EdgeMarket › What Ruffer Llp reported owning
What Ruffer Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.4BPositions
176Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| COIN Coinbase Global, Inc. | 251.5M | 10.3% | 1.4M | 186.49 | -38.7% |
| BABA Alibaba Group Holding Ltd | 147.4M | 6.0% | 1.2M | 119.34 | -0.1% |
| AMZN AMAZON COM INC | 117.3M | 4.8% | 561.5K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 116.4M | 4.8% | 313.4K | 483.24 | -4.4% |
| SW Smurfit Westrock plc | 111.3M | 4.6% | 2.8M | 49.39 | +17.7% |
| BP BP PLC | 98.9M | 4.0% | 2.1M | 44.76 | +32.1% |
| SLB SLB LIMITED/NV | 79.5M | 3.3% | 1.5M | 53.87 | +61.5% |
| unmapped CUSIP 115637209 | 72.4M | 3.0% | 2.7M | — | — |
| SU SUNCOR ENERGY INC | 66.4M | 2.7% | 1.0M | 68.42 | +77.3% |
| BAC BANK OF AMERICA CORP /DE/ | 64.3M | 2.6% | 1.3M | 61.69 | +27.6% |
| EQX Equinox Gold Corp. | 59.7M | 2.4% | 4.1M | 13.53 | +74.6% |
| SOLV Solventum Corp | 56.3M | 2.3% | 860.0K | 89.57 | +23.0% |
| FND Floor & Decor Holdings, Inc. | 56.1M | 2.3% | 1.1M | 54.26 | -33.8% |
| XOM ExxonMobil Holdings Corp | 54.7M | 2.2% | 321.7K | 165.11 | +52.1% |
| LAMR LAMAR ADVERTISING CO/NEW | 43.0M | 1.8% | 338.5K | 150.77 | +23.0% |
| UNP UNION PACIFIC CORP | 41.2M | 1.7% | 169.3K | 308.05 | +36.5% |
| VIST Vista Energy, S.A.B. de C.V. | 40.3M | 1.7% | 532.9K | 69.58 | +73.0% |
| ARIS Aris Mining Corp | 34.8M | 1.4% | 1.9M | 20.86 | +203.6% |
| GE GENERAL ELECTRIC CO | 33.6M | 1.4% | 118.0K | 348.37 | +30.7% |
| GAU Galiano Gold Inc. | 33.1M | 1.4% | 13.2M | 2.34 | +17.6% |
| PFE PFIZER INC | 32.4M | 1.3% | 1.1M | 28.07 | +10.6% |
| EGO ELDORADO GOLD CORP /FI | 31.0M | 1.3% | 899.4K | 45.72 | +102.5% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 30.8M | 1.3% | 147.4K | 243.13 | +24.7% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 29.5M | 1.2% | 374.5K | 96.69 | +30.2% |
| BKNG Booking Holdings Inc. | 26.0M | 1.1% | 6.1K | 209.62 | -7.1% |
| B BARRICK MINING CORP | 23.4M | 1.0% | 571.4K | 47.60 | +91.6% |
| SSRM SSR MINING INC. | 21.6M | 0.9% | 731.6K | 37.77 | +129.6% |
| IFF INTERNATIONAL FLAVORS & FRAGRANCES INC | 21.2M | 0.9% | 291.6K | 84.28 | +27.5% |
| SIG SIGNET JEWELERS LTD | 19.3M | 0.8% | 227.6K | 81.37 | +1.4% |
| COO COOPER COMPANIES, INC. | 15.5M | 0.6% | 216.2K | 76.22 | +3.7% |
| WBD Warner Bros. Discovery, Inc. | 15.5M | 0.6% | 561.1K | 28.55 | +147.4% |
| NEM NEWMONT Corp /DE/ | 14.6M | 0.6% | 134.5K | 131.58 | +90.7% |
| MHK MOHAWK INDUSTRIES INC | 14.2M | 0.6% | 144.3K | 136.22 | +9.8% |
| unmapped CUSIP 023586506 | 13.4M | 0.5% | 299.1K | — | — |
| CGAU Centerra Gold Inc. | 13.0M | 0.5% | 730.8K | 23.75 | +227.1% |
| PM Philip Morris International Inc. | 11.9M | 0.5% | 71.9K | 188.23 | +8.9% |
| SKE Skeena Resources Ltd | 11.9M | 0.5% | 399.0K | 34.87 | +129.4% |
| RGLD ROYAL GOLD INC | 11.8M | 0.5% | 46.3K | 259.01 | +52.6% |
| MICC Magnum Ice Cream Co N.V. | 11.1M | 0.5% | 755.6K | 19.96 | — |
| ITRG Integra Resources Corp. | 10.8M | 0.4% | 4.0M | 2.85 | +52.4% |
| KGC KINROSS GOLD CORP | 10.2M | 0.4% | 332.4K | 32.76 | +71.7% |
| AU AngloGold Ashanti PLC | 9.6M | 0.4% | 98.2K | 121.22 | +125.7% |
| PAAS PAN AMERICAN SILVER CORP | 9.3M | 0.4% | 170.3K | 53.07 | +69.7% |
| KGS Kodiak Gas Services, Inc. | 8.6M | 0.4% | 147.9K | 61.46 | +66.7% |
| AM Antero Midstream Corp | 8.0M | 0.3% | 350.4K | 22.14 | +26.6% |
| NFG NATIONAL FUEL GAS CO | 7.8M | 0.3% | 82.4K | 82.48 | -5.2% |
| TRP TC ENERGY CORP | 7.7M | 0.3% | 123.0K | 62.02 | +19.6% |
| VG Venture Global, Inc. | 7.3M | 0.3% | 460.8K | 14.21 | +13.1% |
| CDE Coeur Mining, Inc. | 7.2M | 0.3% | 384.0K | 20.97 | +83.1% |
| BCE BCE INC | 7.1M | 0.3% | 280.0K | 23.71 | -7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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