Filed: 2/13/2026ACC: 0001819581-26-000001
📋 What this filing means
CLOVERFIELDS CAPITAL GROUP, LP filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $322.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$322.68M
Total AUM (reported)
4.16M
Total Shares
Allocation by class
COM$158.76M49.2%
CL A$24.31M7.5%
SPONSORED ADS$16.66M5.2%
SHS$14.08M4.4%
SPONSORED ADR$12.64M3.9%
COM CL A$12.07M3.7%
COM SHS$11.86M3.7%
Portfolio Concentration
Top 3$28.17M8.7%
4–10$54.07M16.8%
11–25$87.18M27.0%
Rest$153.25M47.5%
Top 3 weight
8.7%
Top 10 weight
25.5%
Voting Authority Distribution
Total shares with voting rights: 4.16M
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
4.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings90
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35.81K
TypeSH
Market value$10.88M
3.37%
Sole
0.00
Shared
0.00
None
35.81K
AMAZON COM INC
SOLEShares38.31K
TypeSH
Market value$8.84M
2.74%
Sole
0.00
Shared
0.00
None
38.31K
NVIDIA CORPORATION
SOLEShares45.27K
TypeSH
Market value$8.44M
2.62%
Sole
0.00
Shared
0.00
None
45.27K
MICROSOFT CORP
SOLEShares17.13K
TypeSH
Market value$8.28M
2.57%
Sole
0.00
Shared
0.00
None
17.13K
META PLATFORMS INC
SOLEShares12.29K
TypeSH
Market value$8.11M
2.51%
Sole
0.00
Shared
0.00
None
12.29K
OTIS WORLDWIDE CORP
SOLEShares92.53K
TypeSH
Market value$8.08M
2.50%
Sole
0.00
Shared
0.00
None
92.53K
SPDR GOLD TR
SOLEShares19.05K
TypeSH
Market value$7.55M
2.34%
Sole
0.00
Shared
0.00
None
19.05K
SCHWAB CHARLES CORP
SOLEShares74.39K
TypeSH
Market value$7.43M
2.30%
Sole
0.00
Shared
0.00
None
74.39K
ALPHABET INC
SOLEShares23.46K
TypeSH
Market value$7.36M
2.28%
Sole
0.00
Shared
0.00
None
23.46K
GE AEROSPACE
SOLEShares23.55K
TypeSH
Market value$7.26M
2.25%
Sole
0.00
Shared
0.00
None
23.55K
CANADIAN PACIFIC KANSAS CITY
SOLEShares96.84K
TypeSH
Market value$7.13M
2.21%
Sole
0.00
Shared
0.00
None
96.84K
AUTOMATIC DATA PROCESSING IN
SOLEShares26.79K
TypeSH
Market value$6.89M
2.14%
Sole
0.00
Shared
0.00
None
26.79K
PHILIP MORRIS INTL INC
SOLEShares42.27K
TypeSH
Market value$6.78M
2.10%
Sole
0.00
Shared
0.00
None
42.27K
UBER TECHNOLOGIES INC
SOLEShares76K
TypeSH
Market value$6.21M
1.92%
Sole
0.00
Shared
0.00
None
76K
ARCH CAP GROUP LTD
SOLEShares63.34K
TypeSH
Market value$6.08M
1.88%
Sole
0.00
Shared
0.00
None
63.34K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.83K
TypeSH
Market value$5.95M
1.84%
Sole
0.00
Shared
0.00
None
11.83K
NETFLIX INC
SOLEShares62.41K
TypeSH
Market value$5.85M
1.81%
Sole
0.00
Shared
0.00
None
62.41K
VISA INC
SOLEShares16.04K
TypeSH
Market value$5.63M
1.74%
Sole
0.00
Shared
0.00
None
16.04K
FISERV INC
SOLEShares79.70K
TypeSH
Market value$5.35M
1.66%
Sole
0.00
Shared
0.00
None
79.70K
APPLOVIN CORP
SOLEShares7.89K
TypeSH
Market value$5.32M
1.65%
Sole
0.00
Shared
