Guru Ownership Trend
Guru Analysis for Cleveland-Cliffs Inc. (CLF)
Cleveland-Cliffs Inc. (CLF), a key player in the Materials sector, continues to attract institutional attention.
As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $296.44 M.
Top institutional holders include Prem Watsa and Stanley Druckenmiller.
Notably, Prem Watsa has expressed high conviction in this stock, allocating 5.30% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $5.99 M net outflow during the quarter.
Recent activity highlights Stanley Druckenmiller who increased their stake by 82.3%. Conversely, Paul Tudor Jones reduced exposure by 82.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Cleveland-Cliffs Inc. (CLF)
Major holders include Prem Watsa ($139.9 M), Stanley Druckenmiller ($39.59 M), Steven Cohen ($21.48 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 24.58 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $5.99 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited CLF. The total reported sell value was $28.66 M.
Yes, 0 managers opened new positions in CLF, and 5 increased their existing holdings. The total reported buy value was $22.67 M.
