Sfe Investment Counsel’s Cleveland-Cliffs Inc New Position
Does Sfe Investment Counsel own Cleveland-Cliffs Inc New (CLF)? Yes — 895.5K shares worth $8M (+1.19% of its 13F portfolio) as of Q1 2026, down from 907.3K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
895.5K
% of Portfolio
+1.19%
Quarters Held
30
currently held
Position History CLF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 895.5K | $8M | +1.19% |
| Q4 2025 | 907.3K | $12M | +1.85% |
| Q3 2025 | 1.00M | $12M | +1.95% |
| Q2 2025 | 1.06M | $8M | +1.41% |
| Q1 2025 | 1.05M | $9M | +1.73% |
| Q4 2024 | 836.3K | $8M | +1.67% |
| Q3 2024 | 868.7K | $11M | +2.31% |
| Q2 2024 | 760.7K | $12M | +2.60% |
| Q1 2024 | 731.8K | $17M | +3.77% |
| Q4 2023 | 727.6K | $15M | +3.87% |
| Q3 2023 | 740.3K | $12M | +3.37% |
| Q2 2023 | 729.5K | $12M | +3.46% |
| Q1 2023 | 698.7K | $11M | +3.30% |
| Q4 2022 | 726.3K | $15M | +4.60% |
| Q3 2022 | 713.1K | $10M | +3.03% |
| Q2 2022 | 664.1K | $10M | +3.04% |
| Q1 2022 | 652.3K | $21M | +5.32% |
| Q4 2021 | 700.6K | $15M | +3.92% |
| Q3 2021 | 676.9K | $13M | +3.76% |
| Q2 2021 | 723.1K | $16M | +4.29% |
| Q1 2021 | 923.0K | $19M | +5.40% |
| Q4 2020 | 1.20M | $17M | +5.54% |
| Q3 2020 | 1.33M | $9M | +3.41% |
| Q2 2020 | 1.29M | $7M | +3.16% |
| Q1 2020 | 1.07M | $4M | +2.33% |
| Q4 2019 | 910.8K | $8M | +3.13% |
| Q3 2019 | 921.8K | $7M | +2.81% |
| Q2 2019 | 631.1K | $7M | +2.88% |
| Q1 2019 | 424.3K | $4M | +1.91% |
| Q4 2018 | 375.5K | $3M | +1.48% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of CLF.