Ruffer LLP’s Norbord Inc. OSB Stock Holding History

Ruffer LLP’s Portfolio OSB Stock Details OSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,500	Closed	-$276K	–	97
2019 Q3	$276K	Sell	11,500 -10,000	-47%	-$235K	0.01%	86
2019 Q2	$532K	Hold	21,500	–	–	0.01%	81
2019 Q1	$592K	Hold	21,500	–	–	0.02%	71
2018 Q4	$572K	Buy	+21,500	New	+$585K	0.02%	80

Other funds holding OSB

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Ruffer LLP's OSB Position: Q4 2019 in Review

Ruffer LLP sold out of Norbord Inc. (OSB) in Q4 2019, closing a stake of 11,500 shares — an estimated $276K sold.

Ruffer LLP first reported a position in OSB in Q4 2018 and held it in 4 quarters. The position peaked at $592K in Q1 2019. 97 funds tracked by Wall St. Rank hold OSB as of Q4 2019.

Ruffer LLP reported no remaining Norbord Inc. position as of Q4 2019 after selling out during the quarter.
Ruffer LLP sold 11,500 Norbord Inc. shares in Q4 2019, an estimated $276K.
Ruffer LLP first reported a position in Norbord Inc. in Q4 2018 and held it in 4 quarters.
Ruffer LLP's Norbord Inc. position peaked at $592K in Q1 2019.
97 funds tracked by Wall St. Rank held Norbord Inc. as of Q4 2019.

Based on Ruffer LLP's 13F filing for Q4 2019, filed 6 Feb 2020.