Ruffer LLP’s Eldorado Gold EGO Stock Holding History

Ruffer LLP’s Portfolio EGO Stock Details EGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.3M	Sell	471,772 -202,257	-30%	-$7.66M	0.52%	50
2026 Q2	$20.9M	Sell	674,029 -225,329	-25%	-$7.34M	0.74%	36
2026 Q1	$31M	Sell	899,358 -712,298	-44%	-$29M	1.27%	22
2025 Q4	$58M	Buy	1,611,656 +198,916	+14%	+$5.95M	2.64%	9
2025 Q3	$40.8M	Buy	1,412,740 +319,187	+29%	+$7.51M	2.27%	14
2025 Q2	$22.2M	Buy	1,093,553 +101,456	+10%	+$1.97M	0.98%	27
2025 Q1	$16.7M	Buy	+992,097	New	+$14.9M	0.64%	31
2023 Q1	–	Sell	-145,733	Closed	-$1.22M	–	96
2022 Q4	$1.22M	Sell	145,733 -50,000	-26%	-$354K	0.08%	62
2022 Q3	$1.34M	Sell	195,733 -354,267	-64%	-$2.08M	0.08%	66
2022 Q2	$3.51M	Buy	+550,000	New	+$5M	0.14%	51
2020 Q3	–	Sell	-300,000	Closed	-$3.07M	–	79
2020 Q2	$3.07M	Buy	+300,000	New	+$2.61M	0.12%	46
2019 Q3	–	Sell	-2,592,988	Closed	-$15.1M	–	100
2019 Q2	$15.1M	Buy	2,592,988 +200,200	+8%	+$844K	0.35%	31
2019 Q1	$11.1M	Sell	2,392,788 -6,569,153	-73%	-$25.6M	0.28%	30
2018 Q4	$5.13M	Buy	+8,961,941	New	+$31.8M	0.16%	38

Other funds holding EGO

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Ruffer LLP's EGO Position: Q3 2026 in Review

Ruffer LLP reduced its Eldorado Gold (EGO) stake by 30% in Q3 2026, selling an estimated $7.66M and leaving 471,772 shares worth $10.3M. The position accounts for 0.52% of the portfolio, ranked #50.

Ruffer LLP first reported a position in EGO in Q4 2018 and has held it in 14 quarters since. The position peaked at $58M in Q4 2025. 128 funds tracked by Wall St. Rank hold EGO as of Q3 2026.

Ruffer LLP held 471,772 shares of Eldorado Gold worth $10.3M as of Q3 2026.
Ruffer LLP sold 202,257 Eldorado Gold shares in Q3 2026, an estimated $7.66M.
Eldorado Gold made up 0.52% of Ruffer LLP's portfolio in Q3 2026, its #50 holding.
Ruffer LLP first reported a position in Eldorado Gold in Q4 2018 and has held it in 14 quarters since.
Ruffer LLP's Eldorado Gold position peaked at $58M in Q4 2025.
128 funds tracked by Wall St. Rank held Eldorado Gold as of Q3 2026.

Based on Ruffer LLP's 13F filing for Q3 2026, filed 10 Nov 2026.