Filed: 11/3/2025ACC: 0001426859-25-000012
📋 What this filing means
RUFFER LLP filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $1.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$1.80B
Total AUM (reported)
64.80M
Total Shares
Allocation by class
COM$1.26B70.1%
SPONSORED ADS$141.51M7.9%
COM SHS$115.72M6.4%
SPONSORED ADR$83.88M4.7%
CL B$46.25M2.6%
COM NEW$45.86M2.5%
SHS$33.44M1.9%
Portfolio Concentration
Top 3$341.27M19.0%
4–10$494.16M27.5%
11–25$542.47M30.2%
Rest$421.20M23.4%
Top 3 weight
19.0%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings101
Rows:
AMAZON COM INC
SOLEShares672.80K
TypeSH
Market value$147.72M
8.21%
Sole
0.00
Shared
0.00
None
0.00
EQUINOX GOLD CORP
SOLEShares8.65M
TypeSH
Market value$96.99M
5.39%
Sole
0.00
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.87M
TypeSH
Market value$96.56M
5.37%
Sole
0.00
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares1.35M
TypeSH
Market value$92.41M
5.14%
Sole
0.00
Shared
0.00
None
0.00
BP PLC
SOLEShares2.29M
TypeSH
Market value$79.08M
4.40%
Sole
0.00
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares884.02K
TypeSH
Market value$74.53M
4.14%
Sole
0.00
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares384.89K
TypeSH
Market value$68.79M
3.82%
Sole
0.00
Shared
0.00
None
0.00
CENTERRA GOLD INC
SOLEShares5.90M
TypeSH
Market value$63.27M
3.52%
Sole
0.00
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares1.80M
TypeSH
Market value$59.01M
3.28%
Sole
0.00
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares204.39K
TypeSH
Market value$57.08M
3.17%
Sole
0.00
Shared
0.00
None
0.00
PFIZER INC
SOLEShares2.02M
TypeSH
Market value$51.55M
2.87%
Sole
0.00
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC
SOLEShares336.94K
TypeSH
Market value$47.49M
2.64%
Sole
0.00
Shared
0.00
None
0.00
ANGLOGOLD ASHANTI PLC
SOLEShares590.96K
TypeSH
Market value$41.56M
2.31%
Sole
0.00
Shared
0.00
None
0.00
ELDORADO GOLD CORP NEW
SOLEShares1.41M
TypeSH
Market value$40.81M
2.27%
Sole
0.00
Shared
0.00
None
0.00
ARIS MNG CORP
SOLEShares4.11M
TypeSH
Market value$40.34M
2.24%
Sole
0.00
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares935.04K
TypeSH
Market value$39.13M
2.18%
Sole
0.00
Shared
0.00
None
0.00
GALIANO GOLD INC
SOLEShares16.61M
TypeSH
Market value$36.17M
2.01%
Sole
0.00
Shared
0.00
None
0.00
PAN AMERN SILVER CORP
SOLEShares901.75K
TypeSH
Market value$34.92M
1.94%
Sole
0.00
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares157.06K
TypeSH
Market value$34.63M
1.93%
Sole
0.00
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares785.59K
TypeSH
Market value$33.44M
1.86%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares278.24K
TypeSH
Market value$31.37M
1.74%
Sole
0.00
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares368.85K
TypeSH
Market value$30.96M
1.72%
Sole
0.00
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares100.36K
TypeSH
Market value$30.19M
1.68%
Sole
0.00
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares131.91K
TypeSH
Market value$26.50M
1.47%
Sole
0.00
Shared
0.00
None
0.00
SKEENA RES LTD NEW
SOLEShares1.27M
TypeSH
Market value$23.39M
1.30%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 672.80K | SH | $147.72M 8.21% | 0.00 | 0.00 | 0.00 |
EQUINOX GOLD CORPSOLE | COM | 8.65M | SH | $96.99M 5.39% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.87M | SH | $96.56M 5.37% | 0.00 | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 1.35M | SH | $92.41M 5.14% | 0.00 | 0.00 | 0.00 |
BP PLCSOLE | SPONSORED ADR | 2.29M | SH | $79.08M 4.40% | 0.00 | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 884.02K | SH | $74.53M 4.14% | 0.00 | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 384.89K | SH | $68.79M 3.82% | 0.00 | 0.00 | 0.00 |
CENTERRA GOLD INCSOLE | COM | 5.90M | SH | $63.27M 3.52% | 0.00 | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 1.80M | SH | $59.01M 3.28% | 0.00 | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 204.39K | SH | $57.08M 3.17% | 0.00 | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 2.02M | SH | $51.55M 2.87% | 0.00 | 0.00 | 0.00 |
EXTRA SPACE STORAGE INCSOLE | COM | 336.94K | SH | $47.49M 2.64% | 0.00 | 0.00 | 0.00 |
ANGLOGOLD ASHANTI PLCSOLE | COM SHS | 590.96K | SH | $41.56M 2.31% | 0.00 | 0.00 | 0.00 |
ELDORADO GOLD CORP NEWSOLE | COM | 1.41M | SH | $40.81M 2.27% | 0.00 | 0.00 | 0.00 |
ARIS MNG CORPSOLE | COM | 4.11M | SH | $40.34M 2.24% | 0.00 | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 935.04K | SH | $39.13M 2.18% | 0.00 | 0.00 | 0.00 |
GALIANO GOLD INCSOLE | COM | 16.61M | SH | $36.17M 2.01% | 0.00 | 0.00 | 0.00 |
PAN AMERN SILVER CORPSOLE | COM | 901.75K | SH | $34.92M 1.94% | 0.00 | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 157.06K | SH | $34.63M 1.93% | 0.00 | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 785.59K | SH | $33.44M 1.86% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 278.24K | SH | $31.37M 1.74% | 0.00 | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 368.85K | SH | $30.96M 1.72% | 0.00 | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 100.36K | SH | $30.19M 1.68% | 0.00 | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 131.91K | SH | $26.50M 1.47% | 0.00 | 0.00 | 0.00 |
SKEENA RES LTD NEWSOLE | COM | 1.27M | SH | $23.39M 1.30% | 0.00 | 0.00 | 0.00 |
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