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: $2.83B187 positionsView on SEC.gov

			% of Portfolio
ACADEMY SPORTS & OUTDOORS IN	COM	$2.4M	0.1%	50,708 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$5.8M	0.2%	46,374 SH	New
ADMA BIOLOGICS INC	COM	$3.5M	0.1%	422,958 SH	New
AGNICO EAGLE MINES LTD	COM	$9.8M	0.3%Prev: 0.1%	63,411 SH	Increased+40,732 SH
AIRBNB INC	COM CL A	$20.0M	0.7%	139,870 SH	New
ALCOA CORP	COM	$4.8M	0.2%	92,830 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$121.3M	4.3%Prev: 1.7%	1,265,069 SH	Increased+922,397 SH
AMAZON COM INC	COM	$197.4M	7.0%Prev: 7.1%	829,118 SH	Increased+98,653 SH
AMDOCS LTD	SHS	$5.9M	0.2%	116,121 SH	New
ANGLOGOLD ASHANTI PLC	COM SHS	$3.8M	0.1%Prev: 2.3%	46,895 SH	Decreased-1,100,073 SH
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$3.1M	0.1%Prev: 0.1%	38,000 SH	Increased-7,000 SH
ANI PHARMACEUTICALS INC	COM	$5.7M	0.2%	69,426 SH	New
ANTERO MIDSTREAM CORP	COM	$8.7M	0.3%	384,010 SH	New
APTIV PLC	COM SHS	$4.1M	0.1%	66,896 SH	New
ARCHER DANIELS MIDLAND CO	COM	$7.4M	0.3%Prev: 0.2%	96,890 SH	Increased+2,980 SH
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	$1.0M	0.0%Prev: 0.0%	127,142 SH	Increased
ARIS MNG CORP	COM	$23.9M	0.8%Prev: 1.6%	1,605,529 SH	Decreased-3,633,719 SH
ARMSTRONG WORLD INDS INC NEW	COM	$2.4M	0.1%	15,082 SH	New
ARROW ELECTRS INC	COM	$249K	0.0%Prev: 0.5%	1,170 SH	Decreased-95,083 SH
ARTISAN PARTNERS ASSET MGMT	CL A	$4.2M	0.1%	122,211 SH	New
AURA MINERALS INC	SHS NEW	$3.4M	0.1%	54,596 SH	New
AUTOLIV INC	COM	$15.9M	0.6%	137,005 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$2.6M	0.1%	11,573 SH	New
AVNET INC	COM	$5.9M	0.2%	65,939 SH	New
BANK AMERICA CORP	COM	$74.2M	2.6%Prev: 6.0%	1,304,202 SH	Decreased-1,579,547 SH
BARRICK GOLD CORP	COM	$15.8M	0.6%Prev: 8.5%	431,774 SH	Decreased-8,784,330 SH
BCE INC	COM NEW	$7.1M	0.3%	329,790 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$36.5M	1.3%Prev: 0.2%	72,990 SH	Increased+63,990 SH
BEST BUY INC	COM	$4.3M	0.2%Prev: 0.1%	57,016 SH	Increased+36,609 SH
BJS WHSL CLUB HLDGS INC	COM	$261K	0.0%	2,996 SH	New
BOISE CASCADE CO DEL	COM	$2.8M	0.1%	36,054 SH	New
BOOKING HOLDINGS INC	COM	$38.5M	1.4%	215,996 SH	New
BOOT BARN HLDGS INC	COM	$2.2M	0.1%	13,278 SH	New
BOYD GAMING CORP	COM	$1.5M	0.1%Prev: 0.3%	16,867 SH	Decreased-65,850 SH
