← Top Holdings

CLFCLEVELAND-CLIFFS INC

CUSIP: 185899101

5

Guru Owners

$222.5M

Total Value Held

16.8M

Total Shares

$197.7M
9.49%
$805K
0.07%
$603K
0.00%
$179K
0.00%

📊 Fundamentals

Market Cap$5.6B
Forward P/E13.2x
EPS (TTM)$-2.90
Revenue (TTM)$18.6B
Profit Margin-7.94%
Beta1.87

52-Week Range

$5.63
$16.70

Current: $9.83

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$55.6M$111.2M$166.9M$222.5MQ1 '24Q2 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '255 owners · $222.5M
INCREASEDTweedy Browne$805K
INCREASEDRay Dalio$603K
Q3 '255 owners · $216.9M
NEWRay Dalio$1.2M
INCREASEDTweedy Browne$634K
Q2 '252 owners · $113.4M
INCREASEDTweedy Browne$194K
Q1 '252 owners · $122.6M
REDUCEDPrem Watsa$122.5M
Q4 '241 owners · $55.5M
Q2 '242 owners · $8.0M
REDUCEDRay Dalio$7.1M
NEWLee Ainslie$860K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
3%analyst est. 3.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -0.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

CLF Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker