Ruffer LLP
Top Portfolio Positions
172 positions ·
$2,347,180,309 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 | 10.68% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
1,171,229 | $146,942,390 | 6.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
561,527 | $116,949,228 | 4.98% | |
| MSFT |
Microsoft Corp
Technology
|
313,446 | $116,028,305 | 4.94% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
2,786,197 | $111,029,950 | 4.73% | |
| BP |
Bp PLC
Energy
|
2,098,006 | $98,606,282 | 4.20% | |
| SLB |
Slb Limited/Nv
Energy
|
1,542,086 | $79,247,799 | 3.38% | |
| SU |
Suncor Energy Inc
Energy
|
1,004,062 | $66,378,538 | 2.83% | |
| 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
Holdings in SSRM
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,509,745 | 731,624 | Shares | Sole | 2026-05-13 | |
| 2023-12-31 | $8,000,436 | 743,535 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,389,432 | 631,259 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,951,252 | 631,259 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,247,908 | 479,359 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,317,755 | 339,359 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,991,970 | 339,359 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,667,295 | 339,359 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $12,601,058 | 579,359 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,991,897 | 564,514 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,314,655 | 571,454 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,908,967 | 571,454 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,160,363 | 571,454 | Shares | Sole | 2021-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||