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 Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $224 M.
Top institutional holders include Prem Watsa and Paul Tudor Jones.
Notably, Prem Watsa has expressed high conviction in this stock, allocating 9.49% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $61.01 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 506.4%. Conversely, Ray Dalio reduced exposure by 54.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Cleveland-Cliffs Inc. (CLF)
Major holders include Prem Watsa ($197.71 M), Paul Tudor Jones ($55.53 M), Steven Cohen ($39.49 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 26.48 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $61.01 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited CLF. The total reported sell value was $17.6 M.
Yes, 0 managers opened new positions in CLF, and 6 increased their existing holdings. The total reported buy value was $78.62 M.
