Drexel Morgan & Co.

Position in CLF — Cleveland-Cliffs Inc.

CIK 1508512 RADNOR, PA

Position in CLF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$37,560,000

+$8,850,069 QoQ

Shares Held

4,000,000

+17.7% QoQ

Ownership

0.701%

of shares outstanding

% of Portfolio

5.26%

of 13F equity value

Holder Rank

#27

of 579 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Drexel Morgan & Co. holds $37,560,000 across 1 Steel name. CLF ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CLF	Cleveland-Cliffs Inc. This page	4,000,000	$37,560,000

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,560,000	4,000,000	+17.7%	Shares	Sole	2026-08-13
2026-03-31	$28,709,931	3,397,625	+15.0%	Shares	Sole	2026-05-11
2025-12-31	$39,236,676	2,954,569	-47.2%	Shares	Sole	2026-02-12
2025-09-30	$68,308,715	5,599,075	+1.8%	Shares	Sole	2025-11-12
2025-06-30	$41,792,970	5,499,075	+25.3%	Shares	Sole	2025-08-12
2025-03-31	$36,078,196	4,389,075	+2.1%	Shares	Sole	2025-05-08
2024-12-31	$40,423,713	4,300,395	+34.4%	Shares	Sole	2025-02-11
2024-09-30	$40,869,044	3,200,395	+3.8%	Shares	Sole	2024-10-28
2024-06-30	$47,462,683	3,083,995	+3.3%	Shares	Sole	2024-08-12
2024-03-31	$67,914,033	2,986,545	-0.1%	Shares	Sole	2024-04-30
2023-12-31	$61,063,968	2,990,400	-0.2%	Shares	Sole	2024-02-08
2023-09-30	$46,815,132	2,995,210	0.0%	Shares	Sole	2023-11-08
2023-06-30	$50,199,719	2,995,210	-0.1%	Shares	Sole	2023-08-07
2023-03-31	$54,967,637	2,998,780	-40.0%	Shares	Sole	2023-05-11
2022-12-31	$80,550,000	5,000,000	-7.4%	Shares	Sole	2023-02-10
2022-09-30	$72,738,000	5,400,000	+5300.0%	Shares	Sole	2022-11-14
2021-12-31	$2,177,000	100,000	-1.5%	Shares	Sole	2022-02-14
2020-12-31	$1,477,840	101,500	-87.3%	Shares	Sole	2021-02-03
2020-09-30	$5,145,630	801,500	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.