Ruffer Llp

CIK Number: 0001426859

2.26B
Market Value
93
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 9, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NEM Newmont Corpora...
70.66
+0.81% 6.6M -6.89% 318.5M 41.26 12.26% Share
2 AMZN Amazon.com, Inc...
227.69
+2.59% 1.31M +50.43% 248.47M 146.85 9.57% Share
3 C Citigroup Inc.
95.41
+3.05% 3.29M -6.15% 233.3M 55.54 8.98% Share
4 GOLD Barrick Gold Co...
21.16
+1.37% 10.43M +1.53% 202.7M 17.61 7.80% Share
5 BABA Alibaba Group H...
122.90
+4.07% 1.21M -24.79% 160.05M 87.98 6.16% Share
6 BAC Bank of America...
49.30
+2.14% 2.21M -18.79% 92.43M 34.17 3.56% Share
7 BP BP p.l.c.
34.40
+1.03% 2.44M +14.11% 82.42M 33.85 3.17% Share
8 CI The Cigna Group
306.60
+1.88% 192K -68.06% 63.17M 264.38 2.43% Share
9 RYAAY Ryanair Holding...
66.35
+1.88% 1.32M -9.28% 56.05M 33.53 2.16% Share
10 PFE Pfizer Inc.
25.86
+0.47% 2.19M -47.88% 55.55M 31.53 2.14% Share
11 DE Deere & Company
496.00
+1.90% 112.51K -39.53% 52.81M 417.47 2.03% Share
12 ADM Archer-Daniels-...
62.07
+1.55% 1.01M -13.01% 48.43M 59.74 1.86% Share
13 KGC Kinross Gold Co...
19.71
+1.03% 3.61M -51.35% 45.57M 5.07 1.75% Share
14 TSM Taiwan Semicond...
233.81
+2.85% 272.91K -17.29% 45.3M 95.69 1.74% Share
15 CGAU Centerra Gold I...
7.68
+3.92% 7.09M -0.72% 44.99M 6.75 1.73% Share
16 X United States S...
54.84
0.00% 1.05M +100.00% 44.21M 42.26 1.70% Share
17 CTVA Corteva, Inc.
72.89
-0.12% 629.55K -19.9% 39.62M 58.79 1.53% Share
18 SU Suncor Energy I...
39.53
+1.26% 973.45K +3.37% 37.7M 32.99 1.45% Share
19 NTR Nutrien Ltd.
57.86
+0.43% 753.3K -23.35% 37.42M 48.1 1.44% Share
20 MOS The Mosaic Comp...
32.40
-0.64% 1.38M -17.94% 37.32M 26.78 1.44% Share
21 CF CF Industries H...
86.62
+0.30% 454.02K -19.85% 35.48M 85.8 1.37% Share
22 XOM Exxon Mobil Cor...
110.51
+1.17% 245.93K -15.06% 29.25M 81.34 1.13% Share
23 PAAS Pan American Si...
32.65
+1.90% 980.04K -9.63% 25.31M 15.49 0.97% Share
24 GAU Galiano Gold In...
2.15
+2.14% 18.94M +2.74% 23.31M 1.32 0.90% Share
25 WPM Wheaton Preciou...
95.80
+1.54% 289.74K +44.13% 22.49M 52.9 0.87% Share
26 CSGP CoStar Group, I...
90.18
+2.06% 270.41K +66.74% 21.42M 74.65 0.82% Share
27 GE GE Aerospace
270.19
+0.55% 99.61K -2.28% 19.94M 69.27 0.77% Share
28 CDE Coeur Mining, I...
12.20
+4.50% 2.99M +100.00% 17.67M 5.92 0.68% Share
29 PM Philip Morris I...
170.89
-2.06% 110K -67.18% 17.46M 103.69 0.67% Share
30 EGO Eldorado Gold C...
23.51
