Filed: 11/13/2025ACC: 0001819581-25-000007
📋 What this filing means
CLOVERFIELDS CAPITAL GROUP, LP filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $319.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$319.49M
Total AUM (reported)
4.07M
Total Shares
Allocation by class
COM$152.93M47.9%
CL A$24.48M7.7%
SPONSORED ADS$19.68M6.2%
SHS$17.06M5.3%
COM CL A$12.31M3.9%
COM NEW$11.85M3.7%
SPONSORED ADR$11.49M3.6%
Portfolio Concentration
Top 3$25.41M8.0%
4–10$52.49M16.4%
11–25$87.25M27.3%
Rest$154.34M48.3%
Top 3 weight
8.0%
Top 10 weight
24.4%
Voting Authority Distribution
Total shares with voting rights: 4.07M
Sole
Full voting authority
4.07M
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)
Sole96
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings96
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares32.89K
TypeSH
Market value$9.19M
2.87%
Sole
32.89K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.54K
TypeSH
Market value$8.17M
2.56%
Sole
33.54K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares10.97K
TypeSH
Market value$8.06M
2.52%
Sole
10.97K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.44K
TypeSH
Market value$8.00M
2.50%
Sole
15.44K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares25.64K
TypeSH
Market value$7.71M
2.41%
Sole
25.64K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares82.83K
TypeSH
Market value$7.57M
2.37%
Sole
82.83K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares40.57K
TypeSH
Market value$7.57M
2.37%
Sole
40.57K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares77.07K
TypeSH
Market value$7.36M
2.30%
Sole
77.07K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares97.29K
TypeSH
Market value$7.25M
2.27%
Sole
97.29K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares32.02K
TypeSH
Market value$7.03M
2.20%
Sole
32.02K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares19.54K
TypeSH
Market value$6.95M
2.17%
Sole
19.54K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares42.09K
TypeSH
Market value$6.83M
2.14%
Sole
42.09K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares23.25K
TypeSH
Market value$6.82M
2.14%
Sole
23.25K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5.50K
TypeSH
Market value$6.59M
2.06%
Sole
5.50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.33K
TypeSH
Market value$6.20M
1.94%
Sole
12.33K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares8.38K
TypeSH
Market value$6.02M
1.88%
Sole
8.38K
Shared
0.00
None
0.00
ARCH CAP GROUP LTD
SOLEShares63K
TypeSH
Market value$5.72M
1.79%
Sole
63K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares9.95K
TypeSH
Market value$5.66M
1.77%
Sole
9.95K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares57.22K
TypeSH
Market value$5.61M
1.75%
Sole
57.22K
Shared
0.00
None
0.00
FISERV INC
SOLEShares43.27K
TypeSH
Market value$5.58M
1.75%
Sole
43.27K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares21.80K
TypeSH
Market value$5.38M
1.68%
Sole
21.80K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares10.55K
TypeSH
Market value$5.03M
1.57%
Sole
10.55K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares17.44K
TypeSH
Market value$5.02M
1.57%
Sole
17.44K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares59.37K
TypeSH
Market value$4.96M
1.55%
Sole
59.37K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares94.91K
TypeSH
Market value$4.90M
1.53%
Sole
94.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 32.89K | SH | $9.19M 2.87% | 32.89K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 33.54K | SH | $8.17M 2.56% | 33.54K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 10.97K | SH | $8.06M 2.52% | 10.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.44K | SH | $8.00M 2.50% | 15.44K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 25.64K | SH | $7.71M 2.41% | 25.64K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 82.83K | SH | $7.57M 2.37% | 82.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 40.57K | SH | $7.57M 2.37% | 40.57K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 77.07K | SH | $7.36M 2.30% | 77.07K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 97.29K | SH | $7.25M 2.27% | 97.29K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 32.02K | SH | $7.03M 2.20% | 32.02K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 19.54K | SH | $6.95M 2.17% | 19.54K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 42.09K | SH | $6.83M 2.14% | 42.09K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 23.25K | SH | $6.82M 2.14% | 23.25K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 5.50K | SH | $6.59M 2.06% | 5.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.33K | SH | $6.20M 1.94% | 12.33K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 8.38K | SH | $6.02M 1.88% | 8.38K | 0.00 | 0.00 |
ARCH CAP GROUP LTDSOLE | ORD | 63K | SH | $5.72M 1.79% | 63K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 9.95K | SH | $5.66M 1.77% | 9.95K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 57.22K | SH | $5.61M 1.75% | 57.22K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 43.27K | SH | $5.58M 1.75% | 43.27K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 21.80K | SH | $5.38M 1.68% | 21.80K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 10.55K | SH | $5.03M 1.57% | 10.55K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 17.44K | SH | $5.02M 1.57% | 17.44K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 59.37K | SH | $4.96M 1.55% | 59.37K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 94.91K | SH | $4.90M 1.53% | 94.91K | 0.00 | 0.00 |
Page 1 of 4