Ruffer LLP

CIK 0001426859 • 6 13F filings • May 9, 2025 – Jul 30, 2026

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Filer information

Filed by: Ruffer LLP, Compliance Officer
Address: 80 VICTORIA STREET, LONDON, X0, SW1E 5JL
Phone: 00442078240520
AUM: $2.20B

AUM over time

$2.83B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $2.20B154 positionsView on SEC.gov

			% of Portfolio
AGNC INVT CORP	COM	$499K	0.0%	46,517 SH	New
AGNICO EAGLE MINES LTD	COM	$983K	0.0%	5,791 SH	New
ALBERTSONS COS INC	COMMON STOCK	$3.4M	0.2%	195,920 SH	New
ALCOA CORP	COM	$14.2M	0.6%	265,910 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$70.6M	3.2%Prev: 3.8%	481,064 SH	Increased+96,178 SH
ALIGHT INC	ALIGHT INC	$3.3M	0.2%	1,710,398 SH	New
ALPHABET INC	CAP STK CL A	$1.2M	0.1%Prev: 0.3%	3,900 SH	Decreased-18,550 SH
AMAZON COM INC	COM	$155.2M	7.1%Prev: 8.2%	671,466 SH	Increased-1,330 SH
ANGLOGOLD ASHANTI PLC	COM SHS	$27.4M	1.2%Prev: 2.3%	320,997 SH	Decreased-269,966 SH
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$2.9M	0.1%Prev: 0.1%	45,000 SH	Increased
APTIV PLC	COM SHS	$2.9M	0.1%	38,692 SH	New
ARBOR REALTY TRUST INC	COM	$106K	0.0%	13,677 SH	New
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	$935K	0.0%Prev: 0.0%	127,142 SH	Increased
ARIS MNG CORP	COM	$43.1M	2.0%Prev: 2.2%	2,647,139 SH	Increased-1,467,589 SH
ASSOCIATED BANC CORP	COM	$3.1M	0.1%	121,477 SH	New
ATLANTIC UN BANKSHARES CORP	COM	$3.0M	0.1%	84,181 SH	New
B2GOLD CORP	COM	$2.1M	0.1%	454,824 SH	New
BANK AMERICA CORP	COM	$91.9M	4.2%Prev: 5.4%	1,668,030 SH	Decreased-203,612 SH
BANK HAWAII CORP	COM	$3.1M	0.1%	45,370 SH	New
BANK OZK LITTLE ROCK ARK	COM	$3.1M	0.1%	68,063 SH	New
BARRICK MNG CORP	COM SHS	$28.4M	1.3%Prev: 3.3%	650,660 SH	Decreased-1,149,975 SH
BATH & BODY WORKS INC	COM	$3.4M	0.2%	170,505 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.5M	0.2%Prev: 0.3%	9,000 SH	Increased
BERKSHIRE HILLS BANCORP INC	COM	$3.4M	0.2%	130,048 SH	New
BEST BUY INC	COM	$3.9M	0.2%Prev: 0.1%	57,606 SH	Increased+45,512 SH
BLOCK H & R INC	COM	$5.2M	0.2%Prev: 0.3%	118,033 SH	Increased+26,083 SH
BORGWARNER INC	COM	$4.1M	0.2%Prev: 0.2%	91,926 SH	Increased+745 SH
BP PLC	SPONSORED ADR	$77.8M	3.5%Prev: 4.4%	2,235,750 SH	Decreased-59,030 SH
BROOKFIELD CORP	CL A LTD VT SH	$3.9M	0.2%Prev: 0.2%	84,750 SH	Increased+28,250 SH
CAESARS ENTERTAINMENT INC NE	COM	$2.8M	0.1%	120,390 SH	New
CAL MAINE FOODS INC	COM NEW	$4.6M	0.2%Prev: 0.2%	58,210 SH	Increased+20,121 SH
CANADIAN PACIFIC KANSAS CITY	COM	$15.2M	0.7%	206,459 SH	New
CARMAX INC	COM	$3.2M	0.1%	82,204 SH	New
CATALYST PHARMACEUTICALS INC	COM	$1.7M	0.1%Prev: 0.1%	70,807 SH	Decreased-37,809 SH
CENTERRA GOLD INC	COM	$47.0M	2.1%Prev: 3.5%	3,255,131 SH	Decreased-2,648,972 SH