BP PLC	SPONSORED ADR	$60.0M	2.1%Prev: 3.0%	1,624,940 SH	Decreased-669,390 SH
BRINKER INTL INC	COM	$2.9M	0.1%	17,259 SH	New
BROOKFIELD CORP	CL A LTD VT SH	$3.6M	0.1%Prev: 0.2%	84,750 SH	Increased+28,250 SH
BROWN FORMAN CORP	CL B	$51.4M	1.8%	1,931,956 SH	New
BUCKLE INC	COM	$2.2M	0.1%	51,230 SH	New
CANADIAN NAT RES LTD MED TER	COM	$5.4M	0.2%	136,720 SH	New
CANADIAN NATL RY CO	COM	$7.2M	0.3%	60,250 SH	New
CANADIAN PACIFIC KANSAS CITY	COM	$33.4M	1.2%	386,182 SH	New
CARMAX INC	COM	$2.7M	0.1%	51,910 SH	New
CENTERRA GOLD INC	COM	$8.0M	0.3%Prev: 2.3%	504,233 SH	Decreased-6,649,076 SH
CENTURY ALUM CO	COM	$2.3M	0.1%	49,494 SH	New
CHAMPION HOMES INC	COM	$267K	0.0%	3,031 SH	New
CHEESECAKE FACTORY INC	COM	$1.7M	0.1%Prev: 0.8%	21,691 SH	Decreased-275,938 SH
CHEVRON CORP NEW	COM	$2.8M	0.1%Prev: 0.1%	17,000 SH	Increased+6,000 SH
CHEWY INC	CL A	$2.6M	0.1%	133,908 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$327K	0.0%	9,638 SH	New
CHOICE HOTELS INTL INC	COM	$2.8M	0.1%	25,019 SH	New
CHURCHILL DOWNS INC	COM	$2.3M	0.1%	25,561 SH	New
COEUR MNG INC	COM NEW	$19.1M	0.7%Prev: 1.4%	1,168,748 SH	Decreased-2,475,653 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$5.5M	0.2%	142,641 SH	New
COINBASE GLOBAL INC	COM CL A	$72.9M	2.6%	499,000 SH	New
COMMERCIAL METALS CO	COM	$4.8M	0.2%	76,911 SH	New
COOPER COS INC	COM	$19.2M	0.7%Prev: 0.8%	268,591 SH	Increased+20,929 SH
COPA HOLDINGS SA	CL A	$8.1M	0.3%Prev: 0.3%	52,227 SH	Increased-4,261 SH
CORE & MAIN INC	CL A	$2.4M	0.1%	50,770 SH	New
D R HORTON INC	COM	$257K	0.0%	1,577 SH	New
DARDEN RESTAURANTS INC	COM	$1.8M	0.1%	8,776 SH	New
DAVE INC	CLASS A COM NEW	$3.8M	0.1%	10,187 SH	New
DEVON ENERGY CORP NEW	COM	$7.1M	0.3%	171,460 SH	New
DHT HOLDINGS INC	SHS NEW	$189K	0.0%	11,445 SH	New
DILLARDS INC	CL A	$1.4M	0.0%	2,574 SH	New
DISNEY WALT CO	COM	$20.4M	0.7%	211,815 SH	New
DOLLAR GEN CORP	COM	$2.9M	0.1%	25,130 SH	New
DOMINOS PIZZA INC	COM	$2.4M	0.1%	8,056 SH	New
DORMAN PRODS INC	COM	$5.0M	0.2%Prev: 0.3%	36,968 SH	Decreased-18,648 SH
DOUBLEVERIFY HLDGS INC	COM	$6.8M	0.2%	623,608 SH	New
DT MIDSTREAM INC	COMMON STOCK	$7.3M	0.3%	49,640 SH	New
DYNATRACE INC	COM NEW	$9.3M	0.3%	211,477 SH	New
EAGLE MATLS INC	COM	$29.7M	1.0%	131,978 SH	New
EASTMAN CHEM CO	COM	$6.1M	0.2%	90,960 SH	New
ELDORADO GOLD CORP NEW	COM	$20.9M	0.7%Prev: 1.0%	674,029 SH	Decreased-419,524 SH
