Ruffer LLP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Ruffer LLP held in its portfolio 154 assets valued at $2,196,533,775 (i.e. $2.20B).
The most valuable assets in the portfolio included: SMURFIT WESTROCK PLC ($174.45M), COINBASE GLOBAL INC ($166.52M), and AMAZON COM INC ($155.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 154 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ruffer LLP - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SMURFIT WESTROCK PLC | 4504151 | 174447456 | SHS |
| COINBASE GLOBAL INC | 735190 | 166515084 | COM CL A |
| AMAZON COM INC | 671466 | 155229762 | COM |
| BANK AMERICA CORP | 1668030 | 91884412 | COM |
| EQUINOX GOLD CORP | 5791948 | 81543894 | COM |
| BP PLC | 2235750 | 77768827 | SPONSORED ADR |
| ALIBABA GROUP HLDG LTD | 481064 | 70623682 | SPONSORED ADS |
| DISNEY WALT CO | 567615 | 64678093 | COM |
| ELDORADO GOLD CORP NEW | 1611656 | 57981067 | COM |
| EXTRA SPACE STORAGE INC | 385535 | 50282751 | COM |
| SOLVENTUM CORP | 614558 | 48772742 | COM SHS |
| FLOOR & DECOR HLDGS INC | 774470 | 47230712 | CL A |
| CENTERRA GOLD INC | 3255131 | 46997492 | COM |
| SUNCOR ENERGY INC NEW | 999168 | 44470690 | COM |
| SCHLUMBERGER LTD | 1146543 | 44072513 | COM STK |
| ARIS MNG CORP | 2647139 | 43054761 | COM |
| EXXON MOBIL CORP | 320081 | 38578246 | COM |
| GALIANO GOLD INC | 14305507 | 36479422 | COM |
| GE AEROSPACE | 117301 | 36188716 | COM NEW |
| PFIZER INC | 1324096 | 33021466 | COM |
| PAN AMERN SILVER CORP | 608328 | 31566681 | COM |
| PNC FINL SVCS GROUP INC | 150102 | 31379480 | COM |
| UNION PAC CORP | 133430 | 30913217 | COM |
| PHILIP MORRIS INTL INC | 189305 | 30412053 | COM |
| LAMAR ADVERTISING CO NEW | 239820 | 30402049 | CL A |
| BARRICK MNG CORP | 650660 | 28380484 | COM SHS |
| ANGLOGOLD ASHANTI PLC | 320997 | 27417364 | COM SHS |
| NOMAD FOODS LTD | 2140876 | 26823083 | USD ORD SHS |
| COOPER COS INC | 312164 | 25624907 | COM |
| TECK RESOURCES LTD | 447145 | 21446974 | CL B |
| SKEENA RES LTD NEW | 814056 | 19390596 | COM |
| VISTA ENERGY S.A.B. DE C.V. | 394510 | 19226828 | SPONSORED ADS |
| NEWMONT CORP | 164819 | 16482871 | COM |
| INTERNATIONAL FLAVORS&FRAGRA | 237473 | 16028408 | COM |
| SIGNET JEWELERS LIMITED | 185192 | 15372395 | SHS |
| CANADIAN PACIFIC KANSAS CITY | 206459 | 15224869 | COM |
| ROYAL GOLD INC | 65900 | 14671782 | COM |
| U HAUL HOLDING COMPANY | 304952 | 14274936 | COM SER N |
| ALCOA CORP | 265910 | 14152519 | COM |
| INTEGRA RES CORP | 3006453 | 12125866 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 31175 | 9488562 | SPONSORED ADS |
| FEDERATED HERMES INC | 149689 | 7806535 | CL B |
| FOX CORP | 103210 | 7553410 | CL A COM |
| DOUBLEVERIFY HLDGS INC | 645691 | 7398657 | COM |