CENTURY ALUM CO	COM	$936K	0.0%	23,851 SH	New
CHEVRON CORP NEW	COM	$1.7M	0.1%Prev: 0.1%	11,000 SH	Decreased
CITIGROUP INC	COM NEW	$1.6M	0.1%Prev: 0.1%	13,850 SH	Decreased-7,120 SH
COEUR MNG INC	COM NEW	$6.5M	0.3%	366,238 SH	New
COINBASE GLOBAL INC	COM CL A	$166.5M	7.6%	735,190 SH	New
COOPER COS INC	COM	$25.6M	1.2%Prev: 5.1%	312,164 SH	Decreased-1,035,686 SH
COPA HOLDINGS SA	CL A	$5.9M	0.3%Prev: 0.2%	48,819 SH	Increased+12,090 SH
COREBRIDGE FINL INC	COM	$2.9M	0.1%	97,176 SH	New
CROCS INC	COM	$3.7M	0.2%	42,877 SH	New
DAVE & BUSTERS ENTMT INC	COM	$2.1M	0.1%	130,065 SH	New
DHT HOLDINGS INC	SHS NEW	$4.4M	0.2%	358,738 SH	New
DIAMONDROCK HOSPITALITY CO	COM	$107K	0.0%	11,963 SH	New
DISNEY WALT CO	COM	$64.7M	2.9%	567,615 SH	New
DORMAN PRODS INC	COM	$2.5M	0.1%Prev: 0.2%	20,247 SH	Decreased-2,145 SH
DOUBLEVERIFY HLDGS INC	COM	$7.4M	0.3%	645,691 SH	New
EASTERN BANKSHARES INC	COM	$3.0M	0.1%	160,133 SH	New
ELDORADO GOLD CORP NEW	COM	$58.0M	2.6%Prev: 2.3%	1,611,656 SH	Increased+198,916 SH
ENDAVA PLC	ADS	$203K	0.0%Prev: 0.0%	32,000 SH	Decreased-32,000 SH
EPR PPTYS	COM SH BEN INT	$363K	0.0%	7,255 SH	New
EQUINOX GOLD CORP	COM	$81.5M	3.7%Prev: 5.4%	5,791,948 SH	Decreased-2,859,941 SH
EXELIXIS INC	COM	$2.0M	0.1%Prev: 0.2%	46,500 SH	Decreased-35,196 SH
EXTRA SPACE STORAGE INC	COM	$50.3M	2.3%Prev: 2.6%	385,535 SH	Increased+48,593 SH
EXXON MOBIL CORP	COM	$38.6M	1.8%Prev: 1.7%	320,081 SH	Increased+41,839 SH
FEDERATED HERMES INC	CL B	$7.8M	0.4%Prev: 0.3%	149,689 SH	Increased+32,908 SH
FIRST HAWAIIAN INC	COM	$3.0M	0.1%	119,509 SH	New
FLOOR & DECOR HLDGS INC	CL A	$47.2M	2.2%	774,470 SH	New
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	$810K	0.0%Prev: 0.0%	8,000 SH	Increased
FOX CORP	CL A COM	$7.6M	0.3%Prev: 0.3%	103,210 SH	Increased+16,046 SH
FRANCO NEV CORP	COM	$1.3M	0.1%Prev: 0.1%	6,220 SH	Decreased-3,100 SH
FULTON FINL CORP PA	COM	$3.1M	0.1%	158,786 SH	New
GALIANO GOLD INC	COM	$36.5M	1.7%Prev: 2.0%	14,305,507 SH	Increased-2,305,521 SH
GARRETT MOTION INC	COM	$3.3M	0.1%Prev: 0.2%	186,239 SH	Decreased-84,231 SH
GE AEROSPACE	COM NEW	$36.2M	1.6%Prev: 1.7%	117,301 SH	Increased+16,936 SH
GENERAL MTRS CO	COM	$3.6M	0.2%	44,694 SH	New
GILEAD SCIENCES INC	COM	$850K	0.0%Prev: 1.1%	6,918 SH	Decreased-175,425 SH
GOLDMINING INC	COM	$505K	0.0%Prev: 0.0%	401,996 SH	Increased
GROCERY OUTLET HLDG CORP	COM	$3.1M	0.1%	302,619 SH	New
HA SUSTAINABLE INFRA CAP INC	COM	$2.9M	0.1%	91,948 SH	New
HALOZYME THERAPEUTICS INC	COM	$1.8M	0.1%Prev: 0.1%	26,121 SH	Decreased-4,078 SH
HARMONY BIOSCIENCES HLDGS IN	COM	$1.5M	0.1%	40,993 SH	New
HF SINCLAIR CORP	COM	$4.7M	0.2%Prev: 0.2%	102,340 SH	Increased+27,465 SH
HOME BANCSHARES INC	COM	$3.0M	0.1%	108,357 SH	New
INCYTE CORP	COM	$2.5M	0.1%Prev: 0.2%	25,342 SH	Decreased-18,793 SH
