Position in CLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,021,343
New position
Shares Held
2,345,191
first reported quarter
Ownership
0.411%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#42
of 579 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in CLF
reported options exposure · as of Jun 30, 2026CallValue
$6,573,000
CallShares
700,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Steel
Basic Materials · as of Jun 30, 2026Yaupon Capital Management LP holds $22,021,343 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
|
2,345,191 | $22,021,343 |
All Filings in CLF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,573,000 | 700,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $22,021,343 | 2,345,191 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||