
Congress trades
Cleveland-Cliffs Inc. (CLF)
NYSE · Basic Materials · 38 congress trades · last filed 2 years ago
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
- -
Earnings
6 reported quarters · next on Feb 8, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 19, 2026 | $0.28 | $0.21 | $5.6B | $5.7B | EPS beatRevenue in line |
| Q2 FY2026reported Jul 23, 2026 | -$0.20 | -$0.21 | $5.2B | $5.1B | EPS beatRevenue beat |
| Q1 FY2026reported Apr 20, 2026 | -$0.40 | -$0.44 | $4.9B | $4.8B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 9, 2026 | -$0.43 | -$0.62 | $4.3B | $4.6B | EPS beatRevenue miss |
| Q3 FY2025reported Oct 20, 2025 | -$0.45 | -$0.48 | $4.7B | $4.7B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 21, 2025 | -$0.50 | -$0.68 | $4.9B | $4.9B | EPS 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| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $522.8M | 55,672,638 | -5.0% | 9.75% |
| State Street Corp | $312.2M | 33,248,516 | -15.4% | 5.82% |
| Slate Path Capital LP | $266.8M | 28,410,081 | +47.6% | 4.98% |
| Vanguard Capital Management LLC | $242.2M | 25,796,291 | +0.8% | 4.52% |
| Vanguard Portfolio Management LLC | $236.5M | 25,187,723 | 0.0% | 4.41% |
| D. E. Shaw & Co., Inc. | $144.5M | 15,385,109 | +20.9% | 2.69% |
| Two Sigma Investments, LP | $142.7M | 15,200,394 | +9.2% | 2.66% |
| Fairfax Financial Holdings Ltd/ Can | $139.9M | 14,899,273 | 0.0% | 2.61% |
| Dimensional Fund Advisors LP | $117.0M | 12,454,764 | -19.6% | 2.18% |
| Geode Capital Management, LLC | $99.0M | 10,544,562 | +0.8% | 1.85% |
| Citigroup Inc | $90.1M | 9,598,431 | +11.0% | 1.68% |
| Morgan Stanley | $74.3M | 7,911,298 | -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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Slate Path Capital | $266.8M | 28,410,081 | 3.7% |
| PointState Capital | $61.8M | 6,582,026 | 0.8% |
| Encompass Capital Advisors | $48.0M | 5,113,625 | 1.7% |
| Stanley DruckenmillerDuquesne Family Office | $39.6M | 4,216,184 | 0.8% |
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.
Congress trades in CLF
20 disclosures of 38 on record · median 32d of the 45 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Mike KellySpouse | Stock | Purchase | $50,001 - $100,000 | -38.9%S&P 500 +45.3% · -84.2 pts vs S&P 500 | Mar 28, 2024 | Jun 14, 2024 | 78d |
| Tommy TubervilleJoint | Stock | Sale (Partial) | $1,001 - $15,000 | -19.7%After the saleS&P 500 +45.9% · -65.7 pts vs S&P 500 | May 10, 2024 | Jun 14, 2024 | 35d |
| Tommy TubervilleJoint | Stock | Sale (Partial) | $100,001 - $250,000 | -19.7%After the saleS&P 500 +45.9% · -65.7 pts vs S&P 500 | May 10, 2024 | Jun 14, 2024 | 35d |
| Tommy TubervilleJoint | Stock | Sale (Partial) | $15,001 - $50,000 | -19.7%After the saleS&P 500 +45.9% · -65.7 pts vs S&P 500 | May 10, 2024 | Jun 14, 2024 | 35d |
| Tommy TubervilleJoint | Stock | Sale (Partial) | $50,001 - $100,000 | -19.7%After the saleS&P 500 +45.9% · -65.7 pts vs S&P 500 | May 10, 2024 | Jun 14, 2024 | 35d |
| Tommy TubervilleJoint | Stock | Sale (Full) | $100,001 - $250,000 | -21.5%After the saleS&P 500 +45.9% · -67.4 pts vs S&P 500 | May 13, 2024 | Jun 14, 2024 | 32d |
| Tommy TubervilleJoint | Stock | Sale (Partial) | $100,001 - $250,000 | -21.5%After the saleS&P 500 +45.9% · -67.4 pts vs S&P 500 | May 13, 2024 | Jun 14, 2024 | 32d |
| Tommy TubervilleJoint | Stock | Sale (Partial) | $15,001 - $50,000 | -23.1%After the saleS&P 500 +57.2% · -80.3 pts vs S&P 500 | Jan 22, 2024 | Feb 14, 2024 | 23d |
| Tommy TubervilleJoint | Stock | Sale (Partial) | $50,001 - $100,000 | -23.1%After the saleS&P 500 +57.2% · -80.3 pts vs S&P 500 | Jan 22, 2024 | Feb 14, 2024 | 23d |
| Tommy TubervilleJoint | Stock | Purchase | $15,001 - $50,000 | -3.4%S&P 500 +76.8% · -80.2 pts vs S&P 500 | Oct 18, 2023 | Nov 16, 2023 | 29d |
| Tommy TubervilleJoint | Stock | Purchase | $15,001 - $50,000 | -3.3%S&P 500 +80.8% · -84.1 pts vs S&P 500 | Oct 23, 2023 | Nov 16, 2023 | 24d |
| Tommy TubervilleJoint | Stock | Purchase | $50,001 - $100,000 | -3.6%S&P 500 +70.9% · -74.5 pts vs S&P 500 | Sep 7, 2023 | Oct 13, 2023 | 36d |
| Tommy TubervilleJoint | Stock | Purchase | $50,001 - $100,000 | -2.4%S&P 500 +70.6% · -73.0 pts vs S&P 500 | Sep 8, 2023 | Oct 13, 2023 | 35d |
| Tommy TubervilleJoint | Stock | Purchase | $1,001 - $15,000 | -4.9%S&P 500 +68.8% · -73.7 pts vs S&P 500 | Sep 14, 2023 | Oct 13, 2023 | 29d |
| Tommy TubervilleJoint | Stock | Purchase | $50,001 - $100,000 | -15.8%S&P 500 +67.4% · -83.2 pts vs S&P 500 | Jul 24, 2023 | Aug 14, 2023 | 21d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | -17.7%After the saleS&P 500 +73.6% · -91.3 pts vs S&P 500 | Jun 29, 2023 | Aug 13, 2023 | 45d |
| Tommy TubervilleJoint | Stock | Purchase | $15,001 - $50,000 | -1.2%S&P 500 +80.3% · -81.4 pts vs S&P 500 | Jun 1, 2023 | Jul 14, 2023 | 43d |
| Tommy TubervilleJoint | Stock | Purchase | $15,001 - $50,000 | -15.4%S&P 500 +73.2% · -88.6 pts vs S&P 500 | Jun 20, 2023 | Jul 14, 2023 | 24d |
| Tommy TubervilleJoint | Stock | Purchase | $1,001 - $15,000 | -2.0%S&P 500 +85.0% · -87.0 pts vs S&P 500 | May 24, 2023 | Jun 15, 2023 | 22d |
| Tommy TubervilleJoint | Stock | Purchase | $15,001 - $50,000 | -2.7%S&P 500 +83.4% · -86.1 pts vs S&P 500 | May 25, 2023 | Jun 15, 2023 | 21d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Mike Kelly | Republican · House | $15,001 - $50,000 | 0.4% |
| Deborah K. Ross | Democrat · House | $1,001 - $15,000 | 0.6% |
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
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.
