CLOVERFIELDS CAPITAL GROUP, LP

CIK 0001819581 • 6 13F filings • May 14, 2025 – Aug 13, 2026

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Filer information

Filed by: CLOVERFIELDS CAPITAL GROUP, LP, MANAGING DIRECTOR
Address: 21 THIRD STREET NORTH, SUITE 400, MINNEAPOLIS, MN, 55401
Phone: 952-208-8620
AUM: $322.7M

AUM over time

$330.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsEnergyOther

Holdings by filing

Portfolio value: $322.7M90 positionsView on SEC.gov

			% of Portfolio
AES CORP	COM	$506K	0.2%Prev: 0.1%	35,279 SH	Increased+17 SH
ALBEMARLE CORP	COM	$1.2M	0.4%Prev: 0.2%	8,168 SH	Increased+1,610 SH
ALCOA CORP	COM	$840K	0.3%Prev: 0.3%	15,799 SH	Decreased-12,176 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$3.0M	0.9%Prev: 1.0%	20,655 SH	Decreased+2,192 SH
ALPHABET INC	CAP STK CL C	$7.4M	2.3%Prev: 2.6%	23,457 SH	Decreased-10,086 SH
AMAZON COM INC	COM	$8.8M	2.7%Prev: 2.2%	38,310 SH	Increased+6,288 SH
AMERICAN ELEC PWR CO INC	COM	$640K	0.2%	5,552 SH	New
APOLLO GLOBAL MGMT INC	COM	$5.2M	1.6%Prev: 1.3%	35,811 SH	Increased+3,877 SH
APPLOVIN CORP	COM CL A	$5.3M	1.6%Prev: 1.9%	7,893 SH	Decreased-483 SH
ARCH CAP GROUP LTD	ORD	$6.1M	1.9%Prev: 1.8%	63,344 SH	Increased+345 SH
ASML HOLDING N V	N Y REGISTRY SHS	$3.3M	1.0%Prev: 0.9%	3,050 SH	Increased+45 SH
AUTOMATIC DATA PROCESSING IN	COM	$6.9M	2.1%Prev: 2.1%	26,790 SH	Increased+3,539 SH
BANK AMERICA CORP	COM	$5.0M	1.6%Prev: 1.5%	91,399 SH	Increased-3,514 SH
BARRICK MNG CORP	COM SHS	$1.6M	0.5%Prev: 0.5%	37,787 SH	Increased-7,050 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.9M	1.8%Prev: 1.9%	11,829 SH	Decreased-498 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$3.6M	1.1%Prev: 1.1%	64,409 SH	Increased+696 SH
BROADCOM INC	COM	$3.9M	1.2%	11,395 SH	New
CAMECO CORP	COM	$210K	0.1%	2,292 SH	New
CANADIAN PACIFIC KANSAS CITY	COM	$7.1M	2.2%Prev: 2.3%	96,838 SH	Decreased-450 SH
CENOVUS ENERGY INC	COM	$505K	0.2%Prev: 0.2%	29,854 SH	Decreased+8 SH
CHENIERE ENERGY INC	COM NEW	$851K	0.3%Prev: 0.3%	4,380 SH	Decreased+35 SH
CLEVELAND-CLIFFS INC NEW	COM	$798K	0.2%Prev: 0.2%	60,115 SH	Increased+187 SH
CNH INDL N V	SHS	$1.2M	0.4%Prev: 0.5%	134,916 SH	Decreased+2,030 SH
CONSTELLATION ENERGY CORP	COM	$1.4M	0.4%Prev: 0.3%	3,953 SH	Increased+1,239 SH
CORE NATURAL RESOURCES INC	COM SHS	$5.2M	1.6%Prev: 1.6%	58,252 SH	Increased-1,114 SH
CORPAY INC	COM SHS	$5.1M	1.6%Prev: 1.6%	16,804 SH	Increased-633 SH
COUPANG INC	CL A	$2.8M	0.9%Prev: 1.0%	120,066 SH	Decreased+24,789 SH
