0001819581-23-000002.txt : 20230214 0001819581-23-000002.hdr.sgml : 20230214 20230214110300 ACCESSION NUMBER: 0001819581-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CLOVERFIELDS CAPITAL GROUP, LP CENTRAL INDEX KEY: 0001819581 IRS NUMBER: 842507388 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20828 FILM NUMBER: 23624503 BUSINESS ADDRESS: STREET 1: 21 THIRD STREET NORTH, SUITE 400 CITY: MINNEAPOLIS STATE: MN ZIP: 55401 BUSINESS PHONE: (952) 208-8621 MAIL ADDRESS: STREET 1: 21 THIRD STREET NORTH, SUITE 400 CITY: MINNEAPOLIS STATE: MN ZIP: 55401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001819581 XXXXXXXX 12-31-2022 12-31-2022 CLOVERFIELDS CAPITAL GROUP, LP

21 THIRD STREET NORTH, SUITE 400 MINNEAPOLIS MN 55401

13F HOLDINGS REPORT 028-20828 N DOUGLAS NEIMANN (952) 208-8620 /S/ DOUGLAS NEIMANN MINNEAPOLIS MN 02-14-2023 0 75 313846895 false INFORMATION TABLE 2 table.xml DATA TABLE ADECOAGRO S A COM L00849106 409775 49430 SH SOLE 49430 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 408473 4637 SH SOLE 4637 0 0 ALPHABET INC CAP STK CL C 02079K107 3275379 36914 SH SOLE 36914 0 0 AMAZON COM INC COM 023135106 2857512 34018 SH SOLE 34018 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 4142017 68988 SH SOLE 68988 0 0 ARCH CAP GROUP LTD ORD G0450A105 700374 11156 SH SOLE 11156 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 561699 1028 SH SOLE 1028 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 545383 8044 SH SOLE 8044 0 0 AXALTA COATING SYS LTD COM G0750C108 2083854 81816 SH SOLE 81816 0 0 BATH & BODY WORKS INC COM 070830104 1153194 27366 SH SOLE 27366 0 0 BRF SA SPONSORED ADR 10552T107 149218 94442 SH SOLE 94442 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 729195 18239 SH SOLE 18239 0 0 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 428645 14951 SH SOLE 14951 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 1838816 58449 SH SOLE 58449 0 0 CANADIAN PAC RY LTD COM 13645T100 3963544 53138 SH SOLE 53138 0 0 CENOVUS ENERGY INC COM 15135U109 2062690 106269 SH SOLE 106269 0 0 CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 139608 17605 SH SOLE 17605 0 0 CNH INDL N V SHS N20944109 367806 22902 SH SOLE 22902 0 0 CONSOL ENERGY INC NEW COM 20854L108 2058705 31672 SH SOLE 31672 0 0 COUPANG INC CL A 22266T109 241200 16397 SH SOLE 16397 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 747454 7099 SH SOLE 7099 0 0 DATADOG INC CL A COM 23804L103 1037085 14110 SH SOLE 14110 0 0 DOLLAR GEN CORP NEW COM 256677105 2553653 10370 SH SOLE 10370 0 0 EXPEDIA GROUP INC COM NEW 30212P303 924268 10551 SH SOLE 10551 0 0 EXXON MOBIL CORP COM 30231G102 3805509 34501 SH SOLE 34501 0 0 FISERV INC COM 337738108 3363812 33282 SH SOLE 33282 0 0 GENPACT LIMITED SHS G3922B107 442217 9547 SH SOLE 9547 0 0 GLOBAL PMTS INC COM 37940X102 1266463 12751 SH SOLE 12751 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 506303 11860 SH SOLE 11860 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 