Ruffer-Llp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MGY",
  "OSK",
  "NTR",
  "MOS",
  "KBH",
  "BABA",
  "AVT",
  "ASO",
  "BUD",
  "HRB",
  "BLBD",
  "KFY",
  "EGO",
  "POWL",
  "RYAAY",
  "SAND",
  "DAVA",
  "ARIS.TO",
  "FMX",
  "SKE.TO",
  "KGC",
  "GAU",
  "EXEL",
  "FIS",
  "GE",
  "INCY",
  "ADM",
  "PNC",
  "PHM",
  "HPE",
  "PFE",
  "MRK",
  "BP",
  "CI",
  "UTHR",
  "NEM",
  "AGNC",
  "EWBC",
  "PPC",
  "EQX",
  "BTG",
  null,
  "SU",
  "TSM",
  "PR",
  "BN.TO",
  "GFF",
  "ANF",
  "MMS",
  "MAT",
  "GM",
  "TMHC",
  "TOL",
  "SNX",
  "X",
  "TAP",
  "DORM",
  "GLDG",
  "AMZN",
  "WFC",
  "WPM",
  "ENS",
  "OC",
  "FOXA",
  "MTB",
  "AEM",
  "FLR",
  "PTEN",
  "TS",
  "HALO",
  "PAAS",
  "NGD",
  "BAC",
  null,
  "BRK-B",
  "BWA",
  "CACI",
  "CGAU",
  "CF",
  "CAKE",
  "CHX",
  "CVX",
  "LNG",
  "C",
  "CDE",
  "CTRA",
  "COTY",
  "CTVA",
  "CSGP",
  "CROX",
  "DE",
  "XOM",
  "PM",
  "JPM"
]

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: ruffer-llp
Manager Name: Ruffer-Llp

Data Enrichment

98% identified

92 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $2.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Equinox Gold Corp.

EQX|29446Y502

Shares:1.8M

Value:$12.2M

% of Portfolio:0.5% ($12.2M/$2.6B)

New Gold Inc. /FI

NGD|644535106

Shares:3.2M

Value:$11.9M

% of Portfolio:0.5% ($11.9M/$2.6B)

MOLSON COORS BEVERAGE CO

TAP|60871R209

Shares:188.7K

Value:$11.5M

% of Portfolio:0.4% ($11.5M/$2.6B)

TD SYNNEX CORP

SNX|87162W100

Shares:100.3K

Value:$10.4M

% of Portfolio:0.4% ($10.4M/$2.6B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:19.5K

Value:$10.4M

% of Portfolio:0.4% ($10.4M/$2.6B)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:665.5K

Value:$10.3M

% of Portfolio:0.4% ($10.3M/$2.6B)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:90.9K

Value:$9.9M

% of Portfolio:0.4% ($9.9M/$2.6B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:41.8K

Value:$9.7M

% of Portfolio:0.4% ($9.7M/$2.6B)

MAXIMUS, INC.

MMS|577933104

Shares:141.6K

Value:$9.7M

% of Portfolio:0.4% ($9.7M/$2.6B)

SANDSTORM GOLD LTD

SAND|80013R206

Shares:1.1M

Value:$8.3M

% of Portfolio:0.3% ($8.3M/$2.6B)

Merck & Co., Inc.

MRK|58933Y105

Shares:90.7K

Value:$8.1M

% of Portfolio:0.3% ($8.1M/$2.6B)

CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:21.7K

Value:$7.9M

% of Portfolio:0.3% ($7.9M/$2.6B)

Coterra Energy Inc.

CTRA|127097103

Shares:235.7K

Value:$6.8M

% of Portfolio:0.3% ($6.8M/$2.6B)

KORN FERRY

KFY|500643200

Shares:99.3K

Value:$6.7M

% of Portfolio:0.3% ($6.7M/$2.6B)

Magnolia Oil & Gas Corp

MGY|559663109

Shares:260.4K

Value:$6.6M

% of Portfolio:0.3% ($6.6M/$2.6B)

EnerSys

ENS|29275Y102

Shares:64.3K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$2.6B)

H&R BLOCK INC

HRB|093671105

Shares:98.6K

Value:$5.4M

% of Portfolio:0.2% ($5.4M/$2.6B)

MATTEL INC /DE/

MAT|577081102

Shares:275.6K

Value:$5.4M

% of Portfolio:0.2% ($5.4M/$2.6B)

ChampionX Corp

CHX|15872M104

Shares:178.8K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.6B)

BORGWARNER INC

BWA|099724106

Shares:178.2K

Value:$5.1M

% of Portfolio:0.2% ($5.1M/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Equinox Gold Corp.(EQXcusip29446Y502)	1.8M	QoQ +194.51% (+1.2M) YoY NEW(+1.8M)	All Managers (Combined)	$12.2M	0.5% ($12.2M/$2.6B)	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	0.5% ($11.9M/$2.6B)	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	0.4% ($11.5M/$2.6B)	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	0.4% ($10.4M/$2.6B)	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	0.4% ($10.4M/$2.6B)	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	0.4% ($10.3M/$2.6B)	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	0.4% ($9.9M/$2.6B)	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	0.4% ($9.7M/$2.6B)	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	0.4% ($9.7M/$2.6B)	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	0.3% ($8.3M/$2.6B)	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	0.3% ($8.1M/$2.6B)	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	0.3% ($7.9M/$2.6B)	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	0.3% ($6.8M/$2.6B)	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	0.3% ($6.7M/$2.6B)	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	0.3% ($6.6M/$2.6B)	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	0.2% ($5.9M/$2.6B)	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	0.2% ($5.4M/$2.6B)	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	0.2% ($5.4M/$2.6B)	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	0.2% ($5.3M/$2.6B)	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	0.2% ($5.1M/$2.6B)	QoQ NEW(+$5.1M) YoY NEW(+$5.1M)