General American Investors’s Cleveland-Cliffs CLF Stock Holding History

General American Investors’s Portfolio CLF Stock Details CLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$945K	Hold	100,593	–	–	0.06%	73
2026 Q1	$850K	Hold	100,593	–	–	0.06%	69
2025 Q4	$1.34M	Sell	100,593 -143,000	-59%	-$1.81M	0.08%	79
2025 Q3	$2.97M	Hold	243,593	–	–	0.17%	66
2025 Q2	$1.85M	Hold	243,593	–	–	0.12%	69
2025 Q1	$2M	Hold	243,593	–	–	0.15%	65
2024 Q4	$2.29M	Hold	243,593	–	–	0.16%	60
2024 Q3	$3.11M	Hold	243,593	–	–	0.21%	58
2024 Q2	$3.75M	Hold	243,593	–	–	0.26%	62
2024 Q1	$5.54M	Hold	243,593	–	–	0.4%	60
2023 Q4	$4.97M	Hold	243,593	–	–	0.39%	56
2023 Q3	$3.81M	Hold	243,593	–	–	0.34%	58
2023 Q2	$4.08M	Hold	243,593	–	–	0.36%	53
2023 Q1	$4.47M	Sell	243,593 -70,000	-22%	-$1.39M	0.42%	48
2022 Q4	$5.05M	Sell	313,593 -175,000	-36%	-$2.64M	0.49%	46
2022 Q3	$6.58M	Buy	488,593 +175,000	+56%	+$2.91M	0.68%	42
2022 Q2	$4.82M	Sell	313,593 -141,076	-31%	-$3.37M	0.48%	48
2022 Q1	$14.6M	Sell	454,669 -215,000	-32%	-$4.9M	1.2%	34
2021 Q4	$14.6M	Hold	669,669	–	–	1.14%	31
2021 Q3	$13.3M	Buy	669,669 +25,000	+4%	+$570K	1.13%	31
2021 Q2	$13.9M	Sell	644,669 -55,000	-8%	-$1.08M	1.16%	31
2021 Q1	$14.1M	Sell	699,669 -120,000	-15%	-$1.95M	1.31%	28
2020 Q4	$11.9M	Hold	819,669	–	–	1.18%	31
2020 Q3	$5.26M	Hold	819,669	–	–	0.61%	47
2020 Q2	$4.53M	Sell	819,669 -100,000	-11%	-$486K	0.57%	44
2020 Q1	$3.63M	Hold	919,669	–	–	0.49%	44
2019 Q4	$7.72M	Buy	919,669 +50,000	+6%	+$384K	0.71%	47
2019 Q3	$6.28M	Buy	869,669 +60,000	+7%	+$540K	0.62%	49
2019 Q2	$8.64M	Buy	+809,669	New	+$7.98M	0.82%	45

Other funds holding CLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

General American Investors's CLF Position: Q2 2026 in Review

General American Investors held its Cleveland-Cliffs (CLF) position steady in Q2 2026 at 100,593 shares worth $945K. The position accounts for 0.06% of the portfolio, ranked #73.

General American Investors first reported a position in CLF in Q2 2019 and has held it in 29 quarters since. The position peaked at $14.6M in Q1 2022. 583 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

General American Investors held 100,593 shares of Cleveland-Cliffs worth $945K as of Q2 2026.
General American Investors left its Cleveland-Cliffs share count unchanged in Q2 2026.
Cleveland-Cliffs made up 0.06% of General American Investors's portfolio in Q2 2026, its #73 holding.
General American Investors first reported a position in Cleveland-Cliffs in Q2 2019 and has held it in 29 quarters since.
General American Investors's Cleveland-Cliffs position peaked at $14.6M in Q1 2022.
583 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.