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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Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:45.0K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.6B)

Blue Bird Corp

BLBD|095306106

Shares:79.0K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.6B)

Endava plc

DAVA|29260V105

Shares:130.3K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.6B)

TENARIS SA

TS|88031M109

Shares:59.3K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.6B)

M&T BANK CORP

MTB|55261F104

Shares:12.6K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.6B)

ABERCROMBIE & FITCH CO /DE/

ANF|002896207

Shares:26.8K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.6B)

CHEVRON CORP

CVX|166764100

Shares:11.0K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$2.6B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.0K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$2.6B)

EAST WEST BANCORP INC

EWBC|27579R104

Shares:11.2K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.6B)

MEXICAN ECONOMIC DEVELOPMENT INC

FMX|344419106

Shares:8.0K

Value:$780.6K

% of Portfolio:0.0% ($780.6K/$2.6B)

GoldMining Inc.

GLDG|38149E101

Shares:902.0K

Value:$752.4K

% of Portfolio:0.0% ($752.4K/$2.6B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.0K

Value:$358.9K

% of Portfolio:0.0% ($358.9K/$2.6B)

OSHKOSH CORP

OSK|688239201

Shares:2.8K

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$2.6B)

FLUOR CORP

FLR|343412102

Shares:6.6K

Value:$235.6K

% of Portfolio:0.0% ($235.6K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	45.0K	QoQ 0.00% (+0) YoY +164.70% (+28.0K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.6B)	QoQ +22.94% (+$517.0K) YoY +168.21% (+$1.7M)
Blue Bird Corp(BLBDcusip095306106)	79.0K	QoQ +9.39% (-6.8K) YoY NEW(+79.0K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.6B)	QoQ -8.32% (-$232.4K) YoY NEW(+$2.6M)
Endava plc(DAVAcusip29260V105)	130.3K	QoQ +414.74% (+105.0K) YoY NEW(+130.3K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.6B)	QoQ +225.00% (+$1.8M) YoY NEW(+$2.5M)
TENARIS SA(TScusip88031M109)	59.3K	QoQ -65.82% (-114.3K) YoY -81.88% (-268.2K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.6B)	QoQ -64.63% (-$4.2M) YoY -81.95% (-$10.5M)
M&T BANK CORP(MTBcusip55261F104)	12.6K	QoQ -82.80% (-60.4K) YoY -92.12% (-146.9K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.6B)	QoQ -83.65% (-$11.5M) YoY -90.32% (-$20.9M)
ABERCROMBIE & FITCH CO /DE/(ANFcusip002896207)	26.8K	QoQ NEW(+26.8K) YoY NEW(+26.8K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.6B)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
CHEVRON CORP(CVXcusip166764100)	11.0K	QoQ 0.00% (+0) YoY -50.00% (-11.0K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$2.6B)	QoQ +15.49% (+$246.9K) YoY -46.96% (-$1.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.0K	QoQ -17.84% (-1.5K) YoY -54.94% (-8.5K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$2.6B)	QoQ -15.92% (-$325.2K) YoY -44.81% (-$1.4M)
EAST WEST BANCORP INC(EWBCcusip27579R104)	11.2K	QoQ -8.79% (-1.1K) YoY -98.94% (-1.0M)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.6B)	QoQ -14.50% (-$170.6K) YoY -98.80% (-$82.9M)
MEXICAN ECONOMIC DEVELOPMENT INC(FMXcusip344419106)	8.0K	QoQ 0.00% (+0) YoY -70.37% (-19.0K)	All Managers (Combined)	$780.6K	0.0% ($780.6K/$2.6B)	QoQ +14.14% (+$96.7K) YoY -77.81% (-$2.7M)
GoldMining Inc.(GLDGcusip38149E101)	902.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$752.4K	0.0% ($752.4K/$2.6B)	QoQ +4.26% (+$30.8K) YoY -4.71% (-$37.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.0K	QoQ 0.00% (+0) YoY -77.27% (-17.0K)	All Managers (Combined)	$358.9K	0.0% ($358.9K/$2.6B)	QoQ +2.20% (+$7.8K) YoY -71.84% (-$915.8K)
OSHKOSH CORP(OSKcusip688239201)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$2.6B)	QoQ NEW(+$259.6K) YoY NEW(+$259.6K)
FLUOR CORP(FLRcusip343412102)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$235.6K	0.0% ($235.6K/$2.6B)	QoQ NEW(+$235.6K) YoY NEW(+$235.6K)