CRH PLC	ORD	$4.7M	1.5%Prev: 1.4%	37,820 SH	Increased+172 SH
CVS HEALTH CORP	COM	$5.0M	1.5%Prev: 1.3%	62,573 SH	Increased+5,723 SH
EATON CORP PLC	SHS	$1.3M	0.4%Prev: 0.5%	4,177 SH	Decreased+9 SH
ENBRIDGE INC	COM	$3.7M	1.1%Prev: 1.0%	76,410 SH	Increased+14,208 SH
EQT CORP	COM	$4.8M	1.5%Prev: 0.2%	89,874 SH	Increased+75,667 SH
EXPAND ENERGY CORPORATION	COM	$1.5M	0.5%Prev: 0.4%	13,219 SH	Increased+2 SH
EXXON MOBIL CORP	COM	$999K	0.3%Prev: 1.1%	8,304 SH	Decreased-22,323 SH
FISERV INC	COM	$5.4M	1.7%Prev: 1.7%	79,696 SH	Decreased+36,431 SH
FLUOR CORP NEW	COM	$858K	0.3%Prev: 0.3%	21,655 SH	Increased+2,032 SH
FLUTTER ENTMT PLC	SHS	$3.4M	1.0%Prev: 1.3%	15,678 SH	Decreased-234 SH
FORTIVE CORP	COM	$1.2M	0.4%Prev: 0.2%	22,330 SH	Increased+8,694 SH
FREEPORT-MCMORAN INC	CL B	$1.0M	0.3%Prev: 0.2%	20,365 SH	Increased+3 SH
GE AEROSPACE	COM NEW	$7.3M	2.2%Prev: 2.4%	23,554 SH	Decreased-2,089 SH
GE VERNOVA INC	COM	$2.0M	0.6%Prev: 0.6%	3,032 SH	Increased-179 SH
GENPACT LIMITED	SHS	$1.4M	0.4%Prev: 0.4%	29,378 SH	Increased+420 SH
GOLAR LNG LTD	SHS	$3.4M	1.1%Prev: 1.2%	92,479 SH	Decreased+631 SH
HDFC BANK LTD	SPONSORED ADS	$1.9M	0.6%Prev: 0.5%	51,601 SH	Increased+614 SH
HILTON WORLDWIDE HLDGS INC	COM	$4.5M	1.4%Prev: 1.3%	15,820 SH	Increased-17 SH
ICICI BANK LIMITED	ADR	$1.4M	0.4%Prev: 0.4%	45,368 SH	Decreased+632 SH
ISHARES TR	MSCI USA QLT FCT	$1.2M	0.4%Prev: 0.4%	6,078 SH	Increased
ITAU UNIBANCO HLDG S A	SPON ADR REP PFD	$1.8M	0.6%	254,644 SH	New
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$1.9M	0.6%Prev: 0.6%	70,072 SH	Increased+770 SH
KOSMOS ENERGY LTD	COM	$247K	0.1%Prev: 0.1%	271,878 SH	Decreased
KT CORP	SPONSORED ADR	$2.2M	0.7%Prev: 0.7%	114,305 SH	Decreased+1,440 SH
LAM RESEARCH CORP	COM NEW	$3.6M	1.1%Prev: 0.9%	20,765 SH	Increased+373 SH
MASTERCARD INCORPORATED	CL A	$5.3M	1.6%Prev: 1.8%	9,275 SH	Decreased-679 SH
MERCADOLIBRE INC	COM	$1.6M	0.5%Prev: 0.5%	812 SH	Increased+157 SH
META PLATFORMS INC	CL A	$8.1M	2.5%Prev: 2.5%	12,287 SH	Increased+1,313 SH
MICROSOFT CORP	COM	$8.3M	2.6%Prev: 2.5%	17,127 SH	Increased+1,691 SH
MOODYS CORP	COM	$5.3M	1.6%Prev: 1.6%	10,351 SH	Increased-201 SH
NETFLIX INC	COM	$5.9M	1.8%Prev: 2.1%	62,407 SH	Decreased+56,909 SH
NEWMONT CORP	COM	$1.5M	0.5%Prev: 0.6%	15,465 SH	Decreased-5,923 SH
NEXTERA ENERGY INC	COM	$1.1M	0.4%Prev: 0.3%	14,164 SH	Increased+3 SH
NIKE INC	CL B	$5.0M	1.5%Prev: 1.3%	77,832 SH	Increased+18,807 SH
NOVARTIS AG	SPONSORED ADR	$3.3M	1.0%Prev: 0.7%	23,731 SH	Increased+5,119 SH
