13F-HR filed by Ruffer LLP
Ruffer LLP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-13, with 176 holding rows worth $2,444,304,720.
- Accession
- 0001426859-26-000005
- Filer
- CIK 1426859
- Filed
- 2026-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 176 entries on the cover page, a total value of $2,444,304,720 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,444,304,720 with VALUE read as dollars as filed, 13F file number 028-12772. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 1,435,990 | $251,457,767 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 1,171,229 | $147,367,855 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 561,527 | $117,285,904 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 313,446 | $116,361,887 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 2,786,197 | $111,349,897 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 2,098,006 | $98,890,774 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 1,542,086 | $79,476,780 | dollars as filed | |
| BROWN FORMAN CORP CL B | 115637209 | Stock | 2,731,876 | $72,435,476 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 1,004,062 | $66,386,135 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 1,315,860 | $64,332,553 | dollars as filed | |
| EQUINOX GOLD CORP | 29446Y502 | COM | 4,126,835 | $59,699,196 | dollars as filed | |
| SOLVENTUM CORP COM SHS | 83444M101 | Stock | 859,993 | $56,319,368 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 1,100,725 | $56,076,935 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 321,706 | $54,737,261 | dollars as filed | |
| LAMAR ADVERTISING CO CL A | 512816109 | REIT | 338,490 | $42,996,688 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 169,256 | $41,183,392 | dollars as filed | |
| VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | 92837L109 | ADR | 532,920 | $40,333,980 | dollars as filed | |
| ARIS MINING CORPORATION | 04040Y109 | COM | 1,872,533 | $34,758,271 | dollars as filed | |
| General Electric Company | 369604301 | COM | 118,042 | $33,592,846 | dollars as filed | |
| Galiano Gold Inc | 36352H100 | COM | 13,224,532 | $33,072,257 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 1,149,753 | $32,377,486 | dollars as filed | |
| ELDORADO GOLD CORP NEW COM | 284902509 | Stock | 899,358 | $30,963,930 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 147,395 | $30,759,129 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 374,542 | $29,545,933 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 6,147 | $25,953,199 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 571,425 | $23,375,592 | dollars as filed | |
| SSR MINING IN | 784730103 | COM | 731,624 | $21,571,729 | dollars as filed | |
| INTERNATIONAL FLAVORS&FRAGRANC COM | 459506101 | Stock | 291,613 | $21,217,634 | dollars as filed | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 227,635 | $19,322,547 | dollars as filed | |
| COOPER COS INC | 216648501 | COM | 216,171 | $15,500,766 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 561,089 | $15,451,323 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 134,459 | $14,597,129 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 144,300 | $14,248,289 | dollars as filed | |
| U HAUL HOLDING COMPANY | 023586506 | COM SER N | 299,133 | $13,399,535 | dollars as filed | |
| CENTERRA GOLD INC COM | 152006102 | Stock | 730,816 | $12,993,077 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 71,879 | $11,918,626 | dollars as filed | |
| SKEENA RES LTD NEW | 83056P715 | COM | 399,036 | $11,880,406 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 46,270 | $11,809,184 | dollars as filed | |
| MAGNUM ICE CREAM CO NV ORD SHS | N5505D105 | Stock | 755,564 | $11,081,167 | dollars as filed | |
| INTEGRA RES CORP | 45826T509 | COM | 3,985,025 | $10,767,705 | dollars as filed | |
| KINROSS GOLD CORP | 496902404 | COM | 332,440 | $10,175,306 | dollars as filed | |
| ANGLOGOLD ASHANTI PLC | G0378L100 | COM SHS | 98,228 | $9,591,036 | dollars as filed | |
| PAN AMERN SILVER CORP | 697900108 | COM | 170,303 | $9,330,463 | dollars as filed | |
| KODIAK GAS SVCS INC | 50012A108 | COM | 147,870 | $8,648,629 | dollars as filed | |
| ANTERO MIDSTREAM CORP COM | 03676B102 | Stock | 350,360 | $8,011,048 | dollars as filed | |
| NATIONAL FUEL GAS CO COM | 636180101 | Stock | 82,360 | $7,760,802 | dollars as filed | |
| TC ENERGY CORP | 87807B107 | COM | 123,040 | $7,698,542 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 460,805 | $7,282,970 | dollars as filed | |
| COEUR MNG INC COM NEW | 192108504 | Stock | 384,032 | $7,221,831 | dollars as filed | |
| BCE INC COM NEW | 05534B760 | Stock | 280,040 | $7,062,973 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 76,426 | $7,060,367 | dollars as filed | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 55,224 | $6,731,119 | dollars as filed | |
| TD SYNNEX CORPORATION COM | 87162W100 | Stock | 38,663 | $6,541,697 | dollars as filed | |
| CANADIANNATLRYCOF | 136375102 | STOK | 63,110 | $6,492,071 | dollars as filed | |
