Filed: 5/14/2025ACC: 0001819581-25-000003
📋 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 $302.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$302.83M
Total AUM (reported)
5.10M
Total Shares
Allocation by class
COM$153.65M50.7%
CL A$17.00M5.6%
COM NEW$15.58M5.1%
SPONSORED ADS$15.49M5.1%
SPONSORED ADR$15.20M5.0%
SHS$14.01M4.6%
COM SHS$11.10M3.7%
Portfolio Concentration
Top 3$26.48M8.7%
4–10$47.88M15.8%
11–25$82.48M27.2%
Rest$145.99M48.2%
Top 3 weight
8.7%
Top 10 weight
24.6%
Voting Authority Distribution
Total shares with voting rights: 5.10M
Sole
Full voting authority
5.10M
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:
PHILIP MORRIS INTL INC
SOLEShares61.07K
TypeSH
Market value$9.69M
3.20%
Sole
61.07K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares82.76K
TypeSH
Market value$8.54M
2.82%
Sole
82.76K
Shared
0.00
None
0.00
FISERV INC
SOLEShares37.34K
TypeSH
Market value$8.24M
2.72%
Sole
37.34K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares36.89K
TypeSH
Market value$7.38M
2.44%
Sole
36.89K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares23.80K
TypeSH
Market value$7.27M
2.40%
Sole
23.80K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares98.41K
TypeSH
Market value$6.91M
2.28%
Sole
98.41K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares7.27K
TypeSH
Market value$6.78M
2.24%
Sole
7.27K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.42K
TypeSH
Market value$6.62M
2.18%
Sole
12.42K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares22.89K
TypeSH
Market value$6.48M
2.14%
Sole
22.89K
Shared
0.00
None
0.00
ARCH CAP GROUP LTD
SOLEShares66.98K
TypeSH
Market value$6.44M
2.13%
Sole
66.98K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares11.09K
TypeSH
Market value$6.39M
2.11%
Sole
11.09K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares26.93K
TypeSH
Market value$6.23M
2.06%
Sole
26.93K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares17.62K
TypeSH
Market value$6.14M
2.03%
Sole
17.62K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares78.30K
TypeSH
Market value$6.13M
2.02%
Sole
78.30K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares31.13K
TypeSH
Market value$5.92M
1.96%
Sole
31.13K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares19.79K
TypeSH
Market value$5.70M
1.88%
Sole
19.79K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.98K
TypeSH
Market value$5.62M
1.86%
Sole
14.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares35.04K
TypeSH
Market value$5.47M
1.81%
Sole
35.04K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares9.95K
TypeSH
Market value$5.45M
1.80%
Sole
9.95K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares11.07K
TypeSH
Market value$5.16M
1.70%
Sole
11.07K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares30.23K
TypeSH
Market value$5.02M
1.66%
Sole
30.23K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares64.34K
TypeSH
Market value$4.96M
1.64%
Sole
64.34K
Shared
0.00
None
0.00
VISA INC
SOLEShares14.15K
TypeSH
Market value$4.96M
1.64%
Sole
14.15K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares9.47K
TypeSH
Market value$4.71M
1.56%
Sole
9.47K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares9.06K
TypeSH
Market value$4.60M
1.52%
Sole
9.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PHILIP MORRIS INTL INCSOLE | COM | 61.07K | SH | $9.69M 3.20% | 61.07K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 82.76K | SH | $8.54M 2.82% | 82.76K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 37.34K | SH | $8.24M 2.72% | 37.34K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 36.89K | SH | $7.38M 2.44% | 36.89K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 23.80K | SH | $7.27M 2.40% | 23.80K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 98.41K | SH | $6.91M 2.28% | 98.41K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 7.27K | SH | $6.78M 2.24% | 7.27K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.42K | SH | $6.62M 2.18% | 12.42K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 22.89K | SH | $6.48M 2.14% | 22.89K | 0.00 | 0.00 |
ARCH CAP GROUP LTDSOLE | ORD | 66.98K | SH | $6.44M 2.13% | 66.98K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 11.09K | SH | $6.39M 2.11% | 11.09K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 26.93K | SH | $6.23M 2.06% | 26.93K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 17.62K | SH | $6.14M 2.03% | 17.62K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 78.30K | SH | $6.13M 2.02% | 78.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 31.13K | SH | $5.92M 1.96% | 31.13K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 19.79K | SH | $5.70M 1.88% | 19.79K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.98K | SH | $5.62M 1.86% | 14.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 35.04K | SH | $5.47M 1.81% | 35.04K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 9.95K | SH | $5.45M 1.80% | 9.95K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 11.07K | SH | $5.16M 1.70% | 11.07K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 30.23K | SH | $5.02M 1.66% | 30.23K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 64.34K | SH | $4.96M 1.64% | 64.34K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 14.15K | SH | $4.96M 1.64% | 14.15K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 9.47K | SH | $4.71M 1.56% | 9.47K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 9.06K | SH | $4.60M 1.52% | 9.06K | 0.00 | 0.00 |
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