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: $2.26B98 positionsView on SEC.gov

			% of Portfolio
ACM RESH INC	COM CL A	$6.9M	0.3%	264,706 SH	New
AGNICO EAGLE MINES LTD	COM	$2.7M	0.1%	22,679 SH	New
ALCON AG	ORD SHS	$27.3M	1.2%	308,649 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$38.9M	1.7%Prev: 6.0%	342,672 SH	Decreased-828,557 SH
ALLIED GOLD CORP	COM NEW	$10.7M	0.5%	793,940 SH	New
ALPHABET INC	CAP STK CL A	$59.4M	2.6%	336,846 SH	New
AMAZON COM INC	COM	$160.3M	7.1%Prev: 4.8%	730,465 SH	Increased+168,938 SH
ANGLOGOLD ASHANTI PLC	COM SHS	$52.3M	2.3%Prev: 0.4%	1,146,968 SH	Increased+1,048,740 SH
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$3.1M	0.1%Prev: 0.1%	45,000 SH	Decreased
ARCHER DANIELS MIDLAND CO	COM	$5.0M	0.2%	93,910 SH	New
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	$1.0M	0.0%Prev: 0.0%	127,142 SH	Decreased
ARIS MNG CORP	COM	$35.3M	1.6%Prev: 1.4%	5,239,248 SH	Increased+3,366,715 SH
ARROW ELECTRS INC	COM	$12.3M	0.5%Prev: 0.2%	96,253 SH	Increased+62,508 SH
AXCELIS TECHNOLOGIES INC	COM NEW	$1.7M	0.1%	24,731 SH	New
B2GOLD CORP	COM	$12.3M	0.5%	3,395,988 SH	New
BANK AMERICA CORP	COM	$136.5M	6.0%Prev: 2.6%	2,883,749 SH	Increased+1,567,889 SH
BARRICK GOLD CORP	COM	$191.9M	8.5%Prev: 1.0%	9,216,104 SH	Increased+8,644,679 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.4M	0.2%Prev: 0.2%	9,000 SH	Increased
BEST BUY INC	COM	$1.4M	0.1%Prev: 0.2%	20,407 SH	Decreased-50,385 SH
BLOCK H & R INC	COM	$6.9M	0.3%	125,597 SH	New
BORGWARNER INC	COM	$7.1M	0.3%	213,507 SH	New
BOYD GAMING CORP	COM	$6.5M	0.3%Prev: 0.1%	82,717 SH	Increased+49,236 SH
BP PLC	SPONSORED ADR	$68.7M	3.0%Prev: 4.0%	2,294,330 SH	Decreased+196,324 SH
BROOKFIELD CORP	CL A LTD VT SH	$3.5M	0.2%Prev: 0.1%	56,500 SH	Increased-28,250 SH
CENTERRA GOLD INC	COM	$51.6M	2.3%Prev: 0.5%	7,153,309 SH	Increased+6,422,493 SH
CHAMPIONX CORPORATION	COM	$8.9M	0.4%	359,032 SH	New
CHEESECAKE FACTORY INC	COM	$18.6M	0.8%Prev: 0.1%	297,629 SH	Increased+268,449 SH
CHEVRON CORP NEW	COM	$1.6M	0.1%Prev: 0.1%	11,000 SH	Decreased
CITIGROUP INC	COM NEW	$80.7M	3.6%	948,652 SH	New
COEUR MNG INC	COM NEW	$32.3M	1.4%Prev: 0.3%	3,644,401 SH	Increased+3,260,369 SH
COMCAST CORP NEW	CL A	$2.7M	0.1%	74,875 SH	New
COOPER COS INC	COM	$17.6M	0.8%Prev: 0.6%	247,662 SH	Increased+31,491 SH
COPA HOLDINGS SA	CL A	$6.2M	0.3%Prev: 0.2%	56,488 SH	Increased+12,389 SH
