Ruffer LLP
CIK 1426859 · EDGAR ↗
- sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped
- $2.4B
- every reported holding for this filer and quarter, including ones with no disclosed value
- 176
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 90
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 68
Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓
Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
by shares · How classified ↗Period
| The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping. | position matched across quarters by exact reported CUSIP over a registry gap — never a name match | NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE | derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|---|
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM CL A · position key pos:16467 · issuer key iss:480 | ADD | +$84.9M | +700,800 | $167M | $251M | 735,190 | 1,435,990 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SPONSORED ADS · position key pos:15694 · issuer key iss:72 | ADD | +$76.7M | +690,165 | $70.6M | $147M | 481,064 | 1,171,229 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:14175 · issuer key iss:95 | TRIM | −$37.9M | −109,939 | $155M | $117M | 671,466 | 561,527 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11825 · issuer key iss:1225 | NEW | +$116M | +313,446 | $0 | $116M | — | 313,446 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SHS · position key pos:11907 · issuer key iss:2219 | TRIM | −$63.1M | −1,717,954 | $174M | $111M | 4,504,151 | 2,786,197 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SPONSORED ADR · position key pos:16000 · issuer key iss:215 | TRIM | +$21.1M | −137,744 | $77.8M | $98.9M | 2,235,750 | 2,098,006 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM STK · position key pos:12367 · issuer key iss:1627 | ADD | +$35.4M | +395,543 | $44.1M | $79.5M | 1,146,543 | 1,542,086 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL B · position key pos:16509 · issuer key iss:333 | NEW | +$72.4M | +2,731,876 | $0 | $72.4M | — | 2,731,876 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:18253 · issuer key iss:1731 | ADD | +$21.9M | +4,894 | $44.5M | $66.4M | 999,168 | 1,004,062 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13234 · issuer key iss:230 | TRIM | −$27.6M | −352,170 | $91.9M | $64.3M | 1,668,030 | 1,315,860 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:10929 · issuer key iss:676 | TRIM | −$21.8M | −1,665,113 | $81.5M | $59.7M | 5,791,948 | 4,126,835 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM SHS · position key pos:11077 · issuer key iss:1690 | ADD | +$7.5M | +245,435 | $48.8M | $56.3M | 614,558 | 859,993 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL A · position key pos:13849 · issuer key iss:752 | ADD | +$8.8M | +326,255 | $47.2M | $56.1M | 774,470 | 1,100,725 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:14552 · issuer key iss:711 | ADD | +$16.2M | +1,625 | $38.6M | $54.7M | 320,081 | 321,706 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL A · position key pos:18125 · issuer key iss:1092 | ADD | +$12.6M | +98,670 | $30.4M | $43.0M | 239,820 | 338,490 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:14191 · issuer key iss:1855 | ADD | +$10.3M | +35,826 | $30.9M | $41.2M | 133,430 | 169,256 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SPONSORED ADS · position key pos:10153 · issuer key iss:1923 | ADD | +$21.1M | +138,410 | $19.2M | $40.3M | 394,510 | 532,920 |
| — | share class as filed: COM · position key sid:sec:prov:17ae2239695e30357f07753686d40be8 · issuer key cusip6:04040Y | TRIM | −$8.3M | −774,606 | $43.1M | $34.8M | 2,647,139 | 1,872,533 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM NEW · position key pos:12492 · issuer key iss:810 | ADD | −$2.6M | +741 | $36.2M | $33.6M | 117,301 | 118,042 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:17063 · issuer key iss:798 | TRIM | −$3.4M | −1,080,975 | $36.5M | $33.1M | 14,305,507 | 13,224,532 |
Flags: no row carries a flag.
