Filed: 5/14/2026ACC: 0001819581-26-000003
๐ What this filing means
CLOVERFIELDS CAPITAL GROUP, LP filed this quarterly 13FโHR report disclosing 91 equity positions with a total reported market value of $309.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$309.09M
Total AUM (reported)
4.68M
Total Shares
Allocation by class
COM$153.16M49.6%
CL A$16.75M5.4%
SPONSORED ADR$16.07M5.2%
SPONSORED ADS$15.63M5.1%
SHS$13.68M4.4%
COM SHS$12.31M4.0%
COM NEW$11.59M3.7%
Portfolio Concentration
Top 3$26.27M8.5%
4โ10$48.59M15.7%
11โ25$81.94M26.5%
Rest$152.29M49.3%
Top 3 weight
8.5%
Top 10 weight
24.2%
Voting Authority Distribution
Total shares with voting rights: 4.68M
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
4.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings91
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares31.41K
TypeSH
Market value$10.61M
3.43%
Sole
0.00
Shared
0.00
None
31.41K
AMAZON COM INC
SOLEShares38.36K
TypeSH
Market value$7.99M
2.58%
Sole
0.00
Shared
0.00
None
38.36K
ALPHABET INC
SOLEShares26.72K
TypeSH
Market value$7.67M
2.48%
Sole
0.00
Shared
0.00
None
26.72K
CANADIAN PACIFIC KANSAS CITY
SOLEShares96.35K
TypeSH
Market value$7.58M
2.45%
Sole
0.00
Shared
0.00
None
96.35K
NETFLIX INC.
SOLEShares76.41K
TypeSH
Market value$7.35M
2.38%
Sole
0.00
Shared
0.00
None
76.41K
OTIS WORLDWIDE CORP
SOLEShares89.06K
TypeSH
Market value$6.87M
2.22%
Sole
0.00
Shared
0.00
None
89.06K
PHILIP MORRIS INTL INC
SOLEShares40.93K
TypeSH
Market value$6.77M
2.19%
Sole
0.00
Shared
0.00
None
40.93K
NVIDIA CORPORATION
SOLEShares38.74K
TypeSH
Market value$6.76M
2.19%
Sole
0.00
Shared
0.00
None
38.74K
SCHWAB CHARLES CORP
SOLEShares71.09K
TypeSH
Market value$6.68M
2.16%
Sole
0.00
Shared
0.00
None
71.09K
GE AEROSPACE
SOLEShares23.25K
TypeSH
Market value$6.60M
2.13%
Sole
0.00
Shared
0.00
None
23.25K
MICROSOFT CORP
SOLEShares17.56K
TypeSH
Market value$6.50M
2.10%
Sole
0.00
Shared
0.00
None
17.56K
VISTRA CORP
SOLEShares40.40K
TypeSH
Market value$6.07M
1.96%
Sole
0.00
Shared
0.00
None
40.40K
CORE NATURAL RESOURCES INC
SOLEShares57.09K
TypeSH
Market value$5.98M
1.93%
Sole
0.00
Shared
0.00
None
57.09K
META PLATFORMS INC
SOLEShares10.09K
TypeSH
Market value$5.78M
1.87%
Sole
0.00
Shared
0.00
None
10.09K
EQT CORP
SOLEShares89.52K
TypeSH
Market value$5.70M
1.84%
Sole
0.00
Shared
0.00
None
89.52K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.78K
TypeSH
Market value$5.65M
1.83%
Sole
0.00
Shared
0.00
None
11.78K
SPDR GOLD TR
SOLEShares12.70K
TypeSH
Market value$5.46M
1.77%
Sole
0.00
Shared
0.00
None
12.70K
UBER TECHNOLOGIES INC
SOLEShares74.83K
TypeSH
Market value$5.38M
1.74%
Sole
0.00
Shared
0.00
None
74.83K
AUTOMATIC DATA PROCESSING IN
SOLEShares26.28K
TypeSH
Market value$5.34M
1.73%
Sole
0.00
Shared
0.00
None
26.28K
VULCAN MATLS CO
SOLEShares18.68K
TypeSH
