4 hedge funds and family offices disclose a CLF position in their latest SEC 13F filing — combined $146.8M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Prem Watsa | Fairfax Financial Holdings Ltd | 14,899,273 | $125.7M | 6.47% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 2,313,455 | $19.5M | 0.67% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 159,467 | $1.3M | 0.01% | 2026-03-31 |
| 4 | Mairs & Power | Mairs & Power Inc | 13,500 | $179K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold CLF. The largest disclosed position is Prem Watsa at $125.7M (6.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying CLF, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
4 hedge funds and family offices disclose a CLF position in their latest SEC 13F filing — combined $146.8M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Prem Watsa | Fairfax Financial Holdings Ltd | 14,899,273 | $125.7M | 6.47% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 2,313,455 | $19.5M | 0.67% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 159,467 | $1.3M | 0.01% | 2026-03-31 |
| 4 | Mairs & Power | Mairs & Power Inc | 13,500 | $179K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold CLF. The largest disclosed position is Prem Watsa at $125.7M (6.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying CLF, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