| M/I HOMES INC | 55305B101 | COM | 52,259 | $6,417,139 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 77,910 | $6,294,476 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 105,568 | $6,182,847 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 92,720 | $6,167,840 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 148,210 | $6,101,552 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 61,280 | $5,922,941 | dollars as filed | |
| DOUBLEVERIFY HLDGS INC COM | 25862V105 | Stock | 612,017 | $5,830,613 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 15,625 | $5,295,685 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 56,256 | $5,085,552 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 117,923 | $5,072,292 | dollars as filed | |
| COPA HOLDINGS SA | P31076105 | CL A | 44,099 | $5,024,525 | dollars as filed | |
| DHT HOLDINGS INC | Y2065G121 | SHS NEW | 265,737 | $4,868,890 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 33,745 | $4,853,273 | dollars as filed | |
| COMMERCIAL METALS CO COM | 201723103 | Stock | 78,194 | $4,817,366 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 36,133 | $4,773,785 | dollars as filed | |
| FEDERATED HERMES INC CL B | 314211103 | Stock | 82,909 | $4,715,392 | dollars as filed | |
| GEN DIGITAL INC COM | 668771108 | Stock | 249,636 | $4,713,978 | dollars as filed | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 75,170 | $4,703,371 | dollars as filed | |
| MAXIMUS INC | 577933104 | COM | 73,047 | $4,695,774 | dollars as filed | |
| LEAR CORP COM NEW | 521865204 | Stock | 38,448 | $4,668,580 | dollars as filed | |
| ANI PHARMACEUTICALS INC | 00182C103 | COM | 60,191 | $4,642,026 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 70,792 | $4,557,992 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 47,368 | $4,471,123 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 9,000 | $4,325,228 | dollars as filed | |
| FLEX LNG LTD | G35947202 | SHS | 144,610 | $4,308,744 | dollars as filed | |
| SIMPLY GOOD FOODS CO COM | 82900L102 | Stock | 299,062 | $4,303,524 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 52,456 | $4,299,057 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 69,284 | $4,262,719 | dollars as filed | |
| Linde plc | G54950103 | COM | 8,560 | $4,255,827 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 26,408 | $4,193,398 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 113,055 | $4,192,879 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 54,740 | $4,189,684 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 20,983 | $4,172,581 | dollars as filed | |
| FRONTLINE PLC COM | M46528101 | Stock | 119,152 | $4,165,452 | dollars as filed | |
| SCIENCE APPLICATIONS INTL CORP COM | 808625107 | Stock | 43,455 | $4,136,635 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 304,957 | $4,131,841 | dollars as filed | |
| AMDOCS LTD | G02602103 | SHS | 62,880 | $4,115,309 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 21,898 | $4,099,456 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 54,616 | $4,080,617 | dollars as filed | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 109,092 | $4,075,387 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 88,140 | $4,048,445 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 9,271 | $4,020,090 | dollars as filed | |
| DORMAN PRODS INC | 258278100 | COM | 38,011 | $3,978,072 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 58,535 | $3,966,547 | dollars as filed | |
| SFL CORP LTD | G7738W106 | COMMON STOCK | 350,080 | $3,788,248 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 205,949 | $3,752,877 | dollars as filed | |
| JANUS HENDERSON GROUP PLC ORD SHS | G4474Y214 | Stock | 72,374 | $3,728,626 | dollars as filed | |
| PITNEY BOWES INC COM | 724479100 | Stock | 328,645 | $3,641,992 | dollars as filed | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 105,820 | $3,623,052 | dollars as filed | |
| ARTISAN PARTNERS ASSET MGMT I CL A | 04316A108 | Stock | 98,783 | $3,605,113 | dollars as filed | |
| ASHLAND INC | 044186104 | COM | 64,533 | $3,598,989 | dollars as filed | |
| VIRTU FINL INC | 928254101 | CL A | 81,146 | $3,579,154 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 146,037 | $3,459,334 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 84,750 | $3,439,716 | dollars as filed | |
| SKYWEST INC COM | 830879102 | Stock | 35,030 | $3,225,776 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 75,625 | $3,153,549 | dollars as filed | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 45,000 | $3,130,645 | dollars as filed | |
| OSISKO DEVELOPMENT CORP | 68828E809 | COM NEW | 957,579 | $3,121,100 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 62,938 | $3,118,166 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 115,235 | $3,113,247 | dollars as filed | |
| CHOICE HOTELS INTL INC | 169905106 | COM | 29,389 | $3,050,664 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 15,099 | $2,986,947 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 24,408 | $2,966,582 | dollars as filed | |
