13F HOLDINGS REPORT
CLOVERFIELDS CAPITAL GROUP, LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001819581-25-000007
Total Value
$319.5M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 32,888 | $9.2M | 2.87% |
| 2 | ALPHABET INC | GOOG | 33,543 | $8.2M | 2.56% |
| 3 | META PLATFORMS INC | META | 10,974 | $8.1M | 2.52% |
| 4 | MICROSOFT CORP | MSFT | 15,436 | $8.0M | 2.50% |
| 5 | GE AEROSPACE | 369604301 | 25,643 | $7.7M | 2.41% |
| 6 | OTIS WORLDWIDE CORP | OTIS | 82,830 | $7.6M | 2.37% |
| 7 | NVIDIA CORPORATION | NVDA | 40,574 | $7.6M | 2.37% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 77,074 | $7.4M | 2.30% |
| 9 | CANADIAN PACIFIC KANSAS CITY | CP | 97,288 | $7.2M | 2.27% |
| 10 | AMAZON COM INC | AMZN | 32,022 | $7.0M | 2.20% |
| 11 | SPDR GOLD TR | GLD | 19,541 | $6.9M | 2.17% |
| 12 | PHILIP MORRIS INTL INC | 718172109 | 42,089 | $6.8M | 2.14% |
| 13 | AUTOMATIC DATA PROCESSING IN | ADP | 23,251 | $6.8M | 2.14% |
| 14 | NETFLIX INC | NFLX | 5,498 | $6.6M | 2.06% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12,327 | $6.2M | 1.94% |
| 16 | APPLOVIN CORP | APP | 8,376 | $6.0M | 1.88% |
| 17 | ARCH CAP GROUP LTD | G0450A105 | 62,999 | $5.7M | 1.79% |
| 18 | MASTERCARD INCORPORATED | MA | 9,954 | $5.7M | 1.77% |
| 19 | UBER TECHNOLOGIES INC | UBER | 57,216 | $5.6M | 1.75% |
| 20 | FISERV INC | FISV | 43,265 | $5.6M | 1.75% |
| 21 | PROGRESSIVE CORP | 743315103 | 21,796 | $5.4M | 1.68% |
| 22 | MOODYS CORP | MCO | 10,552 | $5.0M | 1.57% |
| 23 | CORPAY INC | CPAY | 17,437 | $5.0M | 1.57% |
| 24 | CORE NATURAL RESOURCES INC | CNR | 59,366 | $5.0M | 1.55% |
| 25 | BANK AMERICA CORP | 060505104 | 94,913 | $4.9M | 1.53% |
| 26 | VISA INC | V | 14,141 | $4.8M | 1.51% |
| 27 | TECK RESOURCES LTD | TCKRF | 108,438 | $4.8M | 1.49% |
| 28 | CRH PLC | CRH | 37,648 | $4.5M | 1.41% |
| 29 | THERMO FISHER SCIENTIFIC INC | TMO | 9,176 | $4.5M | 1.39% |
| 30 | S&P GLOBAL INC | SPGI | 9,111 | $4.4M | 1.39% |
| 31 | CVS HEALTH CORP | CVS | 56,850 | $4.3M | 1.34% |
| 32 | APOLLO GLOBAL MGMT INC | 03769M106 | 31,934 | $4.3M | 1.33% |
| 33 | NIKE INC | NKE | 59,025 | $4.1M | 1.29% |
| 34 | HILTON WORLDWIDE HLDGS INC | HLT | 15,837 | $4.1M | 1.29% |
| 35 | FLUTTER ENTMT PLC | G3643J108 | 15,912 | $4.0M | 1.27% |
| 36 | SEA LTD | SE | 22,096 | $3.9M | 1.24% |
| 37 | TRANSDIGM GROUP INC | TDG | 2,940 | $3.9M | 1.21% |
| 38 | GOLAR LNG LTD | GLNG | 91,848 | $3.7M | 1.16% |
| 39 | HP INC | HPQ | 130,990 | $3.6M | 1.12% |
| 40 | UBS GROUP AG | UBS | 85,328 | $3.5M | 1.10% |
| 41 | EXXON MOBIL CORP | XOM | 30,627 | $3.5M | 1.08% |
| 42 | BRITISH AMERN TOB PLC | 110448107 | 63,713 | $3.4M | 1.06% |
| 43 | ZOETIS INC | ZTS | 22,880 | $3.3M | 1.05% |
| 44 | SHIFT4 PMTS INC | 82452J109 | 42,903 | $3.3M | 1.04% |
| 45 | ALIBABA GROUP HLDG LTD | BBAAY | 18,463 | $3.3M | 1.03% |
| 46 | ENBRIDGE INC | ENNPF | 62,202 | $3.1M | 0.98% |
