34 $6,952 $6,952
3054 25 Intuitive Surgical Inc (ISRG) Medical Equipment 30,161 Added More 9,873 $601.04 $5,934 $18,128
167 2 Comscore Inc (SCOR) Information Services 119,400 New Holding 119,400 $30.04 $3,586 $3,586
3034 27 Sherwin-Williams Cothe (SHW) Specialty Chemicals 60,686 Added More 3,207 $284.67 $912 $17,275
3070 18 Home Depot Inc (HD) Home Products Stores 158,228 Sold Some -11,124 $133.42 $-1,484 $21,112
642 5 Splunk Inc (SPLK) Infrastructure Software 132,749 Sold Some -36,137 $48.93 $-1,768 $6,495
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 95,517 Sold Some -26,216 $112.05 $-2,937 $10,702
2911 4 Cme Group Inc (CME) Security And Cmdty Exchanges 169,711 Sold Some -36,955 $96.05 $-3,549 $16,300
2109 12 Sony Corp (SNE) Consumer Electronics 627,482 Sold Some -172,182 $25.71 $-4,428 $16,138
2165 9 St Joe Cothe (JOE) Homebuilders 1,211,948 Sold Some -270,110 $17.15 $-4,632 $20,784
3074 26 Facebook Inc-A (FB) Internet Media 189,854 Sold Some -51,899 $114.09 $-5,921 $21,662
181 1 Lennar Corp-A (LEN) Homebuilders 530,811 Sold Some -145,711 $48.36 $-7,046 $25,670
2484 13 Pultegroup Inc (PHM) Homebuilders 1,375,968 Sold Some -379,392 $18.70 $-7,098 $25,744
3067 10 Lockheed Martin Corp (LMT) Defense Primes 126,374 Sold Some -34,771 $221.50 $-7,701 $27,991
3042 9 Northrop Grumman Corp (NOC) Defense Primes 146,813 Sold Some -40,209 $197.89 $-7,957 $29,054
3001 7 Raytheon Company (RTN) Defense Primes 249,497 Sold Some -68,278 $122.62 $-8,372 $30,595
3044 9 Costco Wholesale Corp (COST) Mass Merchants 208,676 Sold Some -57,128 $157.58 $-9,002 $32,883
2822 14 Dr Horton Inc (DHI) Homebuilders 1,255,154 Sold Some -343,330 $30.23 $-10,378 $37,943
175 2 3m Co (MMM) Containers And Packaging 237,230 Sold Some -64,699 $166.63 $-10,780 $39,529
564 3 Toll Brothers Inc (TOL) Homebuilders 0 Sold All -409,430 $29.51 $-12,082 $0
2806 7 Deere And Co (DE) Agricultural Machinery 0 Sold All -247,049 $76.98 $-19,020 $0
720 16 Newmont Mining Corp (NEM) Precious Metal Mining 0 Sold All -881,956 $26.58 $-23,442 $0