Polymer Capital Management (US) LLC

Position in CLF — Cleveland-Cliffs Inc.

CIK 1973324 NEW YORK, NY

Position in CLF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$161,489

-$454,152 QoQ

Shares Held

17,198

-76.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#366

of 579 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $3,727,852 across 4 Steel names. CLF ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STLD	Steel Dynamics Inc	7,499	$1,720,720
2	NUE	Nucor Corp	5,946	$1,324,471
3	RS	Reliance, Inc.	1,395	$521,172
4	CLF	Cleveland-Cliffs Inc. This page	17,198	$161,489

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,489	17,198	-76.4%	Shares	Sole	2026-08-14
2026-03-31	$615,641	72,857	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.