Universe · entity
Ruffer LLP
Institutional manager (13F) · CIK 1426859
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | COINBASE GLOBAL INC | $251M | 1,435,990 |
| 2 | ALIBABA GROUP HLDG LTD | $147M | 1,171,229 |
| 3 | AMAZON COM INC | $117M | 561,527 |
| 4 | MICROSOFT CORP | $116M | 313,446 |
| 5 | SMURFIT WESTROCK PLC | $111M | 2,786,197 |
| 6 | BP PLC | $99M | 2,098,006 |
| 7 | SLB LIMITED | $79M | 1,542,086 |
| 8 | BROWN FORMAN CORP | $72M | 2,731,876 |
| 9 | SUNCOR ENERGY INC NEW | $66M | 1,004,062 |
| 10 | BANK AMERICA CORP | $64M | 1,315,860 |
| 11 | EQUINOX GOLD CORP | $60M | 4,126,835 |
| 12 | SOLVENTUM CORP | $56M | 859,993 |
| 13 | FLOOR & DECOR HLDGS INC | $56M | 1,100,725 |
| 14 | EXXON MOBIL CORP | $55M | 321,706 |
| 15 | LAMAR ADVERTISING CO NEW | $43M | 338,490 |
| 16 | UNION PAC CORP | $41M | 169,256 |
| 17 | VISTA ENERGY S.A.B. DE C.V. | $40M | 532,920 |
| 18 | ARIS MNG CORP | $35M | 1,872,533 |
| 19 | GE AEROSPACE | $34M | 118,042 |
| 20 | GALIANO GOLD INC | $33M | 13,224,532 |
| 21 | PFIZER INC | $32M | 1,149,753 |
| 22 | ELDORADO GOLD CORP NEW | $31M | 899,358 |
| 23 | PNC FINL SVCS GROUP INC | $31M | 147,395 |
| 24 | CANADIAN PACIFIC KANSAS CITY | $30M | 374,542 |
| 25 | BOOKING HOLDINGS INC | $26M | 6,147 |
| 26 | BARRICK GOLD CORP | $23M | 571,425 |
| 27 | SSR MINING IN | $22M | 731,624 |
| 28 | INTERNATIONAL FLAVORS&FRAGRA | $21M | 291,613 |
| 29 | SIGNET JEWELERS LIMITED | $19M | 227,635 |
| 30 | COOPER COS INC | $16M | 216,171 |
| 31 | WARNER BROS DISCOVERY INC | $15M | 561,089 |
| 32 | NEWMONT CORP | $15M | 134,459 |
| 33 | MOHAWK INDS INC | $14M | 144,300 |
| 34 | U HAUL HOLDING COMPANY | $13M | 299,133 |
| 35 | CENTERRA GOLD INC | $13M | 730,816 |
| 36 | PHILIP MORRIS INTL INC | $12M | 71,879 |
| 37 | SKEENA RES LTD NEW | $12M | 399,036 |
| 38 | ROYAL GOLD INC | $12M | 46,270 |
| 39 | MAGNUM ICE CREAM CO NV | $11M | 755,564 |
| 40 | INTEGRA RES CORP | $11M | 3,985,025 |
| 41 | KINROSS GOLD CORP | $10M | 332,440 |
| 42 | ANGLOGOLD ASHANTI PLC | $10M | 98,228 |
| 43 | PAN AMERN SILVER CORP | $9M | 170,303 |
| 44 | KODIAK GAS SVCS INC | $9M | 147,870 |
| 45 | ANTERO MIDSTREAM CORP | $8M | 350,360 |
| 46 | NATIONAL FUEL GAS CO | $8M | 82,360 |
| 47 | TC ENERGY CORP | $8M | 123,040 |
| 48 | VENTURE GLOBAL INC | $7M | 460,805 |
| 49 | COEUR MNG INC | $7M | 384,032 |
| 50 | BCE INC | $7M | 280,040 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.