295121 4314 SH SOLE 4314 0 0 IDEXX LABS INC COM 45168D104 582567 1428 SH SOLE 1428 0 0 INFOSYS LTD SPONSORED ADR 456788108 328466 18238 SH SOLE 18238 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 299881 63669 SH SOLE 63669 0 0 JD.COM INC SPON ADR CL A 47215P106 402115 7164 SH SOLE 7164 0 0 KE HLDGS INC SPONSORED ADS 482497104 336659 24116 SH SOLE 24116 0 0 KKR & CO INC COM 48251W104 2391755 51524 SH SOLE 51524 0 0 LAM RESEARCH CORP COM 512807108 485447 1155 SH SOLE 1155 0 0 LAUDER ESTEE COS INC CL A 518439104 369436 1489 SH SOLE 1489 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 2030221 104489 SH SOLE 104489 0 0 MASCO CORP COM 574599106 2003327 42925 SH SOLE 42925 0 0 MASIMO CORP COM 574795100 2374893 16052 SH SOLE 16052 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2739862 7879 SH SOLE 7879 0 0 MERCADOLIBRE INC COM 58733R102 286875 339 SH SOLE 339 0 0 META PLATFORMS INC CL A 30303M102 2350120 19529 SH SOLE 19529 0 0 MICROSOFT CORP COM 594918104 3479708 14510 SH SOLE 14510 0 0 MOODYS CORP COM 615369105 2513207 9020 SH SOLE 9020 0 0 NETFLIX INC COM 64110L106 2675446 9073 SH SOLE 9073 0 0 NEW YORK TIMES CO CL A 650111107 1922086 59214 SH SOLE 59214 0 0 NOVARTIS AG SPONSORED ADR 66987V109 561194 6186 SH SOLE 6186 0 0 NOVO-NORDISK A S ADR 670100205 702415 5190 SH SOLE 5190 0 0 OTIS WORLDWIDE CORP COM 68902V107 690146 8813 SH SOLE 8813 0 0 PAYPAL HLDGS INC COM 70450Y103 1805414 25350 SH SOLE 25350 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 370929 34829 SH SOLE 34829 0 0 PHILIP MORRIS INTL INC COM 718172109 3797492 37521 SH SOLE 37521 0 0 S&P GLOBAL INC COM 78409V104 2580931 7706 SH SOLE 7706 0 0 SCHLUMBERGER LTD COM STK 806857108 5104533 95483 SH SOLE 95483 0 0 SCHWAB CHARLES CORP COM 808513105 3791577 45539 SH SOLE 45539 0 0 SERVICENOW INC COM 81762P102 1012608 2608 SH SOLE 2608 0 0 SHATTUCK LABS INC COM 82024L103 103500 45000 SH SOLE 45000 0 0 SIGNIFY HEALTH INC CL A COM 82671G100 223777 7808 SH SOLE 7808 0 0 SNOWFLAKE INC CL A 833445109 2222286 15482 SH SOLE 15482 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1260318 3296 SH SOLE 3296 0 0 STARBUCKS CORP COM 855244109 3705934 37358 SH SOLE 37358 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 465414 6248 SH SOLE 6248 0 0 TECK RESOURCES LTD CL B 878742204 2761533 73018 SH SOLE 73018 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 639548 10302 SH SOLE 10302 0 0 TRANSDIGM GROUP INC COM 893641100 2176692 3457 SH SOLE 3457 0 0 UNION PAC CORP COM 907818108 3316490 16016 SH SOLE 16016 0 0 UNITEDHEALTH GROUP INC COM 91324P102 196430078 370497 SH SOLE 370497 0 0 US BANCORP DEL COM NEW 902973304 2092244 47976 SH SOLE 47976 0 0 VALE S A SPONSORED ADS 91912E105 500593 29499 SH SOLE 29499 0 0 VISA INC COM CL A 92826C839 2689491 12945 SH SOLE 12945 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 2700305 77108 SH SOLE 77108 0 0 WORKDAY INC CL A 98138H101 1187374 7096 SH SOLE 7096 0 0 YUM CHINA HLDGS INC COM 98850P109 323036 5911 SH SOLE 5911 0 0