Ruffer LLP
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 SKE
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,859,349 | 399,036 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,317,548 | 814,056 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $23,407,113 | 1,270,055 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $24,065,547 | 1,511,655 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $15,486,969 | 1,534,883 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,219,731 | 1,745,382 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $17,594,854 | 2,079,770 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,737,372 | 2,558,170 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,766,539 | 2,546,870 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,409,293 | 2,337,970 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,201,662 | 1,782,970 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,611,745 | 1,782,970 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,456,460 | 1,220,370 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,098,368 | 770,370 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,322,800 | 710,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,755,900 | 710,000 | Shares | Sole | 2022-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||