Position
Ruffer LLP in Centerra Gold Inc.
Back to the book · All holders of CGAU
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 $2.44M$14.44 → $17.78
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.26M | $47M | — | — | — | 2.1% |
| Q1 2026 | 730.8K | $13M | $17.78 | $2.44M | −$36.4M | 0.5% |