Filed: 1/28/2026ACC: 0001426859-26-000001
📋 What this filing means
RUFFER LLP filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $2.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
154
Positions
$2.20B
Total AUM (reported)
67.69M
Total Shares
Allocation by class
COM$1.22B55.5%
SHS$194.19M8.8%
COM CL A$166.52M7.6%
COM SHS$107.52M4.9%
SPONSORED ADS$99.34M4.5%
CL A$92.26M4.2%
SPONSORED ADR$80.66M3.7%
Portfolio Concentration
Top 3$496.19M22.6%
4–10$494.76M22.5%
11–25$573.54M26.1%
Rest$632.04M28.8%
Top 3 weight
22.6%
Top 10 weight
45.1%
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)
Sole154
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings154
Rows:
SMURFIT WESTROCK PLC
SOLEShares4.50M
TypeSH
Market value$174.45M
7.94%
Sole
0.00
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares735.19K
TypeSH
Market value$166.52M
7.58%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares671.47K
TypeSH
Market value$155.23M
7.07%
Sole
0.00
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.67M
TypeSH
Market value$91.88M
4.18%
Sole
0.00
Shared
0.00
None
0.00
EQUINOX GOLD CORP
SOLEShares5.79M
TypeSH
Market value$81.54M
3.71%
Sole
0.00
Shared
0.00
None
0.00
BP PLC
SOLEShares2.24M
TypeSH
Market value$77.77M
3.54%
Sole
0.00
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares481.06K
TypeSH
Market value$70.62M
3.22%
Sole
0.00
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares567.62K
TypeSH
Market value$64.68M
2.94%
Sole
0.00
Shared
0.00
None
0.00
ELDORADO GOLD CORP NEW
SOLEShares1.61M
TypeSH
Market value$57.98M
2.64%
Sole
0.00
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC
SOLEShares385.54K
TypeSH
Market value$50.28M
2.29%
Sole
0.00
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares614.56K
TypeSH
Market value$48.77M
2.22%
Sole
0.00
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares774.47K
TypeSH
Market value$47.23M
2.15%
Sole
0.00
Shared
0.00
None
0.00
CENTERRA GOLD INC
SOLEShares3.26M
TypeSH
Market value$47.00M
2.14%
Sole
0.00
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares999.17K
TypeSH
Market value$44.47M
2.02%
Sole
0.00
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares1.15M
TypeSH
Market value$44.07M
2.01%
Sole
0.00
Shared
0.00
None
0.00
ARIS MNG CORP
SOLEShares2.65M
TypeSH
Market value$43.05M
1.96%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares320.08K
TypeSH
Market value$38.58M
1.76%
Sole
0.00
Shared
0.00
None
0.00
GALIANO GOLD INC
SOLEShares14.31M
TypeSH
Market value$36.48M
1.66%
Sole
0.00
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares117.30K
TypeSH
Market value$36.19M
1.65%
Sole
0.00
Shared
0.00
None
0.00
PFIZER INC
SOLEShares1.32M
TypeSH
Market value$33.02M
1.50%
Sole
0.00
Shared
0.00
None
0.00
PAN AMERN SILVER CORP
SOLEShares608.33K
TypeSH
Market value$31.57M
1.44%
Sole
0.00
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares150.10K
TypeSH
Market value$31.38M
1.43%
Sole
0.00
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares133.43K
TypeSH
Market value$30.91M
1.41%
Sole
0.00
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares189.31K
TypeSH
Market value$30.41M
1.38%
Sole
0.00
Shared
0.00
None
0.00
LAMAR ADVERTISING CO NEW
SOLEShares239.82K
TypeSH
Market value$30.40M
1.38%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SMURFIT WESTROCK PLCSOLE | SHS | 4.50M | SH | $174.45M 7.94% | 0.00 | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 735.19K | SH | $166.52M 7.58% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 671.47K | SH | $155.23M 7.07% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.67M | SH | $91.88M 4.18% | 0.00 | 0.00 | 0.00 |
EQUINOX GOLD CORPSOLE | COM | 5.79M | SH | $81.54M 3.71% | 0.00 | 0.00 | 0.00 |
BP PLCSOLE | SPONSORED ADR | 2.24M | SH | $77.77M 3.54% | 0.00 | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 481.06K | SH | $70.62M 3.22% | 0.00 | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 567.62K | SH | $64.68M 2.94% | 0.00 | 0.00 | 0.00 |
ELDORADO GOLD CORP NEWSOLE | COM | 1.61M | SH | $57.98M 2.64% | 0.00 | 0.00 | 0.00 |
EXTRA SPACE STORAGE INCSOLE | COM | 385.54K | SH | $50.28M 2.29% | 0.00 | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 614.56K | SH | $48.77M 2.22% | 0.00 | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 774.47K | SH | $47.23M 2.15% | 0.00 | 0.00 | 0.00 |
CENTERRA GOLD INCSOLE | COM | 3.26M | SH | $47.00M 2.14% | 0.00 | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 999.17K | SH | $44.47M 2.02% | 0.00 | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 1.15M | SH | $44.07M 2.01% | 0.00 | 0.00 | 0.00 |
ARIS MNG CORPSOLE | COM | 2.65M | SH | $43.05M 1.96% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 320.08K | SH | $38.58M 1.76% | 0.00 | 0.00 | 0.00 |
GALIANO GOLD INCSOLE | COM | 14.31M | SH | $36.48M 1.66% | 0.00 | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 117.30K | SH | $36.19M 1.65% | 0.00 | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 1.32M | SH | $33.02M 1.50% | 0.00 | 0.00 | 0.00 |
PAN AMERN SILVER CORPSOLE | COM | 608.33K | SH | $31.57M 1.44% | 0.00 | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 150.10K | SH | $31.38M 1.43% | 0.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 133.43K | SH | $30.91M 1.41% | 0.00 | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 189.31K | SH | $30.41M 1.38% | 0.00 | 0.00 | 0.00 |
LAMAR ADVERTISING CO NEWSOLE | CL A | 239.82K | SH | $30.40M 1.38% | 0.00 | 0.00 | 0.00 |
Page 1 of 7
…