Position in CLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,314,600
+$275,250 QoQ
Shares Held
140,000
+13.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#174
of 579 holders
Holding Since
Mar 2020
26 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, 2026Allred Capital Management, LLC holds $1,933,176 across 2 Steel names. CLF ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLF |
Cleveland-Cliffs Inc.
This page
|
140,000 | $1,314,600 | |
| 2 | NUE |
Nucor Corp
|
2,777 | $618,576 |
All Filings in CLF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,314,600 | 140,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,039,350 | 123,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,288,160 | 97,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $939,400 | 77,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $646,000 | 85,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $674,040 | 82,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $723,800 | 77,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $983,290 | 77,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,031,130 | 67,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,353,030 | 59,500 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,204,780 | 59,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $969,060 | 62,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,047,500 | 62,500 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,154,790 | 63,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,232,415 | 76,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,003,515 | 74,500 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $929,885 | 60,500 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,240,085 | 38,500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,142,925 | 52,500 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,040,025 | 52,500 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,131,900 | 52,500 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,236,765 | 61,500 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $589,680 | 40,500 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $423,720 | 66,000 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $342,240 | 62,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $244,900 | 62,000 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||