Ownership history in CLOVERFIELDS CAPITAL GROUP, LP Β· 21 quarters on record
This page tracks every 13F SEC filing in which CLOVERFIELDS CAPITAL GROUP, LP reported a position in OTIS WORLDWIDE CORP (OTIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CLOVERFIELDS CAPITAL GROUP, LP underperformed the S&P 500 by β6.0% annually on this OTIS position. Timing score: 65% (11/17 decisions correct). Average cost basis: $84.32. Maximum drawdown during holding period: β25.9%.
β Significantly underperformed the S&P 500 by 6.0% ann.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 17 add/trim decisions correct
Best entry: $60.24 (2022 Q3) Β· Worst: $97.64 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 6 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.5% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size