CLOVERFIELDS CAPITAL GROUP, LP 13F Holdings

CIK 0001819581 · MINNEAPOLIS, MN

As of Sep 30, 2025, CLOVERFIELDS CAPITAL GROUP, LP reported 96 positions worth $319.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology32,888$9.2M2.87%
ALPHABET INCGOOGEquity33,543$8.2M2.56%
META PLATFORMS INCMETACommunication Services10,974$8.1M2.52%
MICROSOFT CORPMSFTTechnology15,436$8.0M2.50%
GE AEROSPACEGEIndustrials25,643$7.7M2.41%
OTIS WORLDWIDE CORPOTISIndustrials82,830$7.6M2.37%
NVIDIA CORPNVDATechnology40,574$7.6M2.37%
SCHWAB CHARLES CORPSCHWEquity77,074$7.4M2.30%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials97,288$7.2M2.27%
AMAZON.COM INCAMZNEquity32,022$7.0M2.20%
SPDR GOLD TRUSTGQ9—19,541$6.9M2.17%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive42,089$6.8M2.14%
AUTOMATIC DATA PROCESSING INCADPIndustrials23,251$6.8M2.14%
NETFLIX INCNFLXCommunication Services5,498$6.6M2.06%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services12,327$6.2M1.94%
APPLOVIN CORPAPPTechnology8,376$6.0M1.88%
ARCH CAPITAL GROUP LTDACGLFinancial Services62,999$5.7M1.79%
MASTERCARD INCMAFinancial Services9,954$5.7M1.77%
UBER TECHNOLOGIES INCUBERTechnology57,216$5.6M1.75%
FISERV INCFISVTechnology43,265$5.6M1.75%
PROGRESSIVE CORPPGRFinancial Services21,796$5.4M1.68%
MOODYS CORPMCOFinancial Services10,552$5.0M1.57%
CORPAY INCCPAYTechnology17,437$5.0M1.57%
CORE NATURAL RESOURCES INCCNRBasic Materials59,366$5.0M1.55%
BANK OF AMERICA CORPBACFinancial Services94,913$4.9M1.53%