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Cloverfields Capital Group, LP

CIK:0001819581
Investment Adviser
$340M AUM
98 holdings
Minneapolis, MN, United States
Founded:2020
2 employees
Latest filing:Jun 30, 2025

Cloverfields Capital Group, LP is an SEC-registered investment adviser headquartered in Minneapolis, Minnesota. Founded in 2020, the firm focuses on providing investment management services primarily to high net worth individuals and charitable organizations. With a lean team of approximately 2-3 employees, Cloverfields manages several hundred million dollars, offering tailored strategies and serving a mix of US and non-US clients.

Investment Strategy

Cloverfields Capital Group, LP manages diversified investment portfolios, primarily holding publicly traded equities and related securities. The firm constructs client portfolios with a focus on risk-adjusted returns, investing in a broad array of sectors and global markets. Their 13F filings indicate dynamic allocation and stock selection, involving both growth and value equities, with the top holdings diversified across industries and regular portfolio rebalancing based on market opportunities and client objectives.

Latest 13F Filing Activity

Cloverfields Capital Group, LP filed their most recent 13F report on Jun 30, 2025 disclosing 97 equity positions with a total 13F market value of $337M. The fund increased holdings in Flutter Entmt PLC, Zoetis Inc., Taiwan Semiconductor MFG LTD among other positions. Cloverfields Capital Group, LP reduced exposure to Cheniere Energy Inc., Philip Morris Intl Inc., Barrick Gold Corp. among others.

Top Buys
F
FLUTFLUTTER ENTMT PLC
+$4.5M
Z
ZTSZOETIS INC
+$3.6M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$3.0M
M
MSFTMICROSOFT CORP
+$2.1M
N
NVDANVIDIA CORPORATION
+$2.0M
Top Sells
L
LNGCHENIERE ENERGY INC
-$4.5M
P
PMPHILIP MORRIS INTL INC
-$2.0M
G
GOLDBARRICK GOLD CORP
-$1.4M
T
TMOTHERMO FISHER SCIENTIFIC INC
-$945.8K
F
FIFISERV INC
-$823.3K

Top Holdings

O
OTISOTIS WORLDWIDE CORP
+2.5%$8.5M
M
METAMETA PLATFORMS INC
+2.4%$8.2M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+2.4%$8.1M
C
CPCANADIAN PACIFIC KANSAS CITY
+2.4%$7.9M
P
PMPHILIP MORRIS INTL INC
+2.3%$7.7M

Equity Positions (97)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
OTIS WORLDWIDE CORP2.52%$8.5M85,802$87.90$99.02-$45.0K
META PLATFORMS INC2.43%$8.2M11,091$246.69$738.09+$1.8M
TAIWAN SEMICONDUCTOR MFG LTD2.39%$8.1M35,562$151.60$226.49+$3.0M
CANADIAN PACIFIC KANSAS CITY2.36%$7.9M100,074$80.49$79.27+$1.0M
PHILIP MORRIS INTL INC2.29%$7.7M42,257$96.95$182.13-$2.0M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+11.1%
SERVICES-BUSINESS SERVICES, NEC
+10.9%
FIRE, MARINE & CASUALTY INSURANCE
+5.4%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+5.4%
SEMICONDUCTORS & RELATED DEVICES
+5.2%