Stock Taper 
MARKETFIELD ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ciena Corporation | CIEN | 6.28K | $310.55K |
 Costco Wholesale Corporation | COST | 7.13K | $5.22M |
 The Home Depot, Inc. | HD | 8.16K | $3.13M |
 Wheaton Precious Metals Corp. | WPM | 9.22K | $434.68K |
 Rockwell Automation, Inc. | ROK | 11.03K | $3.21M |
 Deere & Company | DE | 11.95K | $4.91M |
 Intuitive Surgical, Inc. | ISRG | 13.61K | $5.43M |
 The Sherwin-Williams Company | SHW | 14.14K | $4.91M |
 Tesla, Inc. | TSLA | 14.6K | $2.57M |
 Union Pacific Corporation | UNP | 14.7K | $3.62M |
 Cummins Inc. | CMI | 15.32K | $4.52M |
 Caterpillar Inc. | CAT | 16.3K | $5.97M |
 Lennar Corporation | LEN | 16.6K | $2.85M |
 Eagle Materials Inc. | EXP | 17.1K | $4.65M |
 Norfolk Southern Corporation | NSC | 17.28K | $4.4M |
 EOG Resources, Inc. | EOG | 21.49K | $2.75M |
 Toyota Motor Corporation | TM | 23.17K | $5.83M |
 Marathon Petroleum Corporation | MPC | 23.33K | $4.7M |
 Chevron Corporation | CVX | 24.24K | $3.82M |
 Ryman Hospitality Properties, Inc. | RHP | 25K | $2.89M |