Islay 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
2025 Q2	$38K	Buy	+5,000	New	+$38K	0.02%	129
2022 Q2	–	Sell	-5,694	Closed	-$183K	–	282
2022 Q1	$183K	Buy	+5,694	New	+$183K	0.15%	82
2020 Q1	–	Sell	-6,791	Closed	-$57K	–	263
2019 Q4	$57K	Buy	+6,791	New	+$57K	0.05%	161