+1.86% 992.1K +100.00% 16.69M 16.82 0.64% Share
31 AGNC AGNC Investment...
9.85
+2.13% 1.69M -73.66% 16.15M 9.54 0.62% Share
32 SKE Skeena Resource...
15.35
+1.76% 1.53M -12.06% 15.48M 5.19 0.60% Share
33 PNC The PNC Financi...
200.94
+3.58% 87.54K -0.12% 15.39M 131.63 0.59% Share
34 CAKE The Cheesecake ...
63.74
+2.59% 313.05K +57.96% 15.23M 47.89 0.59% Share
35 FOXA Fox Corporation
60.05
+1.72% 264.24K +7.34% 14.96M 49.13 0.58% Share
36 BTG B2Gold Corp.
3.97
+1.92% 4.66M +10.69% 13.29M 3.41 0.51% Share
37 COTY Coty Inc.
3.94
+3.54% 2.41M -25.42% 13.16M 9.07 0.51% Share
38 FIS Fidelity Nation...
71.43
+2.70% 167.08K +100.00% 12.48M 74.68 0.48% Share
39 PPC Pilgrim's Pride...
46.87
-0.83% 228.37K +23.68% 12.45M 47.14 0.48% Share
40 EQX Equinox Gold Co...
8.06
+2.03% 1.78M +194.52% 12.22M 6.34 0.47% Share
41 NGD New Gold Inc.
5.57
+2.30% 3.2M +166.92% 11.88M 3.25 0.46% Share
42 TAP Molson Coors Be...
52.68
+1.82% 188.71K +100.00% 11.49M 60.87 0.44% Share
43 SNX TD SYNNEX Corpo...
149.37
+3.41% 100.34K +16.11% 10.43M 115.43 0.40% Share
44 BRK-B Berkshire Hatha...
487.04
-0.32% 19.48K -39.86% 10.37M 215.57 0.40% Share
45 HPE Hewlett Packard...
22.49
+3.07% 665.49K +62.22% 10.27M 19.08 0.40% Share
46 AEM Agnico Eagle Mi...
137.46
+0.82% 90.9K -65.82% 9.85M 50.56 0.38% Share
47 LNG Cheniere Energy...
238.79
-0.76% 41.8K +100.00% 9.67M 231.4 0.37% Share
48 MMS Maximus, Inc.
86.89
+1.73% 141.57K +2.94% 9.65M 74.47 0.37% Share
49 SAND Sandstorm Gold ...
10.96
+1.25% 1.1M +100.00% 8.33M 7.55 0.32% Share
50 MRK Merck & Co., In...
86.88
+0.93% 90.73K +24.84% 8.14M 97.55 0.31% Share
51 CACI CACI Internatio...
489.28
+0.67% 21.66K +100.00% 7.95M 366.92 0.31% Share
52 CTRA Coterra Energy ...
23.68
+1.00% 235.7K +100.00% 6.81M 28.9 0.26% Share
53 KFY Korn Ferry
75.32
+3.32% 99.28K +100.00% 6.73M 67.83 0.26% Share
54 MGY Magnolia Oil & ...
24.14
+3.34% 260.37K +100.00% 6.58M 25.26 0.25% Share
55 ENS EnerSys
101.50
+3.47% 64.33K +100.00% 5.89M 91.58 0.23% Share
56 HRB H&R Block, Inc.
51.88
+1.06% 98.62K +23.98% 5.42M 53.24 0.21% Share
57 MAT Mattel, Inc.
18.32
+3.10% 275.61K +100.00% 5.35M 19.43 0.21% Share
58 CHX ChampionX Corpo...
25.81
-2.97% 178.82K +100.00% 5.33M 29.8 0.21% Share
59 BWA BorgWarner Inc.
43.02
+2.81% 178.15K +100.00% 5.1M 28.65 0.20% Share
60 OC Owens Corning
156.50
+5.38% 34.86K +13.41% 4.98M 167.07 0.19% Share
61 PR Permian Resourc...
13.72
+4.41% 358.62K +100.00% 4.97M 13.85 0.19% Share
62 INCY Incyte Corporat...
