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Merewether Investment Management’s Cleveland-Cliffs CLF Stock Holding History

Merewether Investment Management’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
Q1 		– Sell
-3,096,600
Closed -$41.1M – 83
2025
Q4 		$41.1M Buy
+3,096,600
New +$39.1M 0.95% 40
2022
Q2 		– Sell
-150,000
Closed -$4.83M – 38
2022
Q1 		$4.83M Buy
+150,000
New +$3.42M 0.49% 26

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Merewether Investment Management's CLF Position: Q1 2026 in Review

Merewether Investment Management sold out of Cleveland-Cliffs (CLF) in Q1 2026, closing a stake of 3,096,600 shares — an estimated $41.1M sold.

Merewether Investment Management first reported a position in CLF in Q1 2022 and held it in 2 quarters. The position peaked at $41.1M in Q4 2025. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

  • Merewether Investment Management reported no remaining Cleveland-Cliffs position as of Q1 2026 after selling out during the quarter.
  • Merewether Investment Management sold 3,096,600 Cleveland-Cliffs shares in Q1 2026, an estimated $41.1M.
  • Merewether Investment Management first reported a position in Cleveland-Cliffs in Q1 2022 and held it in 2 quarters.
  • Merewether Investment Management's Cleveland-Cliffs position peaked at $41.1M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Merewether Investment Management's 13F filing for Q1 2026, filed 15 May 2026.