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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 114 项
建仓 29
增持 24
减持 36
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
—
SMURFIT WESTROCK PLC
+$196.1M
4,544,710
减持
C
CITIGROUP INC
-$152.6M
948,652
-71%
减持
BABA
ALIBABA GROUP HLDG LTD
-$121.2M
342,672
-72%
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
AMZN
AMAZON COM INC
-$88.2M
730,465
-44%
清仓
CI
THE CIGNA GROUP
-$63.2M
0
-100%
建仓
GOOGL
ALPHABET INC
+$59.4M
336,846
清仓
DE
DEERE & CO
-$52.8M
0
-100%
建仓
—
ANGLOGOLD ASHANTI PLC
+$52.3M
1,146,968
清仓
—
UNITED STATES STL CORP NEW
-$44.2M
0
-100%
增持
BAC
BANK AMERICA CORP
+$44.0M
2,883,749
+30%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$43.5M
93,910
-91%
清仓
CTVA
CORTEVA INC
-$39.6M
0
-100%
清仓
NTR
NUTRIEN LTD
-$37.4M
0
-100%
清仓
MOS
MOSAIC CO NEW
-$37.3M
0
-100%
清仓
CF
CF INDS HLDGS INC
-$35.5M
0
-100%
建仓
IQV
IQVIA HLDGS INC
+$32.8M
207,887
增持
EQX
EQUINOX GOLD CORP
+$31.0M
7,499,601
+322%
减持
KGC
KINROSS GOLD CORP
-$30.9M
940,837
-74%
建仓
—
ALCON AG
+$27.3M
308,649
减持
NEM
NEWMONT CORP
-$27.2M
4,999,932
-24%
减持
PFE
PFIZER INC
-$21.6M
1,399,513
-36%
清仓
CSGP
COSTAR GROUP INC
-$21.4M
0
-100%
建仓
COO
COOPER COS INC
+$17.6M
247,662
清仓
AGNC
AGNC INVT CORP
-$16.1M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$15.7M
130,711
-52%
增持
CDE
COEUR MNG INC
+$14.6M
3,644,401
+22%
减持
BP
BP PLC
-$13.7M
2,294,330
-6%
清仓
COTY
COTY INC
-$13.2M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$12.5M
0
-100%
建仓
ARW
ARROW ELECTRS INC
+$12.3M
96,253
建仓
—
INTERPUBLIC GROUP COS INC
+$12.2M
497,484
减持
—
BARRICK GOLD CORP
-$10.8M
9,216,104
-12%
建仓
AAUC
ALLIED GOLD CORP
+$10.7M
793,940
建仓
GEN
GEN DIGITAL INC
+$10.5M
357,900
建仓
OVV
OVINTIV INC
+$9.7M
256,076
清仓
LNG
CHENIERE ENERGY INC
-$9.7M
0
-100%
减持
ARIS
ARIS MNG CORP
+$9.1M
5,239,248
-8%
增持
PNC
PNC FINL SVCS GROUP INC
+$9.0M
130,619
+49%
建仓
MTCH
MATCH GROUP INC NEW
+$8.8M
285,867
减持
SKE
SKEENA RES LTD NEW
+$8.6M
1,511,655
-2%
清仓
CACI
CACI INTL INC
-$7.9M
0
-100%
建仓
—
NOBLE CORP PLC
+$7.6M
285,719
减持
AEM
AGNICO EAGLE MINES LTD
-$7.2M
22,679
-75%
建仓
ACMR
ACM RESH INC
+$6.9M
264,706
清仓
CTRA
COTERRA ENERGY INC
-$6.8M
0
-100%
清仓
KFY
KORN FERRY
-$6.7M
0
-100%
增持
CGAU
CENTERRA GOLD INC
+$6.6M
7,153,309
+1%
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$6.6M
0
-100%
建仓
—
GENPACT LIMITED
+$6.5M
147,560
建仓
BYD
BOYD GAMING CORP
+$6.5M
82,717
建仓
—
ROYALTY PHARMA PLC
+$6.4M
177,931
减持
—
SANDSTORM GOLD LTD
-$6.4M
210,090
-81%
建仓
—
COPA HOLDINGS SA
+$6.2M
56,488
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.0M
9,000
-54%
减持
—
NEW GOLD INC CDA
-$5.9M
1,200,134
-63%
建仓
MLI
MUELLER INDS INC
+$5.6M
70,076
增持