1–20 of the 100 changes on this page
1–100 of 234 changes
Mark-to-market only (no share change) · 10
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
| The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping. | position matched across quarters by exact reported CUSIP over a registry gap — never a name match | NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE | derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|---|
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL B NEW · position key pos:11205 · issuer key iss:255 | NO CHANGE | −$206K | 0 | $4.5M | $4.3M | 9,000 | 9,000 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CL A LTD VT SH · position key pos:14637 · issuer key iss:326 | NO CHANGE | −$456K | 0 | $3.9M | $3.4M | 84,750 | 84,750 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SPONSORED ADR · position key pos:13004 · issuer key iss:132 | NO CHANGE | +$244K | 0 | $2.9M | $3.1M | 45,000 | 45,000 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11717 · issuer key iss:440 | NO CHANGE | +$603K | 0 | $1.7M | $2.3M | 11,000 | 11,000 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:18039 · issuer key iss:1025 | NO CHANGE | −$194K | 0 | $2.3M | $2.1M | 7,000 | 7,000 |
| — | share class as filed: SHS CLASS -A - · position key sid:sec:prov:8fdf51389c2595c4156db2c39d9210ca · issuer key cusip6:G0457F | NO CHANGE | +$117K | 0 | $935K | $1.1M | 127,142 | 127,142 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SPON ADR UNITS · position key pos:17335 · issuer key iss:758 | NO CHANGE | +$81.2K | 0 | $810K | $891K | 8,000 | 8,000 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:17863 · issuer key iss:1147 | NO CHANGE | +$22.1K | 0 | $807K | $829K | 4,000 | 4,000 |
| — | share class as filed: COM · position key sid:sec:prov:fe35a4fa3de8316d3feb49c41727523e · issuer key cusip6:38149E | NO CHANGE | −$25.7K | 0 | $505K | $480K | 401,996 | 401,996 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11688 · issuer key iss:1955 | NO CHANGE | −$67.5K | 0 | $467K | $399K | 5,000 | 5,000 |
Flags: no row carries a flag.
Holdings without a security ID are counted, not compared. Method ↗
Reported positions — 2026-03-31
176 positionsViewThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt |
|---|---|---|---|---|---|
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COINBASE GLOBAL INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $251M | 1,435,990 | 10.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALIBABA GROUP HLDG LTD · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $147M | 1,171,229 | 6.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMAZON COM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $117M | 561,527 | 4.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICROSOFT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $116M | 313,446 | 4.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SMURFIT WESTROCK PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $111M | 2,786,197 | 4.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BP PLC · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $98.9M | 2,098,006 | 4.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SLB LIMITED · COM STK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $79.5M | 1,542,086 | 3.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROWN FORMAN CORP · CL B CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $72.4M | 2,731,876 | 3.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SUNCOR ENERGY INC NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $66.4M | 1,004,062 | 2.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BANK AMERICA CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $64.3M | 1,315,860 | 2.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EQUINOX GOLD CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $59.7M | 4,126,835 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SOLVENTUM CORP · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $56.3M | 859,993 | 2.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FLOOR & DECOR HLDGS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $56.1M | 1,100,725 | 2.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EXXON MOBIL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $54.7M | 321,706 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LAMAR ADVERTISING CO NEW · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $43.0M | 338,490 | 1.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UNION PAC CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $41.2M | 169,256 | 1.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VISTA ENERGY S.A.B. DE C.V. · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $40.3M | 532,920 | 1.7% | |
| — | ARIS MNG CORP · COM CUSIP 04040Y109 quarter ended 2026-03-31 filed filed 2026-05-13 +43d ticker not yet mapped | $34.8M | 1,872,533 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GE AEROSPACE · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $33.6M | 118,042 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GALIANO GOLD INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $33.1M | 13,224,532 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PFIZER INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $32.4M | 1,149,753 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ELDORADO GOLD CORP NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $31.0M | 899,358 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PNC FINL SVCS GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $30.8M | 147,395 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CANADIAN PACIFIC KANSAS CITY · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $29.5M | 374,542 | 1.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BOOKING HOLDINGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $26.0M | 6,147 | 1.1% | |
| — | BARRICK GOLD CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d ticker not yet mapped | $23.4M | 571,425 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SSR MINING IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $21.6M | 731,624 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTERNATIONAL FLAVORS&FRAGRA · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $21.2M | 291,613 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SIGNET JEWELERS LIMITED · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $19.3M | 227,635 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COOPER COS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $15.5M | 216,171 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WARNER BROS DISCOVERY INC · COM SER A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $15.5M | 561,089 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEWMONT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $14.6M | 134,459 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MOHAWK INDS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $14.2M | 144,300 | 0.6% | |
| — | U HAUL HOLDING COMPANY · COM SER N CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d ticker not yet mapped | $13.4M | 299,133 | 0.5% | |
| — | CENTERRA GOLD INC · COM CUSIP 152006102 quarter ended 2026-03-31 filed filed 2026-05-13 +43d ticker not yet mapped | $13.0M | 730,816 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PHILIP MORRIS INTL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $11.9M | 71,879 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SKEENA RES LTD NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $11.9M | 399,036 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROYAL GOLD INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $11.8M | 46,270 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MAGNUM ICE CREAM CO NV · ORD SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $11.1M | 755,564 | 0.5% | |
