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Ruffer LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ruffer LLP
报告期 2026-03-31 · CIK 0001426859
持仓数
176
前50大市值合计
$2.04B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 100 项
建仓 48
增持 20
减持 29
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
SMURFIT WESTROCK PLC
-$191.5M
8,300
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$142.8M
1,609,404
-39%
减持
PFE
PFIZER INC
-$77.2M
4,206,387
-36%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
ABEV
AMBEV SA
-$70.7M
25,776,672
-47%
增持
NEM
NEWMONT CORP
-$52.7M
7,085,101
+20%
增持
AMZN
AMAZON COM INC
+$41.9M
868,184
+9%
增持
CI
THE CIGNA GROUP
-$38.7M
601,066
+2%
增持
C
CITIGROUP INC
+$36.4M
3,501,834
+4%
减持
KGC
KINROSS GOLD CORP
-$32.3M
7,427,970
-31%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$19.6M
1,159,618
-12%
增持
—
BARRICK GOLD CORP
-$18.7M
10,269,848
+15%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$16.4M
1,458,141
+40%
增持
BAC
BANK AMERICA CORP
+$15.5M
2,727,336
+4%
减持
AGNC
AGNC INVT CORP
-$15.1M
6,399,815
-10%
建仓
FOXA
FOX CORP
+$12.0M
246,175
建仓
CSGP
COSTAR GROUP INC
+$11.6M
162,179
减持
MTB
M & T BK CORP
-$11.1M
72,992
-48%
减持
CGAU
CENTERRA GOLD INC
-$11.1M
7,140,845
-1%
减持
MOS
MOSAIC CO NEW
-$10.7M
1,683,588
-13%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$10.7M
329,971
-24%
减持
NTR
NUTRIEN LTD
-$10.4M
982,728
-13%
建仓
MMS
MAXIMUS INC
+$10.3M
137,517
建仓
SNX
TD SYNNEX CORPORATION
+$10.1M
86,425
增持
—
ANGLOGOLD ASHANTI PLC
+$10.1M
1,653,726
+57%
清仓
FNV
FRANCO NEV CORP
-$10.0M
0
-100%
减持
BP
BP PLC
-$9.8M
2,137,420
-8%
建仓
CAKE
CHEESECAKE FACTORY INC
+$9.4M
198,179
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$8.8M
410,231
减持
CTVA
CORTEVA INC
-$8.5M
785,918
-13%
建仓
—
BUNGE GLOBAL SA
+$8.4M
108,214
建仓
PPC
PILGRIMS PRIDE CORP
+$8.4M
184,649
减持
COTY
COTY INC
-$8.4M
3,225,675
-2%
建仓
—
LIVANOVA PLC
+$8.0M
172,357
建仓
ZD
ZIFF DAVIS INC
+$7.9M
146,224
建仓
GPOR
GULFPORT ENERGY OPERATING CO
+$7.5M
40,753
建仓
—
JAZZ PHARMACEUTICALS PLC
+$7.2M
58,767
建仓
MRK
MERCK & CO INC
+$7.2M
72,672
减持
CF
CF INDS HLDGS INC
-$7.2M
566,458
-12%
增持
—
STELLANTIS N.V
+$6.9M
1,479,686
+65%
建仓
—
COPA HOLDINGS SA
+$6.7M
76,658
建仓
GILD
GILEAD SCIENCES INC
+$6.5M
70,399
建仓
COKE
COCA COLA CONS INC
+$6.0M
4,793
建仓
—
GATES INDL CORP PLC
+$5.9M
285,062
建仓
INCY
INCYTE CORP
+$5.5M
80,059
建仓
FSLR
FIRST SOLAR INC
+$5.4M
30,480
建仓
OC
OWENS CORNING NEW
