Ruffer LLP

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

Import this data to Google Sheets with:

=jivedata("ruffer-llp","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $2.44B176 positionsView on SEC.gov

			% of Portfolio
ABERCROMBIE & FITCO CO	CL A	$2.8M	0.1%	30,270 SH	New
ACADEMY SPORTS & OUTDOORS IN	COM	$2.2M	0.1%Prev: 0.1%	38,700 SH	Decreased-37,937 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$4.2M	0.2%	20,983 SH	New
ALCOA CORP	COM	$6.2M	0.3%	92,720 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$147.4M	6.0%Prev: 6.2%	1,171,229 SH	Decreased-39,180 SH
AMAZON COM INC	COM	$117.3M	4.8%Prev: 9.6%	561,527 SH	Decreased-744,452 SH
AMDOCS LTD	SHS	$4.1M	0.2%	62,880 SH	New
ANGLOGOLD ASHANTI PLC	COM SHS	$9.6M	0.4%	98,228 SH	New
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$3.1M	0.1%Prev: 0.1%	45,000 SH	Increased
ANI PHARMACEUTICALS INC	COM	$4.6M	0.2%	60,191 SH	New
ANTERO MIDSTREAM CORP	COM	$8.0M	0.3%	350,360 SH	New
APTIV PLC	COM SHS	$2.7M	0.1%	39,310 SH	New
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	$1.1M	0.0%	127,142 SH	New
ARIS MNG CORP	COM	$34.8M	1.4%Prev: 1.0%	1,872,533 SH	Increased-3,794,215 SH
ARMSTRONG WORLD INDS INC NEW	COM	$2.3M	0.1%	13,615 SH	New
ARROW ELECTRS INC	COM	$4.9M	0.2%	33,745 SH	New
ARTISAN PARTNERS ASSET MGMT	CL A	$3.6M	0.1%	98,783 SH	New
ASHLAND INC	COM	$3.6M	0.1%	64,533 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$2.8M	0.1%	13,546 SH	New
AVNET INC	COM	$292K	0.0%Prev: 0.1%	4,723 SH	Decreased-60,410 SH
BANK AMERICA CORP	COM	$64.3M	2.6%Prev: 3.6%	1,315,860 SH	Decreased-898,929 SH
BARRICK GOLD CORP	COM	$23.4M	1.0%Prev: 7.8%	571,425 SH	Decreased-9,855,370 SH
BCE INC	COM NEW	$7.1M	0.3%	280,040 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	0.2%Prev: 0.4%	9,000 SH	Decreased-10,480 SH
BEST BUY INC	COM	$4.6M	0.2%	70,792 SH	New
BOISE CASCADE CO DEL	COM	$2.5M	0.1%	32,680 SH	New
BOOKING HOLDINGS INC	COM	$26.0M	1.1%	6,147 SH	New
BOOT BARN HLDGS INC	COM	$1.9M	0.1%	12,935 SH	New
BOYD GAMING CORP	COM	$2.8M	0.1%	33,481 SH	New
BP PLC	SPONSORED ADR	$98.9M	4.0%Prev: 3.2%	2,098,006 SH	Increased-341,034 SH
BRINKER INTL INC	COM	$3.0M	0.1%	20,676 SH	New
BROOKFIELD CORP	CL A LTD VT SH	$3.4M	0.1%Prev: 0.1%	84,750 SH	Increased+28,250 SH
BROWN FORMAN CORP	CL B	$72.4M	3.0%	2,731,876 SH	New
CANADIAN NATL RY CO	COM	$6.5M	0.3%	63,110 SH	New
CANADIAN PACIFIC KANSAS CITY	COM	$29.5M	1.2%	374,542 SH	New
CARMAX INC	COM	$3.2M	0.1%	75,625 SH	New
CENTERRA GOLD INC	COM	$13.0M	0.5%Prev: 1.7%	730,816 SH	Decreased-6,358,423 SH
CENTURY ALUM CO	COM	$2.9M	0.1%	49,850 SH	New
CHAMPION HOMES INC	COM	$265K	0.0%	3,548 SH	New
CHEESECAKE FACTORY INC	COM	$1.6M	0.1%Prev: 0.6%	29,180 SH	Decreased-283,866 SH
