CC

CLOVERFIELDS CAPITAL GROUP, LP

13F
CLOVERFIELDS CAPITAL GROUP, LP
Last update 2025-05-14 94 Stocks (8 new)
Value $303.00 Mil Turnover 10 %
Countries:
Top Holdings: PM(3.20%)OTIS(2.82%)FI(2.72%)GE(2.44%)ADP(2.40%)
Summary Stock Picks Current Portfolio
CLOVERFIELDS CAPITAL GROUP, LP... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PM
Philip Morris International Inc
61,074
9,694.3
-5.76%
3.200
-0.14%
0.000
+10.33%
+50.95%
278,196.3
Tobacco Products
OTIS
Otis Worldwide Corp
82,762
8,541.1
-2.64%
2.820
-0.07%
0.020
+1.37%
+8.27%
39,246.6
Industrial Products
FI
Fiserv Inc
37,336
8,244.8
-7.60%
2.720
-0.20%
0.010
-20.57%
-19.32%
91,891.9
Software
GE
GE Aerospace
36,891
7,383.7
+245.84%
2.440
+1.73%
0.000
+45.03%
+58.37%
279,181.9
Aerospace & Defense
ADP
Automatic Data Processing Inc
23,799
7,271.2
-5.68%
2.400
-0.13%
0.010
+3.42%
+4.16%
122,503.4
Software
CP
Canadian Pacific Kansas City Ltd
98,414
6,909.5
-3.86%
2.280
-0.09%
0.010
+4.23%
+7.54%
72,029.6
Transportation
NFLX
Netflix Inc
7,267
6,776.7
-8.04%
2.240
-0.18%
0.000
+24.28%
+35.67%
514,617.8
Media - Diversified
BRK.B
Berkshire Hathaway Inc
12,424
6,616.6
-6.50%
2.180
-0.13%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
PGR
Progressive Corp
22,894
6,479.2
New Holding
2.140
+2.14%
0.000
-7.14%
+4.90%
144,445.5
Insurance
ACGL
Arch Capital Group Ltd
66,984
6,442.6
-2.55%
2.130
-0.05%
0.020
-4.56%
-4.33%
33,109.6
Insurance

CLOVERFIELDS CAPITAL GROUP, LP's Historical Top Holdings Breakdowns

CLOVERFIELDS CAPITAL GROUP, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GEV
GE Vernova Inc
2025-03-31
Reduce
Reduce
-2.28%
●
270.13 ($348.71) 437.71
$574.60
64.78%
Reduce -75.14%
7,124
-21,536
PGR
Progressive Corp
2025-03-31
New Buy
New Buy
+2.14%
●
235.61 ($261.55) 291.22
$246.41
-5.79%
New holding
22,894
22,894
GE
GE Aerospace
2025-03-31
Add
Add
+1.73%
●
168.59 ($196.75) 212.13
$263.27
33.81%
Add 245.84%
36,891
26,224
SBUX
Starbucks Corp
2025-03-31
Sold Out
Sold Out
-1.54%
●
92.17 ($103.37) 115.81
$93.80
-9.26%
Sold Out
0
-52,343
APP
AppLovin Corp
2025-03-31
Reduce
Reduce
-1.27%
●
238.08 ($344.61) 510.13
$364.46
5.76%
Reduce -58.42%
8,652
-12,158
APO
Apollo Global Management Inc
2025-03-31
New Buy
New Buy
+1.10%
●
126.01 ($153.77) 172.06
$152.00
-1.15%
New holding
24,361
24,361
CVS
CVS Health Corp
2025-03-31
New Buy
New Buy
+1.01%
●
44.22 ($59.84) 68.64
$61.96
3.54%
New holding
45,125
45,125
IAC
IAC Inc
2025-03-31
Sold Out
Sold Out
-0.94%
●
33.77 ($36.63) 41.19
$40.76
11.27%
Sold Out
0
-67,810
MU
Micron Technology Inc
2025-03-31
Sold Out
Sold Out
-0.93%
●
86.89 ($96.05) 109.38
$114.39
19.09%
Sold Out
0
-34,355
FOUR
Shift4 Payments Inc
2025-03-31
New Buy
New Buy
+0.74%
●
81.71 ($103.05) 125.66
$106.56
3.41%
New holding
27,515
27,515

CLOVERFIELDS CAPITAL GROUP, LP Total Holding History ($B)

To

CLOVERFIELDS CAPITAL GROUP, LP's Asset Allocation

To

CLOVERFIELDS CAPITAL GROUP, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CLOVERFIELDS CAPITAL GROUP, LP's Hypothetical Growth since 2025-03-31

CLOVERFIELDS CAPITAL GROUP, LP's Yearly Returns

Year Portfolio % % Excess Gain %

CLOVERFIELDS CAPITAL GROUP, LP's Holdings Heat Map

Size field:

CLOVERFIELDS CAPITAL GROUP, LP's Holdings Bubble Chart

CLOVERFIELDS CAPITAL GROUP, LP News

  • 1

Discussions on CLOVERFIELDS CAPITAL GROUP, LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.