+$5.2M
30,741
减持
—
EXXON MOBIL CORP
-$4.7M
289,532
-5%
增持
SU
SUNCOR ENERGY INC NEW
+$4.6M
941,697
+20%
建仓
DORM
DORMAN PRODS INC
+$4.3M
33,297
建仓
—
PAGSEGURO DIGITAL LTD
+$4.2M
678,261
建仓
HRB
BLOCK H & R INC
+$4.2M
79,547
建仓
AMR
ALPHA METALLURGICAL RESOUR I
+$4.1M
20,485
建仓
LRN
STRIDE INC
+$4.1M
39,141
建仓
ATKR
ATKORE INC
+$4.1M
48,660
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$4.0M
11,449
建仓
NXT
NEXTRACKER INC
+$4.0M
108,230
建仓
BBY
BEST BUY INC
+$3.8M
44,367
建仓
EXEL
EXELIXIS INC
+$3.7M
110,757
建仓
ASO
ACADEMY SPORTS & OUTDOORS IN
+$3.7M
63,888
建仓
HRI
HERC HLDGS INC
+$3.7M
19,361
增持
PM
PHILIP MORRIS INTL INC
+$3.3M
335,162
+10%
建仓
GM
GENERAL MTRS CO
+$3.2M
60,515
建仓
LEN
LENNAR CORP
+$3.2M
23,617
建仓
PHM
PULTE GROUP INC
+$3.2M
29,132
减持
GE
GE AEROSPACE
-$3.2M
101,939
-5%
建仓
TMHC
TAYLOR MORRISON HOME CORP
+$3.1M
49,849
建仓
—
NEW GOLD INC CDA
+$3.0M
1,200,000
增持
DE
DEERE & CO
+$2.9M
186,051
+2%
建仓
TOL
TOLL BROTHERS INC
+$2.9M
22,885
建仓
KBH
KB HOME
+$2.8M
42,664
建仓
BLBD
BLUE BIRD CORP
+$2.8M
72,229
增持
ARIS
ARIS MNG CORP
-$2.6M
5,687,273
+15%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$2.6M
75,501
减持
SKE
SKEENA RES LTD NEW
-$2.5M
1,745,382
-16%
减持
PAAS
PAN AMERN SILVER CORP
-$2.5M
1,084,516
-7%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$2.3M
201,024
-9%
增持
GFI
GOLD FIELDS LTD
+$2.2M
402,084
+99%
增持
EQX
EQUINOX GOLD CORP
+$2.1M
603,270
+302%
增持
GAU
GALIANO GOLD INC
-$1.8M
18,438,262
+5%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
-$1.7M
8,000
-67%
清仓
ALB
ALBEMARLE CORP
-$1.5M
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.3M
87,640
-11%
清仓
DNOW
DNOW INC
-$1.3M
0
-100%
建仓
—
REVELYST INC
+$1.3M
65,944
减持
AEM
AGNICO EAGLE MINES LTD
-$1.2M
265,927
-3%
增持
—
NOBLE CORP PLC
-$1.2M
304,210
+2%
增持
ITRG
INTEGRA RES CORP
+$1.1M
3,126,053
+90%
建仓
CMCSA
COMCAST CORP NEW
+$1.1M
28,698
增持
BTG
B2GOLD CORP
-$991.4K
4,213,062
+15%
建仓
—
SCORPIO TANKERS INC
+$961.7K
19,353
建仓
DAVA
ENDAVA PLC
+$782.3K
25,317
建仓
SM
SM ENERGY CO
+$728.0K
18,783
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$684.5K
32,390
-3%
建仓
CRI
CARTERS INC
+$635.2K
11,722
减持
TS
TENARIS S A
-$569.9K
173,666
-23%
建仓
STNE
STONECO LTD
+$559.7K
70,222
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$264.6K
45,000
+50%
减持
BN
BROOKFIELD CORP
-$128.3K
94,000
-10%
减持
EWBC
EAST WEST BANCORP INC
+$119.7K
12,280
-4%
减持
JPM
JPMORGAN CHASE & CO.
-$33.6K
8,520
-14%