CHEVRON CORP NEW	COM	$2.3M	0.1%Prev: 0.1%	11,000 SH	Increased
CHOICE HOTELS INTL INC	COM	$3.1M	0.1%	29,389 SH	New
COEUR MNG INC	COM NEW	$7.2M	0.3%Prev: 0.7%	384,032 SH	Decreased-2,601,322 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$4.3M	0.2%	69,284 SH	New
COINBASE GLOBAL INC	COM CL A	$251.5M	10.3%	1,435,990 SH	New
COMMERCIAL METALS CO	COM	$4.8M	0.2%	78,194 SH	New
COOPER COS INC	COM	$15.5M	0.6%	216,171 SH	New
COPA HOLDINGS SA	CL A	$5.0M	0.2%	44,099 SH	New
CORE & MAIN INC	CL A	$3.1M	0.1%	62,938 SH	New
CSX CORP	COM	$6.1M	0.2%	148,210 SH	New
D R HORTON INC	COM	$263K	0.0%	1,911 SH	New
DARDEN RESTAURANTS INC	COM	$1.8M	0.1%	8,978 SH	New
DAVE INC	CLASS A COM NEW	$2.4M	0.1%	13,841 SH	New
DHT HOLDINGS INC	SHS NEW	$4.9M	0.2%	265,737 SH	New
DIAMONDROCK HOSPITALITY CO	COM	$104K	0.0%	11,033 SH	New
DILLARDS INC	CL A	$2.0M	0.1%	3,433 SH	New
DISNEY WALT CO	COM	$5.9M	0.2%	61,280 SH	New
DOLLAR GEN CORP	COM	$2.0M	0.1%	16,840 SH	New
DOMINOS PIZZA INC	COM	$2.2M	0.1%	6,153 SH	New
DORMAN PRODS INC	COM	$4.0M	0.2%Prev: 0.2%	38,011 SH	Decreased-1,545 SH
DOUBLEVERIFY HLDGS INC	COM	$5.8M	0.2%	612,017 SH	New
DUPONT DE NEMOURS INC	COM	$4.0M	0.2%	88,140 SH	New
DYNATRACE INC	COM NEW	$4.2M	0.2%	113,055 SH	New
EAGLE MATLS INC	COM	$2.0M	0.1%	10,661 SH	New
EASTMAN CHEM CO	COM	$4.2M	0.2%	54,740 SH	New
ELDORADO GOLD CORP NEW	COM	$31.0M	1.3%Prev: 0.6%	899,358 SH	Increased-92,739 SH
ELEMENT SOLUTIONS INC	COM	$3.6M	0.1%	105,820 SH	New
EPR PPTYS	COM SH BEN INT	$325K	0.0%	6,480 SH	New
EQUINOX GOLD CORP	COM	$59.7M	2.4%Prev: 0.5%	4,126,835 SH	Increased+2,350,105 SH
EXELIXIS INC	COM	$5.1M	0.2%Prev: 0.2%	117,923 SH	Increased-2,281 SH
EXXON MOBIL CORP	COM	$54.7M	2.2%Prev: 1.1%	321,706 SH	Increased+75,776 SH
FEDERATED HERMES INC	CL B	$4.7M	0.2%	82,909 SH	New
FIRST SOLAR INC	COM	$3.0M	0.1%	15,099 SH	New
FIVE BELOW INC	COM	$287K	0.0%	1,254 SH	New
FLEX LNG LTD	SHS	$4.3M	0.2%	144,610 SH	New
FLOOR & DECOR HLDGS INC	CL A	$56.1M	2.3%	1,100,725 SH	New
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	$891K	0.0%Prev: 0.0%	8,000 SH	Increased
FORTINET INC	COM	$4.3M	0.2%	52,456 SH	New
FORTUNE BRANDS INNOVATIONS I	COM	$2.3M	0.1%	58,029 SH	New
FOX CORP	CL A COM	$6.2M	0.3%Prev: 0.6%	105,568 SH	Decreased-158,667 SH
FRANCO NEV CORP	COM	$1.1M	0.0%	4,320 SH	New
FRANKLIN RESOURCES INC	COM	$3.5M	0.1%	146,037 SH	New
FRONTLINE PLC	COM	$4.2M	0.2%	119,152 SH	New
GALIANO GOLD INC	COM	$33.1M	1.4%Prev: 0.9%	13,224,532 SH	Increased-5,718,720 SH
GARRETT MOTION INC	COM	$3.8M	0.2%	205,949 SH	New
GARTNER INC	COM	$4.2M	0.2%	26,408 SH	New
GE AEROSPACE	COM NEW	$33.6M	1.4%Prev: 0.8%	118,042 SH	Increased+18,427 SH
GEN DIGITAL INC	COM	$4.7M	0.2%	249,636 SH	New
GENERAL MTRS CO	COM	$4.1M	0.2%Prev: 0.2%	54,616 SH	Decreased-36,665 SH
