SEC 13F Intelligence

Thomist Capital Management, LP / CLF

Thomist Capital Management, LP’s Cleveland-Cliffs Inc New Position

Does Thomist Capital Management, LP own Cleveland-Cliffs Inc New (CLF)? Not currently — the last reported position was 590.3K shares worth $6M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q4 2024
Shares
590.3K
% of Portfolio
+1.44%
Quarters Held
4
position exited

Position History CLF

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $5MQ1 ’23Q3 ’24: $3MQ3 ’24Q4 ’24: $6MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024590.3K$6M+1.44%
Q3 2024202.4K$3M+0.51%
Q1 2023259.1K$5M+2.74%
Q4 2022215.1K$3M+1.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of CLF.