Position
Ruffer LLP in Slb Limited/Nv
Back to the book · All holders of SLB
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 $15M$38.44 → $51.54
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.15M | $44.1M | — | — | — | 2.0% |
| Q1 2026 | 1.54M | $79.5M | $51.54 | $15M | $20.4M | 3.3% |