13F

Investor

Ruffer LLP

CIK 0001426859 · filed 2026-01-28 · SEC filing

13F book

$2.2B

Positions

154

Largest name

7.9%

Smurfit Westrock Plc · SW

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Smurfit Westrock PlcSW4.5M$174.4M7.9%Held
Coinbase Global, Inc.COIN735.2K$166.5M7.6%Held
Amazon Com IncAMZN671.5K$155.2M7.1%Held
Bank America Corp1.67M$91.9M4.2%Held
Equinox Gold Corp.EQX5.79M$81.5M3.7%Held
Bp Plc2.24M$77.8M3.5%Held
Alibaba Group Hldg Ltd481.1K$70.6M3.2%Held
Disney Walt Co567.6K$64.7M2.9%Held
Eldorado Gold Corp New1.61M$58M2.6%Held
Extra Space Storage Inc.EXR385.5K$50.3M2.3%Held
Solventum CorpSOLV614.6K$48.8M2.2%Held
Floor & Decor Hldgs Inc774.5K$47.2M2.1%Held
Centerra Gold Inc.CGAU3.26M$47M2.1%Held
Suncor Energy Inc New999.2K$44.5M2.0%Held
Slb Limited/NvSLB1.15M$44.1M2.0%Held
Aris Mng CorpARIS2.65M$43.1M2.0%Held
Exxon Mobil Corp320.1K$38.6M1.8%Held
Galiano Gold Inc.GAU14.3M$36.5M1.7%Held
Ge Aerospace117.3K$36.2M1.6%Held
Pfizer IncPFE1.32M$33M1.5%Held
Pan Amern Silver Corp608.3K$31.6M1.4%Held
Pnc Finl Svcs Group Inc150.1K$31.4M1.4%Held
Union Pac Corp133.4K$30.9M1.4%Held
Philip Morris Intl Inc189.3K$30.4M1.4%Held
Lamar Advertising Co/NewLAMR239.8K$30.4M1.4%Held
Barrick Mng Corp650.7K$28.4M1.3%Held
Anglogold Ashanti PlcAU321K$27.4M1.2%Held
Nomad Foods LtdNOMD2.14M$26.8M1.2%Held
Cooper Cos Inc312.2K$25.6M1.2%Held
Teck Resources Ltd447.1K$21.4M1.0%Held
Skeena Res Ltd New814.1K$19.4M0.9%Held
Vista Energy S.A.B. De C.V.394.5K$19.2M0.9%Held
Newmont Corp164.8K$16.5M0.8%Held
International Flavors&Fragra237.5K$16M0.7%Held
Signet Jewelers Limited185.2K$15.4M0.7%Held
Canadian Pacific Kansas City206.5K$15.2M0.7%Held
Royal Gold IncRGLD65.9K$14.7M0.7%Held
U Haul Holding Company305K$14.3M0.7%Held
Alcoa CorpAA265.9K$14.2M0.6%Held
Integra Res Corp3.01M$12.1M0.6%Held
Taiwan Semiconductor Mfg Ltd31.2K$9.49M0.4%Held
Federated Hermes, Inc.FHI149.7K$7.81M0.4%Held
Fox Corp103.2K$7.55M0.3%Held
Doubleverify Hldgs Inc645.7K$7.4M0.3%Held
Maximus, Inc.MMS80.4K$6.95M0.3%Held
Janus Henderson Group Plc139.7K$6.66M0.3%Held
Coeur Mng Inc366.2K$6.54M0.3%Held
Price T Rowe Group IncTROW61.1K$6.26M0.3%Held
Copa Holdings Sa48.8K$5.9M0.3%Held
Science Applications Intl Co57.7K$5.81M0.3%Held
Td Synnex CorpSNX36.8K$5.53M0.3%Held
Magnum Ice Cream Co Nv340.2K$5.4M0.2%Held
Teleflex IncTFX42.2K$5.15M0.2%Held
Block H & R Inc118K$5.15M0.2%Held
Virtu Finl Inc149.7K$5M0.2%Held
Hf Sinclair CorpDINO102.3K$4.72M0.2%Held
Cal-Maine Foods IncCALM58.2K$4.64M0.2%Held
Ishares Tr131K$4.54M0.2%Held
Berkshire Hathaway Inc Del9K$4.53M0.2%Held
Pitney Bowes Inc423.5K$4.48M0.2%Held
Micron Technology IncMU15.6K$4.45M0.2%Held
Lear CorpLEA38.3K$4.4M0.2%Held
DHT Holdings, Inc.DHT358.7K$4.39M0.2%Held
Scorpio Tankers Inc.STNG85.9K$4.37M0.2%Held
BorgWarner IncBWA91.9K$4.15M0.2%Held
Brookfield Corp84.8K$3.9M0.2%Held
Best Buy Co IncBBY57.6K$3.86M0.2%Held
Oshkosh CorpOSK30K$3.77M0.2%Held
Teekay Tankers Ltd.TNK69.9K$3.74M0.2%Held
Crocs, Inc.CROX42.9K$3.67M0.2%Held
General Mtrs Co44.7K$3.64M0.2%Held
United Parks & Resorts Inc.PRKS98K$3.56M0.2%Held
Royalty Pharma PLCRPRX90.4K$3.5M0.2%Held
RHRH19.2K$3.45M0.2%Held
Beacon Financial CorpBBT130K$3.43M0.2%Held
Bath & Body Works, Inc.BBWI170.5K$3.43M0.2%Held
MARRIOTT VACATIONS WORLDWIDE CorpVAC58.9K$3.4M0.2%Held
