CLF
Cleveland-cliffs Inc
4 super-investors hold CLF worth a combined $170M. The largest position: Prem Watsa at 6.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 32 — ranked #309 of 724 scored stocks.
Why super-investors own CLF
Prem Watsa is the dominant force in this small cohort, holding $126M in CLF at 6.5% of his portfolio — by far the highest conviction position among the four super-investors who own the stock. Cohort ownership has grown slowly but steadily from zero to four holders over the past eight quarters, suggesting gradually widening interest rather than a crowded trade. The only activity in 2026Q1 was Stanley Druckenmiller adding to his existing 0.7% position ($20M), while Watsa and the others held steady. With just four owners and combined exposure of $170M, this remains a lightly followed name in the cohort — interest is edging higher but has not yet attracted broad conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Prem Watsa | 6.5% | 6q | $126M | 14,899,273 |
| 2 | Joel Greenblatt | <0.1% | 34q | $24M | 2,868,827 |
| 3 | Stanley Druckenmiller | 0.7% | 3q | $20M | 2,313,455 |
| 4 | Mairs & Power Funds | <0.1% | 12q | $114K | 13,500 |
Owners of CLF also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | ADD | 0.7% | +33% | $20M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 185899101. Not investment advice.