Ruffer Llp

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 94
Total Value: 2597519244
Accession Number: 0001426859-25-000005
Form Type: 13F-HR
CIK: 0001426859
Manager Name: Ruffer Llp

Data Enrichment

98% identified

92 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $2,597,519.244K total value

94 positions

Manager:

SEC FilingSEC DataHachi Filing

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Equinox Gold Corp.

EQX|29446Y502

1776730(+194.5%)

Value:

$12.2B(+302.2%)

New Gold Inc. /FI

NGD|644535106

3203070(+166.9%)

Value:

$11.9B(+299.3%)

MOLSON COORS BEVERAGE CO

TAP|60871R209

188711

Value:

$11.5B

TD SYNNEX CORP

SNX|87162W100

100345(+16.1%)

Value:

$10.4B(+2.9%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

19480(-39.9%)

Value:

$10.4B(-29.3%)

Hewlett Packard Enterprise Co

HPE|42824C109

665491(+62.2%)

Value:

$10.3B(+17.2%)

AGNICO EAGLE MINES LTD

AEM|008474108

90897(-65.8%)

Value:

$9.9B(-52.6%)

Cheniere Energy, Inc.

LNG|16411R208

41799

Value:

$9.7B

MAXIMUS, INC.

MMS|577933104

141566(+2.9%)

Value:

$9.7B(-6.0%)

SANDSTORM GOLD LTD

SAND|80013R206

1102950

Value:

$8.3B

Merck & Co., Inc.

MRK|58933Y105

90727(+24.8%)

Value:

$8.1B(+12.6%)

CACI INTERNATIONAL INC /DE/

CACI|127190304

21658

Value:

$7.9B

Coterra Energy Inc.

CTRA|127097103

235701

Value:

$6.8B

KORN FERRY

KFY|500643200

99283

Value:

$6.7B

Magnolia Oil & Gas Corp

MGY|559663109

260373

Value:

$6.6B

EnerSys

ENS|29275Y102

64334

Value:

$5.9B

H&R BLOCK INC

HRB|093671105

98621(+24.0%)

Value:

$5.4B(+28.8%)

MATTEL INC /DE/

MAT|577081102

275609

Value:

$5.4B

ChampionX Corp

CHX|15872M104

178819

Value:

$5.3B

BORGWARNER INC

BWA|099724106

178152

Value:

$5.1B

Instrument	Shares		Other Manager	Value
Equinox Gold Corp.(EQXcusip29446Y502)	1.8M	QoQ +194.51% (+1.2M) YoY NEW(+1.8M)	All Managers (Combined)	$12.2M	QoQ +302.20% (+$9.2M) YoY NEW(+$12.2M)
New Gold Inc. /Fi(NGDcusip644535106)	3.2M	QoQ +166.92% (+2.0M) YoY NEW(+3.2M)	All Managers (Combined)	$11.9M	QoQ +299.30% (+$8.9M) YoY NEW(+$11.9M)
Molson Coors Beverage Co(TAPcusip60871R209)	188.7K	QoQ NEW(+188.7K) YoY NEW(+188.7K)	All Managers (Combined)	$11.5M	QoQ NEW(+$11.5M) YoY NEW(+$11.5M)
Td Synnex Corp(SNXcusip87162W100)	100.3K	QoQ +16.10% (+13.9K) YoY NEW(+100.3K)	All Managers (Combined)	$10.4M	QoQ +2.92% (+$296.2K) YoY NEW(+$10.4M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	19.5K	QoQ -39.85% (-12.9K) YoY -55.15% (-24.0K)	All Managers (Combined)	$10.4M	QoQ -29.33% (-$4.3M) YoY -43.18% (-$7.9M)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	665.5K	QoQ +62.22% (+255.3K) YoY NEW(+665.5K)	All Managers (Combined)	$10.3M	QoQ +17.24% (+$1.5M) YoY NEW(+$10.3M)
Agnico Eagle Mines Ltd(AEMcusip008474108)	90.9K	QoQ -65.81% (-175.0K) YoY -84.95% (-513.1K)	All Managers (Combined)	$9.9M	QoQ -52.62% (-$10.9M) YoY -72.64% (-$26.2M)
Cheniere Energy, Inc.(LNGcusip16411R208)	41.8K	QoQ NEW(+41.8K) YoY NEW(+41.8K)	All Managers (Combined)	$9.7M	QoQ NEW(+$9.7M) YoY NEW(+$9.7M)
Maximus, Inc.(MMScusip577933104)	141.6K	QoQ +2.94% (-4.0K) YoY NEW(+141.6K)	All Managers (Combined)	$9.7M	QoQ -5.96% (-$612.5K) YoY NEW(+$9.7M)
Sandstorm Gold Ltd(SANDcusip80013R206)	1.1M	QoQ NEW(+1.1M) YoY NEW(+1.1M)	All Managers (Combined)	$8.3M	QoQ NEW(+$8.3M) YoY NEW(+$8.3M)
Merck & Co., Inc.(MRKcusip58933Y105)	90.7K	QoQ +24.84% (+18.1K) YoY NEW(+90.7K)	All Managers (Combined)	$8.1M	QoQ +12.64% (+$914.0K) YoY NEW(+$8.1M)
Caci International Inc /De/(CACIcusip127190304)	21.7K	QoQ NEW(+21.7K) YoY NEW(+21.7K)	All Managers (Combined)	$7.9M	QoQ NEW(+$7.9M) YoY NEW(+$7.9M)
Coterra Energy Inc.(CTRAcusip127097103)	235.7K	QoQ NEW(+235.7K) YoY NEW(+235.7K)	All Managers (Combined)	$6.8M	QoQ NEW(+$6.8M) YoY NEW(+$6.8M)
Korn Ferry(KFYcusip500643200)	99.3K	QoQ NEW(+99.3K) YoY NEW(+99.3K)	All Managers (Combined)	$6.7M	QoQ NEW(+$6.7M) YoY NEW(+$6.7M)
Magnolia Oil & Gas Corp(MGYcusip559663109)	260.4K	QoQ NEW(+260.4K) YoY NEW(+260.4K)	All Managers (Combined)	$6.6M	QoQ NEW(+$6.6M) YoY NEW(+$6.6M)
Enersys(ENScusip29275Y102)	64.3K	QoQ NEW(+64.3K) YoY NEW(+64.3K)	All Managers (Combined)	$5.9M	QoQ NEW(+$5.9M) YoY NEW(+$5.9M)
H&R Block Inc(HRBcusip093671105)	98.6K	QoQ +23.97% (+19.1K) YoY NEW(+98.6K)	All Managers (Combined)	$5.4M	QoQ +28.83% (+$1.2M) YoY NEW(+$5.4M)
Mattel Inc /De/(MATcusip577081102)	275.6K	QoQ NEW(+275.6K) YoY NEW(+275.6K)	All Managers (Combined)	$5.4M	QoQ NEW(+$5.4M) YoY NEW(+$5.4M)
Championx Corp(CHXcusip15872M104)	178.8K	QoQ NEW(+178.8K) YoY NEW(+178.8K)	All Managers (Combined)	$5.3M	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
Borgwarner Inc(BWAcusip099724106)	178.2K	QoQ NEW(+178.2K) YoY NEW(+178.2K)	All Managers (Combined)	$5.1M	QoQ NEW(+$5.1M) YoY NEW(+$5.1M)