NU HLDGS LTD	ORD SHS CL A	$4.9M	1.5%Prev: 1.0%	290,380 SH	Increased+99,117 SH
NVIDIA CORPORATION	COM	$8.4M	2.6%Prev: 2.4%	45,269 SH	Increased+4,695 SH
OTIS WORLDWIDE CORP	COM	$8.1M	2.5%Prev: 2.4%	92,529 SH	Increased+9,699 SH
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	$2.7M	0.8%Prev: 0.9%	226,694 SH	Decreased+3,408 SH
PHILIP MORRIS INTL INC	COM	$6.8M	2.1%Prev: 2.1%	42,265 SH	Decreased+176 SH
PROGRESSIVE CORP	COM	$4.9M	1.5%Prev: 1.7%	21,688 SH	Decreased-108 SH
RIO TINTO PLC	SPONSORED ADR	$863K	0.3%Prev: 0.2%	10,784 SH	Increased+319 SH
S&P GLOBAL INC	COM	$4.6M	1.4%Prev: 1.4%	8,868 SH	Increased-243 SH
SCHWAB CHARLES CORP	COM	$7.4M	2.3%Prev: 2.3%	74,395 SH	Increased-2,679 SH
SEA LTD	SPONSORD ADS	$3.8M	1.2%Prev: 1.2%	29,721 SH	Decreased+7,625 SH
SHIFT4 PMTS INC	CL A	$3.5M	1.1%Prev: 1.0%	55,171 SH	Increased+12,268 SH
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	$1.1M	0.3%Prev: 0.2%	15,840 SH	Increased
SPDR GOLD TR	GOLD SHS	$7.5M	2.3%Prev: 2.2%	19,046 SH	Increased-495 SH
SUNRUN INC	COM	$1.0M	0.3%Prev: 0.3%	55,320 SH	Increased+940 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$10.9M	3.4%Prev: 2.9%	35,808 SH	Increased+2,920 SH
TALEN ENERGY CORP	COM	$1.6M	0.5%Prev: 0.6%	4,367 SH	Decreased
TECK RESOURCES LTD	CL B	$412K	0.1%Prev: 1.5%	8,593 SH	Decreased-99,845 SH
THERMO FISHER SCIENTIFIC INC	COM	$5.1M	1.6%Prev: 1.4%	8,765 SH	Increased-411 SH
TOTALENERGIES SE	ACT	$3.3M	1.0%	50,522 SH	New
TRANSDIGM GROUP INC	COM	$3.7M	1.1%Prev: 1.2%	2,775 SH	Decreased-165 SH
UBER TECHNOLOGIES INC	COM	$6.2M	1.9%Prev: 1.8%	76,003 SH	Increased+18,787 SH
UBS GROUP AG	SHS	$3.3M	1.0%Prev: 1.1%	71,754 SH	Decreased-13,574 SH
VALE S A	SPONSORED ADS	$861K	0.3%Prev: 0.8%	66,062 SH	Decreased-161,022 SH
VERTIV HOLDINGS CO	COM CL A	$1.1M	0.3%Prev: 0.5%	6,925 SH	Decreased-2,764 SH
VISA INC	COM CL A	$5.6M	1.7%Prev: 1.5%	16,040 SH	Increased+1,899 SH
VISTRA CORP	COM	$1.2M	0.4%Prev: 0.3%	7,502 SH	Increased+3,242 SH
YUM CHINA HLDGS INC	COM	$2.7M	0.8%Prev: 0.3%	56,247 SH	Increased+30,773 SH
ZOETIS INC	CL A	$4.6M	1.4%Prev: 1.0%	36,524 SH	Increased+13,644 SH

Sold (vs prior filing)

ADECOAGRO S A — $424K
CIVITAS RESOURCES INC — $381K
ELI LILLY & CO — $3.0M
HP INC — $3.6M
INTUIT — $2.8M
NOVO-NORDISK A S — $2.0M
RALLIANT CORP — $315K
SENSATA TECHNOLOGIES HLDG PL — $468K
TOTALENERGIES SE — $3.0M
WIX COM LTD — $1.1M
XP INC — $1.0M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001819581-26-000001	$322.7M	View
Nov 13, 2025	Q3 2025	13F-HR	0001819581-25-000007	$319.5M	View
Aug 13, 2026	Q2 2026