Position in EXE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$38,350,592
+$38,117,795 QoQ
Shares Held
420,557
+15017.1% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#88
of 845 holders
Holding Since
Mar 2021
11 quarters on record
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Ruffer LLP holds $90,629,126 across 6 Oil & Gas E&P names. EXE ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXE |
EXPAND ENERGY Corp
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|
420,557 | $38,350,592 | |
| 2 | VIST |
Vista Energy, S.A.B. de C.V.
|
518,201 | $33,061,223 | |
| 3 | DVN |
Devon Energy Corp/De
|
171,460 | $7,084,727 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
136,720 | $5,400,440 | |
| 5 | OVV |
Ovintiv Inc.
|
68,026 | $3,581,568 | |
| 6 | MTDR |
Matador Resources Co
|
63,290 | $3,150,576 |
All Filings in EXE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,350,592 | 420,557 | Shares | Sole | 2026-07-30 | |
| 2023-06-30 | $232,797 | 2,782 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,986,561 | 131,333 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,737,346 | 145,569 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $51,844,139 | 550,304 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $122,227,350 | 1,507,119 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $210,500,589 | 2,419,547 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $156,967,546 | 2,432,851 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $155,796,770 | 2,529,579 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $134,729,492 | 2,594,944 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $37,749,300 | 870,000 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||