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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 121 项
建仓 25
增持 31
减持 33
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
CI
THE CIGNA GROUP
-$102.8M
192,000
-68%
增持
AMZN
AMAZON COM INC
+$58.0M
1,305,979
+50%
减持
PFE
PFIZER INC
-$56.0M
2,192,298
-48%
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
NEM
NEWMONT CORP
+$54.8M
6,596,949
-7%
清仓
ABEV
AMBEV SA
-$47.7M
0
-100%
建仓
—
UNITED STATES STL CORP NEW
+$44.2M
1,046,043
增持
—
BARRICK GOLD CORP
+$43.5M
10,426,795
+2%
减持
AGNC
AGNC INVT CORP
-$42.8M
1,685,570
-74%
清仓
—
ANGLOGOLD ASHANTI PLC
-$38.2M
0
-100%
减持
BAC
BANK AMERICA CORP
-$27.4M
2,214,789
-19%
减持
DE
DEERE & CO
-$26.0M
112,511
-40%
减持
BABA
ALIBABA GROUP HLDG LTD
+$23.6M
1,210,409
-25%
减持
KGC
KINROSS GOLD CORP
-$23.3M
3,613,816
-51%
减持
PM
PHILIP MORRIS INTL INC
-$22.9M
109,997
-67%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$19.9M
272,911
-17%
清仓
—
STELLANTIS N.V
-$19.3M
0
-100%
增持
BP
BP PLC
+$19.2M
2,439,040
+14%
建仓
CDE
COEUR MNG INC
+$17.7M
2,985,354
建仓
EGO
ELDORADO GOLD CORP NEW
+$16.7M
992,097
减持
C
CITIGROUP INC
-$13.2M
3,286,401
-6%
减持
CF
CF INDS HLDGS INC
-$12.8M
454,018
-20%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$12.5M
167,077
建仓
TAP
MOLSON COORS BEVERAGE CO
+$11.5M
188,711
减持
MTB
M & T BK CORP
-$11.5M
12,550
-83%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$11.2M
289,744
+44%
减持
AEM
AGNICO EAGLE MINES LTD
-$10.9M
90,897
-66%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$10.2M
1,008,738
-13%
增持
CSGP
COSTAR GROUP INC
+$9.8M
270,412
+67%
建仓
LNG
CHENIERE ENERGY INC
+$9.7M
41,799
清仓
—
NOBLE CORP PLC
-$9.6M
0
-100%
减持
COTY
COTY INC
-$9.3M
2,405,843
-25%
增持
EQX
EQUINOX GOLD CORP
+$9.2M
1,776,730
+195%
增持
—
NEW GOLD INC CDA
+$8.9M
3,203,070
+167%
清仓
—
BUNGE GLOBAL SA
-$8.4M
0
-100%
建仓
—
SANDSTORM GOLD LTD
+$8.3M
1,102,950
清仓
—
LIVANOVA PLC
-$8.0M
0
-100%
建仓
CACI
CACI INTL INC
+$7.9M
21,658
清仓
ZD
ZIFF DAVIS INC
-$7.9M
0
-100%
减持
RYAAY
RYANAIR HOLDINGS PLC
-$7.5M
1,322,779
-9%
清仓
GPOR
GULFPORT ENERGY OPERATING CO
-$7.5M
0
-100%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$7.2M
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$6.8M
235,701
清仓
—
COPA HOLDINGS SA
-$6.7M
0
-100%
建仓
KFY
KORN FERRY
+$6.7M
99,283
建仓
MGY
MAGNOLIA OIL & GAS CORP
+$6.6M
260,373
减持
NTR
NUTRIEN LTD
-$6.6M
753,298
-23%
清仓
GILD
GILEAD SCIENCES INC
-$6.5M
0
-100%
减持
ARIS
ARIS MNG CORP
+$6.3M
5,666,748
-0%
清仓
COKE
COCA COLA CONS INC
-$6.0M
0
-100%
建仓
ENS
ENERSYS
+$5.9M
64,334
清仓
—
GATES INDL CORP PLC
-$5.9M
0
-100%
增持
CAKE
CHEESECAKE FACTORY INC
+$5.8M
313,046
+58%
清仓
FSLR
FIRST SOLAR INC
-$5.4M
0
-100%
建仓
MAT
MATTEL INC
+$5.4M
275,609
建仓
—
CHAMPIONX CORPORATION
+$5.3M
178,819
清仓
GFI
GOLD FIELDS LTD
-$5.3M
0
-100%
减持
CTVA
CORTEVA INC
-$5.1M
629,548
-20%
建仓
BWA
BORGWARNER INC
+$5.1M
