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CLOVERFIELDS CAPITAL GROUP, LP

Q2 2025 · Filed 2025-08-13
Market Value
$316M
+10.5%
Holdings
94
-5
New Purchases
4
Added To
58
Closed
0
Reduced
25
Top 10 Concentration
24.3%
Turnover
4.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ZTS 1.14% 0.00% +1.14% $4M
TSM 2.55% 1.76% +0.80% $8M
FOUR 1.32% 0.79% +0.54% $4M
NVDA 2.03% 1.53% +0.50% $6M
B 0.48% 0.00% +0.48% $2M
MSFT 2.43% 1.97% +0.46% $8M
FTV 0.36% 0.00% +0.36% $1M
META 2.59% 2.24% +0.36% $8M
APO 1.42% 1.17% +0.25% $4M
NU 0.91% 0.66% +0.24% $3M
VRT 0.64% 0.40% +0.24% $2M
UBER 1.70% 1.46% +0.24% $5M
NVO 0.87% 0.64% +0.23% $3M
CPNG 0.99% 0.76% +0.23% $3M
CVS 1.24% 1.07% +0.17% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LNG 0.54% 2.18% -1.64% $2M
PM 2.44% 3.39% -0.95% $8M
FI 2.35% 2.89% -0.53% $7M
TMO 1.19% 1.65% -0.46% $4M
PGR 1.83% 2.27% -0.43% $6M
BRK-B 1.92% 2.32% -0.40% $6M
ACGL 1.91% 2.25% -0.34% $6M
CNR 1.41% 1.74% -0.33% $4M
OTIS 2.69% 2.99% -0.30% $8M
ADP 2.27% 2.54% -0.28% $7M
AAPL 1.26% 1.52% -0.27% $4M
XOM 1.20% 1.46% -0.25% $4M
EXE 0.77% 1.00% -0.23% $2M
GE 2.40% 2.58% -0.19% $8M
LLY 0.98% 1.17% -0.19% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 22 $114M 36.2%
Large Cap 56 $173M 54.8%
Mid Cap 15 $28M 8.7%
Small Cap 1 $726K 0.2%

Portfolio Analytics

Avg Market Cap
$381.0B
Median Market Cap
$81.4B
Avg P/E
25.1
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
92
# ETFs / Funds
2

