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 |
-213,000
| Closed | -$1.8M | – | 5099 |
|
|
2026
Q1 | $1.8M | Buy |
213,000
+78,400
| +58% | +$897K | ﹤0.01% | 2840 |
|
|
2025
Q4 | $1.79M | Buy |
134,600
+67,200
| +100% | +$849K | ﹤0.01% | 2521 |
|
|
2025
Q3 | $822K | Buy |
+67,400
| New | +$709K | ﹤0.01% | 2710 |
|
|
2022
Q1 | – | Sell |
-793,600
| Closed | -$17.3M | – | 2930 |
|
|
2021
Q4 | $17.3M | Buy |
793,600
+609,100
| +330% | +$13.1M | 0.04% | 540 |
|
|
2021
Q3 | $3.65M | Buy |
184,500
+40,400
| +28% | +$921K | 0.01% | 1470 |
|
|
2021
Q2 | $3.11M | Sell |
144,100
-397,300
| -73% | -$7.83M | 0.01% | 1527 |
|
|
2021
Q1 | $10.9M | Buy |
541,400
+234,500
| +76% | +$3.82M | 0.03% | 674 |
|
|
2020
Q4 | $4.47M | Buy |
306,900
+239,300
| +354% | +$2.42M | 0.01% | 1001 |
|
|
2020
Q3 | $434K | Buy |
67,600
+13,400
| +25% | +$80.6K | ﹤0.01% | 2346 |
|
|
2020
Q2 | $299K | Buy |
54,200
+19,900
| +58% | +$96.8K | ﹤0.01% | 2379 |
|
|
2020
Q1 | $135K | Buy |
34,300
+7,600
| +28% | +$47.8K | ﹤0.01% | 2775 |
|
|
2019
Q4 | $224K | Sell |
26,700
-117,800
| -82% | -$905K | ﹤0.01% | 3364 |
|
|
2019
Q3 | $1.04M | Sell |
144,500
-47,700
| -25% | -$430K | ﹤0.01% | 1958 |
|
|
2019
Q2 | $2.05M | Sell |
192,200
-39,600
| -17% | -$390K | 0.01% | 1428 |
|
|
2019
Q1 | $2.32M | Buy |
231,800
+190,100
| +456% | +$1.9M | 0.01% | 1337 |
|
|
2018
Q4 | $321K | Sell |
41,700
-99,600
| -70% | -$997K | ﹤0.01% | 2402 |
|
|
2018
Q3 | $1.79M | Sell |
141,300
-21,100
| -13% | -$217K | ﹤0.01% | 1558 |
|
|
2018
Q2 | $1.37M | Sell |
162,400
-90,300
| -36% | -$719K | ﹤0.01% | 1901 |
|
|
2018
Q1 | $1.76M | Buy |
252,700
+192,600
| +320% | +$1.44M | 0.01% | 1620 |
|
|
2017
Q4 | $433K | Buy |
60,100
+20,900
| +53% | +$139K | ﹤0.01% | 2534 |
|
|
2017
Q3 | $280K | Sell |
39,200
-633,900
| -94% | -$4.73M | ﹤0.01% | 2458 |
|
|
2017
Q2 | $4.66M | Buy |
673,100
+438,100
| +186% | +$2.9M | 0.02% | 894 |
|
|
2017
Q1 | $1.93M | Sell |
235,000
-16,000
| -6% | -$152K | 0.01% | 1476 |
|
|
2016
Q4 | $2.11M | Sell |
251,000
-6,600
| -3% | -$49.7K | 0.01% | 1437 |
|
|
2016
Q3 | $1.51M | Buy |
+257,600
| New | +$1.68M | 0.01% | 1675 |
|
|
2015
Q3 | – | Sell |
-11,000
| Closed | -$48K | – | 2260 |
|
|
2015
Q2 | $48K | Sell |
11,000
-6,000
| -35% | -$31.9K | ﹤0.01% | 2738 |
|
|
2015
Q1 | $82K | Buy |
+17,000
| New | +$110K | ﹤0.01% | 2561 |
|
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.