Target CorpTGT34.5K$3.37M0.2%Held
Albertsons Cos IncACI195.9K$3.37M0.2%Held
Alight Inc1.71M$3.34M0.2%Held
Garrett Motion Inc.GTX186.2K$3.25M0.1%Held
Life Time Group Holdings, Inc.LTH121.2K$3.23M0.1%Held
Jack In The Box IncJACK169.8K$3.22M0.1%Held
Wendys Co382.9K$3.19M0.1%Held
Carmax IncKMX82.2K$3.18M0.1%Held
Voya Financial Inc42.3K$3.15M0.1%Held
Bank Ozk Little Rock Ark68.1K$3.14M0.1%Held
Radian Group IncRDN87K$3.13M0.1%Held
Associated Banc Corp121.5K$3.13M0.1%Held
United Bankshares Inc West V81.4K$3.13M0.1%Held
Paycom Software, Inc.PAYC19.6K$3.13M0.1%Held
Bank Hawaii Corp45.4K$3.11M0.1%Held
Southstate Bk Corp32.7K$3.08M0.1%Held
Fulton Finl Corp Pa158.8K$3.07M0.1%Held
Grocery Outlet Hldg Corp302.6K$3.06M0.1%Held
United Cmnty Bks Blairsvle G97.6K$3.05M0.1%Held
First Hawaiian, Inc.FHB119.5K$3.03M0.1%Held
Skywest IncSKYW30K$3.02M0.1%Held
United Sts Brent Oil Fd Lp106.5K$3.02M0.1%Held
Home Bancshares IncHOMB108.4K$3.01M0.1%Held
Atlantic Un Bankshares Corp84.2K$2.98M0.1%Held
Prosperity Bancshares IncPB42.8K$2.96M0.1%Held
Eastern Bankshares, Inc.EBC160.1K$2.96M0.1%Held
Aptiv PlcAPTV38.7K$2.95M0.1%Held
Corebridge Finl Inc97.2K$2.94M0.1%Held
Synovus Finl Corp58.3K$2.92M0.1%Held
Ha Sustainable Infra Cap Inc91.9K$2.89M0.1%Held
Anheuser Busch Inbev Sa/Nv45K$2.89M0.1%Held
Old Natl Bancorp Ind128.5K$2.87M0.1%Held
Caesars Entertainment Inc Ne120.4K$2.82M0.1%Held
Western Alliance Bancorp33.2K$2.8M0.1%Held
M/I Homes, Inc.MHO21.8K$2.8M0.1%Held
Osisko Development Corp754.8K$2.64M0.1%Held
Kohls CorpKSS128.3K$2.62M0.1%Held
Maplebear Inc.CART57K$2.57M0.1%Held
Incyte CorpINCY25.3K$2.51M0.1%Held
Dorman Prods Inc20.2K$2.5M0.1%Held
Neurocrine Biosciences IncNBIX17.5K$2.48M0.1%Held
Jazz Pharmaceuticals PlcJAZZ14.2K$2.42M0.1%Held
Jpmorgan Chase & Co.7K$2.26M0.1%Held
Power Solutions Intl Inc38.1K$2.18M0.1%Held
Dave & Busters Entmt Inc130.1K$2.11M0.1%Held
B2gold CorpBTG454.8K$2.05M0.1%Held
Exelixis, Inc.EXEL46.5K$2.04M0.1%Held
Halozyme Therapeutics, Inc.HALO26.1K$1.76M0.1%Held
Supernus Pharmaceuticals, Inc.SUPN34.3K$1.71M0.1%Held
Chevron Corp NewCVX11K$1.68M0.1%Held
Catalyst Pharmaceuticals Inc70.8K$1.66M0.1%Held
Citigroup Inc13.8K$1.62M0.1%Held
Rigel Pharmaceuticals IncRIGL37.2K$1.6M0.1%Held
Harmony Biosciences Hldgs In41K$1.54M0.1%Held
Novagold Res IncNG152.7K$1.43M0.1%Held
Franco Nev Corp6.22K$1.29M0.1%Held
Alphabet Inc3.9K$1.22M0.1%Held
Agnico Eagle Mines LtdAEM5.79K$983.3K0.0%Held
Century Alum Co23.9K$935.9K0.0%Held
Arcos Dorados Holdings Inc.ARCO127.1K$934.7K0.0%Held
Gilead Sciences, Inc.GILD6.92K$850.4K0.0%Held
Fomento Economico Mexicano S8K$809.8K0.0%Held
M & T Bk Corp4K$807.2K0.0%Held
United Sts Commodity Index F22.4K$784.3K0.0%Held
GoldMining Inc.GLDG402K$505.2K0.0%Held
Agnc Invt Corp46.5K$499.4K0.0%Held
Wells Fargo Co New5K$466.7K0.0%Held
Sabra Health Care REIT, Inc.SBRA23.1K$438.1K0.0%Held
Epr Pptys7.25K$362.6K0.0%Held
Public Storage Oper Co1.38K$358.7K0.0%Held
Permian Resources CorpPR14.7K$206K0.0%Held
Endava PlcDAVA32K$202.6K0.0%Held
Rithm Capital Corp10.4K$113.2K0.0%Held
Park Hotels & Resorts Inc.PK10.6K$111.1K0.0%Held
Diamondrock Hospitality CoDRH12K$107.4K0.0%Held
Orchid Is Cap Inc14.8K$106.7K0.0%Held
Arbor Realty Trust Inc13.7K$106.3K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.