Position
Ruffer LLP in Anglogold Ashanti Plc
Back to the book · All holders of AU
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $1.2M$85.41 → $97.64
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 321K | $27.4M | — | — | — | 1.2% |
| Q1 2026 | 98.2K | $9.59M | $97.64 | $1.2M | −$19M | 0.4% |