Ruffer LLP 13F Holdings

CIK 0001426859 · LONDON, X0

As of Sep 30, 2025, Ruffer LLP reported 101 positions worth .8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity672,796 47.7M8.21%
EQUINOX GOLD CORPEQXBasic Materials8,651,889$97.0M5.39%
BANK OF AMERICA CORPBACFinancial Services1,871,642$96.6M5.37%
COOPER COMPANIES INCCOOHealthcare1,347,850$92.4M5.14%
BP PLCBPEnergy2,294,780$79.1M4.40%
NEWMONT CORPNEMBasic Materials884,017$74.5M4.14%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical384,886$68.8M3.82%
CENTERRA GOLD INCCGAUBasic Materials5,904,103$63.3M3.52%
BARRICK MINING CORPBBasic Materials1,800,635$59.0M3.28%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology204,387$57.1M3.17%
PFIZER INCPFEHealthcare2,023,065$51.5M2.87%
EXTRA SPACE STORAGE INCEXRReal Estate336,942$47.5M2.64%
ANGLOGOLD ASHANTI (PTY) LTDAUBasic Materials590,963$41.6M2.31%
ELDORADO GOLD CORPEGOBasic Materials1,412,740$40.8M2.27%
ARIS MINING CORPARMNBasic Materials4,114,728$40.3M2.24%
SUNCOR ENERGY INCSUEnergy935,037$39.1M2.18%
GALIANO GOLD INCGAUBasic Materials16,611,028$36.2M2.01%
PAN AMERICAN SILVER CORPPAASBasic Materials901,751$34.9M1.94%
FIRST SOLAR INCFSLRTechnology157,055$34.6M1.93%
SMURFIT WESTROCK PLCSWConsumer Cyclical785,589$33.4M1.86%
EXXON MOBIL CORPXOMEnergy278,242$31.4M1.74%
MERCK & CO INCMRKHealthcare368,848$31.0M1.72%
GE AEROSPACEGEIndustrials100,365$30.2M1.68%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services131,909$26.5M1.47%
SKEENA RESOURCES LTDSKEBasic Materials1,270,055$23.4M1.30%