Cloverfields Capital Group, LP
- SEC CIK
- 0001819581
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 12, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 64
- 0 vs. Q4 2021
- Portfolio value
- $319.9M
- −$1.12M (−0.3%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 371,468 | $189.4M | 59.2% | +3,759+1.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,655 | $4.62M | 1.4% | +16+1.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 14,698 | $4.53M | 1.4% | +868+6.3% | Added | History |
| NLSNNielsen Holdings plc | SHS EUR | 155,723 | $4.24M | 1.3% | −1,614−1.0% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 20,505 | $4.01M | 1.3% | +1,016+5.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,202 | $3.92M | 1.2% | +197+19.6% | Added | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 62,592 | $3.76M | 1.2% | −79−0.1% | Reduced | History |
| MCOMoodys Corp | Stock | 10,545 | $3.56M | 1.1% | +439+4.3% | Added | History |
| WMTWalmart Inc. | Stock | 23,723 | $3.53M | 1.1% | +23,723 | New | History |
| SPGIS&P Global Inc. | Stock | 8,296 | $3.40M | 1.1% | +194+2.4% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 22,117 | $3.36M | 1.0% | +22,117 | New | History |
| PGProcter & Gamble Co | Stock | 21,867 | $3.34M | 1.0% | +2,246+11.4% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 40,372 | $3.33M | 1.0% | +40,372 | New | History |
| CNRCore Natural Resources, Inc. | COM | 86,581 | $3.26M | 1.0% | +10,105+13.2% | Added | History |
| MAMastercard Inc | Stock | 8,805 | $3.15M | 1.0% | +3,765+74.7% | Added | History |
| DGDollar General Corp | COM | 14,117 | $3.14M | 1.0% | +14,117 | New | History |
| CHTRCharter Communications, Inc. | CL A | 5,684 | $3.10M | 1.0% | +341+6.4% | Added | History |
| KKRKKR & Co. Inc. | COM | 51,824 | $3.03M | 0.9% | −1,664−3.1% | Reduced | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 116,758 | $3.02M | 0.9% | +116,758 | New | History |
| TDGTransDigm Group INC | COM | 4,618 | $3.01M | 0.9% | +34+0.7% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,028 | $2.96M | 0.9% | +1,721+15.2% | Added | History |
| PMPhilip Morris International Inc. | Stock | 31,073 | $2.92M | 0.9% | +2,466+8.6% | Added | History |
| VVisa Inc. | Stock | 13,134 | $2.91M | 0.9% | +2,090+18.9% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 31,792 | $2.86M | 0.9% | +754+2.4% | Added | History |
| SNAPSnap Inc | Stock | 78,645 | $2.83M | 0.9% | +16,588+26.7% | Added | History |
| QRVOQorvo, Inc. | Stock | 22,694 | $2.82M | 0.9% | +22,694 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 23,785 | $2.75M | 0.9% | +12,004+101.9% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 46,541 | $2.69M | 0.8% | +2,239+5.1% | Added | History |
| WDAYWorkday, Inc. | CL A | 11,224 | $2.69M | 0.8% | +11,224 | New | History |
| METAMeta Platforms, Inc. | Stock | 12,072 | $2.68M | 0.8% | +1,323+12.3% | Added | History |
| BBWIBath & Body Works, Inc. | COM | 53,618 | $2.56M | 0.8% | +8,246+18.2% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 19,615 | $2.52M | 0.8% | −678−3.3% | Reduced | History |
| SBUXStarbucks Corp | Stock | 27,220 | $2.48M | 0.8% | +1,769+7.0% | Added | History |
| GPNGlobal Payments Inc | Stock | 17,618 | $2.41M | 0.8% | +2,632+17.6% | Added | History |
| XYZBlock, Inc. | CL A | 16,118 | $2.19M | 0.7% | +8,986+126.0% | Added | History |
