Ruffer LLP

CIK

1426859

City

London

State / Country

X0

Stock

FHI — Federated Hermes, Inc.

Top Portfolio Positions

173 positions · $2,351,493,109 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
COIN	Coinbase Global, Inc. Financial Services	1,435,990	$250,738,213	10.66%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	1,171,229	$146,942,390	6.25%
AMZN	Amazon Com Inc Consumer Cyclical	561,527	$116,949,228	4.97%
MSFT	Microsoft Corp Technology	313,446	$116,028,305	4.93%
SW	Smurfit Westrock plc Consumer Cyclical	2,786,197	$111,029,950	4.72%
BP	Bp PLC Energy	2,098,006	$98,606,282	4.19%
SLB	Slb Limited/Nv Energy	1,542,086	$79,247,799	3.37%
SU	Suncor Energy Inc Energy	1,004,062	$66,378,538	2.82%
BAC	Bank Of America Corp /De/ Financial Services	1,315,860	$64,148,175	2.73%
EQX	Equinox Gold Corp. Basic Materials	4,126,835	$59,674,034	2.54%

Portfolio Trend

25 quarters · across all stocks

Holdings in FHI

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,701,769	82,909	-44.6%	Shares	Sole	2026-05-13
2025-12-31	$7,794,306	149,689	+28.2%	Shares	Sole	2026-01-28
2025-09-30	$6,064,437	116,781	+233.7%	Shares	Sole	2025-11-03
2023-12-31	$1,185,100	35,000	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,185,450	35,000	-85.1%	Shares	Sole	2023-11-13
2023-06-30	$8,424,750	235,000	-56.1%	Shares	Sole	2023-08-10
2023-03-31	$21,474,900	535,000	-19.0%	Shares	Sole	2023-05-11
2022-12-31	$23,976,800	660,336	-0.9%	Shares	Sole	2023-02-10
2022-09-30	$22,069,048	666,336	-25.1%	Shares	Sole	2022-11-10
2022-06-30	$28,282,100	889,654	-63.9%	Shares	Sole	2022-08-05
2022-03-31	$83,823,328	2,461,049	-15.2%	Shares	Sole	2022-05-12
2021-12-31	$109,038,182	2,901,495	-8.2%	Shares	Sole	2022-02-04
2021-09-30	$102,708,970	3,160,276	-1.1%	Shares	Sole	2021-11-10
2021-06-30	$108,369,645	3,195,802	—	Shares	Sole	2021-08-06
No 13F history on record for this holder in this stock.