Ruffer LLP

CIK

1426859

City

London

State / Country

X0

Stock

SU — Suncor Energy 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 SU

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$66,378,538	1,004,062	+0.5%	Shares	Sole	2026-05-13
2025-12-31	$44,323,092	999,168	+6.9%	Shares	Sole	2026-01-28
2025-09-30	$39,093,896	935,037	+0.6%	Shares	Sole	2025-11-03
2025-06-30	$34,800,674	929,257	-4.5%	Shares	Sole	2025-07-16
2025-03-31	$37,691,867	973,447	+3.4%	Shares	Sole	2025-05-09
2024-12-31	$33,599,748	941,697	+19.9%	Shares	Sole	2025-02-07
2024-09-30	$28,989,620	785,201	-0.3%	Shares	Sole	2024-11-08
2024-06-30	$29,999,978	787,401	+7.1%	Shares	Sole	2024-08-08
2024-03-31	$27,143,650	735,401	-3.0%	Shares	Sole	2024-05-08
2023-12-31	$24,299,168	758,401	-0.3%	Shares	Sole	2024-02-12
2023-09-30	$26,163,180	761,000	+28.9%	Shares	Sole	2023-11-13
2023-06-30	$17,313,460	590,500	-26.5%	Shares	Sole	2023-08-10
2023-03-31	$24,954,885	803,700	—	Shares	Sole	2023-05-11
No 13F history on record for this holder in this stock.