DORMAN PRODS INC	COM	$6.8M	0.3%Prev: 0.2%	55,616 SH	Increased+17,605 SH
EAST WEST BANCORP INC	COM	$393K	0.0%	3,890 SH	New
ELDORADO GOLD CORP NEW	COM	$22.2M	1.0%Prev: 1.3%	1,093,553 SH	Decreased+194,195 SH
ENDAVA PLC	ADS	$3.2M	0.1%	209,187 SH	New
ENERSYS	COM	$5.6M	0.2%	65,344 SH	New
EQUINOX GOLD CORP	COM	$43.3M	1.9%Prev: 2.4%	7,499,601 SH	Decreased+3,372,766 SH
EXELIXIS INC	COM	$3.4M	0.1%Prev: 0.2%	76,310 SH	Decreased-41,613 SH
EXXON MOBIL CORP	COM	$29.8M	1.3%Prev: 2.2%	276,717 SH	Decreased-44,989 SH
FLUOR CORP NEW	COM	$953K	0.0%	18,590 SH	New
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	$824K	0.0%Prev: 0.0%	8,000 SH	Decreased
FOX CORP	CL A COM	$12.9M	0.6%Prev: 0.3%	230,258 SH	Increased+124,690 SH
GALIANO GOLD INC	COM	$24.1M	1.1%Prev: 1.4%	18,943,252 SH	Decreased+5,718,720 SH
GE AEROSPACE	COM NEW	$23.7M	1.0%Prev: 1.4%	92,175 SH	Decreased-25,867 SH
GEN DIGITAL INC	COM	$10.5M	0.5%Prev: 0.2%	357,900 SH	Increased+108,264 SH
GENPACT LIMITED	SHS	$6.5M	0.3%Prev: 0.2%	147,560 SH	Increased+38,468 SH
GILEAD SCIENCES INC	COM	$5.0M	0.2%	45,097 SH	New
GOLDMINING INC	COM	$650K	0.0%Prev: 0.0%	901,996 SH	Increased+500,000 SH
GRIFFON CORP	COM	$3.0M	0.1%	41,320 SH	New
HALOZYME THERAPEUTICS INC	COM	$2.3M	0.1%	43,428 SH	New
HARMONY BIOSCIENCES HLDGS IN	COM	$2.7M	0.1%Prev: 0.1%	86,211 SH	Decreased-18,447 SH
HEWLETT PACKARD ENTERPRISE C	COM	$9.0M	0.4%	440,760 SH	New
IAMGOLD CORP	COM	$1.9M	0.1%	258,300 SH	New
INCYTE CORP	COM	$4.7M	0.2%Prev: 0.2%	69,325 SH	Increased+21,957 SH
INTEGRA RES CORP	COM	$4.9M	0.2%Prev: 0.4%	3,243,153 SH	Decreased-741,872 SH
INTERPUBLIC GROUP COS INC	COM	$12.2M	0.5%	497,484 SH	New
IQVIA HLDGS INC	COM	$32.8M	1.4%	207,887 SH	New
JPMORGAN CHASE & CO.	COM	$2.0M	0.1%	7,000 SH	New
KB HOME	COM	$5.7M	0.3%	107,751 SH	New
KINROSS GOLD CORP	COM NO PAR	$14.7M	0.7%	940,837 SH	New
M & T BK CORP	COM	$2.5M	0.1%Prev: 0.0%	13,020 SH	Increased+9,020 SH
MATCH GROUP INC NEW	COM	$8.8M	0.4%	285,867 SH	New
MATSON INC	COM	$3.4M	0.2%	30,740 SH	New
MAXIMUS INC	COM	$7.3M	0.3%Prev: 0.2%	104,359 SH	Increased+31,312 SH
MERCK & CO INC	COM	$7.2M	0.3%	90,932 SH	New
MOLSON COORS BEVERAGE CO	CL B	$8.8M	0.4%	183,014 SH	New
MUELLER INDS INC	COM	$5.6M	0.2%	70,076 SH	New
NEW GOLD INC CDA	COM	$5.9M	0.3%	1,200,134 SH	New
NEWMONT CORP	COM	$291.3M	12.9%Prev: 0.6%	4,999,932 SH	Increased+4,865,473 SH
NOBLE CORP PLC	ORD SHS A	$7.6M	0.3%	285,719 SH	New