85.73
-0.92% 79.31K -0.93% 4.8M 69.07 0.18% Share
63 DORM Dorman Products...
161.65
+5.57% 39.56K +18.80% 4.77M 128.12 0.18% Share
64 EXEL Exelixis, Inc.
38.66
-0.13% 120.2K +8.53% 4.44M 33.58 0.17% Share
65 UTHR United Therapeu...
313.97
+1.07% 14.37K +25.55% 4.43M 343.77 0.17% Share
66 PHM PulteGroup, Inc...
132.20
+5.45% 42.24K +45.01% 4.34M 107.01 0.17% Share
67 GM General Motors ...
58.28
+3.13% 91.28K +50.84% 4.29M 51.17 0.17% Share
68 PTEN Patterson-UTI E...
5.73
+6.31% 520.45K +100.00% 4.28M 8.22 0.16% Share
69 TMHC Taylor Morrison...
70.30
+6.80% 71.07K +42.57% 4.27M 60.86 0.16% Share
70 TOL Toll Brothers, ...
140.50
+6.78% 39.77K +73.78% 4.2M 117.31 0.16% Share
71 ITRG Integra Resourc...
1.95
+1.30% 3.24M +3.59% 4.03M 0.89862 0.16% Share
72 KBH KB Home
64.79
+6.95% 64.54K +51.28% 3.75M 63.14 0.14% Share
73 ASO Academy Sports ...
54.30
+5.24% 76.64K +19.96% 3.5M 55.55 0.13% Share
74 HALO Halozyme Therap...
70.76
-1.19% 50.41K +100.00% 3.22M 63.81 0.12% Share
75 AVT Avnet, Inc.
55.59
+5.24% 65.13K +100.00% 3.13M 48.09 0.12% Share
76 BN Brookfield Corp...
65.75
+2.58% 56.5K -39.89% 2.96M 40.12 0.11% Share
77 POWL Powell Industri...
269.00
+7.20% 16.81K +100.00% 2.86M 170.33 0.11% Share
78 CROX Crocs, Inc.
85.84
+2.43% 26.41K +100.00% 2.8M 106.2 0.11% Share
79 GFF Griffon Corpora...
75.59
+4.59% 39.05K +100.00% 2.79M 71.5 0.11% Share
80 BUD Anheuser-Busch ...
63.45
+0.61% 45K 0.00% 2.77M 58.5 0.11% Share
81 BLBD Blue Bird Corpo...
55.50
+1.50% 79.02K +9.40% 2.56M 38.09 0.10% Share
82 DAVA Endava plc
13.85
+6.62% 130.32K +414.74% 2.54M 21.72 0.10% Share
83 TS Tenaris S.A.
36.62
+2.06% 59.35K -65.83% 2.32M 36.48 0.09% Share
84 MTB M&T Bank Corpor...
199.26
+3.55% 12.55K -82.81% 2.24M 138.32 0.09% Share
85 ANF Abercrombie & F...
97.81
+5.30% 26.83K +100.00% 2.05M 76.37 0.08% Share
86 CVX Chevron Corpora...
157.40
+1.19% 11K 0.00% 1.84M 101.45 0.07% Share
87 JPM JPMorgan Chase ...
294.84
+1.16% 7K -17.84% 1.72M 130.15 0.07% Share
88 EWBC East West Banco...
105.17
+4.43% 11.2K -8.79% 1.01M 65.17 0.04% Share
89 FMX Fomento Económi...
87.82
+0.94% 8K 0.00% 780.64K 67.87 0.03% Share
90 GLDG GoldMining Inc.
0.84
+3.52% 902K 0.00% 752.39K 2.18 0.03% Share
91 WFC Wells Fargo & C...
78.87
+1.34% 5K 0.00% 358.95K 27.46 0.01% Share
92 OSK Oshkosh Corpora...
142.39
+3.79% 2.76K +100.00% 259.57K 94.08 < 0.01% Share
93 FLR Fluor Corporati...
42.46
+3.46% 6.58K +100.00% 235.59K 35.82 < 0.01% Share