ELECTRONIC ARTS INC	COM	$2.6M	0.1%	12,818 SH	New
EPR PPTYS	COM SH BEN INT	$362K	0.0%	6,251 SH	New
EQUINOX GOLD CORP	COM	$46.0M	1.6%Prev: 1.9%	4,736,428 SH	Increased-2,763,173 SH
EXPAND ENERGY CORPORATION	COM	$38.3M	1.4%	420,557 SH	New
EXXON MOBIL CORP	COM	$42.9M	1.5%Prev: 1.3%	314,224 SH	Increased+37,507 SH
FEDERATED HERMES INC	CL B	$6.2M	0.2%	111,652 SH	New
FIRST SOLAR INC	COM	$4.4M	0.2%	18,461 SH	New
FIVE BELOW INC	COM	$2.2M	0.1%	12,519 SH	New
FLOOR & DECOR HLDGS INC	CL A	$73.3M	2.6%	1,235,490 SH	New
FLUOR CORP	COM	$19.7M	0.7%	375,643 SH	New
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	$1.0M	0.0%Prev: 0.0%	8,000 SH	Increased
FORTINET INC	COM	$8.0M	0.3%	52,054 SH	New
FOX CORP	CL A COM	$5.9M	0.2%Prev: 0.6%	112,972 SH	Decreased-117,286 SH
FRANCO NEV CORP	COM	$837K	0.0%	4,020 SH	New
FRANKLIN RESOURCES INC	COM	$4.3M	0.2%	128,324 SH	New
FRONTLINE PLC	COM	$3.0M	0.1%	85,969 SH	New
FULL TRUCK ALLIANCE CO LTD	SPONSORED ADS	$46.4M	1.6%	5,724,180 SH	New
GALIANO GOLD INC	COM	$24.2M	0.9%Prev: 1.1%	12,994,532 SH	Increased-5,948,720 SH
GARTNER INC	COM	$6.1M	0.2%	46,780 SH	New
GE AEROSPACE	COM NEW	$15.8M	0.6%Prev: 1.0%	42,402 SH	Decreased-49,773 SH
GEN DIGITAL INC	COM	$5.7M	0.2%Prev: 0.5%	228,498 SH	Decreased-129,402 SH
GENPACT LIMITED	SHS	$6.9M	0.2%Prev: 0.3%	252,992 SH	Increased+105,432 SH
GIGACLOUD TECHNOLOGY INC	CLASS A ORD	$1.5M	0.1%	48,921 SH	New
GOLD FIELDS LTD	SPONSORED ADR	$6.7M	0.2%	200,640 SH	New
GOLDMINING INC	COM	$362K	0.0%Prev: 0.0%	401,996 SH	Decreased-500,000 SH
HAPPEN INC	COM NEW	$6.2M	0.2%	298,095 SH	New
HF SINCLAIR CORP	COM	$2.9M	0.1%	41,146 SH	New
INCYTE CORP	COM	$5.9M	0.2%Prev: 0.2%	52,291 SH	Increased-17,034 SH
INFOSYS LTD	SPONSORED ADR	$5.7M	0.2%	545,691 SH	New
INTEGRA RES CORP	COM	$9.8M	0.3%Prev: 0.2%	4,433,503 SH	Increased+1,190,350 SH
INTERNATIONAL FLAVORS&FRAGRA	COM	$18.1M	0.6%	228,297 SH	New
INTERNATIONAL SEAWAYS INC	COM	$3.1M	0.1%	40,730 SH	New
INTUIT	COM	$7.4M	0.3%	28,336 SH	New
INVESCO LTD	SHS	$3.2M	0.1%	122,638 SH	New
ISHARES TR	MSCI CHINA A	$4.4M	0.2%	114,530 SH	New
JANUS HENDERSON GROUP PLC	ORD SHS	$5.0M	0.2%	97,099 SH	New
JAZZ PHARMACEUTICALS PLC	SHS USD	$5.9M	0.2%	24,567 SH	New
JD.COM INC	SPON ADS CL A	$39.1M	1.4%	1,537,181 SH	New
JPMORGAN CHASE & CO	COM	$2.3M	0.1%	7,000 SH	New
KB HOME	COM	$297K	0.0%Prev: 0.3%	4,756 SH	Decreased-102,995 SH
