Ownership history in Slate Path Capital LP · 22 quarters on record
This page tracks every 13F SEC filing in which Slate Path Capital LP reported a position in CLIFFS NAT RES 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,416,281 | +2,663,036 | +13.5% | 4.01% | $297.7M | $13.28 |
| 2025 Q3 | ADDED | 19,753,245 | +4,036,800 | +25.7% | 3.73% | $241.0M | $12.20 |
| 2025 Q2 | REDUCED | 15,716,445 | -6,248,555 | -28.4% | 2.06% | $119.4M | $7.60 |
| 2025 Q1 | ADDED | 21,965,000 | +5,757,000 | +35.5% | 3.26% | $180.6M | $8.22 |
| 2024 Q4 | ADDED | 16,208,000 | +4,239,000 | +35.4% | 2.75% | $152.4M | $9.40 |
| 2024 Q3 | ADDED | 11,969,000 | +3,623,000 | +43.4% | 2.35% | $152.8M | $12.77 |
| 2024 Q2 | ADDED | 8,346,000 | +1,239,000 | +17.4% | 2.45% | $128.4M | $15.39 |
| 2024 Q1 | ADDED | 7,107,000 | +134,000 | +1.9% | 3.20% | $161.6M | $22.74 |
| 2023 Q4 | ADDED | 6,973,000 | +204,000 | +3.0% | 3.16% | $142.4M | $20.42 |
| 2023 Q3 | ADDED | 6,769,000 | +6,181,000 | +1051.2% | 2.95% | $105.8M | $15.63 |
As of 2025 Q4 — sorted by position size