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Portfolio (Quarterly) Guide ↗

RIT CAPITAL PARTNERS PLC

· CIK 0000939334
13F Portfolio $621M AUM 13 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 1 Added 1 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GDX VANECK ETF TRUST 700,000.0 $52.8M 8.51% -262K -27.2% $75.41 +36.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.3%
Consumer Cyclical 29.9%
Healthcare 13.9%
Consumer Defensive 7.6%
Industrials 7.3%