Cloverfields Capital Group

Cloverfields Capital Group as of Dec. 31, 2021

Portfolio Holdings for Cloverfields Capital Group

Cloverfields Capital Group holds 64 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
UnitedHealth (UNH) 57.5 $185M 368k 502.14
Alphabet Cap Stk Cl C (GOOG) 1.5 $4.7M 1.6k 2893.84
Microsoft Corporation (MSFT) 1.4 $4.7M 14k 336.30
Automatic Data Processing (ADP) 1.4 $4.6M 19k 246.59
AutoZone (AZO) 1.4 $4.6M 2.2k 2096.52
LKQ Corporation (LKQ) 1.3 $4.1M 69k 60.03
Kkr & Co (KKR) 1.2 $4.0M 54k 74.50
Moody's Corporation (MCO) 1.2 $3.9M 10k 390.56
S&p Global (SPGI) 1.2 $3.8M 8.1k 471.98
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 1.2 $3.8M 63k 60.55
Meta Platforms Cl A (META) 1.1 $3.6M 11k 336.31
Expedia Group Com New (EXPE) 1.1 $3.5M 20k 180.72
Seagate Technology Hldngs Pl Ord Shs (STX) 1.1 $3.5M 31k 112.99
Charter Communications Inc N Cl A (CHTR) 1.1 $3.5M 5.3k 651.88
Analog Devices (ADI) 1.1 $3.4M 19k 175.77
Amazon (AMZN) 1.0 $3.4M 1.0k 3334.33
Nielsen Hldgs Shs Eur 1.0 $3.2M 157k 20.51
Procter & Gamble Company (PG) 1.0 $3.2M 20k 163.60
Shattuck Labs (STTK) 1.0 $3.2M 373k 8.51
Bath &#38 Body Works In (BBWI) 1.0 $3.2M 45k 69.80
Jd.com Spon Adr Cl A (JD) 1.0 $3.1M 44k 70.06
Starbucks Corporation (SBUX) 0.9 $3.0M 26k 116.97
Snap Cl A (SNAP) 0.9 $2.9M 62k 47.04
TransDigm Group Incorporated (TDG) 0.9 $2.9M 4.6k 636.34
Atlassian Corp Cl A 0.9 $2.8M 7.3k 381.27
Air Lease Corp Cl A (AL) 0.9 $2.8M 62k 44.24
Philip Morris International (PM) 0.8 $2.7M 29k 95.01
Axalta Coating Sys (AXTA) 0.8 $2.5M 76k 33.12
Carvana Cl A (CVNA) 0.8 $2.5M 11k 231.78
Visa Com Cl A (V) 0.7 $2.4M 11k 216.68
Dynatrace Com New (DT) 0.7 $2.4M 40k 60.34
Metropcs Communications (TMUS) 0.7 $2.4M 20k 116.00
Crowdstrike Hldgs Cl A (CRWD) 0.7 $2.3M 11k 204.74
Tempur-Pedic International (TPX) 0.7 $2.3M 49k 47.03
Paypal Holdings (PYPL) 0.7 $2.2M 12k 188.61
Global Payments (GPN) 0.6 $2.0M 15k 135.19
Adobe Systems Incorporated (ADBE) 0.6 $1.9M 3.4k 566.97
Docusign (DOCU) 0.6 $1.8M 12k 152.30
Mastercard Incorporated Cl A (MA) 0.6 $1.8M 5.0k 359.33
Consol Energy (CEIX) 0.5 $1.7M 77k 22.71
Coupa Software 0.5 $1.5M 9.8k 158.05
Novo-nordisk A S Adr (NVO) 0.4 $1.2M 11k 112.02
Block Cl A (SQ) 0.4 $1.2M 7.1k 161.53
Otis Worldwide Corp (OTIS) 0.3 $1.0M 12k 87.06
IDEXX Laboratories (IDXX) 0.3 $1.0M 1.5k 658.60
Asml Holding N V N Y Registry Shs (ASML) 0.3 $905k 1.1k 795.95
Astrazeneca Sponsored Adr (AZN) 0.2 $772k 13k 58.29
British Amern Tob Sponsored Adr (BTI) 0.2 $717k 19k 37.42
Lam Research Corporation 0.2 $668k 929.00 719.05
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $660k 5.5k 120.26
Schlumberger Com Stk (SLB) 0.2 $606k 20k 29.97
Prudential Adr (PUK) 0.2 $582k 17k 34.44
Infosys Sponsored Adr (INFY) 0.2 $560k 22k 25.33
Adecoagro S A (AGRO) 0.2 $539k 70k 7.69
Netease Sponsored Ads (NTES) 0.2 $514k 5.0k 101.82
Arch Cap Group Ord (ACGL) 0.2 $496k 11k 44.41
Genpact SHS (G) 0.2 $492k 9.3k 53.07
Turquoise Hill Resources 0.1 $461k 28k 16.46
MercadoLibre (MELI) 0.1 $438k 325.00 1347.69
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $404k 37k 10.99
Cameco Corporation (CCJ) 0.1 $395k 18k 21.81
Vale S A Sponsored Ads (VALE) 0.1 $384k 27k 14.01
Peloton Interactive Cl A Com (PTON) 0.1 $350k 9.8k 35.79
Great Panther Silver 0.0 $108k 494k 0.22