Cloverfields Capital Group LP expanded its holdings across multiple companies in the first quarter, taking new positions in Vistra Corp, Clean Harbors, Ferrovial, James Hardie Industries, and onsemi. In Vistra, Cloverfields acquired an additional 32,900 shares, making it a notable, around-2% portion of its portfolio amid a broader uptick in Vistra ownership by other funds and a positive analyst note from Zacks. Clean Harbors saw Cloverfields purchase 3,218 shares for about $923,000, as institutional interest in the stock remains high. Ferrovial attracted Cloverfields’ new stake of 23,783 shares valued at roughly $1.55 million, alongside sizable stakes held by Lazard Asset Management and Amundi. James Hardie Industries drew Cloverfields’ investment of 79,842 shares worth about $1.51 million, with additional new stakes reported by several other funds. Onsemi completed Cloverfields’ quarter with a 54,831-share position valued around $3.40 million, amid mixed analyst sentiment and ongoing hedge fund activity in the semiconductor space.