Filed: 8/13/2025ACC: 0001819581-25-000005
📋 What this filing means
CLOVERFIELDS CAPITAL GROUP, LP filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $336.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$336.58M
Total AUM (reported)
5.43M
Total Shares
Allocation by class
COM$164.07M48.7%
CL A$25.90M7.7%
SHS$19.64M5.8%
SPONSORED ADS$19.11M5.7%
SPONSORED ADR$17.18M5.1%
COM NEW$11.82M3.5%
COM SHS$11.75M3.5%
Portfolio Concentration
Top 3$24.74M7.3%
4–10$52.84M15.7%
11–25$87.60M26.0%
Rest$171.40M50.9%
Top 3 weight
7.3%
Top 10 weight
23.0%
Voting Authority Distribution
Total shares with voting rights: 5.43M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.43M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings98
Rows:
OTIS WORLDWIDE CORP
SOLEShares85.80K
TypeSH
Market value$8.50M
2.52%
Sole
0.00
Shared
0.00
None
85.80K
META PLATFORMS INC
SOLEShares11.09K
TypeSH
Market value$8.19M
2.43%
Sole
0.00
Shared
0.00
None
11.09K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35.56K
TypeSH
Market value$8.05M
2.39%
Sole
0.00
Shared
0.00
None
35.56K
CANADIAN PACIFIC KANSAS CITY
SOLEShares100.07K
TypeSH
Market value$7.93M
2.36%
Sole
0.00
Shared
0.00
None
100.07K
PHILIP MORRIS INTL INC
SOLEShares42.26K
TypeSH
Market value$7.70M
2.29%
Sole
0.00
Shared
0.00
None
42.26K
MICROSOFT CORP
SOLEShares15.43K
TypeSH
Market value$7.68M
2.28%
Sole
0.00
Shared
0.00
None
15.43K
GE AEROSPACE
SOLEShares29.41K
TypeSH
Market value$7.57M
2.25%
Sole
0.00
Shared
0.00
None
29.41K
FISERV INC
SOLEShares43.05K
TypeSH
Market value$7.42M
2.20%
Sole
0.00
Shared
0.00
None
43.05K
NETFLIX INC
SOLEShares5.52K
TypeSH
Market value$7.39M
2.19%
Sole
0.00
Shared
0.00
None
5.52K
AUTOMATIC DATA PROCESSING IN
SOLEShares23.22K
TypeSH
Market value$7.16M
2.13%
Sole
0.00
Shared
0.00
None
23.22K
SCHWAB CHARLES CORP
SOLEShares77.46K
TypeSH
Market value$7.07M
2.10%
Sole
0.00
Shared
0.00
None
77.46K
AMAZON COM INC
SOLEShares31.97K
TypeSH
Market value$7.01M
2.08%
Sole
0.00
Shared
0.00
None
31.97K
NVIDIA CORPORATION
SOLEShares40.57K
TypeSH
Market value$6.41M
1.90%
Sole
0.00
Shared
0.00
None
40.57K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.45K
TypeSH
Market value$6.05M
1.80%
Sole
0.00
Shared
0.00
None
12.45K
ARCH CAP GROUP LTD
SOLEShares66.35K
TypeSH
Market value$6.04M
1.79%
Sole
0.00
Shared
0.00
None
66.35K
ALPHABET INC
SOLEShares33.92K
TypeSH
Market value$6.02M
1.79%
Sole
0.00
Shared
0.00
None
33.92K
SPDR GOLD TR
SOLEShares19.73K
TypeSH
Market value$6.01M
1.79%
Sole
0.00
Shared
0.00
None
19.73K
CORPAY INC
SOLEShares17.48K
TypeSH
Market value$5.80M
1.72%
Sole
0.00
Shared
0.00
None
17.48K
PROGRESSIVE CORP
SOLEShares21.71K
TypeSH
Market value$5.79M
1.72%
Sole
0.00
Shared
0.00
None
21.71K
MASTERCARD INCORPORATED
SOLEShares10.04K
TypeSH
Market value$5.64M