Top Holdings (94 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 OTIS 2.69% 85,802 $8M $99.02 -$45K +3,040 +3.7%
2 META 2.59% 11,091 $8M $738.10 $2M +1 +0.0%
3 TSM 2.55% 35,562 $8M $226.49 $3M +5,333 +17.6%
4 PM 2.44% 42,257 $8M $182.13 -$2M -18,817 -30.8%
5 MSFT 2.43% 15,430 $8M $497.41 $2M +453 +3.0%
6 GE 2.40% 29,411 $8M $257.39 $186K -7,480 -20.3%
7 FI 2.35% 43,046 $7M $172.41 -$823K +5,710 +15.3%
8 NFLX 2.34% 5,516 $7M $1,339.13 $610K -1,751 -24.1%
9 ADP 2.27% 23,216 $7M $308.39 -$111K -583 -2.5%
10 SCHW 2.24% 77,462 $7M $91.24 $938K -840 -1.1%
11 AMZN 2.22% 31,974 $7M $219.39 $1M +846 +2.7%
12 NVDA 2.03% 40,568 $6M $157.99 $2M +291 +0.7%
13 BRK-B 1.92% 12,452 $6M $485.76 -$568K +28 +0.2%
14 ACGL 1.91% 66,348 $6M $91.05 -$402K -636 -0.9%
15 GOOG 1.91% 33,917 $6M $177.39 $542K -1,122 -3.2%
16 GLD 1.91% 19,728 $6M $304.83 $313K -57 -0.3%
17 PGR 1.83% 21,706 $6M $266.86 -$687K -1,188 -5.2%
18 MA 1.79% 10,035 $6M $561.97 $185K +84 +0.8%
19 UBER 1.70% 57,481 $5M $93.30 $1M +214 +0.4%
20 MCO 1.68% 10,596 $5M $501.61 $158K -478 -4.3%
21 V 1.61% 14,271 $5M $355.04 $108K +120 +0.8%
22 TECK 1.60% 125,030 $5M $40.38 $500K +182 +0.1%
23 GLNG 1.57% 120,481 $5M $41.19 $492K +2,810 +2.4%
24 SPGI 1.52% 9,079 $5M $527.29 $182K +16 +0.2%
25 BAC 1.44% 95,950 $5M $47.32 $439K -2,338 -2.4%
26 APO 1.42% 31,585 $4M $141.87 $1M +7,224 +29.6%
27 CNR 1.41% 63,629 $4M $69.74 -$523K -712 -1.1%
28 TDG 1.40% 2,901 $4M $1,520.88 $328K -51 -1.7%
29 SE 1.37% 26,993 $4M $159.94 $84K -5,447 -16.8%
30 CRH.L 1.33% 45,826 $4M $91.80 $369K +2,200 +5.0%
31 NKE 1.33% 59,020 $4M $71.04 $439K -119 -0.2%
32 FOUR 1.32% 42,108 $4M $99.11 $2M +14,593 +53.0%
33 AAPL 1.26% 19,348 $4M $205.17 -$386K -261 -1.3%
34 CVS 1.24% 56,746 $4M $68.98 $857K +11,621 +25.8%
35 XOM 1.20% 35,179 $4M $107.80 -$367K +202 +0.6%
36 TMO 1.19% 9,293 $4M $405.46 -$946K -180 -1.9%
37 TTE 1.19% 61,262 $4M $61.39 -$68K +2,077 +3.5%
38 ZTS 1.14% 23,012 $4M $155.95 +23,012 NEW
39 PBR 1.12% 282,151 $4M $12.51 $399K +63,803 +29.2%
40 BTI 1.05% 70,224 $3M $47.33 $584K +4,000 +6.0%
41 INTU 1.03% 4,131 $3M $787.64 $721K +6 +0.1%
42 HPQ 1.01% 130,924 $3M $24.46 $581K +36,271 +38.3%
43 CPNG 0.99% 103,922 $3M $29.96 $955K +5,500 +5.6%
44 LLY 0.98% 3,973 $3M $779.53 -$236K -62 -1.5%
45 APP 0.96% 8,624 $3M $350.08 $727K -28 -0.3%
46 UBS 0.94% 88,192 $3M $33.82 $281K
47 NU 0.91% 208,594 $3M $13.72 $966K +23,412 +12.6%
48 VALE 0.91% 294,304 $3M $9.71 $222K +30,169 +11.4%
49 GEV 0.89% 5,311 $3M $529.17 $636K -1,813 -25.4%
50 NVO 0.87% 39,722 $3M $69.02 $923K +13,533 +51.7%
51 ASML 0.84% 3,296 $3M $801.39 $580K +185 +6.0%
52 NVS 0.79% 20,495 $2M $121.01 $329K +1,200 +6.2%
53 EXE 0.77% 20,711 $2M $116.94 -$440K -4,998 -19.4%
54 KT 0.76% 114,990 $2M $20.78 $468K +6,500 +6.0%
55 BABA 0.73% 20,319 $2M $113.41 $35K +3,159 +18.4%
56 LRCX 0.70% 22,740 $2M $97.34 $655K +1,300 +6.1%
57 ETN 0.70% 6,167 $2M $357.01 $525K +1 +0.0%
58 HDB 0.67% 27,790 $2M $76.67 $397K +1,700 +6.5%
59 TLN 0.66% 7,167 $2M $290.77 $353K -1,500 -17.3%
60 VRT 0.64% 15,688 $2M $128.41 $882K
61 NEM 0.63% 34,386 $2M $58.26 $5K -6,996 -16.9%
62 CNHI 0.59% 144,459 $2M $12.96 -$299K -32,340 -18.3%
63 MELI 0.59% 715 $2M $2,613.63 $552K +40 +5.9%
64 BRFS 0.59% 508,881 $2M $3.65 $205K +28,400 +5.9%
65 PHG 0.57% 75,507 $2M $23.98 $60K +6,602 +9.6%
66 ENB 0.54% 37,863 $2M $45.32 $39K +9 +0.0%
67 LNG 0.54% 7,044 $2M $243.53 -$5M -19,884 -73.8%
68 AGRO 0.54% 184,806 $2M $9.14 -$291K +7,524 +4.2%
69 IBN 0.52% 48,879 $2M $33.64 $189K +2,700 +5.8%
70 FLR 0.51% 31,623 $2M $51.27 $489K
71 NEE 0.51% 23,158 $2M $69.42 -$34K +3 +0.0%
72 B 0.48% 72,830 $2M $20.80 +72,830 NEW
73 CEG 0.47% 4,614 $1M $322.73 $559K +1 +0.0%
74 FCX 0.46% 33,360 $1M $43.35 $539K +9,403 +39.2%
75 EQT 0.45% 24,205 $1M $58.32 $118K +1
76 G 0.43% 31,143 $1M $44.01 -$110K +1,750 +6.0%
77 AA 0.42% 44,972 $1M $29.51 -$44K +3 +0.0%
78 YUMC 0.40% 28,183 $1M $44.71 -$116K +1,751 +6.6%
79 VST 0.38% 6,259 $1M $193.82 $478K
80 XP 0.38% 59,397 $1M $20.20 $452K +5,000 +9.2%
81 FTV 0.36% 21,636 $1M $52.13 +21,636 NEW
82 QUAL 0.35% 6,078 $1M $182.81 $188K +677 +12.5%
83 RIO 0.30% 16,458 $960K $58.33 -$28K +12 +0.1%
84 WIX 0.30% 5,943 $942K $158.46 $44K +450 +8.2%
85 SQM 0.28% 24,840 $876K $35.27 -$111K
86 ST 0.24% 25,325 $763K $30.11 $148K +2 +0.0%
87 RUN 0.24% 92,380 $756K $8.18 $507K +50,000 +118.0%
88 KOS 0.23% 421,878 $726K $1.72 -$236K
89 CLF 0.23% 94,928 $721K $7.60 -$59K
90 ALB 0.21% 10,657 $668K $62.67 $190K +4,025 +60.7%
91 CVE 0.21% 48,836 $664K $13.59 -$15K +9 +0.0%
92 AES 0.18% 55,244 $581K $10.52 -$105K +18 +0.0%
93 RAL 0.11% 7,210 $350K $48.49 +7,210 NEW
94 CIVI 0.10% 11,730 $323K $27.52 -$86K +5 +0.0%

New Positions

SymbolValue% Port
ZTS $4M 1.14%
B $2M 0.48%
FTV $1M 0.36%
RAL $350K 0.11%
View SEC EDGAR Filings for CLOVERFIELDS CAPITAL GROUP, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms