Investments: Ruffer LLP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
2.191.212.395 $+469.049.880 $
+12,1 %
1.799.106.282 $-371.342.546 $
-6,6 %
2.260.306.978 $-223.117.329 $
+35,1 %
BANK OF AMERICA CORP /DE/BAC1.166.699.529 $+185.126.871 $
+18,9 %
981.572.658 $-174.908.058 $
-15,1 %
1.156.480.716 $-253.417.442 $
-18,0 %
Smurfit Westrock plcSW174.447.456 $+141.004.932 $
+421,6 %
33.442.524 $-162.652.084 $
-82,9 %
196.094.608 $+196.094.608 $
AMAZON COM INCAMZN155.229.762 $+7.505.461 $
+5,1 %
147.724.301 $-12.530.877 $
-7,8 %
160.255.178 $-88.219.795 $
-35,5 %
CITIGROUP INCC4.638.051 $+2.509.596 $
+117,9 %
2.128.455 $-78.618.470 $
-97,4 %
80.746.925 $-152.557.149 $
-65,4 %
BP PLCBP77.768.827 $-1.309.292 $
-1,7 %
79.078.119 $+10.408.822 $
+15,2 %
68.669.297 $-13.745.865 $
-16,7 %
Walt Disney CoDIS64.678.093 $+64.678.093 $
ALPHA PRO TECH LTDAPT1.222.606 $-4.234.989 $
-77,6 %
5.457.595 $-53.903.993 $
-90,8 %
59.361.588 $+59.361.588 $
BARRICK MINING CORPB28.380.484 $-30.626.508 $
-51,9 %
59.006.992 $+59.006.992 $
RYANAIR HOLDINGS PLCRYAAY15.638.110 $-38.098.327 $
-70,9 %
53.736.437 $-2.308.601 $
-4,1 %
AngloGold Ashanti PLCAU27.417.364 $-14.145.064 $
-34,0 %
41.562.428 $-10.704.904 $
-20,5 %
52.267.332 $+52.267.332 $
PFIZER INCPFE33.021.466 $-18.525.188 $
-35,9 %
51.546.654 $+17.623.157 $
+51,9 %
33.923.497 $-21.628.716 $
-38,9 %
Solventum CorpSOLV48.772.742 $+33.621.178 $
+221,9 %
15.151.564 $+15.151.564 $
SUNCOR ENERGY INCSU44.470.690 $+5.336.600 $
+13,6 %
39.134.090 $+4.285.770 $
+12,3 %
34.848.320 $-2.852.219 $
-7,6 %
Aris Mining CorpARIS43.054.761 $+2.719.056 $
+6,7 %
40.335.705 $+5.015.031 $
+14,2 %
35.320.674 $+9.126.075 $
+34,8 %
EXXON MOBIL CORPXOM38.578.246 $+7.206.861 $
+23,0 %
31.371.385 $+1.542.094 $
+5,2 %
29.829.291 $+580.333 $
+2,0 %
GENERAL ELECTRIC COGE36.188.716 $+5.997.682 $
+19,9 %
30.191.034 $+6.467.294 $
+27,3 %
23.723.740 $+3.785.033 $
+19,0 %
PAN AMERICAN SILVER CORPPAAS31.566.681 $-3.358.135 $
-9,6 %
34.924.816 $+8.986.272 $
+34,6 %
25.938.544 $+624.007 $
+2,5 %
ALCON INCALC27.333.183 $+27.333.183 $
Nomad Foods LtdNOMD26.823.083 $+26.823.083 $
Skeena Resources LtdSKE19.390.596 $-4.003.447 $
-17,1 %
23.394.043 $-677.383 $
-2,8 %
24.071.426 $+8.590.430 $
+55,5 %
TECK RESOURCES LTDTECK21.446.974 $-611.691 $
-2,8 %
22.058.665 $+22.058.665 $
UNITED THERAPEUTICS CorpUTHR20.349.877 $+17.257.129 $
+558,0 %
3.092.748 $-1.338.146 $
-30,2 %
CHEESECAKE FACTORY INCCAKE14.512.329 $-4.137.104 $
-22,2 %
18.649.433 $+3.417.026 $
+22,4 %
ROYAL GOLD INCRGLD14.671.782 $-1.964.323 $
-11,8 %
16.636.105 $+16.636.105 $
KINROSS GOLD CORPKGC1.083.559 $-13.621.723 $
-92,6 %
14.705.282 $-30.864.049 $
-67,7 %
Alcoa CorpAA14.152.519 $+14.152.519 $
Fox CorpFOXA7.553.410 $+2.056.920 $
+37,4 %
5.496.490 $-7.406.882 $
-57,4 %
12.903.372 $-2.052.443 $
-13,7 %
B2GOLD CORPBTG2.054.459 $-10.205.058 $
-83,2 %
12.259.517 $-1.031.572 $
-7,8 %
Allied Gold CorpAAUC8.720.593 $-1.949.165 $
-18,3 %
10.669.758 $+10.669.758 $
PILGRIMS PRIDE CORPPPC10.171.642 $-2.276.534 $
-18,3 %
Hewlett Packard Enterprise CoHPE4.040.746 $-4.972.559 $
-55,2 %
9.013.305 $-1.255.221 $
-12,2 %
MOLSON COORS BEVERAGE COTAP8.801.143 $-2.685.896 $
-23,4 %
Noble Corp plcNE8.185.335 $+599.496 $
+7,9 %
7.585.839 $+7.585.839 $
BORGWARNER INCBWA4.148.616 $+140.337 $
+3,5 %
4.008.279 $-3.139.666 $
-43,9 %
7.147.945 $+2.043.966 $
+40,0 %
JANUS HENDERSON GROUP PLCJHG6.656.414 $+2.287.446 $
+52,4 %
4.368.968 $+4.368.968 $
Genpact LTDG6.494.054 $+6.494.054 $
BOYD GAMING CORPBYD6.470.951 $+6.470.951 $
Royalty Pharma plcRPRX3.499.748 $-1.093.036 $
-23,8 %
4.592.784 $-1.817.921 $
-28,4 %
6.410.705 $+6.410.705 $
PRICE T ROWE GROUP INCTROW6.263.441 $+1.937.867 $
+44,8 %
4.325.574 $+4.325.574 $
Taylor Morrison Home CorpTMHC221.992 $-6.013.409 $
-96,4 %
6.235.401 $+1.968.541 $
+46,1 %
KB HOMEKBH5.707.570 $+1.956.190 $
+52,1 %
EnerSysENS4.690.812 $-913.743 $
-16,3 %
5.604.555 $-287.153 $
-4,9 %
TELEFLEX INCTFX5.153.973 $+5.153.973 $
Archer-Daniels-Midland CoADM4.956.570 $-43.472.445 $
-89,8 %
HF Sinclair CorpDINO4.723.065 $+804.108 $
+20,5 %
3.918.957 $+3.918.957 $
INCYTE CORPINCY2.506.937 $-1.236.134 $
-33,0 %
3.743.071 $-977.961 $
-20,7 %
4.721.032 $-81.204 $
-1,7 %
BERKSHIRE HATHAWAY INCBRK-B4.530.913 $+6.253 $
+0,1 %
4.524.660 $+152.730 $
+3,5 %
4.371.930 $-6.002.728 $
-57,9 %
MICRON TECHNOLOGY INCMU4.450.426 $+156.325 $
+3,6 %
4.294.101 $+4.294.101 $
LEAR CORPLEA4.395.956 $+4.395.956 $
COMCAST CORPCMCSA4.369.560 $+1.697.271 $
+63,5 %
2.672.289 $+2.672.289 $
OSHKOSH CORPOSK3.772.490 $+1.309.386 $
+53,2 %
2.463.104 $-1.497.692 $
