Concurrent Investment Advisors, LLC

Position in CLF — Cleveland-Cliffs Inc.

CIK 2001015 Tampa, FL

Back to CLF Full portfolio

Position in CLF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$141,103

-$202,766 QoQ

Shares Held

15,027

-46.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#71

of 153 holders

Holding Since

Jun 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CLF Over Time

Shares Held

Position Value (USD)

Derivatives in CLF

reported options exposure · as of Sep 30, 2024

CallValue

$1,277

CallShares

100

PutValue

PutShares

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, 2026

Concurrent Investment Advisors, LLC holds $9,561,629 across 5 Steel names. CLF ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp	16,102	$3,586,719
2	NWPX	NWPX Infrastructure, Inc.	20,429	$3,063,123
3	STLD	Steel Dynamics Inc	10,826	$2,484,133
4	RS	Reliance, Inc.	767	$286,551
5	CLF	Cleveland-Cliffs Inc. This page	15,027	$141,103

All Filings in CLF

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,103	15,027	-46.7%	Shares	Sole	2026-07-27
2025-09-30	$343,869	28,186	-3.7%	Shares	Sole	2025-10-27
2025-06-30	$222,421	29,266	+29166.0%	Shares	Sole	2025-07-25
2024-09-30	$1,277	100	-99.4%	Call	Sole	2024-10-30
2024-09-30	$207,257	16,230	+16130.0%	Shares	Sole	2024-10-30
2024-06-30	$1,539	100	-99.3%	Call	Sole	2024-07-30
2024-06-30	$207,688	13,495	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.