CLOVERFIELDS CAPITAL GROUP, LP

13F filer, CIK 1819581, MINNEAPOLIS, MN

CLOVERFIELDS CAPITAL GROUP, LP reported $309,441,172 across 92 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14. Its ten largest share positions make up 24.24% of the portfolio.

Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001819581-24-000005

Period: 2024-09-30
Reported value: $309M
Holdings: 92
Top 10 weight: 24.24%
New: 5
Sold out: 7

Largest buys vs the previous quarter

Security	Shares change	Approx. value
GEVadded	+24,257	$6.19M
AAPLnew	+21,305	$4.96M
HPQnew	+107,850	$3.87M
APPnew	+22,797	$2.98M
TSMadded	+16,132	$2.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AMDexited	-21,938	-$3.56M
KBRreduced	-53,204	-$3.47M
AESreduced	-166,765	-$3.35M
NOWexited	-3,312	-$2.61M
GLBEexited	-60,695	-$2.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001819581-24-000005, largest first. % of portfolio is the value over $309,441,172, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
OTISOTIS WORLDWIDE CORP	83,562	$8.69M	2.81%	-8,986	Timeline
CPCANADIAN PACIFIC KANSAS CITY	99,421	$8.5M	2.75%	-10,486	Timeline
PMPHILIP MORRIS INTL INC	65,282	$7.93M	2.56%	-4,995	Timeline
ACGLARCH CAP GROUP LTD	67,061	$7.5M	2.42%	-7,907	Timeline
FISVFISERV INC	40,938	$7.35M	2.38%	-3,507	Timeline
GEVGE VERNOVA INC	28,690	$7.32M	2.36%	+24,257	Timeline
METAMETA PLATFORMS INC	12,389	$7.09M	2.29%	-1,087	Timeline
ADPAUTOMATIC DATA PROCESSING IN	25,470	$7.05M	2.28%	-2,194	Timeline
CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW	65,503	$6.85M	2.22%	+605
TECKTECK RESOURCES LTD	128,950	$6.74M	2.18%	+6,797	Timeline
MSFTMICROSOFT CORP	15,287	$6.58M	2.13%	-1,259	Timeline
GOOGALPHABET INC	38,712	$6.47M	2.09%	-3,432	Timeline
AMZNAMAZON COM INC	33,518	$6.25M	2.02%	-5,201	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	13,385	$6.16M	1.99%	-1,183	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	9,854	$6.1M	1.97%	-822	Timeline
CPAYCORPAY INC	18,962	$5.93M	1.92%	-1,558	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	33,851	$5.88M	1.9%	+16,132	Timeline
MCOMOODYS CORP	12,088	$5.74M	1.85%	-1,068	Timeline
NFLXNETFLIX INC.	7,981	$5.66M	1.83%	-1,330	Timeline
SCHWCHARLES SCHWAB CORP (THE)	83,815	$5.43M	1.76%	-4,265	Timeline
NKENIKE INC	58,326	$5.16M	1.67%	-1,095	Timeline
SBUXSTARBUCKS CORP	52,841	$5.15M	1.66%	-5,110	Timeline
LNGCHENIERE ENERGY INC	28,601	$5.14M	1.66%	+574	Timeline
MAMASTERCARD INCORPORATED	10,402	$5.14M	1.66%	-960	Timeline
NVDANVIDIA CORPORATION	42,070	$5.11M	1.65%	-3,695	Timeline
SPGIS&P GLOBAL INC	9,879	$5.1M	1.65%	-921	Timeline
AAPLAPPLE INC	21,305	$4.96M	1.6%	new	Timeline
GLDSPDR GOLD TR	20,212	$4.91M	1.59%	-1,507	Timeline
TDGTRANSDIGM GROUP INC	3,273	$4.67M	1.51%	-307	Timeline
RIGTRANSOCEAN LTD	1,048,148	$4.45M	1.44%	+153,673	Timeline
GLNGGOLAR LNG LTD	114,740	$4.22M	1.36%	+9,562	Timeline
WFCWELLS FARGO & CO	74,095	$4.19M	1.35%	-25,616	Timeline
VVISA INC	15,156	$4.17M	1.35%	-1,305	Timeline
HPQHP INC	107,850	$3.87M	1.25%	new	Timeline
TOTALENERGIES SETOTALENERGIES SE	57,370	$3.71M	1.2%	+3,920
PPLIPEOPLE INC	68,861	$3.71M	1.2%	-5,850	Timeline
MUMICRON TECHNOLOGY INC	34,400	$3.57M	1.15%	-12,817	Timeline
SESEA LTD	36,607	$3.45M	1.12%	-6,040	Timeline
PBRPETROLEO BRASILEIRO S A	225,391	$3.25M	1.05%	+7,504	Timeline
APPAPPLOVIN CORP	22,797	$2.98M	0.96%	new	Timeline
UBERUBER TECHNOLOGIES INC	37,880	$2.85M	0.92%	+6,505	Timeline
