Cloverfields Capital Group, LP
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.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OTIS | OTIS WORLDWIDE CORP | 2.52% | $8.5M | 85,802 | $87.90 | $99.02 | -$45.0K |
M META | META PLATFORMS INC | 2.43% | $8.2M | 11,091 | $246.69 | $738.09 | +$1.8M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.39% | $8.1M | 35,562 | $151.60 | $226.49 | +$3.0M |
C CP | CANADIAN PACIFIC KANSAS CITY | 2.36% | $7.9M | 100,074 | $80.49 | $79.27 | +$1.0M |
P PM | PHILIP MORRIS INTL INC | 2.29% | $7.7M | 42,257 | $96.95 | $182.13 | -$2.0M |