Position in CLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,510,898
+$12,205,858 QoQ
Shares Held
6,018,200
+14.8% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#19
of 579 holders
Holding Since
Mar 2026
2 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, 2026Kinetic Partners Management, LP holds $94,534,323 across 2 Steel names. CLF ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLF |
Cleveland-Cliffs Inc.
This page
|
6,018,200 | $56,510,898 | |
| 2 | NUE |
Nucor Corp
|
170,700 | $38,023,425 |
All Filings in CLF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,510,898 | 6,018,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $44,305,040 | 5,243,200 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||