Institutions / Ruffer LLP
Ruffer LLP
CIK 1426859 · Institution · as of Dec 31, 2025
Portfolio value
$2.20B
Positions
154
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 154 →
| Company | Value | % of portfolio |
|---|---|---|
| Smurfit Westrock plc | $174.45M | 7.9% |
| Coinbase Global, Inc. | $166.52M | 7.6% |
| Amazon.com Inc | $155.23M | 7.1% |
| Bank of America Corp /De | $91.88M | 4.2% |
| Equinox Gold Corp | $81.54M | 3.7% |
| Bp PLC | $77.77M | 3.5% |
| Alibaba Group Holding LtdBABA | $70.62M | 3.2% |
| Walt Disney Co | $64.68M | 2.9% |
| Eldorado Gold Corp New | $57.98M | 2.6% |
| Extra Space Storage Inc | $50.28M | 2.3% |
| Solventum Corp | $48.77M | 2.2% |
| FLOOR & DECOR HOLDINGS INC | $47.23M | 2.2% |
| Centerra Gold Inc | $47.00M | 2.1% |
| Suncor Energy Inc New | $44.47M | 2.0% |
| Slb LIMITED/NV | $44.07M | 2.0% |
| Aris Mining Corporation | $43.05M | 2.0% |
| Exxon Mobil Corp | $38.58M | 1.8% |
| Galiano Gold Inc. | $36.48M | 1.7% |
| General Electric Co | $36.19M | 1.6% |
| Pfizer Inc | $33.02M | 1.5% |
| Pan Amern Silver Corp | $31.57M | 1.4% |
| The PNC Financial Services Group, Inc. | $31.38M | 1.4% |
| Union Pacific Corp | $30.91M | 1.4% |
| Philip Morris International Inc. | $30.41M | 1.4% |
| Lamar Advertising Co | $30.40M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.