| MAXIMUS INC | 80396 | 6950618 | COM |
| JANUS HENDERSON GROUP PLC | 139713 | 6656414 | ORD SHS |
| COEUR MNG INC | 366238 | 6540219 | COM NEW |
| PRICE T ROWE GROUP INC | 61083 | 6263441 | COM |
| COPA HOLDINGS SA | 48819 | 5897253 | CL A |
| SCIENCE APPLICATIONS INTL CO | 57664 | 5813449 | COM |
| TD SYNNEX CORPORATION | 36770 | 5532438 | COM |
| MAGNUM ICE CREAM CO NV | 340183 | 5397754 | ORD SHS |
| TELEFLEX INCORPORATED | 42166 | 5153973 | COM |
| BLOCK H & R INC | 118033 | 5151909 | COM |
| VIRTU FINL INC | 149707 | 4996025 | CL A |
| HF SINCLAIR CORP | 102340 | 4723065 | COM |
| CAL MAINE FOODS INC | 58210 | 4639001 | COM NEW |
| ISHARES TR | 131000 | 4537053 | MSCI CHINA A |
| BERKSHIRE HATHAWAY INC DEL | 9000 | 4530913 | CL B NEW |
| PITNEY BOWES INC | 423474 | 4482942 | COM |
| MICRON TECHNOLOGY INC | 15569 | 4450426 | COM |
| LEAR CORP | 38300 | 4395956 | COM NEW |
| DHT HOLDINGS INC | 358738 | 4387030 | SHS NEW |
| SCORPIO TANKERS INC | 85914 | 4373724 | SHS |
| BORGWARNER INC | 91926 | 4148616 | COM |
| BROOKFIELD CORP | 84750 | 3895250 | CL A LTD VT SH |
| BEST BUY INC | 57606 | 3861547 | COM |
| OSHKOSH CORP | 29982 | 3772490 | COM |
| TEEKAY TANKERS LTD | 69863 | 3737880 | CL A |
| CROCS INC | 42877 | 3672511 | COM |
| GENERAL MTRS CO | 44694 | 3640208 | COM |
| UNITED PARKS & RESORTS INC | 97970 | 3561773 | COM |
| ROYALTY PHARMA PLC | 90432 | 3499748 | SHS CLASS A |
| RH | 19219 | 3448330 | COM |
| BERKSHIRE HILLS BANCORP INC | 130048 | 3434480 | COM |
| BATH & BODY WORKS INC | 170505 | 3428928 | COM |
| MARRIOTT VACATIONS WORLDWIDE | 58907 | 3403596 | COM |
| TARGET CORP | 34456 | 3373332 | COM |
| ALBERTSONS COS INC | 195920 | 3369198 | COMMON STOCK |
| ALIGHT INC | 1710398 | 3338904 | ALIGHT INC |
| GARRETT MOTION INC | 186239 | 3251214 | COM |
| LIFE TIME GROUP HOLDINGS INC | 121167 | 3225531 | COMMON STOCK |
| JACK IN THE BOX INC | 169792 | 3222582 | COM |
| WENDYS CO | 382890 | 3194453 | COM |
| CARMAX INC | 82204 | 3181018 | COM |
| VOYA FINANCIAL INC | 42265 | 3153196 | COM |
| BANK OZK LITTLE ROCK ARK | 68063 | 3137024 | COM |
| RADIAN GROUP INC | 86970 | 3134777 | COM |
| ASSOCIATED BANC CORP | 121477 | 3134021 | COM |
| UNITED BANKSHARES INC WEST V | 81408 | 3130871 | COM |
| PAYCOM SOFTWARE INC | 19584 | 3125629 | COM |
| BANK HAWAII CORP | 45370 | 3106660 | COM |
| SOUTHSTATE BK CORP | 32661 | 3078338 | COM |
| FULTON FINL CORP PA | 158786 | 3073975 | COM |
| GROCERY OUTLET HLDG CORP | 302619 | 3061224 | COM |
| UNITED CMNTY BKS BLAIRSVLE G | 97641 | 3053018 | COM |
| FIRST HAWAIIAN INC | 119509 | 3028184 | COM |
| SKYWEST INC | 30038 | 3020652 | COM |
| UNITED STS BRENT OIL FD LP | 106450 | 3019371 | UNIT |
| HOME BANCSHARES INC | 108357 | 3014649 | COM |
