# EDGAR Filing Document

**Accession Number:** 0001819581
**File Stem:** 0001819581-25-000005
**Filing Date:** 2025-8
**Character Count:** 13177
**Document Hash:** fbc3f83a85f54532411ae9bb0c905ad3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001819581-25-000005.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001819581-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CLOVERFIELDS CAPITAL GROUP, LP
- **CENTRAL INDEX KEY:** 0001819581

**ORGANIZATION NAME:**
- **EIN:** 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:** 251209476

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CLOVERFIELDS CAPITAL GROUP LP<br>**Address:** 21 Third Street North Suite 400<br>Minneapolis, MN 55401

**Form 13F File Number:** 028-20828

**CRD Number (if applicable):** 000306590

**SEC File Number (if applicable):** 801-117829

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** DOUGLAS NEIMANN<br>**Title:** MANAGING DIRECTOR<br>**Phone:** 952-208-8620

**Signature, Place, and Date of Signing:**

DOUGLAS NEIMANN  MINNEAPOLIS, MN  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 98

**Form 13F Information Table Value Total:** $336582180

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 8496070 | 85802 | SH |  | SOLE |  | 0 | 0 | 85802 |
| META PLATFORMS INC | CL A | 30303M102 |  | 8186217 | 11091 | SH |  | SOLE |  | 0 | 0 | 11091 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 8054467 | 35562 | SH |  | SOLE |  | 0 | 0 | 35562 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 7932899 | 100074 | SH |  | SOLE |  | 0 | 0 | 100074 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 7696220 | 42257 | SH |  | SOLE |  | 0 | 0 | 42257 |
| MICROSOFT CORP | COM | 594918104 |  | 7675078 | 15430 | SH |  | SOLE |  | 0 | 0 | 15430 |
| GE AEROSPACE | COM NEW | 369604301 |  | 7570097 | 29411 | SH |  | SOLE |  | 0 | 0 | 29411 |
| FISERV INC | COM | 337738108 |  | 7421495 | 43046 | SH |  | SOLE |  | 0 | 0 | 43046 |
| NETFLIX INC | COM | 64110L106 |  | 7386641 | 5516 | SH |  | SOLE |  | 0 | 0 | 5516 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 7159695 | 23216 | SH |  | SOLE |  | 0 | 0 | 23216 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 7067613 | 77462 | SH |  | SOLE |  | 0 | 0 | 77462 |
| AMAZON COM INC | COM | 023135106 |  | 7014776 | 31974 | SH |  | SOLE |  | 0 | 0 | 31974 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6409344 | 40568 | SH |  | SOLE |  | 0 | 0 | 40568 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6048667 | 12452 | SH |  | SOLE |  | 0 | 0 | 12452 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 6041028 | 66348 | SH |  | SOLE |  | 0 | 0 | 66348 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 6016577 | 33917 | SH |  | SOLE |  | 0 | 0 | 33917 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 6013614 | 19728 | SH |  | SOLE |  | 0 | 0 | 19728 |
| CORPAY INC | COM SHS | 219948106 |  | 5800545 | 17481 | SH |  | SOLE |  | 0 | 0 | 17481 |
| PROGRESSIVE CORP | COM | 743315103 |  | 5792465 | 21706 | SH |  | SOLE |  | 0 | 0 | 21706 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 5639333 | 10035 | SH |  | SOLE |  | 0 | 0 | 10035 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 5362977 | 57481 | SH |  | SOLE |  | 0 | 0 | 57481 |
| MOODYS CORP | COM | 615369105 |  | 5315034 | 10596 | SH |  | SOLE |  | 0 | 0 | 10596 |
| VISA INC | COM CL A | 92826C839 |  | 5066763 | 14271 | SH |  | SOLE |  | 0 | 0 | 14271 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 5048352 | 125030 | SH |  | SOLE |  | 0 | 0 | 125030 |
| GOLAR LNG LTD | SHS | G9456A100 |  | 4962614 | 120481 | SH |  | SOLE |  | 0 | 0 | 120481 |
