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Disclosery

13F-HR filed by CLOVERFIELDS CAPITAL GROUP, LP

CLOVERFIELDS CAPITAL GROUP, LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 94 holding rows worth $302,831,030.

Accession
0001819581-25-000003
Filer
CIK 1819581
Filed
2025-05-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 94 entries on the cover page, a total value of $302,831,030 stated on the cover page (in dollars after the unit check, H1), rows summing to $302,831,030 with VALUE read as dollars as filed, 13F file number 028-20828. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Philip Morris International Inc.718172109COM61,074$9,694,325dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock82,762$8,541,078dollars as filed
FISERV INC337738108COM37,336$8,244,825dollars as filed
General Electric Company369604301COM36,891$7,383,657dollars as filed
Automatic Data Processing,Inc.053015103COM23,799$7,271,162dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock98,414$6,909,523dollars as filed
Netflix, Inc64110L106COM7,267$6,776,696dollars as filed
Berkshire Hathaway Inc084670702COM12,424$6,616,619dollars as filed
Progressive Corporation743315103COM22,894$6,479,231dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock66,984$6,442,566dollars as filed
META PLATFORMS INC CL A30303M102COM11,090$6,391,876dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock26,928$6,231,195dollars as filed
CORPAY INC COM SHS219948106Stock17,618$6,143,707dollars as filed
Charles Schwab Corp808513105COM78,302$6,129,449dollars as filed
Amazon.com, Inc023135106COM31,128$5,922,413dollars as filed
SPDR GOLD TR78463V107GOLD SHS19,785$5,700,920dollars as filed
Microsoft Corp594918104COM14,977$5,622,240dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM35,039$5,474,174dollars as filed
MasterCard, Inc57636Q104COM9,951$5,454,595dollars as filed
MOODYS CORP COM615369105Stock11,074$5,157,217dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS30,229$5,018,029dollars as filed
CORE NATURAL RESOURCES INC218937100COM SHS64,341$4,960,657dollars as filed
Visa Inc92826C839COM14,151$4,959,200dollars as filed
Thermo Fisher Scientific Inc.883556102COM9,473$4,713,788dollars as filed
S&P Global,Inc.78409V104COM9,063$4,604,864dollars as filed
TECK RESOURCES LTD CL B878742204Stock124,848$4,548,079dollars as filed
GOLAR LNG LTDG9456A100SHS117,671$4,470,334dollars as filed
NVIDIA Corp67066G104COM40,277$4,365,225dollars as filed
Apple Inc037833100COM19,609$4,355,757dollars as filed
SEA LTD81141R100SPONSORD ADS32,440$4,233,096dollars as filed
Uber Technologies90353T100COM57,267$4,172,474dollars as filed
EXXON MOBIL CORP30231G102COM34,977$4,159,800dollars as filed
Bank of America Corp060505104COM98,288$4,101,559dollars as filed
TRANSDIGM GROUP INC COM893641100Stock2,952$4,084,095dollars as filed
CRH PLC ORDG25508105Stock43,626$3,837,779dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS59,185$3,828,662dollars as filed
NIKE,Inc. Class B654106103COM59,139$3,754,145dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock24,361$3,335,995dollars as filed
Eli Lilly and Company532457108COM4,035$3,332,817dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR218,348$3,131,116dollars as filed
CVS Health Corporation126650100COM45,125$3,057,219dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock25,709$2,861,958dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR66,224$2,739,676dollars as filed
UBS GROUP AG SHSH42097107Stock88,192$2,701,321dollars as filed
VALE S A91912E105SPONSORED ADS264,135$2,636,064dollars as filed
HP INC COM40434L105Stock94,653$2,620,934dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR35,614$2,617,629dollars as filed
Intuit Inc.461202103COM4,125$2,532,747dollars as filed
APPLOVIN CORP COM CL A03831W108Stock8,652$2,292,520dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS17,160$2,269,067dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock27,515$2,248,251dollars as filed
GE Vernova Inc.36828A101COM7,124$2,174,854dollars as filed
CNH INDL N V SHSN20944109Stock176,799$2,171,092dollars as filed
COUPANG INC22266T109CL A98,422$2,158,394dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR19,295$2,151,007dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK3,111$2,061,442dollars as filed
NEWMONT CORP651639106COM41,382$1,997,940dollars as filed
ADECOAGRO S AL00849106COM177,282$1,980,244dollars as filed
KT CORP SPONSORED ADR48268K101ADR108,490$1,921,358dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A185,182$1,896,264dollars as filed
NOVO-NORDISK A S ADR670100205ADR26,189$1,818,564dollars as filed
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW500472303ADR68,905$1,750,187dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR26,090$1,733,420dollars as filed
TALEN ENERGY CORP COM87422Q109Stock8,667$1,730,540dollars as filed
ENBRIDGE INC COM29250N105Stock37,854$1,677,311dollars as filed
Eaton Corp. PlcG29183103COM6,166$1,676,224dollars as filed
BRF SA10552T107SPONSORED ADR480,481$1,652,855dollars as filed
NextEra Energy,Inc.65339F101COM23,155$1,641,460dollars as filed
Lam Research Corporation512807306COM21,440$1,558,688dollars as filed
GENPACT LIMITED SHSG3922B107Stock29,393$1,480,819dollars as filed
ICICI BANK LIMITED ADR45104G104ADR46,179$1,455,562dollars as filed
BARRICK GOLD CORP067901108COM72,823$1,414,994dollars as filed
YUM CHINA HLDGS INC98850P109COM26,432$1,376,050dollars as filed
ALCOA CORP COM013872106Stock44,969$1,371,553dollars as filed
MERCADOLIBREINC58733R102STOK675$1,316,837dollars as filed
EQT CORP COM26884L109Stock24,204$1,293,220dollars as filed
FLUOR CORP343412102COM31,623$1,132,736dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock15,688$1,132,701dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR16,446$988,077dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B24,840$986,893dollars as filed
KOSMOS ENERGY LTD500688106COM421,878$961,882dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock4,613$930,196dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF5,401$922,961dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock23,957$907,013dollars as filed
WIX COM LTD SHSM98068105Stock5,493$897,446dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock94,928$780,308dollars as filed
XP INC CL AG98239109Stock54,397$747,959dollars as filed
VISTRA CORP COM92840M102Stock6,259$735,084dollars as filed
AES CORP COM00130H105Stock55,226$685,909dollars as filed
CENOVUS ENERGY INC15135U109COM48,827$678,981dollars as filed
SENSATA TECHNOLOGIES HLDG PLg8060n102SHS25,323$614,599dollars as filed
ALBEMARLE CORP012653101COM6,632$477,634dollars as filed
CIVITAS RESOURCES INC COM NEW17888H103Stock11,725$409,100dollars as filed
SUNRUN INC86771W105COM42,380$248,347dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001819581-25-000003this filing2025-05-14acceptance time not in the bulk data set