| ATLANTIC UN BANKSHARES CORP | 84181 | 2976068 | COM |
| PROSPERITY BANCSHARES INC | 42828 | 2964464 | COM |
| EASTERN BANKSHARES INC | 160133 | 2955705 | COM |
| APTIV PLC | 38692 | 2948655 | COM SHS |
| COREBRIDGE FINL INC | 97176 | 2936197 | COM |
| SYNOVUS FINL CORP | 58348 | 2924765 | COM NEW |
| HA SUSTAINABLE INFRA CAP INC | 91948 | 2894438 | COM |
| ANHEUSER BUSCH INBEV SA/NV | 45000 | 2886299 | SPONSORED ADR |
| OLD NATL BANCORP IND | 128478 | 2870697 | COM |
| CAESARS ENTERTAINMENT INC NE | 120390 | 2820055 | COM |
| WESTERN ALLIANCE BANCORP | 33236 | 2798449 | COM |
| M/I HOMES INC | 21832 | 2797823 | COM |
| OSISKO DEVELOPMENT CORP | 754799 | 2638361 | COM NEW |
| KOHLS CORP | 128343 | 2622957 | COM |
| MAPLEBEAR INC | 56987 | 2567277 | COM |
| INCYTE CORP | 25342 | 2506937 | COM |
| DORMAN PRODS INC | 20247 | 2498114 | COM |
| NEUROCRINE BIOSCIENCES INC | 17453 | 2479196 | COM |
| JAZZ PHARMACEUTICALS PLC | 14242 | 2424909 | SHS USD |
| JPMORGAN CHASE & CO. | 7000 | 2259062 | COM |
| POWER SOLUTIONS INTL INC | 38063 | 2178051 | COM NEW |
| DAVE & BUSTERS ENTMT INC | 130065 | 2111498 | COM |
| B2GOLD CORP | 454824 | 2054459 | COM |
| EXELIXIS INC | 46500 | 2041223 | COM |
| HALOZYME THERAPEUTICS INC | 26121 | 1760678 | COM |
| SUPERNUS PHARMACEUTICALS INC | 34327 | 1708634 | COM |
| CHEVRON CORP NEW | 11000 | 1679128 | COM |
| CATALYST PHARMACEUTICALS INC | 70807 | 1655160 | COM |
| CITIGROUP INC | 13850 | 1618680 | COM NEW |
| RIGEL PHARMACEUTICALS INC | 37244 | 1597533 | COM |
| HARMONY BIOSCIENCES HLDGS IN | 40993 | 1536303 | COM |
| NOVAGOLD RES INC | 152710 | 1425479 | COM NEW |
| FRANCO NEV CORP | 6220 | 1291295 | COM |
| ALPHABET INC | 3900 | 1222606 | CAP STK CL A |
| AGNICO EAGLE MINES LTD | 5791 | 983281 | COM |
| CENTURY ALUM CO | 23851 | 935941 | COM |
| ARCOS DORADOS HOLDINGS INC | 127142 | 934679 | SHS CLASS -A - |
| GILEAD SCIENCES INC | 6918 | 850441 | COM |
| FOMENTO ECONOMICO MEXICANO S | 8000 | 809822 | SPON ADR UNITS |
| M & T BK CORP | 4000 | 807178 | COM |
| UNITED STS COMMODITY INDEX F | 22400 | 784327 | CM REP COPP FD |
| GOLDMINING INC | 401996 | 505207 | COM |
| AGNC INVT CORP | 46517 | 499441 | COM |
| WELLS FARGO CO NEW | 5000 | 466728 | COM |
| SABRA HEALTH CARE REIT INC | 23094 | 438083 | COM |
| EPR PPTYS | 7255 | 362590 | COM SH BEN INT |
| PUBLIC STORAGE OPER CO | 1380 | 358669 | COM |
| PERMIAN RESOURCES CORP | 14661 | 206015 | CLASS A COM |
| ENDAVA PLC | 32000 | 202556 | ADS |
| RITHM CAPITAL CORP | 10367 | 113177 | COM NEW |
| PARK HOTELS & RESORTS INC | 10603 | 111081 | COM |
| DIAMONDROCK HOSPITALITY CO | 11963 | 107356 | COM |
| ORCHID IS CAP INC | 14790 | 106654 | COM NEW |
| ARBOR REALTY TRUST INC | 13677 | 106299 | COM |