178,152
建仓
PR
PERMIAN RESOURCES CORP
+$5.0M
358,620
减持
CGAU
CENTERRA GOLD INC
+$4.4M
7,089,239
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.3M
19,480
-40%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$4.3M
520,448
清仓
—
PAGSEGURO DIGITAL LTD
-$4.2M
0
-100%
减持
TS
TENARIS S A
-$4.2M
59,349
-66%
清仓
AMR
ALPHA METALLURGICAL RESOUR I
-$4.1M
0
-100%
增持
SU
SUNCOR ENERGY INC NEW
+$4.1M
973,447
+3%
清仓
LRN
STRIDE INC
-$4.1M
0
-100%
增持
PPC
PILGRIMS PRIDE CORP
+$4.1M
228,365
+24%
减持
MOS
MOSAIC CO NEW
-$4.1M
1,381,628
-18%
清仓
ATKR
ATKORE INC
-$4.1M
0
-100%
清仓
NXT
NEXTRACKER INC
-$4.0M
0
-100%
清仓
BBY
BEST BUY INC
-$3.8M
0
-100%
清仓
HRI
HERC HLDGS INC
-$3.7M
0
-100%
减持
PAAS
PAN AMERN SILVER CORP
+$3.4M
980,044
-10%
清仓
LEN
LENNAR CORP
-$3.2M
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$3.2M
50,414
建仓
AVT
AVNET INC
+$3.1M
65,133
增持
BTG
B2GOLD CORP
+$3.0M
4,663,540
+11%
增持
FOXA
FOX CORP
+$3.0M
264,235
+7%
减持
GE
GE AEROSPACE
+$2.9M
99,615
-2%
建仓
POWL
POWELL INDS INC
+$2.9M
16,809
建仓
CROX
CROCS INC
+$2.8M
26,406
建仓
GFF
GRIFFON CORP
+$2.8M
39,054
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$2.6M
0
-100%
减持
BN
BROOKFIELD CORP
-$2.4M
56,500
-40%
建仓
ANF
ABERCROMBIE & FITCH CO
+$2.0M
26,830
减持
—
EXXON MOBIL CORP
-$1.9M
245,930
-15%
增持
DAVA
ENDAVA PLC
+$1.8M
130,317
+415%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.5M
87,537
-0%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.5M
665,491
+62%
增持
ITRG
INTEGRA RES CORP
+$1.3M
3,238,353
+4%
增持
TOL
TOLL BROTHERS INC
+$1.3M
39,769
+74%
清仓
—
REVELYST INC
-$1.3M
0
-100%
增持
TMHC
TAYLOR MORRISON HOME CORP
+$1.2M
71,069
+43%
增持
HRB
BLOCK H & R INC
+$1.2M
98,621
+24%
增持
PHM
PULTE GROUP INC
+$1.2M
42,245
+45%
清仓
CMCSA
COMCAST CORP NEW
-$1.1M
0
-100%
增持
GM
GENERAL MTRS CO
+$1.1M
91,281
+51%
清仓
—
SCORPIO TANKERS INC
-$961.7K
0
-100%
增持
KBH
KB HOME
+$947.5K
64,544
+51%
清仓
—
ARCOS DORADOS HOLDINGS INC
-$925.6K
0
-100%
增持
MRK
MERCK & CO INC
+$914.0K
90,727
+25%
增持
EXEL
EXELIXIS INC
+$749.5K
120,204
+9%
清仓
SM
SM ENERGY CO
-$728.0K
0
-100%
减持
INCY
INCYTE CORP
-$727.5K
79,313
-1%
清仓
CRI
CARTERS INC
-$635.2K
0
-100%
增持
MMS
MAXIMUS INC
-$612.5K
141,566
+3%
清仓
STNE
STONECO LTD
-$559.7K
0
-100%
增持
DORM
DORMAN PRODS INC
+$454.3K
39,556
+19%
清仓
—
SMURFIT WESTROCK PLC
-$447.0K
0
-100%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$391.4K
14,374
+26%
增持
GAU
GALIANO GOLD INC
+$346.9K
18,943,252
+3%
减持
JPM
JPMORGAN CHASE & CO.
-$325.2K
7,000
-18%
减持
SKE
SKEENA RES LTD NEW
+$303.5K
1,534,883
-12%
增持
SNX
TD SYNNEX CORPORATION
+$296.2K
100,345
+16%
建仓
OSK
OSHKOSH CORP
+$259.6K
2,759
增持
OC
OWENS CORNING NEW
-$256.8K
34,864
+13%
建仓
FLR
FLUOR CORP NEW
+$235.6K
6,577
增持
BLBD
BLUE BIRD CORP
-$232.4K
79,018
+9%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
-$180.1K
76,637
+20%
减持
EWBC
EAST WEST BANCORP INC
-$170.6K
11,200
-9%