KINROSS GOLD CORP	COM	$20.6M	0.7%	874,179 SH	New
KROGER	COM	$1.9M	0.1%	34,563 SH	New
LAMAR ADVERTISING CO NEW	CL A	$52.7M	1.9%	338,207 SH	New
LEAR CORP	COM NEW	$4.5M	0.2%	33,663 SH	New
LIFE TIME GROUP HOLDINGS INC	COMMON STOCK	$2.1M	0.1%	52,084 SH	New
M & T BK CORP	COM	$951K	0.0%Prev: 0.1%	4,000 SH	Decreased-9,020 SH
M/I HOMES INC	COM	$7.4M	0.3%	45,809 SH	New
MAGNUM ICE CREAM CO NV	ORD SHS	$18.8M	0.7%	1,082,605 SH	New
MARKEL GROUP INC	COM	$821K	0.0%	421 SH	New
MATADOR RES CO	COM	$3.1M	0.1%	63,290 SH	New
MAXIMUS INC	COM	$5.4M	0.2%Prev: 0.3%	99,933 SH	Decreased-4,426 SH
MICROSOFT CORP	COM	$169.5M	6.0%	454,873 SH	New
MOHAWK INDS INC	COM	$2.0M	0.1%	16,220 SH	New
NETEASE COM INC	SPONSORED ADS	$62.5M	2.2%	487,913 SH	New
NEUROCRINE BIOSCIENCES INC	COM	$5.8M	0.2%	34,541 SH	New
NEWMONT CORP	COM	$15.3M	0.5%Prev: 12.9%	163,583 SH	Decreased-4,836,349 SH
NOVAGOLD RES INC	COM NEW	$615K	0.0%Prev: 0.1%	103,160 SH	Decreased-320,510 SH
OCEANAGOLD CORP	COM NEW	$16.7M	0.6%	667,801 SH	New
OKEANIS ECO TANKERS COR	SHS	$3.0M	0.1%	59,137 SH	New
OLLIES BARGAIN OUTLET HLDGS	COM	$2.6M	0.1%	33,964 SH	New
OSISKO DEVELOPMENT CORP	COM NEW	$6.4M	0.2%	2,591,180 SH	New
OVINTIV INC	COM	$3.6M	0.1%Prev: 0.4%	68,026 SH	Decreased-188,050 SH
PAGSEGURO DIGITAL LTD	COM CL A	$109K	0.0%	12,095 SH	New
PAN AMERN SILVER CORP	COM	$2.7M	0.1%Prev: 1.1%	60,745 SH	Decreased-852,584 SH
PAYCHEX INC	COM	$10.1M	0.4%	102,561 SH	New
PAYCOM SOFTWARE INC	COM	$10.9M	0.4%	87,209 SH	New
PAYLOCITY HLDG CORP	COM	$2.5M	0.1%	23,786 SH	New
PERDOCEO ED CORP	COM	$3.9M	0.1%	122,534 SH	New
PFIZER INC	COM	$27.1M	1.0%Prev: 1.5%	1,126,006 SH	Decreased-273,507 SH
PHILIP MORRIS INTL INC	COM	$12.7M	0.4%Prev: 0.8%	70,063 SH	Decreased-24,046 SH
PINNACLE WEST CAP CORP	COM	$7.0M	0.2%	65,180 SH	New
PNC FINL SVCS GROUP INC	COM	$35.8M	1.3%Prev: 1.1%	145,485 SH	Increased+14,866 SH
PRICE T ROWE GROUP INC	COM	$5.9M	0.2%	52,270 SH	New
RED ROCK RESORTS INC	CL A	$10.1M	0.4%	154,858 SH	New
ROYAL GOLD INC	COM	$8.9M	0.3%	44,600 SH	New
S&P GLOBAL INC	COM	$38.1M	1.3%	93,768 SH	New
SALESFORCE INC	COM	$4.5M	0.2%	28,582 SH	New
SCHWAB CHARLES CORP	COM	$33.0M	1.2%	358,432 SH	New
SCIENCE APPLICATIONS INTL CO	COM	$5.6M	0.2%	50,646 SH	New
SCORPIO TANKERS INC	SHS	$2.7M	0.1%	38,491 SH	New
SIGNET JEWELERS LIMITED	SHS	$31.0M	1.1%	360,278 SH	New
SITEONE LANDSCAPE SUPPLY INC	COM	$319K	0.0%	2,790 SH	New