1.68%
Sole
0.00
Shared
0.00
None
10.04K
UBER TECHNOLOGIES INC
SOLEShares57.48K
TypeSH
Market value$5.36M
1.59%
Sole
0.00
Shared
0.00
None
57.48K
MOODYS CORP
SOLEShares10.60K
TypeSH
Market value$5.32M
1.58%
Sole
0.00
Shared
0.00
None
10.60K
VISA INC
SOLEShares14.27K
TypeSH
Market value$5.07M
1.51%
Sole
0.00
Shared
0.00
None
14.27K
TECK RESOURCES LTD
SOLEShares125.03K
TypeSH
Market value$5.05M
1.50%
Sole
0.00
Shared
0.00
None
125.03K
GOLAR LNG LTD
SOLEShares120.48K
TypeSH
Market value$4.96M
1.47%
Sole
0.00
Shared
0.00
None
120.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
OTIS WORLDWIDE CORPSOLE | COM | 85.80K | SH | $8.50M 2.52% | 0.00 | 0.00 | 85.80K |
META PLATFORMS INCSOLE | CL A | 11.09K | SH | $8.19M 2.43% | 0.00 | 0.00 | 11.09K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35.56K | SH | $8.05M 2.39% | 0.00 | 0.00 | 35.56K |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 100.07K | SH | $7.93M 2.36% | 0.00 | 0.00 | 100.07K |
PHILIP MORRIS INTL INCSOLE | COM | 42.26K | SH | $7.70M 2.29% | 0.00 | 0.00 | 42.26K |
MICROSOFT CORPSOLE | COM | 15.43K | SH | $7.68M 2.28% | 0.00 | 0.00 | 15.43K |
GE AEROSPACESOLE | COM NEW | 29.41K | SH | $7.57M 2.25% | 0.00 | 0.00 | 29.41K |
FISERV INCSOLE | COM | 43.05K | SH | $7.42M 2.20% | 0.00 | 0.00 | 43.05K |
NETFLIX INCSOLE | COM | 5.52K | SH | $7.39M 2.19% | 0.00 | 0.00 | 5.52K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 23.22K | SH | $7.16M 2.13% | 0.00 | 0.00 | 23.22K |
SCHWAB CHARLES CORPSOLE | COM | 77.46K | SH | $7.07M 2.10% | 0.00 | 0.00 | 77.46K |
AMAZON COM INCSOLE | COM | 31.97K | SH | $7.01M 2.08% | 0.00 | 0.00 | 31.97K |
NVIDIA CORPORATIONSOLE | COM | 40.57K | SH | $6.41M 1.90% | 0.00 | 0.00 | 40.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.45K | SH | $6.05M 1.80% | 0.00 | 0.00 | 12.45K |
ARCH CAP GROUP LTDSOLE | ORD | 66.35K | SH | $6.04M 1.79% | 0.00 | 0.00 | 66.35K |
ALPHABET INCSOLE | CAP STK CL C | 33.92K | SH | $6.02M 1.79% | 0.00 | 0.00 | 33.92K |
SPDR GOLD TRSOLE | GOLD SHS | 19.73K | SH | $6.01M 1.79% | 0.00 | 0.00 | 19.73K |
CORPAY INCSOLE | COM SHS | 17.48K | SH | $5.80M 1.72% | 0.00 | 0.00 | 17.48K |
PROGRESSIVE CORPSOLE | COM | 21.71K | SH | $5.79M 1.72% | 0.00 | 0.00 | 21.71K |
MASTERCARD INCORPORATEDSOLE | CL A | 10.04K | SH | $5.64M 1.68% | 0.00 | 0.00 | 10.04K |
UBER TECHNOLOGIES INCSOLE | COM | 57.48K | SH | $5.36M 1.59% | 0.00 | 0.00 | 57.48K |
MOODYS CORPSOLE | COM | 10.60K | SH | $5.32M 1.58% | 0.00 | 0.00 | 10.60K |
VISA INCSOLE | COM CL A | 14.27K | SH | $5.07M 1.51% | 0.00 | 0.00 | 14.27K |
TECK RESOURCES LTDSOLE | CL B | 125.03K | SH | $5.05M 1.50% | 0.00 | 0.00 | 125.03K |
GOLAR LNG LTDSOLE | SHS | 120.48K | SH | $4.96M 1.47% | 0.00 | 0.00 | 120.48K |
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