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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 122 项
建仓 33
增持 18
减持 41
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
NEM
NEWMONT CORP
-$216.8M
884,017
-82%
清仓
—
BARRICK GOLD CORP
-$191.9M
0
-100%
减持
—
SMURFIT WESTROCK PLC
-$162.7M
785,589
-83%
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
C
CITIGROUP INC
-$78.6M
20,970
-98%
增持
COO
COOPER COS INC
+$74.8M
1,347,850
+444%
建仓
B
BARRICK MNG CORP
+$59.0M
1,800,635
减持
GOOGL
ALPHABET INC
-$53.9M
22,450
-93%
增持
EQX
EQUINOX GOLD CORP
+$53.7M
8,651,889
+15%
建仓
EXR
EXTRA SPACE STORAGE INC
+$47.5M
336,942
减持
BAC
BANK AMERICA CORP
-$39.9M
1,871,642
-35%
减持
RYAAY
RYANAIR HOLDINGS PLC
-$38.1M
259,683
-72%
建仓
FSLR
FIRST SOLAR INC
+$34.6M
157,055
清仓
CDE
COEUR MNG INC
-$32.3M
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$29.9M
384,886
+12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$27.5M
204,387
+56%
清仓
—
ALCON AG
-$27.3M
0
-100%
增持
MRK
MERCK & CO INC
+$23.8M
368,848
+306%
建仓
TECK
TECK RESOURCES LTD
+$22.1M
502,602
增持
EGO
ELDORADO GOLD CORP NEW
+$18.6M
1,412,740
+29%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$18.1M
88,680
增持
PFE
PFIZER INC
+$17.6M
2,023,065
+45%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$17.3M
48,545
+351%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$17.0M
0
-100%
建仓
RGLD
ROYAL GOLD INC
+$16.6M
82,940
增持
GILD
GILEAD SCIENCES INC
+$15.2M
182,343
+304%
建仓
SOLV
SOLVENTUM CORP
+$15.2M
207,557
减持
KGC
KINROSS GOLD CORP
-$13.6M
43,604
-95%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$13.6M
220,210
减持
IQV
IQVIA HLDGS INC
-$13.2M
102,970
-50%
减持
AMZN
AMAZON COM INC
-$12.5M
672,796
-8%
清仓
BTG
B2GOLD CORP
-$12.3M
0
-100%
清仓
—
INTERPUBLIC GROUP COS INC
-$12.2M
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$12.1M
21,540
减持
GAU
GALIANO GOLD INC
+$12.1M
16,611,028
-12%
减持
CGAU
CENTERRA GOLD INC
+$11.7M
5,904,103
-17%
减持
—
ANGLOGOLD ASHANTI PLC
-$10.7M
590,963
-48%
清仓
GEN
GEN DIGITAL INC
-$10.5M
0
-100%
增持
BP
BP PLC
+$10.4M
2,294,780
+0%
清仓
PPC
PILGRIMS PRIDE CORP
-$10.2M
0
-100%
清仓
OVV
OVINTIV INC
-$9.7M
0
-100%
减持
PAAS
PAN AMERN SILVER CORP
+$9.0M
901,751
-1%
清仓
—
CHAMPIONX CORPORATION
-$8.9M
0
-100%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$8.8M
0
-100%
减持
ARW
ARROW ELECTRS INC
-$7.8M
36,923
-62%
建仓
UHAL/B
U HAUL HOLDING COMPANY
+$7.4M
145,669
减持
FOXA
FOX CORP
-$7.4M
87,164
-62%
清仓
MMS
MAXIMUS INC
-$7.3M
0
-100%
减持
SNX
TD SYNNEX CORPORATION
-$7.2M
27,194
-68%
清仓
ACMR
ACM RESH INC
-$6.9M
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$6.8M
151,760
清仓
PHM
PULTE GROUP INC
-$6.6M
0
-100%
清仓
—
GENPACT LIMITED
-$6.5M
0
-100%
清仓
BYD
BOYD GAMING CORP
-$6.5M
0
-100%
增持
GE
GE AEROSPACE
+$6.5M
100,365
+9%
减持
MTCH
MATCH GROUP INC NEW
-$6.1M
76,595
-73%
建仓
FHI
FEDERATED HERMES INC
+$6.1M
116,781
减持
TMHC
TAYLOR MORRISON HOME CORP
-$6.0M
3,363
-97%
清仓
—
NEW GOLD INC CDA
