Ruffer LLP

Position in ULTA — Ulta Beauty, Inc.

CIK 1426859 London, X0

Position in ULTA

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,444,311

New position

Shares Held

5,420

first reported quarter

Ownership

0.013%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#349

of 1,014 holders

Holding Since

Jun 2026

1 quarter on record

Consumer Cyclical · as of Jun 30, 2026

Ruffer LLP holds $11,411,344 across 4 Specialty Retail names. ULTA ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc	57,016	$4,326,374
2	ULTA	Ulta Beauty, Inc. This page	5,420	$2,444,311
3	ASO	Academy Sports & Outdoors, Inc.	50,708	$2,389,868
4	FIVE	Five Below, Inc	12,519	$2,250,791

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,444,311	5,420	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.