Stock Taper

MARKETFIELD ASSET MANAGEMENT LLC

Latest 13F filing data - Q1 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Union Pacific CorporationUNP14.7K$3.62M
Tesla, Inc.TSLA14.6K$2.57M
The Sherwin-Williams CompanySHW14.14K$4.91M
Intuitive Surgical, Inc.ISRG13.61K$5.43M
Deere & CompanyDE11.95K$4.91M
Rockwell Automation, Inc.ROK11.03K$3.21M
Wheaton Precious Metals Corp.WPM9.22K$434.68K
The Home Depot, Inc.HD8.16K$3.13M
Costco Wholesale CorporationCOST7.13K$5.22M
Ciena CorporationCIEN6.28K$310.55K