Congress trades

Cleveland-Cliffs Inc. (CLF)

NYSE · Basic Materials · 38 congress trades · last filed 2 years ago

20
Congress disclosures shown
32d
Median delay on the congress disclosures
of the 45 day limit
11 buys·9 sells
Purchases and sales in the disclosures shown
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About Cleveland-Cliffs Inc.

from the company's filings and listing, as of Oct 22, 2026
Exchange
NYSE
Sector
Basic Materials
Industry
Steel
Chief executive
C. Lourenco Goncalves
Employees
25,000
Listed since
Nov 5, 1987
Market value
$8.0B
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-$0.84
Dividend yield
-

www.clevelandcliffs.com

Earnings

6 reported quarters · next on Feb 8, 2027
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Oct 19, 2026$0.28$0.21$5.6B$5.7BEPS beatRevenue in line
Q2 FY2026reported Jul 23, 2026-$0.20-$0.21$5.2B$5.1BEPS beatRevenue beat
Q1 FY2026reported Apr 20, 2026-$0.40-$0.44$4.9B$4.8BEPS beatRevenue beat
Q4 FY2025reported Feb 9, 2026-$0.43-$0.62$4.3B$4.6BEPS beatRevenue miss
Q3 FY2025reported Oct 20, 2025-$0.45-$0.48$4.7B$4.7BEPS beatRevenue beat
Q2 FY2025reported Jul 21, 2025-$0.50-$0.68$4.9B$4.9BEPS beatRevenue in line

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 2, 2026
ExecutiveSalaryStock awardsOtherTotal
Lourenco GoncalvesChairman, President and CEO$2.2M$12.9M$3.9M$19.0M
Clifford T. SmithEVP, COO$893K$3.9M$1.1M$5.9M
Celso L. Goncalves Jr.EVP, CFO$850K$3.7M$956K$5.5M
Keith A. KociEVP & President, Cleveland-Cliffs Services$738K$3.2M$799K$4.8M
James D. GrahamEVP, Chief Legal and Administrative Officer & Secretary$720K$2.8M$744K$4.3M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$522.8M55,672,638-5.0%9.75%
State Street Corp$312.2M33,248,516-15.4%5.82%
Slate Path Capital LP$266.8M28,410,081+47.6%4.98%
Vanguard Capital Management LLC$242.2M25,796,291+0.8%4.52%
Vanguard Portfolio Management LLC$236.5M25,187,7230.0%4.41%
D. E. Shaw & Co., Inc.$144.5M15,385,109+20.9%2.69%
Two Sigma Investments, LP$142.7M15,200,394+9.2%2.66%
Fairfax Financial Holdings Ltd/ Can$139.9M14,899,2730.0%2.61%
Dimensional Fund Advisors LP$117.0M12,454,764-19.6%2.18%
Geode Capital Management, LLC$99.0M10,544,562+0.8%1.85%
Citigroup Inc$90.1M9,598,431+11.0%1.68%
Morgan Stanley$74.3M7,911,298-11.0%1.39%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding CLF

4 managers
ManagerValueSharesShare of book
Slate Path Capital$266.8M28,410,0813.7%
PointState Capital$61.8M6,582,0260.8%
Encompass Capital Advisors$48.0M5,113,6251.7%
Stanley DruckenmillerDuquesne Family Office$39.6M4,216,1840.8%

4 of the 97 fund managers we track list CLF shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Congress trades in CLF