EGO
ELDORADO GOLD CORP NEW
+$5.6M
1,093,553
+10%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$5.5M
189,484
-35%
清仓
MAT
MATTEL INC
-$5.4M
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$5.0M
45,097
清仓
PR
PERMIAN RESOURCES CORP
-$5.0M
0
-100%
建仓
—
REV GROUP INC
+$4.9M
102,398
清仓
GM
GENERAL MTRS CO
-$4.3M
0
-100%
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$4.3M
0
-100%
减持
GE
GE AEROSPACE
+$3.8M
92,175
-7%
增持
OSK
OSHKOSH CORP
+$3.7M
34,886
+1164%
增持
—
CHAMPIONX CORPORATION
+$3.6M
359,032
+101%
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$3.5M
0
-100%
建仓
MATX
MATSON INC
+$3.4M
30,740
减持
CAKE
CHEESECAKE FACTORY INC
+$3.4M
297,629
-5%
清仓
AVT
AVNET INC
-$3.1M
0
-100%
减持
SU
SUNCOR ENERGY INC NEW
-$2.9M
929,257
-5%
清仓
CROX
CROCS INC
-$2.8M
0
-100%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$2.7M
86,211
减持
TAP
MOLSON COORS BEVERAGE CO
-$2.7M
183,014
-3%
建仓
CMCSA
COMCAST CORP NEW
+$2.7M
74,875
清仓
BLBD
BLUE BIRD CORP
-$2.6M
0
-100%
增持
TOL
TOLL BROTHERS INC
+$2.5M
58,679
+48%
减持
MMS
MAXIMUS INC
-$2.3M
104,359
-26%
减持
RYAAY
RYANAIR HOLDINGS PLC
-$2.3M
931,799
-30%
减持
PPC
PILGRIMS PRIDE CORP
-$2.3M
226,137
-1%
增持
PHM
PULTE GROUP INC
+$2.3M
62,701
+48%
增持
DORM
DORMAN PRODS INC
+$2.1M
55,616
+41%
减持
FOXA
FOX CORP
-$2.1M
230,258
-13%
清仓
ANF
ABERCROMBIE & FITCH CO
-$2.0M
0
-100%
增持
BWA
BORGWARNER INC
+$2.0M
213,507
+20%
增持
TMHC
TAYLOR MORRISON HOME CORP
+$2.0M
101,520
+43%
增持
KBH
KB HOME
+$2.0M
107,751
+67%
建仓
IAG
IAMGOLD CORP
+$1.9M
258,300
建仓
NG
NOVAGOLD RES INC
+$1.7M
423,670
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$1.7M
24,731
增持
HRB
BLOCK H & R INC
+$1.5M
125,597
+27%
建仓
BBY
BEST BUY INC
+$1.4M
20,407
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$1.3M
10,763
-25%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$1.3M
440,760
-34%
减持
SNX
TD SYNNEX CORPORATION
+$1.2M
85,976
-14%
减持
EXEL
EXELIXIS INC
-$1.1M
76,310
-37%
减持
OC
OWENS CORNING NEW
-$1.1M
28,564
-18%
减持
BTG
B2GOLD CORP
-$1.0M
3,395,988
-27%
建仓
—
ARCOS DORADOS HOLDINGS INC
+$1.0M
127,142
减持
HALO
HALOZYME THERAPEUTICS INC
-$957.7K
43,428
-14%
增持
MRK
MERCK & CO INC
-$945.5K
90,932
+0%
增持
ITRG
INTEGRA RES CORP
+$882.3K
3,243,153
+0%
增持
POWL
POWELL INDS INC
+$771.3K
17,271
+3%
增持
FLR
FLUOR CORP NEW
+$717.5K
18,590
+183%
增持
DAVA
ENDAVA PLC
+$662.3K
209,187
+61%
减持
PAAS
PAN AMERN SILVER CORP
+$624.0K
913,329
-7%
减持
EWBC
EAST WEST BANCORP INC
-$612.5K
3,890
-65%
增持
—
EXXON MOBIL CORP
+$580.3K
276,717
+13%
减持
PM
PHILIP MORRIS INTL INC
-$320.1K
94,109
-14%
增持
ENS
ENERSYS
-$287.2K
65,344
+2%
增持
MTB
M & T BK CORP
+$282.4K
13,020
+4%
增持
GFF
GRIFFON CORP
+$197.9K
41,320
+6%
减持
INCY
INCYTE CORP
-$81.2K
69,325
-13%