| BRINKER INTL INC COM | 109641100 | Stock | 20,676 | $2,960,455 | dollars as filed | |
| HARMONY BIOSCIENCES HLDGS IN | 413197104 | COM | 104,658 | $2,939,873 | dollars as filed | |
| CENTURY ALUM CO | 156431108 | COM | 49,850 | $2,934,149 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 36,695 | $2,838,441 | dollars as filed | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 25,914 | $2,807,802 | dollars as filed | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 30,270 | $2,773,766 | dollars as filed | |
| URBAN OUTFITTERS INC | 917047102 | COM | 43,543 | $2,766,398 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 13,546 | $2,760,177 | dollars as filed | |
| BOYDGAMINGCORP | 103304101 | STOK | 33,481 | $2,759,375 | dollars as filed | |
| INDIVIOR PHARMACEUTICALS INC | 45579U109 | COM | 90,247 | $2,758,579 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 39,310 | $2,737,512 | dollars as filed | |
| INVESCO LTD SHS | G491BT108 | Stock | 112,202 | $2,733,240 | dollars as filed | |
| VALVOLINE INC COM | 92047W101 | Stock | 80,326 | $2,713,129 | dollars as filed | |
| SUPER GROUP SGHC LIMITED | G8588X103 | ORD SHS | 248,002 | $2,686,140 | dollars as filed | |
| RED ROCK RESORTS INC | 75700L108 | CL A | 47,257 | $2,528,777 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 18,718 | $2,498,470 | dollars as filed | |
| BOISE CASCADE CO DEL | 09739D100 | COM | 32,680 | $2,485,845 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 108,421 | $2,467,162 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 13,841 | $2,416,247 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 31,465 | $2,373,172 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 11,000 | $2,282,458 | dollars as filed | |
| FORTUNE BRANDS INNOVATIONS INC COM | 34964C106 | Stock | 58,029 | $2,267,940 | dollars as filed | |
| ARMSTRONG WORLD INDS INC NEW | 04247X102 | COM | 13,615 | $2,250,083 | dollars as filed | |
| MURPHY USA INC COM | 626755102 | Stock | 4,522 | $2,240,119 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 6,153 | $2,213,993 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 104,274 | $2,203,384 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 38,700 | $2,190,866 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 46,191 | $2,098,482 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 7,000 | $2,065,054 | dollars as filed | |
| EAGLE MATLS INC COM | 26969P108 | Stock | 10,661 | $2,025,597 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 16,840 | $2,005,145 | dollars as filed | |
| PAGSEGURO DIGITAL LTD | G68707101 | COM CL A | 199,225 | $2,001,987 | dollars as filed | |
| DILLARDS INC CL A | 254067101 | Stock | 3,433 | $1,969,455 | dollars as filed | |
| TOPBUILD COR COM | 89055F103 | Stock | 5,478 | $1,930,093 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 12,935 | $1,898,576 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 20,580 | $1,792,293 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 8,978 | $1,765,089 | dollars as filed | |
| VIZSLA SILVER CORP | 92859G608 | COM NEW | 499,777 | $1,655,699 | dollars as filed | |
| CHEESECAKE FACTORY INC | 163072101 | COM | 29,180 | $1,602,189 | dollars as filed | |
| SOLENO THERAPEUTICS INC | 834203309 | COM | 46,673 | $1,567,055 | dollars as filed | |
| HARMONY GOLD MINING CO LTD SPONSORED ADR | 413216300 | ADR | 96,152 | $1,482,115 | dollars as filed | |
| ISHARES TR | 46434V514 | MSCI CHINA A | 40,740 | $1,396,506 | dollars as filed | |
| FRANCO NEV CORP COM | 351858105 | Stock | 4,320 | $1,070,331 | dollars as filed | |
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 127,142 | $1,051,944 | dollars as filed | |
| NOVAGOLD RESOURCES INC | 66987E206 | COM NEW | 108,010 | $972,725 | dollars as filed | |
| INTERNATIONAL SEAWAYS INC COM | Y41053102 | Stock | 12,606 | $921,373 | dollars as filed | |
| FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | 344419106 | ADR | 8,000 | $891,040 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 4,000 | $829,263 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 410 | $787,030 | dollars as filed | |
| TRAVEL PLUS LEISURE CO COM | 894164102 | Stock | 7,496 | $520,143 | dollars as filed | |
| GOLDMINING INC | 38149E101 | COM | 401,996 | $479,550 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 5,000 | $399,197 | dollars as filed | |
| EPR PPTYS COM SH BEN INT | 26884U109 | REIT | 6,480 | $324,674 | dollars as filed | |
| AVNET INC COM | 053807103 | Stock | 4,723 | $291,870 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 1,254 | $287,340 | dollars as filed | |
| CHAMPION HOMES INC | 830830105 | COM | 3,548 | $264,625 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 1,924 | $263,325 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 1,911 | $262,983 | dollars as filed | |
| DIAMONDROCK HOSPITALITY CO | 252784301 | COM | 11,033 | $103,677 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001426859-26-000005 | this filing | 2026-05-13 | acceptance time not in the bulk data set |