Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ruffer LLP (CIK 1426859) reported $2.44B across 174 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COIN ($251.5M, 10.29%), BABA ($147.4M, 6.03%), AMZN ($117.3M, 4.80%), MSFT ($116.4M, 4.76%), SW ($111.3M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COIN | COINBASE GLOBAL INC | $251.5M | 10.29% | 1.4M | Added |
| 2 | BABA | ALIBABA GROUP HLDG LTD | $147.4M | 6.03% | 1.2M | Added |
| 3 | AMZN | AMAZON COM INC | $117.3M | 4.80% | 561,527 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $116.4M | 4.76% | 313,446 | New |
| 5 | SW | SMURFIT WESTROCK PLC | $111.3M | 4.56% | 2.8M | Trimmed |
| 6 | BP | BP PLC | $98.9M | 4.05% | 2.1M | Trimmed |
| 7 | SLB | SLB LIMITED | $79.5M | 3.25% | 1.5M | Added |
| 8 | BF/B | BROWN FORMAN CORP | $72.4M | 2.96% | 2.7M | New |
| 9 | SU | SUNCOR ENERGY INC NEW | $66.4M | 2.72% | 1.0M | Added |
| 10 | BAC | BANK AMERICA CORP | $64.3M | 2.63% | 1.3M | Trimmed |
| 11 | EQX | EQUINOX GOLD CORP | $59.7M | 2.44% | 4.1M | Trimmed |
| 12 | SOLV | SOLVENTUM CORP | $56.3M | 2.30% | 859,993 | Added |
| 13 | FND | FLOOR & DECOR HLDGS INC | $56.1M | 2.29% | 1.1M | Added |
| 14 | XOM | EXXON MOBIL CORP | $54.7M | 2.24% | 321,706 | Added |
| 15 | LAMR | LAMAR ADVERTISING CO NEW | $43.0M | 1.76% | 338,490 | Added |
| 16 | UNP | UNION PAC CORP | $41.2M | 1.68% | 169,256 | Added |
| 17 | VIST | VISTA ENERGY S.A.B. DE C.V. | $40.3M | 1.65% | 532,920 | Added |
| 18 | ARMN | ARIS MNG CORP | $34.8M | 1.42% | 1.9M | Trimmed |
| 19 | GE | GE AEROSPACE | $33.6M | 1.37% | 118,042 | Added |
| 20 | GAU | GALIANO GOLD INC | $33.1M | 1.35% | 13.2M | Trimmed |
| 21 | PFE | PFIZER INC | $32.4M | 1.32% | 1.1M | Trimmed |
| 22 | EGO | ELDORADO GOLD CORP NEW | $31.0M | 1.27% | 899,358 | Trimmed |
| 23 | PNC | PNC FINL SVCS GROUP INC | $30.8M | 1.26% | 147,395 | Trimmed |
| 24 | CP | CANADIAN PACIFIC KANSAS CITY | $29.5M | 1.21% | 374,542 | Added |
| 25 | BKNG | BOOKING HOLDINGS INC | $26.0M | 1.06% | 6,147 | New |
Source: SEC Form 13F filings · as of 2026-03-31