InvestorLens

CLF — CLEVELAND-CLIFFS INC NEW

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CLF?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
80
Institutional Conviction
Net accumulation · 4 buying vs 1 selling last quarter
59
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their CLF position last quarter, 4 bought and 1 sold (80% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Izzy Englander, Ray Dalio, Steve Cohen, …)
  • +6 tracked investors reported holding CLF at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About CLEVELAND-CLIFFS INC NEW (CLF)

CLEVELAND-CLIFFS INC NEW (CLF) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $179M. Across recent filings, tracked investors recorded 8 new positions, 17 increased, 11 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CLF

64
/100
Institutional Accumulation
Added / Increased25
Reduced11
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track CLF

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

CLF Ownership Composition

How CLEVELAND-CLIFFS INC NEW is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
81% of tracked value
Institutions
6
tracked investors
Total Reported
$250M
combined 13F value
Types2
  • Multi-Strategy / Quant80.7%
  • Macro19.3%
Multi-Strategy / Quant(3)
80.7%
Macro(3)
19.3%

Tracked investors currently reporting CLF

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    9.5M
    Value
    $89.2M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    8.2M
    Value
    $76.7M
    % Portfolio
    0.03%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    668.8K
    Value
    $6.3M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    3.8M
    Value
    $35.9M
    % Portfolio
    0.04%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    4.2M
    Value
    $39.6M
    % Portfolio
    0.76%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    257.2K
    Value
    $2.4M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold CLF?
6 tracked institutional investors disclosed a position in CLF (CLEVELAND-CLIFFS INC NEW) in their most recent 13F filing.
Who is the largest institutional holder of CLF?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in CLF, valued at $179M.
Did institutional ownership of CLF increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 17 increased, 11 reduced, and 3 fully exited CLF.
Where does this CLF ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
CLF (CLEVELAND-CLIFFS INC NEW) — Institutional Holders & — InvestorLens