Ruffer LLP

Position in BBY — Best Buy Co Inc

CIK 1426859 London, X0

Position in BBY

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,326,374

-$218,472 QoQ

Shares Held

57,016

-19.5% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#213

of 864 holders

Holding Since

Dec 2024

6 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Ruffer LLP holds $11,411,344 across 4 Specialty Retail names. BBY ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc This page	57,016	$4,326,374
2	ULTA	Ulta Beauty, Inc.	5,420	$2,444,311
3	ASO	Academy Sports & Outdoors, Inc.	50,708	$2,389,868
4	FIVE	Five Below, Inc	12,519	$2,250,791

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,326,374	57,016	-19.5%	Shares	Sole	2026-07-30
2026-03-31	$4,544,846	70,792	+22.9%	Shares	Sole	2026-05-13
2025-12-31	$3,855,569	57,606	+376.3%	Shares	Sole	2026-01-28
2025-09-30	$914,548	12,094	-40.7%	Shares	Sole	2025-11-03
2025-06-30	$1,369,921	20,407	-54.0%	Shares	Sole	2025-07-16
2024-12-31	$3,806,688	44,367	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.