0001819581-23-000004.txt : 20230907 0001819581-23-000004.hdr.sgml : 20230907 20230907161446 ACCESSION NUMBER: 0001819581-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230907 DATE AS OF CHANGE: 20230907 EFFECTIVENESS DATE: 20230907 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-20828 FILM NUMBER: 231242401 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001819581 XXXXXXXX 03-31-2023 03-31-2023 true 1 NEW HOLDINGS CLOVERFIELDS CAPITAL GROUP, LP

21 THIRD STREET NORTH, SUITE 400 MINNEAPOLIS MN 55401

13F HOLDINGS REPORT 028-20828 N /S/ DOUGLAS NEIMANN (952) 208-8620 /S/ DOUGLAS NEIMANN MINNEAPOLIS MN 09-05-2023 0 79 334855011 INFORMATION TABLE 2 table.xml DATA TABLE ADECOAGRO S A COM L00849106 796509 98456 SH SOLE 98456 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 986752 9657 SH SOLE 9657 0 0 ALPHABET INC CAP STK CL C 02079K107 5557760 53440 SH SOLE 53440 0 0 AMAZON COM INC COM 023135106 4601260 44547 SH SOLE 44547 0 0 ARCH CAP GROUP LTD ORD G0450A105 1268015 18683 SH SOLE 18683 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1443786 2121 SH SOLE 2121 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 1037749 14951 SH SOLE 14951 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 4541875 20401 SH SOLE 20401 0 0 AXALTA COATING SYS LTD COM G0750C108 2736853 90355 SH SOLE 90355 0 0 BATH & BODY WORKS INC COM 070830104 1714726 46876 SH SOLE 46876 0 0 BRF SA SPONSORED ADR 10552T107 435194 339995 SH SOLE 339995 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1533716 43671 SH SOLE 43671 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 2443283 74970 SH SOLE 74970 0 0 CANADIAN PAC RY LTD COM 13645T100 4143210 53850 SH SOLE 53850 0 0 CENOVUS ENERGY INC COM 15135U109 2707385 155062 SH SOLE 155062 0 0 CNH INDL N V SHS N20944109 715919 46884 SH SOLE 46884 0 0 CONSOL ENERGY INC NEW COM 20854L108 2396679 41131 SH SOLE 41131 0 0 COUPANG INC CL A 22266T109 636688 39793 SH SOLE 39793 0 0 DATADOG INC CL A COM 23804L103 1207973 16625 SH SOLE 16625 0 0 DOLLAR GEN CORP NEW COM 256677105 3130637 14875 SH SOLE 14875 0 0 ELEVANCE HEALTH INC COM 036752103 343938 748 SH SOLE 748 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1769827 18240 SH SOLE 18240 0 0 EXXON MOBIL CORP COM 30231G102 4344066 39614 SH SOLE 39614 0 0 FISERV INC COM 337738108 4185049 37026 SH SOLE 37026 0 0 GENPACT LIMITED SHS G3922B107 824611 17841 SH SOLE 17841 0 0 GLOBAL PMTS INC COM 37940X102 2749336 26124 SH SOLE 26124 0 0 GOLAR LNG LTD SHS G9456A100 850414 39371 SH SOLE 39371 0 0 GSK PLC SPONSORED ADR 37733W204 350285 9845 SH SOLE 9845 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 1224261 24262 SH SOLE 24262 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 1305332 19579 SH SOLE 19579 0 0 ICICI BANK LIMITED ADR 45104G104 684302 31710 SH SOLE 31710 0 0 IDEXX LABS INC COM 45168D104 1374720 2749 SH SOLE 2749 0 0 INTUIT COM 461202103 1804274 4047 SH SOLE 4047 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 322803 