CLOVERFIELDS CAPITAL GROUP, LP
92 holdingsFiling period: 2026-03-31Current AUM: $328.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 31.4K | $10.6M | $12.7M | 3.87% | -4,403 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 38.4K | $8.0M | $10.4M | 3.17% | +54 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 26.7K | $7.7M | $9.5M | 2.90% | +3.3K | 2026-03-31 |
| 4 | CP | CANADIAN PACIFIC KANSAS CITY | 96.4K | $7.6M | $8.6M | 2.61% | -485 | 2026-03-31 |
| 5 | NFLX | NETFLIX INC. | 76.4K | $7.3M | $5.5M | 1.67% | +14.0K | 2026-03-31 |
| 6 | OTIS | OTIS WORLDWIDE CORP | 89.1K | $6.9M | $6.4M | 1.95% | -3,465 | 2026-03-31 |
| 7 | PM | PHILIP MORRIS INTL INC | 40.9K | $6.8M | $7.8M | 2.38% | -1,338 | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 38.7K | $6.8M | $7.8M | 2.37% | -6,532 | 2026-03-31 |
| 9 | SCHW | SCHWAB CHARLES CORP | 71.1K | $6.7M | $7.5M | 2.28% | -3,300 | 2026-03-31 |
| 10 | GE | GE AEROSPACE | 23.3K | $6.6M | $8.4M | 2.55% | -300 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 17.6K | $6.5M | $8.2M | 2.48% | +434 | 2026-03-31 |
| 12 | VST | VISTRA CORP | 40.4K | $6.1M | $6.0M | 1.82% | +32.9K | 2026-03-31 |
| 13 | CNR | CORE NATURAL RESOURCES INC | 57.1K | $6.0M | $4.6M | 1.39% | -1,158 | 2026-03-31 |
| 14 | META | META PLATFORMS INC | 10.1K | $5.8M | $5.6M | 1.71% | -2,193 | 2026-03-31 |
| 15 | EQT | EQT CORP | 89.5K | $5.7M | $4.8M | 1.45% | -352 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.8K | $5.6M | $5.6M | 1.72% | -45 | 2026-03-31 |
| 17 | GLD | SPDR GOLD TR | 12.7K | $5.5M | $4.7M | 1.44% | -6,349 | 2026-03-31 |
| 18 | UBER | UBER TECHNOLOGIES INC | 74.8K | $5.4M | $5.3M | 1.60% | -1,178 | 2026-03-31 |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | 26.3K | $5.3M | $7.0M | 2.13% | -511 | 2026-03-31 |
| 20 | VMC | VULCAN MATLS CO | 18.7K | $5.1M | $5.0M | 1.53% | -- | 2026-03-31 |
| 21 | — | GOLAR LNG LTD | 93.3K | $5.1M | $5.1M | 1.54% | +869 | 2026-03-31 |
| 22 | SPGI | S&P GLOBAL INC | 11.9K | $5.0M | $4.9M | 1.49% | +3.0K | 2026-03-31 |
| 23 | BN | BROOKFIELD CORP | 124.4K | $5.0M | $5.3M | 1.61% | -- | 2026-03-31 |
| 24 | PBR | PETROLEO BRASILEIRO S A | 241.0K | $5.0M | $4.7M | 1.42% | +14.3K | 2026-03-31 |
| 25 | MA | MASTERCARD INCORPORATED | 9.7K | $4.9M | $5.6M | 1.70% | +458 | 2026-03-31 |
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