| 47 | COUPANG INC | CPNG | 95,277 | $3.1M | 0.96% |
| 48 | NU HLDGS LTD | NU | 191,263 | $3.1M | 0.96% |
| 49 | ELI LILLY & CO | LLY | 3,946 | $3.0M | 0.94% |
| 50 | TOTALENERGIES SE | TTE | 49,991 | $3.0M | 0.93% |
| 51 | ASML HOLDING N V | ASMLF | 3,005 | $2.9M | 0.91% |
| 52 | INTUIT | INTU | 4,148 | $2.8M | 0.89% |
| 53 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 223,286 | $2.8M | 0.88% |
| 54 | LAM RESEARCH CORP | LRCX | 20,392 | $2.7M | 0.85% |
| 55 | VALE S A | VALE | 227,084 | $2.5M | 0.77% |
| 56 | NOVARTIS AG | NVSEF | 18,612 | $2.4M | 0.75% |
| 57 | KT CORP | KT | 112,865 | $2.2M | 0.69% |
| 58 | NOVO-NORDISK A S | NONOF | 36,354 | $2.0M | 0.63% |
| 59 | GE VERNOVA INC | GEV | 3,211 | $2.0M | 0.62% |
| 60 | KONINKLIJKE PHILIPS N V | RYLPF | 69,302 | $1.9M | 0.59% |
| 61 | TALEN ENERGY CORP | TLN | 4,367 | $1.9M | 0.58% |
| 62 | NEWMONT CORP | NEMCL | 21,388 | $1.8M | 0.56% |
| 63 | HDFC BANK LTD | HDB | 50,987 | $1.7M | 0.55% |
| 64 | EATON CORP PLC | ETN | 4,168 | $1.6M | 0.49% |
| 65 | MERCADOLIBRE INC | MELI | 655 | $1.5M | 0.48% |
| 66 | BARRICK MNG CORP | 06849F108 | 44,837 | $1.5M | 0.46% |
| 67 | VERTIV HOLDINGS CO | VRT | 9,689 | $1.5M | 0.46% |
| 68 | CNH INDL N V | N20944109 | 132,886 | $1.4M | 0.45% |
| 69 | EXPAND ENERGY CORPORATION | EXE | 13,217 | $1.4M | 0.44% |
| 70 | ICICI BANK LIMITED | IBN | 44,736 | $1.4M | 0.42% |
| 71 | GENPACT LIMITED | G | 28,958 | $1.2M | 0.38% |
| 72 | ISHARES TR | 46432F339 | 6,078 | $1.2M | 0.37% |
| 73 | WIX COM LTD | WIX | 6,310 | $1.1M | 0.35% |
| 74 | YUM CHINA HLDGS INC | YUMC | 25,474 | $1.1M | 0.34% |
| 75 | NEXTERA ENERGY INC | NEE-PW | 14,161 | $1.1M | 0.33% |
| 76 | XP INC | XP | 54,372 | $1.0M | 0.32% |
| 77 | CHENIERE ENERGY INC | LNG | 4,345 | $1.0M | 0.32% |
| 78 | SUNRUN INC | RUN | 54,380 | $940,230 | 0.29% |
| 79 | ALCOA CORP | AA | 27,975 | $920,091 | 0.29% |
| 80 | CONSTELLATION ENERGY CORP | CEG | 2,714 | $892,974 | 0.28% |
| 81 | VISTRA CORP | VST | 4,260 | $834,523 | 0.26% |
| 82 | FLUOR CORP NEW | FLR | 19,623 | $825,540 | 0.26% |
| 83 | FREEPORT-MCMORAN INC | FCX | 20,362 | $798,611 | 0.25% |
| 84 | EQT CORP | EQT | 14,207 | $773,276 | 0.24% |
| 85 | CLEVELAND-CLIFFS INC NEW | CLF | 59,928 | $731,122 | 0.23% |
| 86 | RIO TINTO PLC | RTNTF | 10,465 | $690,790 | 0.22% |
| 87 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 15,840 | $680,803 | 0.21% |
| 88 | FORTIVE CORP | FTV | 13,636 | $668,051 | 0.21% |
| 89 | ALBEMARLE CORP | ALB-PA | 6,558 | $531,740 | 0.17% |
| 90 | CENOVUS ENERGY INC | CVE | 29,846 | $507,086 | 0.16% |
| 91 | SENSATA TECHNOLOGIES HLDG PL | ST | 15,327 | $468,239 | 0.15% |
| 92 | AES CORP | AES | 35,262 | $464,052 | 0.15% |
| 93 | KOSMOS ENERGY LTD | KOS | 271,878 | $451,317 | 0.14% |
| 94 | ADECOAGRO S A | AGRO | 54,030 | $423,597 | 0.13% |
| 95 | CIVITAS RESOURCES INC | 17888H103 | 11,734 | $381,346 | 0.12% |
| 96 | RALLIANT CORP | RAL | 7,210 | $315,297 | 0.10% |