2602 SH SOLE 2602 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 662057 135946 SH SOLE 135946 0 0 JD.COM INC SPON ADR CL A 47215P106 847911 19319 SH SOLE 19319 0 0 KE HLDGS INC SPONSORED ADS 482497104 659777 35020 SH SOLE 35020 0 0 KKR & CO INC COM 48251W104 325414 6196 SH SOLE 6196 0 0 LAM RESEARCH CORP COM 512807108 1157252 2183 SH SOLE 2183 0 0 LAUDER ESTEE COS INC CL A 518439104 817261 3316 SH SOLE 3316 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 2596840 127421 SH SOLE 127421 0 0 MASCO CORP COM 574599106 2487133 50023 SH SOLE 50023 0 0 MASIMO CORP COM 574795100 3480055 18858 SH SOLE 18858 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3584059 9862 SH SOLE 9862 0 0 MERCADOLIBRE INC COM 58733R102 603671 458 SH SOLE 458 0 0 META PLATFORMS INC CL A 30303M102 3656601 17253 SH SOLE 17253 0 0 MICROSOFT CORP COM 594918104 4823182 16730 SH SOLE 16730 0 0 MOODYS CORP COM 615369105 3283362 10729 SH SOLE 10729 0 0 NETFLIX INC COM 64110L106 3177380 9197 SH SOLE 9197 0 0 NEW YORK TIMES CO CL A 650111107 2819550 72519 SH SOLE 72519 0 0 NIKE INC CL B 654106103 3346600 27288 SH SOLE 27288 0 0 NOVARTIS AG SPONSORED ADR 66987V109 1253868 13629 SH SOLE 13629 0 0 NOVO-NORDISK A S ADR 670100205 1454380 9139 SH SOLE 9139 0 0 NVIDIA CORPORATION COM 67066G104 1591067 5728 SH SOLE 5728 0 0 OTIS WORLDWIDE CORP COM 68902V107 1526374 18085 SH SOLE 18085 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1046348 100321 SH SOLE 100321 0 0 PHILIP MORRIS INTL INC COM 718172109 4482422 46092 SH SOLE 46092 0 0 RIO TINTO PLC SPONSORED ADR 767204100 1086728 15842 SH SOLE 15842 0 0 S&P GLOBAL INC COM 78409V104 3177292 9216 SH SOLE 9216 0 0 SCHLUMBERGER LTD COM STK 806857108 4763370 97014 SH SOLE 97014 0 0 SCHWAB CHARLES CORP COM 808513105 3073829 58683 SH SOLE 58683 0 0 SEA LTD SPONSORD ADS 81141R100 1225461 14159 SH SOLE 14159 0 0 SERVICENOW INC COM 81762P102 1676245 3607 SH SOLE 3607 0 0 SHATTUCK LABS INC COM 82024L103 132300 45000 SH SOLE 45000 0 0 SNOWFLAKE INC CL A 833445109 1950843 12644 SH SOLE 12644 0 0 SOUTHWESTERN ENERGY CO COM 845467109 93142 18628 SH SOLE 18628 0 0 STARBUCKS CORP COM 855244109 4532835 43531 SH SOLE 43531 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1106566 11896 SH SOLE 11896 0 0 TECK RESOURCES LTD CL B 878742204 2756190 75512 SH SOLE 75512 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 1470508 24903 SH SOLE 24903 0 0 TRANSDIGM GROUP INC COM 893641100 2756558 3740 SH SOLE 3740 0 0 UNION PAC CORP COM 907818108 4058903 20167 SH SOLE 20167 0 0 UNITEDHEALTH GROUP INC COM 91324P102 175966060 372344 SH SOLE 372344 0 0 VALE S A SPONSORED ADS 91912E105 890571 56437 SH SOLE 56437 0 0 VISA INC COM CL A 92826C839 3390971 15040 SH SOLE 15040 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 2025866 60709 SH SOLE 60709 0 0 WORKDAY INC CL A 98138H101 1663886 8056 SH SOLE 8056 0 0 XP INC CL A G98239109 419165 35313 SH SOLE 35313 0 0 YUM CHINA HLDGS INC COM 98850P109 785973 12399 SH SOLE 12399 0 0