| AXTAAxalta Coating Systems Ltd. | COM | 87,042 | $2.14M | 0.7% | +10,739+14.1% | Added | History |
| ALSumisho Air Lease Corp | CL A | 47,277 | $2.11M | 0.7% | −15,046−24.1% | Reduced | History |
| CVNACarvana Co. | CL A | 16,115 | $1.92M | 0.6% | +5,234+48.1% | Added | History |
| SGISomnigroup International Inc. | COM | 61,387 | $1.71M | 0.5% | +12,486+25.5% | Added | History |
| STTKShattuck Labs, Inc. | COM | 372,511 | $1.59M | 0.5% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 8,437 | $937.0K | 0.3% | −2,061−19.6% | Reduced | History |
| Turquoise Hill Res Ltd900435207 | COM | 27,879 | $837.0K | 0.3% | −126−0.4% | Reduced | – |
| OTISOtis Worldwide Corp | Stock | 10,741 | $827.0K | 0.3% | −883−7.6% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 1,490 | $815.0K | 0.3% | −39−2.6% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 11,927 | $791.0K | 0.2% | −1,318−10.0% | Reduced | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 17,960 | $757.0K | 0.2% | −1,200−6.3% | Reduced | History |
| ASMLASML Holding NV | ADR | 1,053 | $703.0K | 0.2% | −84−7.4% | Reduced | History |
| SLBSLB Limited | Stock | 15,861 | $655.0K | 0.2% | −4,362−21.6% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 14,041 | $640.0K | 0.2% | +14,041 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,086 | $635.0K | 0.2% | +598+10.9% | Added | History |
| CCJCameco Corp | Stock | 21,241 | $618.0K | 0.2% | +3,133+17.3% | Added | History |
| AGROAdecoagro S.A. | COM | 50,768 | $613.0K | 0.2% | −19,356−27.6% | Reduced | History |
| ACGLArch Capital Group Ltd. | Stock | 11,320 | $548.0K | 0.2% | +152+1.4% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 26,532 | $530.0K | 0.2% | −875−3.2% | Reduced | History |
| INFYInfosys Ltd | SPONSORED ADR | 18,238 | $454.0K | 0.1% | −3,873−17.5% | Reduced | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 29,438 | $436.0K | 0.1% | −7,322−19.9% | Reduced | History |
| GGenpact LTD | SHS | 9,467 | $412.0K | 0.1% | +196+2.1% | Added | History |
| LRCXLam Research Corp | COM | 739 | $397.0K | 0.1% | −190−20.5% | Reduced | History |
| MELIMercadolibre Inc | COM | 332 | $395.0K | 0.1% | +7+2.2% | Added | History |
| NTESNetEase, Inc. | SPONSORED ADS | 4,370 | $392.0K | 0.1% | −678−13.4% | Reduced | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 59,663 | $341.0K | 0.1% | +59,663 | New | History |
| XPXP Inc. | CL A | 8,775 | $264.0K | 0.1% | +8,775 | New | History |
| YUMCYum China Holdings, Inc. | COM | 5,691 | $236.0K | 0.1% | +5,691 | New | History |
| Great Panther MNG Ltd39115V101 | COM | 520,692 | $131.0K | <0.1% | +26,576+5.4% | Added | – |
Sold out since Q4 2021 (11)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| ADPAutomatic Data Processing Inc | Stock | 18,638 | $4.60M | 1.4% | History |
| AZOAutoZone Inc | COM | 2,186 | $4.58M | 1.4% | History |
| LKQLKQ Corp | COM | 68,896 | $4.14M | 1.3% | History |
| ADIAnalog Devices Inc | Stock | 19,201 | $3.38M | 1.1% | History |
| TEAMAtlassian Corp | CL A | 7,294 | $2.78M | 0.9% | History |
| DTDynatrace, Inc. | Stock | 39,593 | $2.39M | 0.7% | History |
| ADBEAdobe Inc. | Stock | 3,367 | $1.91M | 0.6% | History |
| DOCUDocuSign, Inc. | Stock | 12,029 | $1.83M | 0.6% | History |
| COUPCoupa Software Inc | COM | 9,782 | $1.55M | 0.5% | History |
| PUKPrudential PLC | ADR | 16,897 | $582.0K | 0.2% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 9,778 | $350.0K | 0.1% | History |