Filed: 2/13/2025ACC: 0001819581-25-000001
📋 What this filing means
CLOVERFIELDS CAPITAL GROUP, LP filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $311.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$311.05M
Total AUM (reported)
5.48M
Total Shares
Allocation by class
COM$161.32M51.9%
CL A$15.47M5.0%
SPONSORED ADS$15.30M4.9%
SHS$14.57M4.7%
COM CL A$14.47M4.7%
SPONSORED ADR$14.29M4.6%
COM NEW$12.91M4.2%
Portfolio Concentration
Top 3$25.60M8.2%
4–10$51.24M16.5%
11–25$90.44M29.1%
Rest$143.76M46.2%
Top 3 weight
8.2%
Top 10 weight
24.7%
Voting Authority Distribution
Total shares with voting rights: 5.48M
Sole
Full voting authority
5.48M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings94
Rows:
GE VERNOVA INC
SOLEShares28.66K
TypeSH
Market value$9.43M
3.03%
Sole
28.66K
Shared
0.00
None
0.00
FISERV INC
SOLEShares40.41K
TypeSH
Market value$8.30M
2.67%
Sole
40.41K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares85.01K
TypeSH
Market value$7.87M
2.53%
Sole
85.01K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares64.81K
TypeSH
Market value$7.80M
2.51%
Sole
64.81K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares102.36K
TypeSH
Market value$7.41M
2.38%
Sole
102.36K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares25.23K
TypeSH
Market value$7.39M
2.37%
Sole
25.23K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares33.33K
TypeSH
Market value$7.31M
2.35%
Sole
33.33K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares12.31K
TypeSH
Market value$7.21M
2.32%
Sole
12.31K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.19K
TypeSH
Market value$7.08M
2.28%
Sole
37.19K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares7.90K
TypeSH
Market value$7.04M
2.26%
Sole
7.90K
Shared
0.00
None
0.00
CONSOL ENERGY INC NEW
SOLEShares65.32K
TypeSH
Market value$6.97M
2.24%
Sole
65.32K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35.14K
TypeSH
Market value$6.94M
2.23%
Sole
35.14K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares20.81K
TypeSH
Market value$6.74M
2.17%
Sole
20.81K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.22K
TypeSH
Market value$6.42M
2.06%
Sole
15.22K
Shared
0.00
None
0.00
ARCH CAP GROUP LTD
SOLEShares68.73K
TypeSH
Market value$6.35M
2.04%
Sole
68.73K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares18.73K
TypeSH
Market value$6.34M
2.04%
Sole
18.73K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares83.15K
TypeSH
Market value$6.15M
1.98%
Sole
83.15K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares28.44K
TypeSH
Market value$6.11M
1.96%
Sole
28.44K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.29K
TypeSH
Market value$6.02M
1.94%
Sole
13.29K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares12.02K
TypeSH
Market value$5.69M
1.83%
Sole
12.02K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares41.88K
TypeSH
Market value$5.62M
1.81%
Sole
41.88K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.38K
TypeSH
Market value$5.46M
1.76%
Sole
10.38K
Shared
0.00
None
0.00
APPLE INC
SOLEShares21.12K
TypeSH
Market value$5.29M
1.70%
Sole
21.12K
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares128.54K
TypeSH
Market value$5.21M
1.67%
Sole
128.54K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares9.86K
TypeSH
Market value$5.13M
1.65%
Sole
9.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GE VERNOVA INCSOLE | COM | 28.66K | SH | $9.43M 3.03% | 28.66K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 40.41K | SH | $8.30M 2.67% | 40.41K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 85.01K | SH | $7.87M 2.53% | 85.01K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 64.81K | SH | $7.80M 2.51% | 64.81K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 102.36K | SH | $7.41M 2.38% | 102.36K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 25.23K | SH | $7.39M 2.37% | 25.23K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 33.33K | SH | $7.31M 2.35% | 33.33K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.31K | SH | $7.21M 2.32% | 12.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 37.19K | SH | $7.08M 2.28% | 37.19K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 7.90K | SH | $7.04M 2.26% | 7.90K | 0.00 | 0.00 |
CONSOL ENERGY INC NEWSOLE | COM | 65.32K | SH | $6.97M 2.24% | 65.32K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35.14K | SH | $6.94M 2.23% | 35.14K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 20.81K | SH | $6.74M 2.17% | 20.81K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.22K | SH | $6.42M 2.06% | 15.22K | 0.00 | 0.00 |
ARCH CAP GROUP LTDSOLE | ORD | 68.73K | SH | $6.35M 2.04% | 68.73K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 18.73K | SH | $6.34M 2.04% | 18.73K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 83.15K | SH | $6.15M 1.98% | 83.15K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 28.44K | SH | $6.11M 1.96% | 28.44K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.29K | SH | $6.02M 1.94% | 13.29K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 12.02K | SH | $5.69M 1.83% | 12.02K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 41.88K | SH | $5.62M 1.81% | 41.88K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 10.38K | SH | $5.46M 1.76% | 10.38K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.12K | SH | $5.29M 1.70% | 21.12K | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 128.54K | SH | $5.21M 1.67% | 128.54K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 9.86K | SH | $5.13M 1.65% | 9.86K | 0.00 | 0.00 |
Page 1 of 4