account_balance
Investment manager · 13F filer · SEC CIK 1426859
Ruffer LLP
Reported value$1.98Bas of Sep 30, 2026
Positions181 38 new, 44 sold out
Top 10 weight32.5%MSFT alone is 5%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.4%Trimmed −19%
AMZNAmazon Com Inc
4.0%Trimmed −33%
EQXEquinox Gold Corp
3.6%Added +36%
BPBp PLC
3.4%Added +65%
TTETotalenergies Se
3.2%Added +171%
SWSmurfit Westrock PLC
3.1%
BABAAlibaba Group HLDG Ltd
2.7%Trimmed −32%
SCHWSchwab Charles Corp
2.6%Added +163%
SLBSLB Limited
2.4%Added +28%
PGRProgressive Corp
2.2%New
COINCoinbase Global Inc
2.0%Trimmed −24%
SUSuncor Energy Inc New
2.0%
MSFTMicrosoft Corp
5.4%Trimmed −19%
AMZNAmazon Com Inc
4.0%Trimmed −33%
EQXEquinox Gold Corp
3.6%Added +36%
BPBp PLC
3.4%Added +65%
TTETotalenergies Se
3.2%Added +171%
SW3.1%BABA2.7%SCHW2.6%SLB2.4%PGR2.2%COIN2.0%SU2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 5.4% Trimmed −19%AMZN Amazon Com Inc 4.0% Trimmed −33%EQX Equinox Gold Corp 3.6% Added +36%BP Bp PLC 3.4% Added +65%TTE Totalenergies Se 3.2% Added +171%SW Smurfit Westrock PLC 3.1% HeldBABA Alibaba Group HLDG Ltd 2.7% Trimmed −32%SCHW Schwab Charles Corp 2.6% Added +163%SLB SLB Limited 2.4% Added +28%PGR Progressive Corp 2.2% NewCOIN Coinbase Global Inc 2.0% Trimmed −24%SU Suncor Energy Inc New 2.0% Held
What changed