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SFE Investment Counsel’s Cleveland-Cliffs CLF Stock Holding History

SFE Investment Counsel’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 		$7.57M Sell
895,489
-11,841
-1% -$136K 1.19% 31
2025
Q4 		$12M Sell
907,330
-95,775
-10% -$1.21M 1.85% 15
2025
Q3 		$12.2M Sell
1,003,105
-52,260
-5% -$550K 1.95% 14
2025
Q2 		$8.02M Buy
1,055,365
+1,688
+0.2% +$12.5K 1.41% 21
2025
Q1 		$8.66M Buy
1,053,677
+217,423
+26% +$2.21M 1.73% 16
2024
Q4 		$7.86M Sell
836,254
-32,416
-4% -$391K 1.67% 19
2024
Q3 		$11.1M Buy
868,670
+107,936
+14% +$1.47M 2.31% 12
2024
Q2 		$11.7M Buy
760,734
+28,951
+4% +$519K 2.6% 9
2024
Q1 		$16.6M Buy
731,783
+4,171
+0.6% +$82.7K 3.77% 1
2023
Q4 		$14.9M Sell
727,612
-12,675
-2% -$217K 3.87% 2
2023
Q3 		$11.6M Buy
740,287
+10,824
+1% +$169K 3.37% 2
2023
Q2 		$12.2M Buy
729,463
+30,795
+4% +$488K 3.46% 2
2023
Q1 		$10.7M Sell
698,668
-27,669
-4% -$548K 3.3% 3
2022
Q4 		$14.8M Buy
726,337
+13,206
+2% +$199K 4.6% 1
2022
Q3 		$9.61M Buy
713,131
+49,048
+7% +$816K 3.03% 3
2022
Q2 		$10.2M Buy
664,083
+11,773
+2% +$281K 3.04% 3
2022
Q1 		$21M Sell
652,310
-48,252
-7% -$1.1M 5.32% 1
2021
Q4 		$15.3M Buy
700,562
+23,706
+4% +$511K 3.92% 2
2021
Q3 		$13.4M Sell
676,856
-46,287
-6% -$1.05M 3.76% 2
2021
Q2 		$15.6M Sell
723,143
-199,886
-22% -$3.94M 4.29% 1
2021
Q1 		$18.6M Sell
923,029
-275,036
-23% -$4.48M 5.4% 1
2020
Q4 		$17.4M Sell
1,198,065
-136,184
-10% -$1.38M 5.54% 1
2020
Q3 		$8.57M Buy
1,334,249
+39,658
+3% +$239K 3.41% 3
2020
Q2 		$7.15M Buy
1,294,591
+221,164
+21% +$1.08M 3.16% 4
2020
Q1 		$4.24M Buy
1,073,427
+162,604
+18% +$1.02M 2.33% 12
2019
Q4 		$7.65M Sell
910,823
-10,944
-1% -$84K 3.13% 2
2019
Q3 		$6.66M Buy
921,767
+290,715
+46% +$2.62M 2.81% 7
2019
Q2 		$6.73M Buy
631,052
+206,754
+49% +$2.04M 2.88% 7
2019
Q1 		$4.24M Buy
424,298
+48,805
+13% +$488K 1.91% 19
2018
Q4 		$2.89M Buy
375,493
+16,472
+5% +$165K 1.48% 22
2018
Q3 		$4.54M Sell
359,021
-28,673
-7% -$295K 1.75% 18
2018
Q2 		$3.27M Buy
387,694
+28,987
+8% +$231K 1.35% 25
2018
Q1 		$2.49M Buy
358,707
+41,887
+13% +$314K 1.29% 27
2017
Q4 		$2.28M Buy
316,820
+116,734
+58% +$776K 0.92% 37
2017
Q3 		$1.43M Sell
200,086
-14,844
-7% -$111K 0.6% 53
2017
Q2 		$1.49M Buy
214,930
+201,345
+1,482% +$1.33M 0.6% 53
2017
Q1 		$112K Buy
+13,585
New +$129K 0.04% 110

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

SFE Investment Counsel's CLF Position: Q1 2026 in Review

SFE Investment Counsel reduced its Cleveland-Cliffs (CLF) stake by 1.3% in Q1 2026, selling an estimated $136K and leaving 895,489 shares worth $7.57M. The position accounts for 1.19% of the portfolio, ranked #31.

SFE Investment Counsel first reported a position in CLF in Q1 2017 and has held it in 37 quarters since. The position peaked at $21M in Q1 2022. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

  • SFE Investment Counsel held 895,489 shares of Cleveland-Cliffs worth $7.57M as of Q1 2026.
  • SFE Investment Counsel sold 11,841 Cleveland-Cliffs shares in Q1 2026, an estimated $136K.
  • Cleveland-Cliffs made up 1.19% of SFE Investment Counsel's portfolio in Q1 2026, its #31 holding.
  • SFE Investment Counsel first reported a position in Cleveland-Cliffs in Q1 2017 and has held it in 37 quarters since.
  • SFE Investment Counsel's Cleveland-Cliffs position peaked at $21M in Q1 2022.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.