Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CLOVERFIELDS CAPITAL GROUP, LP (CIK 1819581) reported $309.1M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($10.6M, 3.43%), AMZN ($8.0M, 2.58%), GOOG ($7.7M, 2.48%), CP ($7.6M, 2.45%), NFLX ($7.3M, 2.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.6M | 3.43% | 31,405 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $8.0M | 2.58% | 38,364 | Added |
| 3 | GOOG | ALPHABET INC | $7.7M | 2.48% | 26,724 | Added |
| 4 | CP | CANADIAN PACIFIC KANSAS CITY | $7.6M | 2.45% | 96,353 | Trimmed |
| 5 | NFLX | NETFLIX INC. | $7.3M | 2.38% | 76,408 | Added |
| 6 | OTIS | OTIS WORLDWIDE CORP | $6.9M | 2.22% | 89,064 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $6.8M | 2.19% | 38,737 | Trimmed |
| 8 | PM | PHILIP MORRIS INTL INC | $6.8M | 2.19% | 40,927 | Trimmed |
| 9 | SCHW | SCHWAB CHARLES CORP | $6.7M | 2.16% | 71,095 | Trimmed |
| 10 | GE | GE AEROSPACE | $6.6M | 2.13% | 23,254 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $6.5M | 2.10% | 17,561 | Added |
| 12 | VST | VISTRA CORP | $6.1M | 1.96% | 40,402 | Added |
| 13 | CNR | CORE NATURAL RESOURCES INC | $6.0M | 1.93% | 57,094 | Trimmed |
| 14 | META | META PLATFORMS INC | $5.8M | 1.87% | 10,094 | Trimmed |
| 15 | EQT | EQT CORP | $5.7M | 1.84% | 89,522 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.6M | 1.83% | 11,784 | Trimmed |
| 17 | GLD | SPDR GOLD TR | $5.5M | 1.77% | 12,697 | Trimmed |
| 18 | UBER | UBER TECHNOLOGIES INC | $5.4M | 1.74% | 74,825 | Trimmed |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $5.3M | 1.73% | 26,279 | Trimmed |
| 20 | VMC | VULCAN MATLS CO | $5.1M | 1.65% | 18,681 | New |
| 21 | BN | BROOKFIELD CORP | $5.0M | 1.63% | 124,362 | New |
| 22 | SPGI | S&P GLOBAL INC | $5.0M | 1.63% | 11,868 | Added |
| 23 | GLNG | GOLAR LNG LTD | $5.1M | 1.63% | 93,348 | Added |
| 24 | PBR | PETROLEO BRASILEIRO S A | $5.0M | 1.62% | 240,984 | Added |
| 25 | MA | MASTERCARD INCORPORATED | $4.9M | 1.57% | 9,733 | Added |
Source: SEC Form 13F filings · as of 2026-03-31