CRHCRH PLC	30,614	$2.84M	0.92%	+1,826	Timeline
QCOMQUALCOMM INC	16,189	$2.75M	0.89%	new	Timeline
CPNGCOUPANG INC	111,891	$2.75M	0.89%	-5,247	Timeline
NVONOVO-NORDISK A S	22,976	$2.74M	0.88%	-3,773	Timeline
INTUINTUIT	4,312	$2.68M	0.87%	-362	Timeline
VRTVERTIV HOLDINGS CO	26,169	$2.6M	0.84%	+11,295	Timeline
UBSUBS GROUP AG	82,566	$2.55M	0.82%	+8,479	Timeline
AZNASTRAZENECA PLC-SPONS ADR	32,533	$2.53M	0.82%	-5,501	Timeline
VALEVALE S A	215,756	$2.52M	0.81%	+43,426	Timeline
ASMLASML HLDG NV	2,925	$2.44M	0.79%	-507	Timeline
CNQCANADIAN NAT RES LTD MED TER	70,618	$2.35M	0.76%	+5,118	Timeline
NUNU HLDGS LTD	169,231	$2.31M	0.75%	-67,856	Timeline
BTIBRITISH AMERN TOB PLC	62,424	$2.28M	0.74%	-10,897	Timeline
BRF SABRF SA	482,258	$2.11M	0.68%	-86,313
NVSNOVARTIS AG	18,178	$2.09M	0.68%	new	Timeline
ETNEATON CORP PLC	6,192	$2.05M	0.66%	+3,123	Timeline
GEGE AEROSPACE	10,639	$2.01M	0.65%	+4,134	Timeline
AGROADECOAGRO S A	177,894	$1.97M	0.64%	-1,468	Timeline
SOUTHWESTERN ENERGY COSOUTHWESTERN ENERGY CO	257,158	$1.83M	0.59%	+111,752
EXEEXPAND ENERGY CORPORATION	21,513	$1.77M	0.57%	+13,029	Timeline
AAALCOA CORP	45,153	$1.74M	0.56%	+18,954	Timeline
BABAALIBABA GROUP HLDG LTD	16,243	$1.72M	0.56%	-2,940	Timeline
KBRKBR INC	25,992	$1.69M	0.55%	-53,204	Timeline
GXOGXO LOGISTICS INCORPORATED	32,415	$1.69M	0.55%	-5,665	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	2,026	$1.65M	0.53%	-1,672
KTKT CORP	102,469	$1.58M	0.51%	-17,570	Timeline
XOMEXXON MOBIL CORP	12,909	$1.51M	0.49%	+4,842	Timeline
FLRFLUOR CORP	31,629	$1.51M	0.49%	+15,179	Timeline
BARRICK GOLD CORPBARRICK GOLD CORP	72,850	$1.45M	0.47%	+25,771
LINLINDE PLC	2,962	$1.41M	0.46%	+1,131	Timeline
HDBHDFC BANK LTD	21,306	$1.33M	0.43%	-3,306	Timeline
IBNICICI BK LTD	43,617	$1.3M	0.42%	-7,500	Timeline
HMYHARMONY GOLD MNG LTD	124,341	$1.26M	0.41%	+21,302	Timeline
ITUBITAU UNIBANCO HLDG S A	186,435	$1.24M	0.4%	-32,811	Timeline
MELIMERCADOLIBRE INC	602	$1.24M	0.4%	-102	Timeline
RIORIO TINTO PLC	16,511	$1.18M	0.38%	+7,116	Timeline
FCXFREEPORT MCMORAN INC	23,327	$1.16M	0.38%	+4,006	Timeline
AESAES CORP	55,237	$1.11M	0.36%	-166,765	Timeline
NEENEXTERA ENERGY INC	12,883	$1.09M	0.35%	+8,263	Timeline
YUMCYUM CHINA HLDGS INC	23,470	$1.06M	0.34%	+2,905	Timeline
SQMSOCIEDAD QUIMICA Y MINERA DE	24,803	$1.03M	0.33%	+10,829	Timeline
CEGCONSTELLATION ENERGY CORP	3,946	$1.03M	0.33%	+1,744	Timeline
GGENPACT LIMITED	25,007	$981K	0.32%	-4,060	Timeline
STSENSATA TECHNOLOGIES HLDG PL	25,553	$916K	0.3%	+10,942	Timeline
QUALISHARES TR	4,992	$895K	0.29%	0	Timeline
XPXP INC	49,154	$882K	0.28%	-8,583	Timeline
KOSKOSMOS ENERGY LTD	216,730	$873K	0.28%	+87,000	Timeline
CVECENOVUS ENERGY INC	49,011	$820K	0.27%	+15,368	Timeline
RUNSUNRUN INC	41,553	$750K	0.24%	+11,160	Timeline
ALBALBEMARLE CORP	6,547	$620K	0.2%	+3,211	Timeline
CIVICIVITAS RESOURCES INC	11,739	$595K	0.19%	+5,179	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
AMDADVANCED MICRO DEVICES INC	21,938	$3.56M	shares
NOWSERVICENOW INC	3,312	$2.61M	shares
GLBEGLOBAL E ONLINE LTD	60,695	$2.2M	shares
WDAYWORKDAY INC	9,645	$2.16M	shares
ELLAUDER ESTEE COS INC	15,419	$1.64M	shares
CNHCNH INDL N V	141,202	$1.43M	shares
GGGGRACO INC	6,000	$476K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001819581-24-000005	base		2024-11-14	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC