MARKETFIELD ASSET MANAGEMENT LLC Information

292 MADISON AVENUE, NEW YORK, New York, 10017, (212) 514-2350

Report Date: 03/31/2013

Position Statistics:

Total Positions 48
New Positions 3
Increased Positions 42
Decreased Positions 6
Positions with Activity 48
Sold Out Positions 4
Total Mkt Value
(in $ millions)
4,596

Sector Weighting

Basic Materials 9.96%
Capital Goods 24.91%
Conglomerates
Consumer Cyclical 2.21%
Consumer/Non-Cyclical 2.77%
Energy 3.6%
Financial 34.4%
Healthcare
Services 4.48%
Technology 4.42%
Transportation 13.24%
Utilities

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

4 Sold Out Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DU PONT E I DE NEMOURS & CO COM -58,727 Sold Out 0
EBAY INC COM -74,945 Sold Out 0
HEINZ H J CO COM -65,471 Sold Out 0
TERADATA CORP DEL COM -39,672 Sold Out 0

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