SKEENA RES LTD NEW	COM	$7.6M	0.3%Prev: 1.1%	283,866 SH	Decreased-1,227,789 SH
SKYWEST	COM	$3.3M	0.1%	33,704 SH	New
SLB LIMITED	COM STK	$62.3M	2.2%	1,341,534 SH	New
SMURFIT WESTROCK PLC	SHS	$112.7M	4.0%Prev: 8.7%	2,438,889 SH	Decreased-2,105,821 SH
SOLVENTUM CORP	COM SHS	$59.8M	2.1%	776,468 SH	New
SOUTH BOW CORP	COM	$6.3M	0.2%	179,920 SH	New
SPROUTS FMRS MKT INC	COM	$2.5M	0.1%	29,058 SH	New
SS&C TECH HLDGS	COM	$7.3M	0.3%	117,022 SH	New
SSR MINING IN	COM	$16.5M	0.6%	583,120 SH	New
STRATEGIC ED INC	COM	$5.7M	0.2%	74,454 SH	New
SUNCOR ENERGY INC NEW	COM	$54.2M	1.9%Prev: 1.5%	1,009,746 SH	Increased+80,489 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.7M	0.1%Prev: 1.3%	3,525 SH	Decreased-127,186 SH
TARGET CORP	COM	$2.8M	0.1%	21,644 SH	New
TC ENERGY CORP	COM	$6.6M	0.2%	99,810 SH	New
TD SYNNEX CORPORATION	COM	$1.4M	0.1%Prev: 0.5%	5,347 SH	Decreased-80,629 SH
THE TRADE DESK INC	COM CL A	$2.4M	0.1%	133,788 SH	New
TOLL BROTHERS INC	COM	$277K	0.0%Prev: 0.3%	1,682 SH	Decreased-56,997 SH
TOTALENERGIES SE	ACT	$36.9M	1.3%	474,930 SH	New
TRAVEL PLUS LEISURE CO	COM	$6.4M	0.2%	83,502 SH	New
TRIP COM GROUP LTD	ADS	$42.8M	1.5%	1,075,096 SH	New
ULTA BEAUTY INC	COM	$2.4M	0.1%	5,420 SH	New
UNION PAC CORP	COM	$38.0M	1.3%	140,019 SH	New
URBAN OUTFITTERS INC	COM	$2.0M	0.1%	28,819 SH	New
VENTURE GLOBAL INC	COM CL A	$19.9M	0.7%	1,789,003 SH	New
VISTA ENERGY S.A.B. DE C.V.	SPONSORED ADS	$33.0M	1.2%	518,201 SH	New
VIZSLA SILVER CORP	COM NEW	$1.6M	0.1%	499,777 SH	New
WARBY PARKER INC	CL A COM	$3.2M	0.1%	105,104 SH	New
WARNER BROS DISCOVERY INC	COM SER A	$24.5M	0.9%	920,507 SH	New
WELLS FARGO CO NEW	COM	$413K	0.0%Prev: 0.0%	5,000 SH	Increased
WISE GROUP PLC	ORD SHS CLASS A	$17.0M	0.6%	1,415,047 SH	New

Sold (vs prior filing)

ACM RESH INC — $6.9M
ALCON AG — $27.3M
ALLIED GOLD CORP — $10.7M
ALPHABET INC — $59.4M
AXCELIS TECHNOLOGIES INC — $1.7M
B2GOLD CORP — $12.3M
BLOCK H & R INC — $6.9M
BORGWARNER INC — $7.1M
CHAMPIONX CORPORATION — $8.9M
CITIGROUP INC — $80.7M
COMCAST CORP NEW — $2.7M
EAST WEST BANCORP INC — $393K
ENDAVA PLC — $3.2M
ENERSYS — $5.6M
EXELIXIS INC — $3.4M
FLUOR CORP NEW — $953K
GILEAD SCIENCES INC — $5.0M
GRIFFON CORP — $3.0M
HALOZYME THERAPEUTICS INC — $2.3M
HARMONY BIOSCIENCES HLDGS IN — $2.7M
… and 26 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