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Ruffer LLP’s NovaGold Resources NG Stock Holding History

Ruffer LLP’s Portfolio NG Stock Details NG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$615K Sell
103,160
-4,850
-4% -$40.4K 0.02% 174
2026
Q1 		$973K Sell
108,010
-44,700
-29% -$460K 0.04% 162
2025
Q4 		$1.43M Buy
152,710
+12,230
+9% +$113K 0.06% 132
2025
Q3 		$1.24M Sell
140,480
-283,190
-67% -$1.73M 0.07% 91
2025
Q2 		$1.73M Buy
+423,670
New +$1.59M 0.08% 89

Other funds holding NG

EG
Electrum Group New York $3.39B AUM
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Ruffer LLP's NG Position: Q2 2026 in Review

Ruffer LLP reduced its NovaGold Resources (NG) stake by 4.5% in Q2 2026, selling an estimated $40.4K and leaving 103,160 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #174.

Ruffer LLP first reported a position in NG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.73M in Q2 2025. 247 funds tracked by Wall St. Rank hold NG as of Q2 2026.

  • Ruffer LLP held 103,160 shares of NovaGold Resources worth $615K as of Q2 2026.
  • Ruffer LLP sold 4,850 NovaGold Resources shares in Q2 2026, an estimated $40.4K.
  • NovaGold Resources made up 0.02% of Ruffer LLP's portfolio in Q2 2026, its #174 holding.
  • Ruffer LLP first reported a position in NovaGold Resources in Q2 2025 and has held it in 5 quarters since.
  • Ruffer LLP's NovaGold Resources position peaked at $1.73M in Q2 2025.
  • 247 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.