NOVAGOLD RES INC	COM NEW	$1.7M	0.1%Prev: 0.0%	423,670 SH	Increased+315,660 SH
OSHKOSH CORP	COM	$4.0M	0.2%	34,886 SH	New
OVINTIV INC	COM	$9.7M	0.4%	256,076 SH	New
OWENS CORNING NEW	COM	$3.9M	0.2%	28,564 SH	New
PAN AMERN SILVER CORP	COM	$25.9M	1.1%Prev: 0.4%	913,329 SH	Increased+743,026 SH
PFIZER INC	COM	$33.9M	1.5%Prev: 1.3%	1,399,513 SH	Increased+249,760 SH
PHILIP MORRIS INTL INC	COM	$17.1M	0.8%Prev: 0.5%	94,109 SH	Increased+22,230 SH
PILGRIMS PRIDE CORP	COM	$10.2M	0.5%	226,137 SH	New
PNC FINL SVCS GROUP INC	COM	$24.3M	1.1%Prev: 1.3%	130,619 SH	Decreased-16,776 SH
POWELL INDS INC	COM	$3.6M	0.2%	17,271 SH	New
PULTE GROUP INC	COM	$6.6M	0.3%	62,701 SH	New
REV GROUP INC	COM	$4.9M	0.2%	102,398 SH	New
ROYALTY PHARMA PLC	SHS CLASS A	$6.4M	0.3%	177,931 SH	New
RYANAIR HOLDINGS PLC	SPONSORED ADS	$53.7M	2.4%	931,799 SH	New
SANDSTORM GOLD LTD	COM NEW	$2.0M	0.1%	210,090 SH	New
SKEENA RES LTD NEW	COM	$24.1M	1.1%Prev: 0.5%	1,511,655 SH	Increased+1,112,619 SH
SMURFIT WESTROCK PLC	SHS	$196.1M	8.7%Prev: 4.6%	4,544,710 SH	Increased+1,758,513 SH
SUNCOR ENERGY INC NEW	COM	$34.8M	1.5%Prev: 2.7%	929,257 SH	Decreased-74,805 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$29.6M	1.3%Prev: 0.2%	130,711 SH	Increased+115,086 SH
TAYLOR MORRISON HOME CORP	COM	$6.2M	0.3%	101,520 SH	New
TD SYNNEX CORPORATION	COM	$11.7M	0.5%Prev: 0.3%	85,976 SH	Increased+47,313 SH
TENARIS S A	SPONSORED ADR	$2.2M	0.1%	59,349 SH	New
TOLL BROTHERS INC	COM	$6.7M	0.3%Prev: 0.0%	58,679 SH	Increased+56,755 SH
UNITED THERAPEUTICS CORP DEL	COM	$3.1M	0.1%	10,763 SH	New
WELLS FARGO CO NEW	COM	$401K	0.0%Prev: 0.0%	5,000 SH	Increased
WHEATON PRECIOUS METALS CORP	COM	$17.0M	0.8%	189,484 SH	New

Sold (vs prior filing)

ABERCROMBIE & FITCO CO — $2.8M
ACADEMY SPORTS & OUTDOORS IN — $2.2M
ACCENTURE PLC IRELAND — $4.2M
ALCOA CORP — $6.2M
AMDOCS LTD — $4.1M
ANI PHARMACEUTICALS INC — $4.6M
ANTERO MIDSTREAM CORP — $8.0M
APTIV PLC — $2.7M
ARMSTRONG WORLD INDS INC NEW — $2.3M
ARTISAN PARTNERS ASSET MGMT — $3.6M
ASHLAND INC — $3.6M
AUTOMATIC DATA PROCESSING IN — $2.8M
AVNET INC — $292K
BCE INC — $7.1M
BOISE CASCADE CO DEL — $2.5M
BOOKING HOLDINGS INC — $26.0M
BOOT BARN HLDGS INC — $1.9M
BRINKER INTL INC — $3.0M
BROWN FORMAN CORP — $72.4M
CANADIAN NATL RY CO — $6.5M
… and 106 more

All filings

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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