Position in CLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$266,770,660
+$104,159,021 QoQ
Shares Held
28,410,081
+47.6% QoQ
Ownership
4.98%
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
#3
of 579 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLF Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Slate Path Capital LP holds $547,161,677 across 2 Steel names. CLF ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
1,258,770 | $280,391,017 | |
| 2 | CLF |
Cleveland-Cliffs Inc.
This page
|
28,410,081 | $266,770,660 |
All Filings in CLF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,770,660 | 28,410,081 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $162,611,639 | 19,243,981 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $297,688,211 | 22,416,281 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $240,989,589 | 19,753,245 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $119,444,982 | 15,716,445 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $180,552,300 | 21,965,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $152,355,200 | 16,208,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $152,844,130 | 11,969,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $128,444,940 | 8,346,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $161,613,180 | 7,107,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $142,388,660 | 6,973,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $105,799,470 | 6,769,000 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $10,778,040 | 588,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,472,680 | 588,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,105,720 | 676,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,454,450 | 485,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,621,850 | 485,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,558,450 | 485,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,636,350 | 335,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,222,600 | 335,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,044,000 | 400,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,280,000 | 500,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||