20 disclosures of 38 on record · median 32d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Mike KellySpouseStockPurchase$50,001 - $100,000-38.9%S&P 500 +45.3% · -84.2 pts vs S&P 500Mar 28, 2024Jun 14, 202478d
Tommy TubervilleJointStockSale (Partial)$1,001 - $15,000-19.7%After the saleS&P 500 +45.9% · -65.7 pts vs S&P 500May 10, 2024Jun 14, 202435d
Tommy TubervilleJointStockSale (Partial)$100,001 - $250,000-19.7%After the saleS&P 500 +45.9% · -65.7 pts vs S&P 500May 10, 2024Jun 14, 202435d
Tommy TubervilleJointStockSale (Partial)$15,001 - $50,000-19.7%After the saleS&P 500 +45.9% · -65.7 pts vs S&P 500May 10, 2024Jun 14, 202435d
Tommy TubervilleJointStockSale (Partial)$50,001 - $100,000-19.7%After the saleS&P 500 +45.9% · -65.7 pts vs S&P 500May 10, 2024Jun 14, 202435d
Tommy TubervilleJointStockSale (Full)$100,001 - $250,000-21.5%After the saleS&P 500 +45.9% · -67.4 pts vs S&P 500May 13, 2024Jun 14, 202432d
Tommy TubervilleJointStockSale (Partial)$100,001 - $250,000-21.5%After the saleS&P 500 +45.9% · -67.4 pts vs S&P 500May 13, 2024Jun 14, 202432d
Tommy TubervilleJointStockSale (Partial)$15,001 - $50,000-23.1%After the saleS&P 500 +57.2% · -80.3 pts vs S&P 500Jan 22, 2024Feb 14, 202423d
Tommy TubervilleJointStockSale (Partial)$50,001 - $100,000-23.1%After the saleS&P 500 +57.2% · -80.3 pts vs S&P 500Jan 22, 2024Feb 14, 202423d
Tommy TubervilleJointStockPurchase$15,001 - $50,000-3.4%S&P 500 +76.8% · -80.2 pts vs S&P 500Oct 18, 2023Nov 16, 202329d
Tommy TubervilleJointStockPurchase$15,001 - $50,000-3.3%S&P 500 +80.8% · -84.1 pts vs S&P 500Oct 23, 2023Nov 16, 202324d
Tommy TubervilleJointStockPurchase$50,001 - $100,000-3.6%S&P 500 +70.9% · -74.5 pts vs S&P 500Sep 7, 2023Oct 13, 202336d
Tommy TubervilleJointStockPurchase$50,001 - $100,000-2.4%S&P 500 +70.6% · -73.0 pts vs S&P 500Sep 8, 2023Oct 13, 202335d
Tommy TubervilleJointStockPurchase$1,001 - $15,000-4.9%S&P 500 +68.8% · -73.7 pts vs S&P 500Sep 14, 2023Oct 13, 202329d
Tommy TubervilleJointStockPurchase$50,001 - $100,000-15.8%S&P 500 +67.4% · -83.2 pts vs S&P 500Jul 24, 2023Aug 14, 202321d
Daniel S. GoldmanStockSale$1,001 - $15,000-17.7%After the saleS&P 500 +73.6% · -91.3 pts vs S&P 500Jun 29, 2023Aug 13, 202345d
Tommy TubervilleJointStockPurchase$15,001 - $50,000-1.2%S&P 500 +80.3% · -81.4 pts vs S&P 500Jun 1, 2023Jul 14, 202343d
Tommy TubervilleJointStockPurchase$15,001 - $50,000-15.4%S&P 500 +73.2% · -88.6 pts vs S&P 500Jun 20, 2023Jul 14, 202324d
Tommy TubervilleJointStockPurchase$1,001 - $15,000-2.0%S&P 500 +85.0% · -87.0 pts vs S&P 500May 24, 2023Jun 15, 202322d
Tommy TubervilleJointStockPurchase$15,001 - $50,000-2.7%S&P 500 +83.4% · -86.1 pts vs S&P 500May 25, 2023Jun 15, 202321d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in CLF, filterable by party, chamber, type and account.

Members of Congress reporting a position

2 members · estimate, as of Oct 21, 2026

2 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Mike KellyRepublican · House$15,001 - $50,0000.4%
Deborah K. RossDemocrat · House$1,001 - $15,0000.6%

Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Which members of Congress have traded CLF?

Mike Kelly, Tommy Tuberville and Daniel S. Goldman disclosed CLF transactions in the filings shown here.

Which members of Congress hold CLF?

2 members of Congress report a position in CLF in the estimate we hold as of Oct 21, 2026. The estimated positions belong to Mike Kelly and Deborah K. Ross. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

How quickly are CLF trades disclosed?

Congressional disclosures took a median of 32 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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