-37,8 %
3.960.796 $+3.701.229 $
+1.425,9 %
Owens CorningOC3.449.150 $-478.971 $
-12,2 %
3.928.121 $-1.051.066 $
-21,1 %
LKQ CORPLKQ3.793.262 $+3.793.262 $
RHRH3.448.330 $+3.448.330 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC3.403.596 $+3.403.596 $
TARGET CORPTGT3.373.332 $+3.373.332 $
JACK IN THE BOX INCJACK3.222.582 $+3.222.582 $
Endava plcDAVA202.556 $-379.844 $
-65,2 %
582.400 $-2.622.345 $
-81,8 %
3.204.745 $+662.260 $
+26,0 %
CARMAX INCKMX3.181.018 $+3.181.018 $
Bank OZKOZK3.137.024 $+3.137.024 $
RADIAN GROUP INCRDN3.134.777 $+3.134.777 $
BANK OF HAWAII3.106.660 $+3.106.660 $
SKYWEST INCSKYW3.020.652 $+3.020.652 $
HOME BANCSHARES INCHOMB3.014.649 $+3.014.649 $
GRIFFON CORPGFF2.990.261 $+197.867 $
+7,1 %
PROSPERITY BANCSHARES INCPB2.964.464 $+2.964.464 $
Aptiv PLCAPTV2.948.655 $+2.948.655 $
Frontline plcFRO2.845.172 $+2.845.172 $
Caesars Entertainment, Inc.CZR2.820.055 $+2.820.055 $
AGNICO EAGLE MINES LTDAEM983.281 $-1.713.932 $
-63,5 %
2.697.213 $-7.156.931 $
-72,6 %
KOHLS CorpKSS2.622.957 $+2.622.957 $
Permian Resources CorpPR206.015 $-2.402.126 $
-92,1 %
2.608.141 $-2.358.588 $
-47,5 %
NEUROCRINE BIOSCIENCES INCNBIX2.479.196 $+2.479.196 $
Jazz Pharmaceuticals plcJAZZ2.424.909 $+2.424.909 $
JPMORGAN CHASE & COJPM2.259.062 $+51.052 $
+2,3 %
2.208.010 $+178.640 $
+8,8 %
2.029.370 $+312.270 $
+18,2 %
FRANCO NEVADA CorpFNV1.291.295 $-786.226 $
-37,8 %
2.077.521 $+2.077.521 $
SANDSTORM GOLD LTDSAND1.974.846 $-6.352.427 $
-76,3 %
IAMGOLD CORPIAG1.898.505 $+1.898.505 $
NOVAGOLD RESOURCES INCNG1.425.479 $+189.255 $
+15,3 %
1.236.224 $-496.586 $
-28,7 %
1.732.810 $+1.732.810 $
AXCELIS TECHNOLOGIES INCACLS1.723.503 $+1.723.503 $
CHEVRON CORPCVX1.679.128 $-29.062 $
-1,7 %
1.708.190 $+133.100 $
+8,5 %
1.575.090 $-265.100 $
-14,4 %
RIGEL PHARMACEUTICALS INCRIGL1.597.533 $+1.597.533 $
FLUOR CORPFLR953.109 $+717.521 $
+304,6 %
EAST WEST BANCORP INCEWBC392.812 $-612.500 $
-60,9 %
EPR PROPERTIESEPR362.590 $+362.590 $
Public StoragePSA358.669 $+26.491 $
+8,0 %
332.178 $+332.178 $
DiamondRock Hospitality CoDRH107.356 $+107.356 $
ARBOR REALTY TRUST INCABR106.299 $+106.299 $
2.191.212.395 $+469.049.880 $
+12,1 %
1.799.106.282 $-371.342.546 $
-6,6 %
2.260.306.978 $-223.117.329 $
+35,1 %
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