GENPACT LIMITED	SHS	$4.1M	0.2%	109,092 SH	New
GOLDMINING INC	COM	$480K	0.0%Prev: 0.0%	401,996 SH	Decreased-500,000 SH
HARMONY BIOSCIENCES HLDGS IN	COM	$2.9M	0.1%	104,658 SH	New
HARMONY GOLD MNG LTD	SPONSORED ADR	$1.5M	0.1%	96,152 SH	New
HF SINCLAIR CORP	COM	$4.7M	0.2%	75,170 SH	New
INCYTE CORP	COM	$4.5M	0.2%Prev: 0.2%	47,368 SH	Decreased-31,945 SH
INDIVIOR PHARMACEUTICALS INC	COM	$2.8M	0.1%	90,247 SH	New
INFOSYS LTD	SPONSORED ADR	$4.1M	0.2%	304,957 SH	New
INTEGRA RES CORP	COM	$10.8M	0.4%Prev: 0.2%	3,985,025 SH	Increased+746,672 SH
INTERNATIONAL FLAVORS&FRAGRA	COM	$21.2M	0.9%	291,613 SH	New
INTERNATIONAL SEAWAYS INC	COM	$921K	0.0%	12,606 SH	New
INTUIT	COM	$4.0M	0.2%	9,271 SH	New
INVESCO LTD	SHS	$2.7M	0.1%	112,202 SH	New
ISHARES TR	MSCI CHINA A	$1.4M	0.1%	40,740 SH	New
JANUS HENDERSON GROUP PLC	ORD SHS	$3.7M	0.2%	72,374 SH	New
JPMORGAN CHASE & CO	COM	$2.1M	0.1%	7,000 SH	New
KINROSS GOLD CORP	COM	$10.2M	0.4%	332,440 SH	New
KODIAK GAS SVCS INC	COM	$8.6M	0.4%	147,870 SH	New
LAMAR ADVERTISING CO NEW	CL A	$43.0M	1.8%	338,490 SH	New
LEAR CORP	COM NEW	$4.7M	0.2%	38,448 SH	New
LENNAR CORP	CL A	$1.8M	0.1%	20,580 SH	New
LIFE TIME GROUP HOLDINGS INC	COMMON STOCK	$3.1M	0.1%	115,235 SH	New
LINDE PLC	SHS	$4.3M	0.2%	8,560 SH	New
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$6.3M	0.3%	77,910 SH	New
M & T BK CORP	COM	$829K	0.0%Prev: 0.1%	4,000 SH	Decreased-8,550 SH
M/I HOMES INC	COM	$6.4M	0.3%	52,259 SH	New
MAGNUM ICE CREAM CO NV	ORD SHS	$11.1M	0.5%	755,564 SH	New
MARKEL GROUP INC	COM	$787K	0.0%	410 SH	New
MAXIMUS INC	COM	$4.7M	0.2%Prev: 0.4%	73,047 SH	Decreased-68,519 SH
MICROSOFT CORP	COM	$116.4M	4.8%	313,446 SH	New
MOHAWK INDS INC	COM	$14.2M	0.6%	144,300 SH	New
MURPHY USA INC	COM	$2.2M	0.1%	4,522 SH	New
NATIONAL FUEL GAS CO	COM	$7.8M	0.3%	82,360 SH	New
NEUROCRINE BIOSCIENCES INC	COM	$4.8M	0.2%	36,133 SH	New
NEWMONT CORP	COM	$14.6M	0.6%Prev: 12.3%	134,459 SH	Decreased-6,462,490 SH
NOVAGOLD RES INC	COM NEW	$973K	0.0%	108,010 SH	New
OSISKO DEVELOPMENT CORP	COM NEW	$3.1M	0.1%	957,579 SH	New
PAGSEGURO DIGITAL LTD	COM CL A	$2.0M	0.1%	199,225 SH	New
PAN AMERN SILVER CORP	COM	$9.3M	0.4%Prev: 1.0%	170,303 SH	Decreased-809,741 SH
PAYCHEX INC	COM	$7.1M	0.3%	76,426 SH	New
PAYCOM SOFTWARE INC	COM	$6.7M	0.3%	55,224 SH	New
PAYLOCITY HLDG CORP	COM	$2.8M	0.1%	25,914 SH	New
PFIZER INC	COM	$32.4M	1.3%Prev: 2.1%	1,149,753 SH	Decreased-1,042,545 SH
PHILIP MORRIS INTL INC	COM	$11.9M	0.5%Prev: 0.7%	71,879 SH	Decreased-38,118 SH
PITNEY BOWES INC	COM	$3.6M	0.1%	328,645 SH	New
PNC FINL SVCS GROUP INC	COM	$30.8M	1.3%Prev: 0.6%	147,395 SH	Increased+59,858 SH
PRICE T ROWE GROUP INC	COM	$5.1M	0.2%	56,256 SH	New
RED ROCK RESORTS INC	CL A	$2.5M	0.1%	47,257 SH	New
ROYAL GOLD INC	COM	$11.8M	0.5%	46,270 SH	New