INTEGRA RES CORP	COM	$12.1M	0.6%Prev: 0.5%	3,006,453 SH	Increased-150,000 SH
INTERNATIONAL FLAVORS&FRAGRA	COM	$16.0M	0.7%Prev: 0.8%	237,473 SH	Increased+17,263 SH
ISHARES TR	MSCI CHINA A	$4.5M	0.2%	131,000 SH	New
JACK IN THE BOX INC	COM	$3.2M	0.1%	169,792 SH	New
JANUS HENDERSON GROUP PLC	ORD SHS	$6.7M	0.3%Prev: 0.2%	139,713 SH	Increased+41,556 SH
JAZZ PHARMACEUTICALS PLC	SHS USD	$2.4M	0.1%	14,242 SH	New
JPMORGAN CHASE & CO.	COM	$2.3M	0.1%Prev: 0.1%	7,000 SH	Increased
KOHLS CORP	COM	$2.6M	0.1%	128,343 SH	New
LAMAR ADVERTISING CO NEW	CL A	$30.4M	1.4%	239,820 SH	New
LEAR CORP	COM NEW	$4.4M	0.2%	38,300 SH	New
LIFE TIME GROUP HOLDINGS INC	COMMON STOCK	$3.2M	0.1%	121,167 SH	New
M & T BK CORP	COM	$807K	0.0%Prev: 0.1%	4,000 SH	Decreased-7,240 SH
M/I HOMES INC	COM	$2.8M	0.1%	21,832 SH	New
MAGNUM ICE CREAM CO NV	ORD SHS	$5.4M	0.2%	340,183 SH	New
MAPLEBEAR INC	COM	$2.6M	0.1%	56,987 SH	New
MARRIOTT VACATIONS WORLDWIDE	COM	$3.4M	0.2%	58,907 SH	New
MAXIMUS INC	COM	$7.0M	0.3%	80,396 SH	New
MICRON TECHNOLOGY INC	COM	$4.5M	0.2%Prev: 0.2%	15,569 SH	Increased-10,095 SH
NEUROCRINE BIOSCIENCES INC	COM	$2.5M	0.1%	17,453 SH	New
NEWMONT CORP	COM	$16.5M	0.8%Prev: 4.1%	164,819 SH	Decreased-719,198 SH
NOMAD FOODS LTD	USD ORD SHS	$26.8M	1.2%	2,140,876 SH	New
NOVAGOLD RES INC	COM NEW	$1.4M	0.1%Prev: 0.1%	152,710 SH	Increased+12,230 SH
OLD NATL BANCORP IND	COM	$2.9M	0.1%	128,478 SH	New
ORCHID IS CAP INC	COM NEW	$107K	0.0%	14,790 SH	New
OSHKOSH CORP	COM	$3.8M	0.2%Prev: 0.1%	29,982 SH	Increased+10,991 SH
OSISKO DEVELOPMENT CORP	COM NEW	$2.6M	0.1%	754,799 SH	New
PAN AMERN SILVER CORP	COM	$31.6M	1.4%Prev: 1.9%	608,328 SH	Decreased-293,423 SH
PARK HOTELS & RESORTS INC	COM	$111K	0.0%	10,603 SH	New
PAYCOM SOFTWARE INC	COM	$3.1M	0.1%	19,584 SH	New
PERMIAN RESOURCES CORP	CLASS A COM	$206K	0.0%Prev: 0.1%	14,661 SH	Decreased-189,100 SH
PFIZER INC	COM	$33.0M	1.5%Prev: 2.9%	1,324,096 SH	Decreased-698,969 SH
PHILIP MORRIS INTL INC	COM	$30.4M	1.4%Prev: 0.9%	189,305 SH	Increased+94,226 SH
PITNEY BOWES INC	COM	$4.5M	0.2%	423,474 SH	New
PNC FINL SVCS GROUP INC	COM	$31.4M	1.4%Prev: 1.5%	150,102 SH	Increased+18,193 SH
POWER SOLUTIONS INTL INC	COM NEW	$2.2M	0.1%	38,063 SH	New
PRICE T ROWE GROUP INC	COM	$6.3M	0.3%Prev: 0.2%	61,083 SH	Increased+18,939 SH
PROSPERITY BANCSHARES INC	COM	$3.0M	0.1%	42,828 SH	New
PUBLIC STORAGE OPER CO	COM	$359K	0.0%Prev: 0.0%	1,380 SH	Increased+230 SH
RADIAN GROUP INC	COM	$3.1M	0.1%	86,970 SH	New
RH	COM	$3.4M	0.2%	19,219 SH	New
RIGEL PHARMACEUTICALS INC	COM	$1.6M	0.1%	37,244 SH	New
RITHM CAPITAL CORP	COM NEW	$113K	0.0%	10,367 SH	New
ROYAL GOLD INC	COM	$14.7M	0.7%Prev: 0.9%	65,900 SH	Decreased-17,040 SH
ROYALTY PHARMA PLC	SHS CLASS A	$3.5M	0.2%Prev: 0.3%	90,432 SH	Decreased-39,752 SH
