Cloverfields Capital Group, LP
- SEC CIK
- 0001819581
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed May 19, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 64
- +3 vs. Q3 2021
- Portfolio value
- $321.0M
- +$10.2M (+3.3%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 367,709 | $184.6M | 57.5% | −124,531−25.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,639 | $4.74M | 1.5% | +79+5.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 13,830 | $4.65M | 1.4% | +1,021+8.0% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 18,638 | $4.60M | 1.4% | +1,510+8.8% | Added | History |
| AZOAutoZone Inc | COM | 2,186 | $4.58M | 1.4% | +220+11.2% | Added | History |
| LKQLKQ Corp | COM | 68,896 | $4.14M | 1.3% | +2,775+4.2% | Added | History |
| KKRKKR & Co. Inc. | COM | 53,488 | $3.98M | 1.2% | +4,345+8.8% | Added | History |
| MCOMoodys Corp | Stock | 10,106 | $3.95M | 1.2% | +1,279+14.5% | Added | History |
| SPGIS&P Global Inc. | Stock | 8,102 | $3.82M | 1.2% | +837+11.5% | Added | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 62,671 | $3.79M | 1.2% | +7,245+13.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 10,749 | $3.62M | 1.1% | +1,143+11.9% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 19,489 | $3.52M | 1.1% | +2,746+16.4% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 31,038 | $3.51M | 1.1% | +2,893+10.3% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 5,343 | $3.48M | 1.1% | +660+14.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 19,201 | $3.38M | 1.1% | +2,148+12.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,005 | $3.35M | 1.0% | +93+10.2% | Added | History |
| NLSNNielsen Holdings plc | SHS EUR | 157,337 | $3.23M | 1.0% | +8,503+5.7% | Added | History |
| PGProcter & Gamble Co | Stock | 19,621 | $3.21M | 1.0% | +1,488+8.2% | Added | History |
| STTKShattuck Labs, Inc. | COM | 372,511 | $3.17M | 1.0% | +327,511+727.8% | Added | History |
| BBWIBath & Body Works, Inc. | COM | 45,372 | $3.17M | 1.0% | +11,304+33.2% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 44,302 | $3.10M | 1.0% | +5,163+13.2% | Added | History |
| SBUXStarbucks Corp | Stock | 25,451 | $2.98M | 0.9% | +5,164+25.5% | Added | History |
| SNAPSnap Inc | Stock | 62,057 | $2.92M | 0.9% | +62,057 | New | History |
| TDGTransDigm Group INC | COM | 4,584 | $2.92M | 0.9% | +572+14.3% | Added | History |
| TEAMAtlassian Corp | CL A | 7,294 | $2.78M | 0.9% | +464+6.8% | Added | History |
| ALSumisho Air Lease Corp | CL A | 62,323 | $2.76M | 0.9% | +2,849+4.8% | Added | History |
| PMPhilip Morris International Inc. | Stock | 28,607 | $2.72M | 0.8% | +28,607 | New | History |
| AXTAAxalta Coating Systems Ltd. | COM | 76,303 | $2.53M | 0.8% | −1,836−2.3% | Reduced | History |
| CVNACarvana Co. | CL A | 10,881 | $2.52M | 0.8% | +814+8.1% | Added | History |
| VVisa Inc. | Stock | 11,044 | $2.39M | 0.7% | +801+7.8% | Added | History |
| DTDynatrace, Inc. | Stock | 39,593 | $2.39M | 0.7% | +6,934+21.2% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 20,293 | $2.35M | 0.7% | −1,154−5.4% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11,307 | $2.31M | 0.7% | +11,307 | New | History |
| SGISomnigroup International Inc. | COM | 48,901 | $2.30M | 0.7% | +48,901 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 11,781 | $2.22M | 0.7% | +4,906+71.4% | Added | History |
| GPNGlobal Payments Inc | Stock | 14,986 | $2.03M | 0.6% | +2,012+15.5% | Added | History |
| ADBEAdobe Inc. | Stock | 3,367 | $1.91M | 0.6% | −1,323−28.2% | Reduced | History |
| DOCUDocuSign, Inc. | Stock | 12,029 | $1.83M | 0.6% | +1,444+13.6% | Added | History |
| MAMastercard Inc | Stock | 5,040 | $1.81M | 0.6% | +5,040 | New | History |
| CNRCore Natural Resources, Inc. | COM | 76,476 | $1.74M | 0.5% | +76,476 | New | History |
| COUPCoupa Software Inc | COM | 9,782 | $1.55M | 0.5% | −1,045−9.7% | Reduced | History |
| NVONovo Nordisk A S | ADR | 10,498 | $1.18M | 0.4% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 7,132 | $1.15M | 0.4% | +426+6.4% | Added | History |
| OTISOtis Worldwide Corp | Stock | 11,624 | $1.01M | 0.3% | +35+0.3% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 1,529 | $1.01M | 0.3% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 1,137 | $905.0K | 0.3% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 13,245 | $772.0K | 0.2% | 00.0% | Unchanged | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 19,160 | $717.0K | 0.2% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | COM | 929 | $668.0K | 0.2% | +96+11.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,488 | $660.0K | 0.2% | +47+0.9% | Added | History |
| SLBSLB Limited | Stock | 20,223 | $606.0K | 0.2% | 00.0% | Unchanged | History |
| PUKPrudential PLC | ADR | 16,897 | $582.0K | 0.2% | +33+0.2% | Added | History |
| INFYInfosys Ltd | SPONSORED ADR | 22,111 | $560.0K | 0.2% | 00.0% | Unchanged | History |
| AGROAdecoagro S.A. | COM | 70,124 | $539.0K | 0.2% | 00.0% | Unchanged | History |
| NTESNetEase, Inc. | SPONSORED ADS | 5,048 | $514.0K | 0.2% | 00.0% | Unchanged | History |
| ACGLArch Capital Group Ltd. | Stock | 11,168 | $496.0K | 0.2% | 00.0% | Unchanged | History |
| GGenpact LTD | SHS | 9,271 | $492.0K | 0.2% | +54+0.6% | Added | History |
| Turquoise Hill Res Ltd900435207 | COM | 28,005 | $461.0K | 0.1% | +28,005 | New | – |
| MELIMercadolibre Inc | COM | 325 | $438.0K | 0.1% | 00.0% | Unchanged | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 36,760 | $404.0K | 0.1% | +811+2.3% | Added | History |
| CCJCameco Corp | Stock | 18,108 | $395.0K | 0.1% | +18,108 | New | History |
| VALEVale S.A. | SPONSORED ADS | 27,407 | $384.0K | 0.1% | +3,627+15.3% | Added | History |
| PTONPeloton Interactive, Inc. | CL A COM | 9,778 | $350.0K | 0.1% | −16,251−62.4% | Reduced | History |
| Great Panther MNG Ltd39115V101 | COM | 494,116 | $108.0K | <0.1% | +36,950+8.1% | Added | – |
Sold out since Q3 2021 (5)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 21,505 | $2.56M | 0.8% | History |
| BKIBlack Knight, Inc. | COM | 34,862 | $2.51M | 0.8% | History |
| BABAAlibaba Group Holding Ltd | ADR | 16,291 | $2.41M | 0.8% | History |
| CNCCentene Corp | Stock | 37,311 | $2.33M | 0.7% | History |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 34,779 | $235.0K | 0.1% | History |