Position
Ruffer LLP in Alcoa Corp
Back to the book · All holders of AA
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 $1.23M$53.22 → $66.52
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 265.9K | $14.2M | — | — | — | 0.6% |
| Q1 2026 | 92.7K | $6.17M | $66.52 | $1.23M | −$9.22M | 0.3% |