0.00
None
7.89K
MASTERCARD INCORPORATED
SOLEShares9.28K
TypeSH
Market value$5.30M
1.64%
Sole
0.00
Shared
0.00
None
9.28K
MOODYS CORP
SOLEShares10.35K
TypeSH
Market value$5.29M
1.64%
Sole
0.00
Shared
0.00
None
10.35K
APOLLO GLOBAL MGMT INC
SOLEShares35.81K
TypeSH
Market value$5.18M
1.61%
Sole
0.00
Shared
0.00
None
35.81K
CORE NATURAL RESOURCES INC
SOLEShares58.25K
TypeSH
Market value$5.16M
1.60%
Sole
0.00
Shared
0.00
None
58.25K
THERMO FISHER SCIENTIFIC INC
SOLEShares8.77K
TypeSH
Market value$5.08M
1.57%
Sole
0.00
Shared
0.00
None
8.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35.81K | SH | $10.88M 3.37% | 0.00 | 0.00 | 35.81K |
AMAZON COM INCSOLE | COM | 38.31K | SH | $8.84M 2.74% | 0.00 | 0.00 | 38.31K |
NVIDIA CORPORATIONSOLE | COM | 45.27K | SH | $8.44M 2.62% | 0.00 | 0.00 | 45.27K |
MICROSOFT CORPSOLE | COM | 17.13K | SH | $8.28M 2.57% | 0.00 | 0.00 | 17.13K |
META PLATFORMS INCSOLE | CL A | 12.29K | SH | $8.11M 2.51% | 0.00 | 0.00 | 12.29K |
OTIS WORLDWIDE CORPSOLE | COM | 92.53K | SH | $8.08M 2.50% | 0.00 | 0.00 | 92.53K |
SPDR GOLD TRSOLE | GOLD SHS | 19.05K | SH | $7.55M 2.34% | 0.00 | 0.00 | 19.05K |
SCHWAB CHARLES CORPSOLE | COM | 74.39K | SH | $7.43M 2.30% | 0.00 | 0.00 | 74.39K |
ALPHABET INCSOLE | CAP STK CL C | 23.46K | SH | $7.36M 2.28% | 0.00 | 0.00 | 23.46K |
GE AEROSPACESOLE | COM NEW | 23.55K | SH | $7.26M 2.25% | 0.00 | 0.00 | 23.55K |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 96.84K | SH | $7.13M 2.21% | 0.00 | 0.00 | 96.84K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 26.79K | SH | $6.89M 2.14% | 0.00 | 0.00 | 26.79K |
PHILIP MORRIS INTL INCSOLE | COM | 42.27K | SH | $6.78M 2.10% | 0.00 | 0.00 | 42.27K |
UBER TECHNOLOGIES INCSOLE | COM | 76K | SH | $6.21M 1.92% | 0.00 | 0.00 | 76K |
ARCH CAP GROUP LTDSOLE | ORD | 63.34K | SH | $6.08M 1.88% | 0.00 | 0.00 | 63.34K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.83K | SH | $5.95M 1.84% | 0.00 | 0.00 | 11.83K |
NETFLIX INCSOLE | COM | 62.41K | SH | $5.85M 1.81% | 0.00 | 0.00 | 62.41K |
VISA INCSOLE | COM CL A | 16.04K | SH | $5.63M 1.74% | 0.00 | 0.00 | 16.04K |
FISERV INCSOLE | COM | 79.70K | SH | $5.35M 1.66% | 0.00 | 0.00 | 79.70K |
APPLOVIN CORPSOLE | COM CL A | 7.89K | SH | $5.32M 1.65% | 0.00 | 0.00 | 7.89K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.28K | SH | $5.30M 1.64% | 0.00 | 0.00 | 9.28K |
MOODYS CORPSOLE | COM | 10.35K | SH | $5.29M 1.64% | 0.00 | 0.00 | 10.35K |
APOLLO GLOBAL MGMT INCSOLE | COM | 35.81K | SH | $5.18M 1.61% | 0.00 | 0.00 | 35.81K |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 58.25K | SH | $5.16M 1.60% | 0.00 | 0.00 | 58.25K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 8.77K | SH | $5.08M 1.57% | 0.00 | 0.00 | 8.77K |
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