Cloverfields Capital Group, LP
- SEC CIK
- 0001819581
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 70
- +6 vs. Q1 2022
- Portfolio value
- $327.6M
- +$7.72M (+2.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 371,249 | $190.7M | 58.2% | −219−0.1% | Reduced | History |
| LFSTLifeStance Health Group, Inc. | COM | 4,385,841 | $24.4M | 7.4% | +4,385,841 | New | History |
| CPCanadian Pacific Kansas City Ltd | COM | 59,163 | $4.13M | 1.3% | +59,163 | New | History |
| GOOGAlphabet Inc. | Stock | 1,752 | $3.83M | 1.2% | +97+5.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 14,716 | $3.78M | 1.2% | +18+0.1% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 40,693 | $3.48M | 1.1% | +321+0.8% | Added | History |
| DGDollar General Corp | COM | 14,124 | $3.47M | 1.1% | +70.0% | Added | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 62,661 | $3.38M | 1.0% | +69+0.1% | Added | History |
| PMPhilip Morris International Inc. | Stock | 33,221 | $3.28M | 1.0% | +2,148+6.9% | Added | History |
| SLBSLB Limited | Stock | 86,870 | $3.11M | 0.9% | +71,009+447.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 28,620 | $3.04M | 0.9% | +4,580+19.1% | AddedConverted for a 20-for-1 split | History |
| WMTWalmart Inc. | Stock | 24,708 | $3.00M | 0.9% | +985+4.2% | Added | History |
| SPGIS&P Global Inc. | Stock | 8,743 | $2.95M | 0.9% | +447+5.4% | Added | History |
| MCOMoodys Corp | Stock | 10,610 | $2.89M | 0.9% | +65+0.6% | Added | History |
| PGProcter & Gamble Co | Stock | 19,884 | $2.86M | 0.9% | −1,983−9.1% | Reduced | History |
| MAMastercard Inc | Stock | 8,793 | $2.77M | 0.8% | −12−0.1% | Reduced | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 121,685 | $2.69M | 0.8% | +4,927+4.2% | Added | History |
| QRVOQorvo, Inc. | Stock | 27,753 | $2.62M | 0.8% | +5,059+22.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 16,182 | $2.61M | 0.8% | +4,110+34.0% | Added | History |
| VVisa Inc. | Stock | 13,141 | $2.59M | 0.8% | +7+0.1% | Added | History |
| TDGTransDigm Group INC | COM | 4,659 | $2.50M | 0.8% | +41+0.9% | Added | History |
| MASMasco Corp | COM | 48,098 | $2.43M | 0.7% | +48,098 | New | History |
| KKRKKR & Co. Inc. | COM | 51,903 | $2.40M | 0.7% | +79+0.2% | Added | History |
| AXTAAxalta Coating Systems Ltd. | COM | 108,001 | $2.39M | 0.7% | +20,959+24.1% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 31,951 | $2.28M | 0.7% | +159+0.5% | Added | History |
| TECKTeck Resources Ltd | CL B | 74,611 | $2.28M | 0.7% | +74,611 | New | History |
| CNRCore Natural Resources, Inc. | COM | 45,063 | $2.23M | 0.7% | −41,518−48.0% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,036 | $2.20M | 0.7% | +8+0.1% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 15,930 | $2.14M | 0.7% | −3,685−18.8% | Reduced | History |
| SBUXStarbucks Corp | Stock | 27,358 | $2.09M | 0.6% | +138+0.5% | Added | History |
| GPNGlobal Payments Inc | Stock | 18,093 | $2.00M | 0.6% | +475+2.7% | Added | History |
| WMGWarner Music Group Corp. | COM CL A | 80,983 | $1.97M | 0.6% | +80,983 | New | History |
| EXPEExpedia Group, Inc. | Stock | 20,531 | $1.95M | 0.6% | +26+0.1% | Added | History |
| TEAMAtlassian Corp | CL A | 9,811 | $1.84M | 0.6% | +9,811 | New | History |
| DDOGDatadog, Inc. | CL A COM | 18,665 | $1.78M | 0.5% | +18,665 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 23,799 | $1.66M | 0.5% | +14+0.1% | Added | History |
| WDAYWorkday, Inc. | CL A | 11,469 | $1.60M | 0.5% | +245+2.2% | Added | History |
