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Jeremy Grantham's Cleveland-Cliffs Inc. (CLF) position

Not anymore: Jeremy Grantham fully exited CLF in Q4 2024. The position peaked at $36M in Q1 2024.
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Value at exit
$17M
Shares at exit
1.3M
Est. average buy price (i)
$20.66
Quarter-end price
$12.77

Estimated trade prices

Average price in quarters with purchases
$20.79
Average prices in quarters with sales
  • Q3 2024: $13.58 (383K shares sold)
  • Q1 2024: $19.82 (88K shares sold)
  • Q4 2023: $17.12 (388K shares sold)
  • Q1 2023: $19.80 (173K shares sold)

CLF price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$5$20$4020222023202420252026New position of 1.4M shares · Q2 2022. Average closing price $23.90 · Price range $15.37–$32.541.4MsharespurchasedAdded 308K shares (21.9%) · Q3 2022. Average closing price $16.64 · Price range $13.08–$19.75308KsharespurchasedAdded 192K shares (11.2%) · Q4 2022. Average closing price $15.06 · Price range $11.87–$17.32192KsharespurchasedSold 173K shares (9.1%) · Q1 2023. Average closing price $19.80 · Price range $16.79–$22.79173KsharessoldAdded 121K shares (7.0%) · Q2 2023. Average closing price $15.86 · Price range $13.88–$18.42121KsharespurchasedAdded 196K shares (10.6%) · Q3 2023. Average closing price $15.61 · Price range $13.89–$17.67196KsharespurchasedSold 388K shares (18.9%) · Q4 2023. Average closing price $17.12 · Price range $14.37–$21.15388KsharessoldSold 88K shares (5.3%) · Q1 2024. Average closing price $19.82 · Price range $17.73–$22.7488KsharessoldAdded 133K shares (8.5%) · Q2 2024. Average closing price $17.91 · Price range $14.45–$22.83133KsharespurchasedSold 383K shares (22.4%) · Q3 2024. Average closing price $13.58 · Price range $10.91–$16.21383Ksharessold
Average closing price · filing quarter
$13.58
Price range · filing quarter
$10.91 – $16.21
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q4 2024 Exited −1.3M −$16M −100.0% 0 Feb 13, 2025
Q3 2024 Reduced −383K −$5.2M −22.4% 1.3M Nov 13, 2024
Q2 2024 Added +133K +$2.4M +8.5% 1.7M Aug 13, 2024
Q1 2024 Reduced −88K −$1.7M −5.3% 1.6M May 14, 2024
Q4 2023 Reduced −388K −$6.6M −18.9% 1.7M Feb 13, 2024
Q3 2023 Added +196K +$3.1M +10.6% 2.1M Nov 13, 2023
Q2 2023 Added +121K +$1.9M +7.0% 1.9M Aug 14, 2023
Q1 2023 Reduced −173K −$3.4M −9.1% 1.7M May 12, 2023
Q4 2022 Added +192K +$2.9M +11.2% 1.9M Feb 13, 2023
Q3 2022 Added +308K +$5.1M +21.9% 1.7M Nov 10, 2022
Q2 2022 New +1.4M +$34M – 1.4M Aug 12, 2022
Data through Q4 2024 · filed Feb 13, 2025
11 grouped rows from 11 quarters

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Common questions

Does Jeremy Grantham own CLF?

Not currently. Jeremy Grantham fully exited CLF in Q4 2024, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy CLF?

Jeremy Grantham first disclosed a CLF position in Q2 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell CLF?

Yes. Jeremy Grantham reduced and then fully exited CLF by Q4 2024; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of CLF does Jeremy Grantham own?

None as of the latest filing: Jeremy Grantham has exited CLF. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for CLF?

Jeremy Grantham's estimated average buy price for CLF is $20.66, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.