| S GLOBAL INC | COM | 78409V104 |  | 4787225 | 9079 | SH |  | SOLE |  | 0 | 0 | 9079 |
| FLUTTER ENTMT PLC | SHS | G3643J108 |  | 4544441 | 15903 | SH |  | SOLE |  | 0 | 0 | 15903 |
| BANK AMERICA CORP | COM | 060505104 |  | 4540373 | 95950 | SH |  | SOLE |  | 0 | 0 | 95950 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 4480974 | 31585 | SH |  | SOLE |  | 0 | 0 | 31585 |
| CORE NATURAL RESOURCES INC | COM SHS | 218937100 |  | 4437494 | 63629 | SH |  | SOLE |  | 0 | 0 | 63629 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 4412061 | 2901 | SH |  | SOLE |  | 0 | 0 | 2901 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 4317260 | 26993 | SH |  | SOLE |  | 0 | 0 | 26993 |
| CRH PLC | ORD | G25508105 |  | 4206827 | 45826 | SH |  | SOLE |  | 0 | 0 | 45826 |
| NIKE INC | CL B | 654106103 |  | 4192802 | 59020 | SH |  | SOLE |  | 0 | 0 | 59020 |
| SHIFT4 PMTS INC | CL A | 82452J109 |  | 4173324 | 42108 | SH |  | SOLE |  | 0 | 0 | 42108 |
| APPLE INC | COM | 037833100 |  | 3969642 | 19348 | SH |  | SOLE |  | 0 | 0 | 19348 |
| CVS HEALTH CORP | COM | 126650100 |  | 3914363 | 56746 | SH |  | SOLE |  | 0 | 0 | 56746 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3792340 | 35179 | SH |  | SOLE |  | 0 | 0 | 35179 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 3767962 | 9293 | SH |  | SOLE |  | 0 | 0 | 9293 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 |  | 3760860 | 61262 | SH |  | SOLE |  | 0 | 0 | 61262 |
| ZOETIS INC | CL A | 98978V103 |  | 3588721 | 23012 | SH |  | SOLE |  | 0 | 0 | 23012 |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 |  | 3529714 | 282151 | SH |  | SOLE |  | 0 | 0 | 282151 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 3323689 | 70224 | SH |  | SOLE |  | 0 | 0 | 70224 |
| INTUIT | COM | 461202103 |  | 3253752 | 4131 | SH |  | SOLE |  | 0 | 0 | 4131 |
| HP INC | COM | 40434L105 |  | 3202411 | 130924 | SH |  | SOLE |  | 0 | 0 | 130924 |
| COUPANG INC | CL A | 22266T109 |  | 3113503 | 103922 | SH |  | SOLE |  | 0 | 0 | 103922 |
| ELI LILLY  CO | COM | 532457108 |  | 3097081 | 3973 | SH |  | SOLE |  | 0 | 0 | 3973 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 3019090 | 8624 | SH |  | SOLE |  | 0 | 0 | 8624 |
| UBS GROUP AG | SHS | H42097107 |  | 2982653 | 88192 | SH |  | SOLE |  | 0 | 0 | 88192 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 2861910 | 208594 | SH |  | SOLE |  | 0 | 0 | 208594 |
| VALE S A | SPONSORED ADS | 91912E105 |  | 2857689 | 294304 | SH |  | SOLE |  | 0 | 0 | 294304 |
| GE VERNOVA INC | COM | 36828A101 |  | 2810414 | 5311 | SH |  | SOLE |  | 0 | 0 | 5311 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 2741612 | 39722 | SH |  | SOLE |  | 0 | 0 | 39722 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 2641381 | 3296 | SH |  | SOLE |  | 0 | 0 | 3296 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 2635454 | 37714 | SH |  | SOLE |  | 0 | 0 | 37714 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 2480100 | 20495 | SH |  | SOLE |  | 0 | 0 | 20495 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 2421962 | 20711 | SH |  | SOLE |  | 0 | 0 | 20711 |
| KT CORP | SPONSORED ADR | 48268K101 |  | 2389492 | 114990 | SH |  | SOLE |  | 0 | 0 | 114990 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 2304378 | 20319 | SH |  | SOLE |  | 0 | 0 | 20319 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 2213512 | 22740 | SH |  | SOLE |  | 0 | 0 | 22740 |
| EATON CORP PLC | SHS | G29183103 |  | 2201656 | 6167 | SH |  | SOLE |  | 0 | 0 | 6167 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 2130659 | 27790 | SH |  | SOLE |  | 0 | 0 | 27790 |
| TALEN ENERGY CORP | COM | 87422Q109 |  | 2083949 | 7167 | SH |  | SOLE |  | 0 | 0 | 7167 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 2014557 | 15688 | SH |  | SOLE |  | 0 | 0 | 15688 |
| NEWMONT CORP | COM | 651639106 |  | 2003306 | 34386 | SH |  | SOLE |  | 0 | 0 | 34386 |
| CNH INDL N V | SHS | N20944109 |  | 1872189 | 144459 | SH |  | SOLE |  | 0 | 0 | 144459 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 1868745 | 715 | SH |  | SOLE |  | 0 | 0 | 715 |
| BRF SA | SPONSORED ADR | 10552T107 |  | 1857416 | 508881 | SH |  | SOLE |  | 0 | 0 | 508881 |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 500472303 |  | 1810658 | 75507 | SH |  | SOLE |  | 0 | 0 | 75507 |
| ENBRIDGE INC | COM | 29250N105 |  | 1715954 | 37863 | SH |  | SOLE |  | 0 | 0 | 37863 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 1715438 | 7044 | SH |  | SOLE |  | 0 | 0 | 7044 |
| ADECOAGRO S A | COM | L00849106 |  | 1689129 | 184806 | SH |  | SOLE |  | 0 | 0 | 184806 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 1644290 | 48879 | SH |  | SOLE |  | 0 | 0 | 48879 |
| FLUOR CORP NEW | COM | 343412102 |  | 1621311 | 31623 | SH |  | SOLE |  | 0 | 0 | 31623 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1607623 | 23158 | SH |  | SOLE |  | 0 | 0 | 23158 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 1515216 | 72830 | SH |  | SOLE |  | 0 | 0 | 72830 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 1489056 | 4614 | SH |  | SOLE |  | 0 | 0 | 4614 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 1446149 | 33360 | SH |  | SOLE |  | 0 | 0 | 33360 |
| EQT CORP | COM | 26884L109 |  | 1411656 | 24205 | SH |  | SOLE |  | 0 | 0 | 24205 |
| GENPACT LIMITED | SHS | G3922B107 |  | 1370603 | 31143 | SH |  | SOLE |  | 0 | 0 | 31143 |
| ALCOA CORP | COM | 013872106 |  | 1327125 | 44972 | SH |  | SOLE |  | 0 | 0 | 44972 |
| YUM CHINA HLDGS INC | COM | 98850P109 |  | 1260062 | 28183 | SH |  | SOLE |  | 0 | 0 | 28183 |
| VISTRA CORP | COM | 92840M102 |  | 1213128 | 6259 | SH |  | SOLE |  | 0 | 0 | 6259 |
| XP INC | CL A | G98239109 |  | 1199819 | 59397 | SH |  | SOLE |  | 0 | 0 | 59397 |
| FORTIVE CORP | COM | 34959J108 |  | 1127896 | 21636 | SH |  | SOLE |  | 0 | 0 | 21636 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1111095 | 6078 | SH |  | SOLE |  | 0 | 0 | 6078 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 959979 | 16458 | SH |  | SOLE |  | 0 | 0 | 16458 |
| WIX COM LTD | SHS | M98068105 |  | 941728 | 5943 | SH |  | SOLE |  | 0 | 0 | 5943 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 |  | 876107 | 24840 | SH |  | SOLE |  | 0 | 0 | 24840 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 |  | 762547 | 25325 | SH |  | SOLE |  | 0 | 0 | 25325 |
| SUNRUN INC | COM | 86771W105 |  | 755668 | 92380 | SH |  | SOLE |  | 0 | 0 | 92380 |
| KOSMOS ENERGY LTD | COM | 500688106 |  | 725630 | 421878 | SH |  | SOLE |  | 0 | 0 | 421878 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 721453 | 94928 | SH |  | SOLE |  | 0 | 0 | 94928 |
| ALBEMARLE CORP | COM | 012653101 |  | 667875 | 10657 | SH |  | SOLE |  | 0 | 0 | 10657 |
| CENOVUS ENERGY INC | COM | 15135U109 |  | 663871 | 48836 | SH |  | SOLE |  | 0 | 0 | 48836 |
| AES CORP | COM | 00130H105 |  | 581171 | 55244 | SH |  | SOLE |  | 0 | 0 | 55244 |
| RALLIANT CORP | COM | 750940108 |  | 349613 | 7210 | SH |  | SOLE |  | 0 | 0 | 7210 |
| CIVITAS RESOURCES INC | COM NEW | 17888H103 |  | 322806 | 11730 | SH |  | SOLE |  | 0 | 0 | 11730 |

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