| — | INTEGRA RES CORP · COM CUSIP 45826T509 quarter ended 2026-03-31 filed filed 2026-05-13 +43d ticker not yet mapped | $10.8M | 3,985,025 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KINROSS GOLD CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $10.2M | 332,440 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ANGLOGOLD ASHANTI PLC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $9.6M | 98,228 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PAN AMERN SILVER CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $9.3M | 170,303 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KODIAK GAS SVCS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $8.6M | 147,870 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ANTERO MIDSTREAM CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $8.0M | 350,360 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NATIONAL FUEL GAS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $7.8M | 82,360 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TC ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $7.7M | 123,040 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VENTURE GLOBAL INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $7.3M | 460,805 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COEUR MNG INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $7.2M | 384,032 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BCE INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $7.1M | 280,040 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PAYCHEX INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $7.1M | 76,426 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PAYCOM SOFTWARE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $6.7M | 55,224 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TD SYNNEX CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $6.5M | 38,663 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CANADIAN NATL RY CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $6.5M | 63,110 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | M/I HOMES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $6.4M | 52,259 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LYONDELLBASELL INDUSTRIES NV · SHS - A - CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $6.3M | 77,910 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FOX CORP · CL A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $6.2M | 105,568 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALCOA CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $6.2M | 92,720 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CSX CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $6.1M | 148,210 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DISNEY WALT CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $5.9M | 61,280 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DOUBLEVERIFY HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $5.8M | 612,017 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TAIWAN SEMICONDUCTOR MFG LTD · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $5.3M | 15,625 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PRICE T ROWE GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $5.1M | 56,256 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EXELIXIS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $5.1M | 117,923 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COPA HOLDINGS SA · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $5.0M | 44,099 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DHT HOLDINGS INC · SHS NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.9M | 265,737 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARROW ELECTRS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.9M | 33,745 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COMMERCIAL METALS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.8M | 78,194 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEUROCRINE BIOSCIENCES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.8M | 36,133 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FEDERATED HERMES INC · CL B CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.7M | 82,909 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GEN DIGITAL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.7M | 249,636 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HF SINCLAIR CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.7M | 75,170 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MAXIMUS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.7M | 73,047 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LEAR CORP · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.7M | 38,448 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ANI PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.6M | 60,191 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BEST BUY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.6M | 70,792 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INCYTE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.5M | 47,368 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.3M | 9,000 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FLEX LNG LTD · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.3M | 144,610 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SIMPLY GOOD FOODS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.3M | 299,062 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FORTINET INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.3M | 52,456 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COGNIZANT TECHNOLOGY SOLUTIO · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.3M | 69,284 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LINDE PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.3M | 8,560 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GARTNER INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.2M | 26,408 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DYNATRACE INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.2M | 113,055 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EASTMAN CHEM CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.2M | 54,740 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ACCENTURE PLC IRELAND · SHS CLASS A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.2M | 20,983 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FRONTLINE PLC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.2M | 119,152 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SCIENCE APPLICATIONS INTL CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.1M | 43,455 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INFOSYS LTD · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.1M | 304,957 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMDOCS LTD · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.1M | 62,880 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SALESFORCE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.1M | 21,898 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GENERAL MTRS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.1M | 54,616 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GENPACT LIMITED · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.1M | 109,092 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DUPONT DE NEMOURS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.0M | 88,140 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTUIT · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.0M | 9,271 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DORMAN PRODS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.0M | 38,011 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SS&C TECH HLDGS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $4.0M | 58,535 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SFL CORPORATION LTD · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $3.8M | 350,080 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GARRETT MOTION INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-13 +43d | $3.8M | 205,949 | 0.2% |
1–20 of the 100 positions on this page
1–100 of 176 positions · page 1 of 2
One line per issuer, largest first — open a line for its reported rows. Grouping ↗
Book shape
Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.- 70.7%below median 80.0%
- integer Herfindahl–Hirschman index in basis points over disclosed position values
- 312 bpsbelow median 446 bps
- holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero
- 176 / 176median book 97.5 positions
244 quarter-over-quarter rows
Filing history
Complete source filings on SEC EDGAR
The filing on EDGAR is the record, including any filed after this build.
Open Ruffer LLP's 13F filings on SEC EDGAR ↗A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.
Affiliated managers may report the same position, so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice.