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13F-HR filed by CLOVERFIELDS CAPITAL GROUP, LP

CLOVERFIELDS CAPITAL GROUP, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 91 holding rows worth $309,094,016.

Accession
0001819581-26-000003
Filed
2026-05-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 91 entries on the cover page, a total value of $309,094,016 stated on the cover page (in dollars after the unit check, H1), rows summing to $309,094,016 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
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS31,405$10,613,390dollars as filed
Amazon.com, Inc023135106COM38,364$7,990,070dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM26,724$7,666,126dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock96,353$7,578,074dollars as filed
Netflix, Inc64110L106COM76,408$7,346,629dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock89,064$6,865,074dollars as filed
Philip Morris International Inc.718172109COM40,927$6,766,800dollars as filed
NVIDIA Corp67066G104COM38,737$6,755,740dollars as filed
Charles Schwab Corp808513105COM71,095$6,681,540dollars as filed
General Electric Company369604301COM23,254$6,598,712dollars as filed
Microsoft Corp594918104COM17,561$6,500,518dollars as filed
VISTRA CORP COM92840M102Stock40,402$6,073,669dollars as filed
CORE NATURAL RESOURCES INC218937100COM SHS57,094$5,979,504dollars as filed
META PLATFORMS INC CL A30303M102COM10,094$5,775,139dollars as filed
EQT CORP COM26884L109Stock89,522$5,697,184dollars as filed
Berkshire Hathaway Inc084670702COM11,784$5,646,754dollars as filed
SPDR GOLD TR78463V107GOLD SHS12,697$5,463,392dollars as filed
Uber Technologies90353T100COM74,825$5,382,162dollars as filed
Automatic Data Processing,Inc.053015103COM26,279$5,339,350dollars as filed
VULCAN MATLS CO COM929160109Stock18,681$5,086,844dollars as filed
GOLAR LNG LTDG9456A100SHS93,348$5,051,071dollars as filed
S&P Global,Inc.78409V104COM11,868$5,047,763dollars as filed
BROOKFIELD CORP CL A LTD VT SH11271J107Stock124,362$5,032,930dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR240,984$5,000,420dollars as filed
MasterCard, Inc57636Q104COM9,733$4,863,347dollars as filed
Visa Inc92826C839COM15,869$4,796,134dollars as filed
CORPAY INC COM SHS219948106Stock16,440$4,783,876dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock15,431$4,692,258dollars as filed
TOTALENERGIES SE ACTF92124100Stock50,700$4,612,664dollars as filed
FISERV INC337738108COM80,774$4,507,168dollars as filed
CVS Health Corporation126650100COM61,769$4,436,233dollars as filed
MOODYS CORP COM615369105Stock10,143$4,425,069dollars as filed
Progressive Corporation743315103COM21,592$4,280,419dollars as filed
ENBRIDGE INC COM29250N105Stock76,471$4,139,452dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A284,043$4,081,698dollars as filed
NIKE,Inc. Class B654106103COM76,691$4,050,829dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK3,058$4,039,098dollars as filed
CRH PLC ORDG25508105Stock37,937$3,987,947dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR65,234$3,814,217dollars as filed
COUPANG INC22266T109CL A197,196$3,723,060dollars as filed
Lam Research Corporation512807306COM17,407$3,719,180dollars as filed
Broadcom Inc.11135F101COM11,300$3,497,470dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR22,888$3,496,142dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock54,831$3,395,136dollars as filed
GRAPHIC PACKAGING HLDG CO COM388689101Stock328,786$3,268,133dollars as filed
TRANSDIGM GROUP INC COM893641100Stock2,737$3,171,905dollars as filed
UBS GROUP AG SHSH42097107Stock72,127$2,818,002dollars as filed
YUM CHINA HLDGS INC98850P109COM57,020$2,781,436dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS20,945$2,627,760dollars as filed
SEA LTD81141R100SPONSORD ADS29,952$2,480,325dollars as filed
KT CORP SPONSORED ADR48268K101ADR115,163$2,470,246dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock54,564$2,386,084dollars as filed
GE Vernova Inc.36828A101COM2,615$2,282,915dollars as filed
ITAU UNIBANCO HLDG S A SPON ADR REP PFD465562106ADR257,526$2,158,068dollars as filed
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW500472303ADR70,940$1,943,756dollars as filed
MERCADOLIBREINC58733R102STOK1,103$1,907,109dollars as filed
APPLOVIN CORP COM CL A03831W108Stock4,594$1,828,412dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock6,925$1,735,188dollars as filed
ICICI BANK LIMITED ADR45104G104ADR66,986$1,734,937dollars as filed
NEWMONT CORP651639106COM15,466$1,674,238dollars as filed
FLUTTER ENTMT PLC SHSG3643J108Stock15,437$1,573,802dollars as filed
FERROVIAL NV ORD SHSN3168P101Stock23,783$1,547,084dollars as filed
BARRICK MNG CORP06849F108COM SHS37,797$1,541,737dollars as filed
JAMES HARDIE INDS PLC ORD SHSG4253H101Stock79,842$1,512,207dollars as filed
CNH INDL N V SHSN20944109Stock136,220$1,498,420dollars as filed
Eaton Corp. PlcG29183103COM4,177$1,494,126dollars as filed
ALBEMARLE CORP012653101COM8,169$1,466,560dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF7,604$1,458,503dollars as filed
FORTIVE CORP COM34959J108Stock26,311$1,454,486dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock13,221$1,451,386dollars as filed
EXXON MOBIL CORP30231G102COM8,305$1,409,089dollars as filed
TALEN ENERGY CORP COM87422Q109Stock4,367$1,394,077dollars as filed
ALCOA CORP COM013872106Stock20,123$1,334,785dollars as filed
KASPI KZ JSC48581R205SPONSORED ADS17,890$1,325,112dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR13,783$1,285,801dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock4,469$1,268,155dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B15,650$1,266,711dollars as filed
GENPACT LIMITED SHSG3922B107Stock33,537$1,249,253dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A11,881$1,232,773dollars as filed
FLUOR CORP343412102COM26,155$1,220,131dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock20,366$1,197,139dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock3,965$1,107,197dollars as filed
VALE S A91912E105SPONSORED ADS66,583$1,059,338dollars as filed
CLEAN HARBORS INC COM184496107Stock3,218$922,697dollars as filed
NEXGEN ENERGY LTD COM65340P106Stock70,902$822,463dollars as filed
KOSMOS ENERGY LTD500688106COM271,878$755,821dollars as filed
SUNRUN INC86771W105COM55,320$750,139dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock5,553$727,923dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock62,094$524,694dollars as filed
TECK RESOURCES LTD CL B878742204Stock8,593$444,663dollars as filed
CAMECO CORP COM13321L108Stock2,292$248,978dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001819581-26-000003this filing2026-05-14acceptance time not in the bulk data set