Bornite Capital Management’s Cleveland-Cliffs CLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400,000	Closed	-$6.25M	–	23
2023 Q3	$6.25M	Buy	+400,000	New	+$6.25M	1.89%	15