0001883367-23-000003.txt : 20230512 0001883367-23-000003.hdr.sgml : 20230512 20230512121224 ACCESSION NUMBER: 0001883367-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23914243 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 03-31-2023 03-31-2023 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 05-12-2023 0 76 300696985 false INFORMATION TABLE 2 table.xml ADECOAGRO S A COM L00849106 402744 49783 SH SOLE 49783 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 477078 4669 SH SOLE 4669 0 0 ALPHABET INC CAP STK CL C 02079K107 4808544 46236 SH SOLE 46236 0 0 AMAZON COM INC COM 023135106 3968195 38418 SH SOLE 38418 0 0 ARCH CAP GROUP LTD ORD G0450A105 621893 9163 SH SOLE 9163 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 700451 1029 SH SOLE 1029 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 563054 8112 SH SOLE 8112 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 3920292 17609 SH SOLE 17609 0 0 AXALTA COATING SYS LTD COM G0750C108 2385398 78752 SH SOLE 78752 0 0 BATH & BODY WORKS INC COM 070830104 1474140 40299 SH SOLE 40299 0 0 BRF SA SPONSORED ADR 10552T107 205495 160543 SH SOLE 160543 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 752999 21441 SH SOLE 21441 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 2101512 64483 SH SOLE 64483 0 0 CANADIAN PAC RY LTD COM 13645T100 4143210 53850 SH SOLE 53850 0 0 CENOVUS ENERGY INC COM 15135U109 2336063 133795 SH SOLE 133795 0 0 CNH INDL N V SHS N20944109 352309 23072 SH SOLE 23072 0 0 CONSOL ENERGY INC NEW COM 20854L108 2086508 35808 SH SOLE 35808 0 0 COUPANG INC CL A 22266T109 271328 16958 SH SOLE 16958 0 0 DATADOG INC CL A COM 23804L103 1041000 14327 SH SOLE 14327 0 0 DOLLAR GEN CORP NEW COM 256677105 2701088 12834 SH SOLE 12834 0 0 EXPEDIA GROUP INC COM NEW 30212P303 1492127 15378 SH SOLE 15378 0 0 EXXON MOBIL CORP COM 30231G102 3782826 34496 SH SOLE 34496 0 0 FISERV INC COM 337738108 3628489 32102 SH SOLE 32102 0 0 GENPACT LIMITED SHS G3922B107 443804 9602 SH SOLE 9602 0 0 GLOBAL PMTS INC COM 37940X102 2378786 22603 SH SOLE 22603 0 0 GOLAR LNG LTD SHS G9456A100 421070 19494 SH SOLE 19494 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 605621 12002 SH SOLE 12002 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 629765 9446 SH SOLE 9446 0 0 ICICI BANK LIMITED ADR 45104G104 332267 15397 SH SOLE 15397 0 0 IDEXX LABS INC COM 45168D104 715614 1431 SH SOLE 1431 0 0 INTUIT COM 461202103 1561297 3502 SH SOLE 3502 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 312298 64127 SH SOLE 64127 0 0 JD.COM INC SPON ADR CL A 47215P106 415156 9459 SH SOLE 9459 0 0 KE HLDGS INC SPONSORED ADS 482497104 327100 17362 SH SOLE 17362 0 0 LAM RESEARCH CORP COM 512807108 615999 1162 SH SOLE 1162 0 0 LAUDER ESTEE COS INC CL A 518439104 369690 1500 SH SOLE 1500 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 2219545 108908 SH SOLE 108908 0 0 MASCO CORP COM 574599106 2154457 43332 SH SOLE 43332 0 0 MASIMO CORP COM 574795100 3021473 16373 SH SOLE 16373 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3090548 8504 SH SOLE 8504 0 0 MERCADOLIBRE INC COM 58733R102 296564 225 SH SOLE 225 0 0 META PLATFORMS INC CL A 30303M102 3132261 14779 SH SOLE 14779 0 0 MICROSOFT CORP COM 594918104 4162110 14437 SH SOLE 14437 0 0 MOODYS CORP COM 615369105 2822802 9224 SH SOLE 9224 0 0 NETFLIX INC COM 64110L106 2750712 7962 SH SOLE 7962 0 0 NEW YORK TIMES CO CL A 650111107 2422119 62297 SH SOLE 62297 0 0 NIKE INC CL B 654106103 2895530 23610 SH SOLE 23610 0 0 NOVARTIS AG SPONSORED ADR 66987V109 577944 6282 SH SOLE 6282 0 0 NOVO-NORDISK A S ADR 670100205 704195 4425 SH SOLE 4425 0 0 NVIDIA CORPORATION COM 67066G104 1378018 4961 SH SOLE 4961 0 0 OTIS WORLDWIDE CORP COM 68902V107 749219 8877 SH SOLE 8877 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 507524 48660 SH SOLE 48660 0 0 PHILIP MORRIS INTL INC COM 718172109 3871595 39811 SH SOLE 39811 0 0 RIO TINTO PLC SPONSORED ADR 767204100 559674 8159 SH SOLE 8159 0 0 S&P GLOBAL INC COM 78409V104 2732884 7927 SH SOLE 7927 0 0 SCHLUMBERGER LTD COM STK 806857108 3640404 74143 SH SOLE 74143 0 0 SCHWAB CHARLES CORP COM 808513105 2660132 50785 SH SOLE 50785 0 0 SEA LTD SPONSORD ADS 81141R100 602215 6958 SH SOLE 6958 0 0 SERVICENOW INC COM 81762P102 1439238 3097 SH SOLE 3097 0 0 SHATTUCK LABS INC COM 82024L103 132300 45000 SH SOLE 45000 0 0 SNOWFLAKE INC CL A 833445109 1690401 10956 SH SOLE 10956 0 0 SOUTHWESTERN ENERGY CO COM 845467109 93142 18628 SH SOLE 18628 0 0 STARBUCKS CORP COM 855244109 3905972 37511 SH SOLE 37511 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 578398 6218 SH SOLE 6218 0 0 TECK RESOURCES LTD CL B 878742204 2414879 66161 SH SOLE 66161 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 721872 12225 SH SOLE 12225 0 0 TRANSDIGM GROUP INC COM 893641100 2415304 3277 SH SOLE 3277 0 0 UNION PAC CORP COM 907818108 3513288 17456 SH SOLE 17456 0 0 UNITEDHEALTH GROUP INC COM 91324P102 175966060 372344 SH SOLE 372344 0 0 VALE S A SPONSORED ADS 91912E105 479818 30407 SH SOLE 30407 0 0 VISA INC COM CL A 92826C839 2938924 13035 SH SOLE 13035 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 1746893 52349 SH SOLE 52349 0 0 WORKDAY INC CL A 98138H101 1468912 7112 SH SOLE 7112 0 0 XP INC CL A G98239109 194288 16368 SH SOLE 16368 0 0 YUM CHINA HLDGS INC COM 98850P109 377361 5953 SH SOLE 5953 0 0