-$5.9M
0
-100%
清仓
KBH
KB HOME
-$5.7M
0
-100%
减持
ARIS
ARIS MNG CORP
+$5.0M
4,114,728
-21%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$5.0M
164,531
-63%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$5.0M
0
-100%
清仓
—
REV GROUP INC
-$4.9M
0
-100%
建仓
—
JANUS HENDERSON GROUP PLC
+$4.4M
98,157
建仓
TROW
PRICE T ROWE GROUP INC
+$4.3M
42,144
减持
ITRG
INTEGRA RES CORP
+$4.3M
3,156,453
-3%
建仓
MU
MICRON TECHNOLOGY INC
+$4.3M
25,664
增持
SU
SUNCOR ENERGY INC NEW
+$4.3M
935,037
+1%
减持
CAKE
CHEESECAKE FACTORY INC
-$4.1M
265,599
-11%
建仓
DINO
HF SINCLAIR CORP
+$3.9M
74,875
建仓
LKQ
LKQ CORP
+$3.8M
124,210
建仓
TNL
TRAVEL PLUS LEISURE CO
+$3.8M
63,583
建仓
GTX
GARRETT MOTION INC
+$3.7M
270,470
建仓
VIRT
VIRTU FINL INC
+$3.7M
103,237
清仓
POWL
POWELL INDS INC
-$3.6M
0
-100%
建仓
CALM
CAL MAINE FOODS INC
+$3.6M
38,089
建仓
—
MILLICOM INTL CELLULAR S A
+$3.5M
71,312
减持
TOL
TOLL BROTHERS INC
-$3.4M
23,670
-60%
清仓
MATX
MATSON INC
-$3.4M
0
-100%
减持
DORM
DORMAN PRODS INC
-$3.3M
22,392
-60%
减持
BWA
BORGWARNER INC
-$3.1M
91,181
-57%
建仓
APAM
ARTISAN PARTNERS ASSET MGMT
+$3.0M
70,061
清仓
GFF
GRIFFON CORP
-$3.0M
0
-100%
建仓
—
FRONTLINE PLC
+$2.8M
124,843
建仓
ATKR
ATKORE INC
+$2.8M
44,841
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$2.7M
369,142
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$2.7M
0
-100%
建仓
UPWK
UPWORK INC
+$2.7M
146,239
清仓
AEM
AGNICO EAGLE MINES LTD
-$2.7M
0
-100%
建仓
SUPN
SUPERNUS PHARMACEUTICALS INC
+$2.6M
55,385
减持
DAVA
ENDAVA PLC
-$2.6M
64,000
-69%
建仓
PR
PERMIAN RESOURCES CORP
+$2.6M
203,761
减持
HRB
BLOCK H & R INC
-$2.2M
91,950
-27%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.2M
131,909
+1%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$2.1M
108,616
建仓
FNV
FRANCO NEV CORP
+$2.1M
9,320
清仓
—
SANDSTORM GOLD LTD
-$2.0M
0
-100%
减持
AAUC
ALLIED GOLD CORP
-$1.9M
498,940
-37%
清仓
IAG
IAMGOLD CORP
-$1.9M
0
-100%
减持
—
COPA HOLDINGS SA
-$1.8M
36,729
-35%
减持
—
ROYALTY PHARMA PLC
-$1.8M
130,184
-27%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$1.7M
0
-100%
增持
PM
PHILIP MORRIS INTL INC
-$1.7M
95,079
+1%
增持
CMCSA
COMCAST CORP NEW
+$1.7M
139,073
+86%
增持
—
EXXON MOBIL CORP
+$1.5M
278,242
+1%
减持
OSK
OSHKOSH CORP
-$1.5M
18,991
-46%
减持
INCY
INCYTE CORP
-$978.0K
44,135
-36%
清仓
FLR
FLUOR CORP NEW
-$953.1K
0
-100%
减持
ENS
ENERSYS
-$913.7K
41,526
-36%
减持
MLI
MUELLER INDS INC
-$716.8K
47,988
-32%
减持
SKE
SKEENA RES LTD NEW
-$677.4K
1,270,055
-16%
增持
—
NOBLE CORP PLC
+$599.5K
289,439
+1%
减持
NG
NOVAGOLD RES INC
-$496.6K
140,480
-67%
减持
OC
OWENS CORNING NEW
-$479.0K
24,382
-15%
减持
BBY
BEST BUY INC
-$455.4K
12,094
-41%
清仓
EWBC
EAST WEST BANCORP INC
-$392.8K
0
-100%
建仓
SBRA
SABRA HEALTH CARE REIT INC
+$352.0K
18,886
建仓
PSA
PUBLIC STORAGE OPER CO
+$332.2K
1,150
减持
MTB
M & T BK CORP
-$304.5K
11,240
-14%
减持
GLDG
GOLDMINING INC
-$158.7K
401,996
-55%
减持
HALO
HALOZYME THERAPEUTICS INC
-$44.3K
30,199
-30%
增持
EXEL
EXELIXIS INC
+$10.7K
81,696
+7%
