CLF — CLEVELAND CLIFFS INC

Ownership history in Drexel Morgan & Co.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Drexel Morgan & Co. reported a position in CLEVELAND CLIFFS INC (CLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
17.47% (2022 Q3)
Avg. % of fund
9.56%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,954,569 -2,644,506 -47.2% 6.14% $39.2M $13.28
2025 Q3 ADDED 5,599,075 +100,000 +1.8% 10.73% $68.3M $12.20
2025 Q2 ADDED 5,499,075 +1,110,000 +25.3% 7.42% $41.8M $7.60
2025 Q1 ADDED 4,389,075 +88,680 +2.1% 7.57% $36.1M $8.22
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CLF price (monthly, adj. close)

Other funds also holding CLF

As of 2025 Q4 — sorted by position size

Turiya Advisors Asia Ltd 3Y 7Y 14.75% FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 3Y 7Y 9.49% Maple Rock Capital Partners Inc. 3Y 7Y 5.42% Slate Path Capital LP 3Y 7Y 4.01% Soviero Asset Management, LP 3Y 3.05% Hodges Capital Management Inc. 3Y 7Y 2.62% SFE Investment Counsel 3Y 7Y 1.85% DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3Y 7Y 1.42% Monaco Asset Management SAM 3Y 1.32% EASTERLY INVESTMENT PARTNERS LLC 3Y 1.29%
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