&PARTNERS

Position in CLF — Cleveland-Cliffs Inc.

CIK 107136 NASHVILLE, TN

Position in CLF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,163,759

-$53,801 QoQ

Shares Held

123,936

-14.0% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#184

of 577 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

&PARTNERS holds $32,424,331 across 5 Steel names. CLF ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp	116,533	$25,957,725
2	RS	Reliance, Inc.	7,670	$2,865,512
3	STLD	Steel Dynamics Inc	9,079	$2,083,267
4	CLF	Cleveland-Cliffs Inc. This page	123,936	$1,163,759
5	TX	Ternium S.A.	8,292	$354,068

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,163,759	123,936	-14.0%	Shares	Sole	2026-08-14
2026-03-31	$1,217,560	144,090	-6.3%	Shares	Sole	2026-05-15
2025-12-31	$2,042,118	153,774	-3.6%	Shares	Sole	2026-02-17
2025-09-30	$1,946,937	159,585	+1.2%	Shares	Sole	2025-11-14
2025-06-30	$1,198,854	157,744	-9.9%	Shares	Sole	2025-08-14
2025-03-31	$1,439,889	175,169	+33.3%	Shares	Sole	2025-05-15
2024-12-31	$1,235,526	131,439	+601.8%	Shares	Sole	2025-02-14
2024-09-30	$239,182	18,730	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.