Market value$5.09M
1.65%
Sole
0.00
Shared
0.00
None
18.68K
GOLAR LNG LTD
SOLEShares93.35K
TypeSH
Market value$5.05M
1.63%
Sole
0.00
Shared
0.00
None
93.35K
S&P GLOBAL INC
SOLEShares11.87K
TypeSH
Market value$5.05M
1.63%
Sole
0.00
Shared
0.00
None
11.87K
BROOKFIELD CORP
SOLEShares124.36K
TypeSH
Market value$5.03M
1.63%
Sole
0.00
Shared
0.00
None
124.36K
PETROLEO BRASILEIRO S A
SOLEShares240.98K
TypeSH
Market value$5.00M
1.62%
Sole
0.00
Shared
0.00
None
240.98K
MASTERCARD INCORPORATED
SOLEShares9.73K
TypeSH
Market value$4.86M
1.57%
Sole
0.00
Shared
0.00
None
9.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 31.41K | SH | $10.61M 3.43% | 0.00 | 0.00 | 31.41K |
AMAZON COM INCSOLE | COM | 38.36K | SH | $7.99M 2.58% | 0.00 | 0.00 | 38.36K |
ALPHABET INCSOLE | CAP STK CL C | 26.72K | SH | $7.67M 2.48% | 0.00 | 0.00 | 26.72K |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 96.35K | SH | $7.58M 2.45% | 0.00 | 0.00 | 96.35K |
NETFLIX INC.SOLE | COM | 76.41K | SH | $7.35M 2.38% | 0.00 | 0.00 | 76.41K |
OTIS WORLDWIDE CORPSOLE | COM | 89.06K | SH | $6.87M 2.22% | 0.00 | 0.00 | 89.06K |
PHILIP MORRIS INTL INCSOLE | COM | 40.93K | SH | $6.77M 2.19% | 0.00 | 0.00 | 40.93K |
NVIDIA CORPORATIONSOLE | COM | 38.74K | SH | $6.76M 2.19% | 0.00 | 0.00 | 38.74K |
SCHWAB CHARLES CORPSOLE | COM | 71.09K | SH | $6.68M 2.16% | 0.00 | 0.00 | 71.09K |
GE AEROSPACESOLE | COM NEW | 23.25K | SH | $6.60M 2.13% | 0.00 | 0.00 | 23.25K |
MICROSOFT CORPSOLE | COM | 17.56K | SH | $6.50M 2.10% | 0.00 | 0.00 | 17.56K |
VISTRA CORPSOLE | COM | 40.40K | SH | $6.07M 1.96% | 0.00 | 0.00 | 40.40K |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 57.09K | SH | $5.98M 1.93% | 0.00 | 0.00 | 57.09K |
META PLATFORMS INCSOLE | CL A | 10.09K | SH | $5.78M 1.87% | 0.00 | 0.00 | 10.09K |
EQT CORPSOLE | COM | 89.52K | SH | $5.70M 1.84% | 0.00 | 0.00 | 89.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.78K | SH | $5.65M 1.83% | 0.00 | 0.00 | 11.78K |
SPDR GOLD TRSOLE | GOLD SHS | 12.70K | SH | $5.46M 1.77% | 0.00 | 0.00 | 12.70K |
UBER TECHNOLOGIES INCSOLE | COM | 74.83K | SH | $5.38M 1.74% | 0.00 | 0.00 | 74.83K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 26.28K | SH | $5.34M 1.73% | 0.00 | 0.00 | 26.28K |
VULCAN MATLS COSOLE | COM | 18.68K | SH | $5.09M 1.65% | 0.00 | 0.00 | 18.68K |
GOLAR LNG LTDSOLE | SHS | 93.35K | SH | $5.05M 1.63% | 0.00 | 0.00 | 93.35K |
S&P GLOBAL INCSOLE | COM | 11.87K | SH | $5.05M 1.63% | 0.00 | 0.00 | 11.87K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 124.36K | SH | $5.03M 1.63% | 0.00 | 0.00 | 124.36K |
PETROLEO BRASILEIRO S ASOLE | SPONSORED ADR | 240.98K | SH | $5.00M 1.62% | 0.00 | 0.00 | 240.98K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.73K | SH | $4.86M 1.57% | 0.00 | 0.00 | 9.73K |
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