| STTKShattuck Labs, Inc. | COM | 372,511 | $1.51M | 0.5% | 00.0% | Unchanged | History |
| BBWIBath & Body Works, Inc. | COM | 53,502 | $1.44M | 0.4% | −116−0.2% | Reduced | History |
| SHOPShopify Inc. | Stock | 44,960 | $1.41M | 0.4% | +44,960 | New | History |
| SNOWSnowflake Inc. | Stock | 10,071 | $1.40M | 0.4% | +10,071 | New | History |
| SGISomnigroup International Inc. | COM | 61,431 | $1.31M | 0.4% | +44+0.1% | Added | History |
| XYZBlock, Inc. | CL A | 16,958 | $1.04M | 0.3% | +840+5.2% | Added | History |
| NVONovo Nordisk A S | ADR | 8,292 | $924.0K | 0.3% | −145−1.7% | Reduced | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 17,960 | $771.0K | 0.2% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 10,741 | $759.0K | 0.2% | 00.0% | Unchanged | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 41,748 | $749.0K | 0.2% | +41,748 | New | History |
| Turquoise Hill Res Ltd900435207 | COM | 27,879 | $747.0K | 0.2% | 00.0% | Unchanged | – |
| ULUnilever PLC | SPON ADR NEW | 14,041 | $643.0K | 0.2% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 8,044 | $531.0K | 0.2% | −3,883−32.6% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 4,637 | $527.0K | 0.2% | +4,637 | New | History |
| IDXXIDEXX Laboratories Inc | COM | 1,490 | $523.0K | 0.2% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 1,053 | $501.0K | 0.2% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,086 | $498.0K | 0.2% | 00.0% | Unchanged | History |
| ACGLArch Capital Group Ltd. | Stock | 10,798 | $491.0K | 0.1% | −522−4.6% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 7,164 | $460.0K | 0.1% | −39,377−84.6% | Reduced | History |
| CCJCameco Corp | Stock | 21,241 | $446.0K | 0.1% | 00.0% | Unchanged | History |
| AGROAdecoagro S.A. | COM | 49,430 | $418.0K | 0.1% | −1,338−2.6% | Reduced | History |
| GGenpact LTD | SHS | 9,467 | $401.0K | 0.1% | 00.0% | Unchanged | History |
| VALEVale S.A. | SPONSORED ADS | 26,532 | $388.0K | 0.1% | 00.0% | Unchanged | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 29,438 | $344.0K | 0.1% | 00.0% | Unchanged | History |
| INFYInfosys Ltd | SPONSORED ADR | 18,238 | $338.0K | 0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | COM | 739 | $315.0K | 0.1% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 5,714 | $277.0K | 0.1% | +23+0.4% | Added | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 59,663 | $255.0K | 0.1% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 4,606 | $253.0K | 0.1% | +4,606 | New | History |
| MELIMercadolibre Inc | COM | 334 | $213.0K | 0.1% | +2+0.6% | Added | History |
| BRF SA10552T107 | SPONSORED ADR | 70,465 | $180.0K | 0.1% | +70,465 | New | – |
| CNHCNH Industrial N.V. | SHS | 13,976 | $162.0K | <0.1% | +13,976 | New | History |
| Great Panther MNG Ltd39115V101 | COM | 520,692 | $64.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2022 (8)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| NLSNNielsen Holdings plc | SHS EUR | 155,723 | $4.24M | 1.3% | History |
| HLTHilton Worldwide Holdings Inc. | COM | 22,117 | $3.36M | 1.0% | History |
| CHTRCharter Communications, Inc. | CL A | 5,684 | $3.10M | 1.0% | History |
| SNAPSnap Inc | Stock | 78,645 | $2.83M | 0.9% | History |
| ALSumisho Air Lease Corp | CL A | 47,277 | $2.11M | 0.7% | History |
| CVNACarvana Co. | CL A | 16,115 | $1.92M | 0.6% | History |
| NTESNetEase, Inc. | SPONSORED ADS | 4,370 | $392.0K | 0.1% | History |
| XPXP Inc. | CL A | 8,775 | $264.0K | 0.1% | History |