John Overdeck’s Cleveland-Cliffs CLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-265,700
| Closed | -$2.25M | – | 5098 |
|
|
2026
Q1 | $2.25M | Buy |
265,700
+126,200
| +90% | +$1.44M | ﹤0.01% | 2672 |
|
|
2025
Q4 | $1.85M | Buy |
139,500
+83,000
| +147% | +$1.05M | ﹤0.01% | 2488 |
|
|
2025
Q3 | $689K | Buy |
+56,500
| New | +$594K | ﹤0.01% | 2817 |
|
|
2022
Q1 | – | Sell |
-878,900
| Closed | -$19.1M | – | 2929 |
|
|
2021
Q4 | $19.1M | Buy |
878,900
+699,100
| +389% | +$15.1M | 0.04% | 492 |
|
|
2021
Q3 | $3.56M | Sell |
179,800
-16,600
| -8% | -$378K | 0.01% | 1489 |
|
|
2021
Q2 | $4.23M | Sell |
196,400
-528,900
| -73% | -$10.4M | 0.01% | 1301 |
|
|
2021
Q1 | $14.6M | Buy |
725,300
+478,500
| +194% | +$7.79M | 0.04% | 551 |
|
|
2020
Q4 | $3.59M | Buy |
246,800
+172,300
| +231% | +$1.74M | 0.01% | 1122 |
|
|
2020
Q3 | $478K | Buy |
74,500
+6,700
| +10% | +$40.3K | ﹤0.01% | 2285 |
|
|
2020
Q2 | $374K | Buy |
67,800
+37,500
| +124% | +$182K | ﹤0.01% | 2221 |
|
|
2020
Q1 | $120K | Sell |
30,300
-23,200
| -43% | -$146K | ﹤0.01% | 2806 |
|
|
2019
Q4 | $449K | Sell |
53,500
-83,200
| -61% | -$639K | ﹤0.01% | 2883 |
|
|
2019
Q3 | $987K | Sell |
136,700
-12,600
| -8% | -$113K | ﹤0.01% | 2011 |
|
|
2019
Q2 | $1.59M | Sell |
149,300
-82,900
| -36% | -$817K | 0.01% | 1596 |
|
|
2019
Q1 | $2.32M | Buy |
232,200
+180,500
| +349% | +$1.81M | 0.01% | 1336 |
|
|
2018
Q4 | $398K | Sell |
51,700
-88,200
| -63% | -$882K | ﹤0.01% | 2250 |
|
|
2018
Q3 | $1.77M | Sell |
139,900
-90,500
| -39% | -$931K | ﹤0.01% | 1570 |
|
|
2018
Q2 | $1.94M | Buy |
230,400
+25,500
| +12% | +$203K | 0.01% | 1635 |
|
|
2018
Q1 | $1.42M | Buy |
204,900
+151,000
| +280% | +$1.13M | ﹤0.01% | 1768 |
|
|
2017
Q4 | $389K | Sell |
53,900
-2,800
| -5% | -$18.6K | ﹤0.01% | 2589 |
|
|
2017
Q3 | $405K | Sell |
56,700
-789,800
| -93% | -$5.9M | ﹤0.01% | 2259 |
|
|
2017
Q2 | $5.86M | Buy |
846,500
+649,500
| +330% | +$4.3M | 0.02% | 781 |
|
|
2017
Q1 | $1.62M | Sell |
197,000
-40,500
| -17% | -$385K | 0.01% | 1586 |
|
|
2016
Q4 | $2M | Buy |
237,500
+900
| +0.4% | +$6.78K | 0.01% | 1490 |
|
|
2016
Q3 | $1.38M | Buy |
+236,600
| New | +$1.54M | 0.01% | 1739 |
|
|
2015
Q3 | – | Sell |
-17,000
| Closed | -$74K | – | 2259 |
|
|
2015
Q2 | $74K | Buy |
+17,000
| New | +$90.4K | ﹤0.01% | 2728 |
|
Other funds holding CLF
SPC
FFH
John Overdeck's CLF Position: Q2 2026 in Review
John Overdeck increased its Cleveland-Cliffs (CLF) stake by 9.2% in Q2 2026, buying an estimated $14.1M and bringing the position to 15,200,394 shares worth $143M. The position accounts for 0.1% of the portfolio, ranked #215.
John Overdeck first reported a position in CLF in Q4 2013 and has held it in 26 quarters since. 579 funds tracked by Wall St. Rank hold CLF as of Q2 2026.
- John Overdeck held 15,200,394 shares of Cleveland-Cliffs worth $143M as of Q2 2026.
- John Overdeck bought 1,278,398 Cleveland-Cliffs shares in Q2 2026, an estimated $14.1M.
- Cleveland-Cliffs made up 0.1% of John Overdeck's portfolio in Q2 2026, its #215 holding.
- John Overdeck first reported a position in Cleveland-Cliffs in Q4 2013 and has held it in 26 quarters since.
- 579 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.