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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
+20.21%
+53.64%
285,294.0
Tobacco Products
OTIS
Otis Worldwide Corp
82,762
8,541.1
-2.64%
2.820
-0.07%
0.020
-7.27%
+2.44%
37,135.1
Industrial Products
FI
Fiserv Inc
37,336
8,244.8
-7.60%
2.720
-0.20%
0.010
-26.34%
-20.47%
90,583.4
Software
GE
GE Aerospace
36,891
7,383.7
+245.84%
2.440
+1.73%
0.000
+17.38%
+43.78%
255,261.0
Aerospace & Defense
ADP
Automatic Data Processing Inc
23,799
7,271.2
-5.68%
2.400
-0.13%
0.010
+3.46%
+5.71%
124,317.9
Software
CP
Canadian Pacific Kansas City Ltd
98,414
6,909.5
-3.86%
2.280
-0.09%
0.010
+9.16%
+10.98%
74,857.6
Transportation
NFLX
Netflix Inc
7,267
6,776.7
-8.04%
2.240
-0.18%
0.000
+29.51%
+38.16%
524,052.7
Media - Diversified
BRK.B
Berkshire Hathaway Inc
12,424
6,616.6
-6.50%
2.180
-0.13%
0.000
-8.30%
+6.96%
1,047,463.6
Insurance
PGR
Progressive Corp
22,894
6,479.2
New Holding
2.140
+2.14%
0.000
-4.56%
+11.49%
153,596.5
Insurance
ACGL
Arch Capital Group Ltd
66,984
6,442.6
-2.55%
2.130
-0.05%
0.020
-2.48%
-2.37%
33,787.9
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
$486.96
39.65%
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
$262.01
0.18%
New holding
22,894
22,894
GE
GE Aerospace
2025-03-31
Add
Add
+1.73%
●
168.59 ($196.75) 212.13
$239.37
21.66%
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
$93.12
-9.92%
Sold Out
0
-52,343
APP
AppLovin Corp
2025-03-31
Reduce
Reduce
-1.27%
●
238.08 ($344.61) 510.13
$324.71
-5.77%
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
$134.52
-12.52%
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
$66.57
11.25%
New holding
45,125
45,125
IAC
IAC Inc
2025-03-31
Sold Out
Sold Out
-0.94%
●
33.77 ($36.63) 41.19
$37.12
1.34%
Sold Out
0
-67,810
MU
Micron Technology Inc
2025-03-31
Sold Out
Sold Out
-0.93%
●
86.89 ($96.05) 109.38
$123.60
28.68%
Sold Out
0
-34,355
FOUR
Shift4 Payments Inc
2025-03-31
New Buy
New Buy
+0.74%
●
81.71 ($103.05) 125.66
$92.25
-10.48%
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

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