Position
Ruffer LLP in Royal Gold Inc
Back to the book · All holders of RGLD
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 $1.51M$222.64 → $255.22
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 65.9K | $14.7M | — | — | — | 0.7% |
| Q1 2026 | 46.3K | $11.8M | $255.22 | $1.51M | −$4.37M | 0.5% |