Drexel Morgan & Co.
- SEC CIK
- 0001508512
- Latest filing
- Aug 13, 2026
CLF holding history
Cleveland-Cliffs Inc. in every 13F filed by Drexel Morgan & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CLF overviewAll 13F holders of CLFFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,000,000
- Value
- $37.6M
- % of portfolio
- 5.2%
- Quarters held
- 17
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,000,000 | $37.6M | 5.2% | +602,375+17.7% | Added | Holders |
| Q1 2026 | 3,397,625 | $28.7M | 4.2% | +443,056+15.0% | Added | Holders |
| Q4 2025 | 2,954,569 | $39.2M | 6.1% | −2,644,506−47.2% | Reduced | Holders |
| Q3 2025 | 5,599,075 | $68.3M | 10.7% | +100,000+1.8% | Added | Holders |
| Q2 2025 | 5,499,075 | $41.8M | 7.4% | +1,110,000+25.3% | Added | Holders |
| Q1 2025 | 4,389,075 | $36.1M | 7.6% | +88,680+2.1% | Added | Holders |
| Q4 2024 | 4,300,395 | $40.4M | 8.3% | +1,100,000+34.4% | Added | Holders |
| Q3 2024 | 3,200,395 | $40.9M | 7.6% | +116,400+3.8% | Added | Holders |
| Q2 2024 | 3,083,995 | $47.5M | 10.2% | +97,450+3.3% | Added | Holders |
| Q1 2024 | 2,986,545 | $67.9M | 14.0% | −3,855−0.1% | Reduced | Holders |
| Q4 2023 | 2,990,400 | $61.1M | 14.1% | −4,810−0.2% | Reduced | Holders |
| Q3 2023 | 2,995,210 | $46.8M | 12.7% | 00.0% | Unchanged | Holders |
| Q2 2023 | 2,995,210 | $50.2M | 13.0% | −3,570−0.1% | Reduced | Holders |
| Q1 2023 | 2,998,780 | $55.0M | 13.9% | −2,001,220−40.0% | Reduced | Holders |
| Q4 2022 | 5,000,000 | $80.5M | 16.6% | −400,000−7.4% | Reduced | Holders |
| Q3 2022 | 5,400,000 | $72.7M | 17.5% | +5,400,000 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −100,000−100.0% | Sold out | Holders |
| Q4 2021 | 100,000 | $2.18M | 0.6% | +100,000 | New | Holders |