SABRA HEALTH CARE REIT INC	COM	$438K	0.0%Prev: 0.0%	23,094 SH	Increased+4,208 SH
SCHLUMBERGER LTD	COM STK	$44.1M	2.0%	1,146,543 SH	New
SCIENCE APPLICATIONS INTL CO	COM	$5.8M	0.3%	57,664 SH	New
SCORPIO TANKERS INC	SHS	$4.4M	0.2%	85,914 SH	New
SIGNET JEWELERS LIMITED	SHS	$15.4M	0.7%	185,192 SH	New
SKEENA RES LTD NEW	COM	$19.4M	0.9%Prev: 1.3%	814,056 SH	Decreased-455,999 SH
SKYWEST INC	COM	$3.0M	0.1%	30,038 SH	New
SMURFIT WESTROCK PLC	SHS	$174.4M	7.9%Prev: 1.9%	4,504,151 SH	Increased+3,718,562 SH
SOLVENTUM CORP	COM SHS	$48.8M	2.2%Prev: 0.8%	614,558 SH	Increased+407,001 SH
SOUTHSTATE BK CORP	COM	$3.1M	0.1%	32,661 SH	New
SUNCOR ENERGY INC NEW	COM	$44.5M	2.0%Prev: 2.2%	999,168 SH	Increased+64,131 SH
SUPERNUS PHARMACEUTICALS INC	COM	$1.7M	0.1%Prev: 0.1%	34,327 SH	Decreased-21,058 SH
SYNOVUS FINL CORP	COM NEW	$2.9M	0.1%	58,348 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$9.5M	0.4%Prev: 3.2%	31,175 SH	Decreased-173,212 SH
TARGET CORP	COM	$3.4M	0.2%	34,456 SH	New
TD SYNNEX CORPORATION	COM	$5.5M	0.3%Prev: 0.2%	36,770 SH	Increased+9,576 SH
TECK RESOURCES LTD	CL B	$21.4M	1.0%Prev: 1.2%	447,145 SH	Decreased-55,457 SH
TEEKAY TANKERS LTD	CL A	$3.7M	0.2%	69,863 SH	New
TELEFLEX INCORPORATED	COM	$5.2M	0.2%	42,166 SH	New
U HAUL HOLDING COMPANY	COM SER N	$14.3M	0.6%Prev: 0.4%	304,952 SH	Increased+159,283 SH
UNION PAC CORP	COM	$30.9M	1.4%	133,430 SH	New
UNITED BANKSHARES INC WEST V	COM	$3.1M	0.1%	81,408 SH	New
UNITED CMNTY BKS BLAIRSVLE G	COM	$3.1M	0.1%	97,641 SH	New
UNITED PARKS & RESORTS INC	COM	$3.6M	0.2%	97,970 SH	New
UNITED STS BRENT OIL FD LP	UNIT	$3.0M	0.1%	106,450 SH	New
UNITED STS COMMODITY INDEX F	CM REP COPP FD	$784K	0.0%	22,400 SH	New
VIRTU FINL INC	CL A	$5.0M	0.2%Prev: 0.2%	149,707 SH	Increased+46,470 SH
VISTA ENERGY S.A.B. DE C.V.	SPONSORED ADS	$19.2M	0.9%	394,510 SH	New
VOYA FINANCIAL INC	COM	$3.2M	0.1%	42,265 SH	New
WELLS FARGO CO NEW	COM	$467K	0.0%Prev: 0.0%	5,000 SH	Increased
WENDYS CO	COM	$3.2M	0.1%	382,890 SH	New
WESTERN ALLIANCE BANCORP	COM	$2.8M	0.1%	33,236 SH	New

Sold (vs prior filing)

ALLIED GOLD CORP — $8.7M
ARROW ELECTRS INC — $4.5M
ARTISAN PARTNERS ASSET MGMT — $3.0M
ATKORE INC — $2.8M
BRISTOL-MYERS SQUIBB CO — $6.8M
CHEESECAKE FACTORY INC — $14.5M
COMCAST CORP NEW — $4.4M
ENERSYS — $4.7M
FIRST SOLAR INC — $34.6M
FRONTLINE PLC — $2.8M
HEWLETT PACKARD ENTERPRISE C — $4.0M
IQVIA HLDGS INC — $19.6M
KINROSS GOLD CORP — $1.1M
LKQ CORP — $3.8M
MATCH GROUP INC NEW — $2.7M
MERCK & CO INC — $31.0M
MILLICOM INTL CELLULAR S A — $3.5M
MUELLER INDS INC — $4.9M
NOBLE CORP PLC — $8.2M
OWENS CORNING NEW — $3.4M
… and 10 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0001426859-26-000001	$2.20B	View
Nov 3, 2025	Q3 2025	13F-HR	0001426859-25-000012	$1.80B	View
Jul 30, 2026	Q2 2026