SALESFORCE INC	COM	$4.1M	0.2%	21,898 SH	New
SCIENCE APPLICATIONS INTL CO	COM	$4.1M	0.2%	43,455 SH	New
SFL CORPORATION LTD	SHS	$3.8M	0.2%	350,080 SH	New
SIGNET JEWELERS LIMITED	SHS	$19.3M	0.8%	227,635 SH	New
SIMPLY GOOD FOODS CO	COM	$4.3M	0.2%	299,062 SH	New
SITEONE LANDSCAPE SUPPLY INC	COM	$2.5M	0.1%	18,718 SH	New
SKEENA RES LTD NEW	COM	$11.9M	0.5%Prev: 0.6%	399,036 SH	Decreased-1,135,847 SH
SKYWEST	COM	$3.2M	0.1%	35,030 SH	New
SLB LIMITED	COM STK	$79.5M	3.3%	1,542,086 SH	New
SMURFIT WESTROCK PLC	SHS	$111.3M	4.6%	2,786,197 SH	New
SOLENO THERAPEUTICS INC	COM	$1.6M	0.1%	46,673 SH	New
SOLVENTUM CORP	COM SHS	$56.3M	2.3%	859,993 SH	New
SPROUTS FMRS MKT INC	COM	$2.8M	0.1%	36,695 SH	New
SS&C TECH HLDGS	COM	$4.0M	0.2%	58,535 SH	New
SSR MINING IN	COM	$21.6M	0.9%	731,624 SH	New
SUNCOR ENERGY INC NEW	COM	$66.4M	2.7%Prev: 1.5%	1,004,062 SH	Increased+30,615 SH
SUPER GROUP SGHC LIMITED	ORD SHS	$2.7M	0.1%	248,002 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$5.3M	0.2%Prev: 1.7%	15,625 SH	Decreased-257,286 SH
TARGET CORP	COM	$3.0M	0.1%	24,408 SH	New
TC ENERGY CORP	COM	$7.7M	0.3%	123,040 SH	New
TD SYNNEX CORPORATION	COM	$6.5M	0.3%Prev: 0.4%	38,663 SH	Decreased-61,682 SH
THE TRADE DESK INC	COM CL A	$2.5M	0.1%	108,421 SH	New
TOLL BROTHERS INC	COM	$263K	0.0%Prev: 0.2%	1,924 SH	Decreased-37,845 SH
TOPBUILD COR	COM	$1.9M	0.1%	5,478 SH	New
TRACTOR SUPPLY CO	COM	$2.1M	0.1%	46,191 SH	New
TRAVEL PLUS LEISURE CO	COM	$520K	0.0%	7,496 SH	New
U HAUL HOLDING COMPANY	COM SER N	$13.4M	0.5%	299,133 SH	New
UNION PAC CORP	COM	$41.2M	1.7%	169,256 SH	New
URBAN OUTFITTERS INC	COM	$2.8M	0.1%	43,543 SH	New
VALVOLINE INC	COM	$2.7M	0.1%	80,326 SH	New
VENTURE GLOBAL INC	COM CL A	$7.3M	0.3%	460,805 SH	New
VIRTU FINL INC	CL A	$3.6M	0.1%	81,146 SH	New
VISTA ENERGY S.A.B. DE C.V.	SPONSORED ADS	$40.3M	1.7%	532,920 SH	New
VIZSLA SILVER CORP	COM NEW	$1.7M	0.1%	499,777 SH	New
WARBY PARKER INC	CL A COM	$2.2M	0.1%	104,274 SH	New
WARNER BROS DISCOVERY INC	COM SER A	$15.5M	0.6%	561,089 SH	New
WAYFAIR INC	CL A	$2.4M	0.1%	31,465 SH	New
WELLS FARGO CO NEW	COM	$399K	0.0%Prev: 0.0%	5,000 SH	Increased

Sold (vs prior filing)

ABERCROMBIE & FITCH CO — $2.0M
AGNC INVT CORP — $16.1M
AGNICO EAGLE MINES LTD — $9.9M
ARCHER DANIELS MIDLAND CO — $48.4M
B2GOLD CORP — $13.3M
BLOCK H & R INC — $5.4M
BLUE BIRD CORP — $2.6M
BORGWARNER INC — $5.1M
CACI INTL INC — $7.9M
CF INDS HLDGS INC — $35.5M
CHAMPIONX CORPORATION — $5.3M
CHENIERE ENERGY INC — $9.7M
CITIGROUP INC — $233.3M
CORTEVA INC — $39.6M
COSTAR GROUP INC — $21.4M
COTERRA ENERGY INC — $6.8M
COTY INC — $13.2M
CROCS INC — $2.8M
DEERE & CO — $52.8M
EAST WEST BANCORP INC — $1.0M
… and 33 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