Filed: 7/30/2026ACC: 0001426859-26-000008
📋 What this filing means
RUFFER LLP filed this quarterly 13F‑HR report disclosing 187 equity positions with a total reported market value of $2.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
187
Positions
$2.83B
Total AUM (reported)
77.67M
Total Shares
Allocation by class
COM$1.50B53.1%
SPONSORED ADS$264.88M9.4%
SHS$165.39M5.8%
CL A$160.30M5.7%
COM CL A$115.28M4.1%
COM NEW$87.27M3.1%
SPONSORED ADR$75.55M2.7%
Portfolio Concentration
Top 3$488.16M17.3%
4–10$517.78M18.3%
11–25$661.82M23.4%
Rest$1.16B41.0%
Top 3 weight
17.3%
Top 10 weight
35.6%
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)
Sole187
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings187
Rows:
AMAZON COM INC
SOLEShares829.12K
TypeSH
Market value$197.39M
6.98%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares454.87K
TypeSH
Market value$169.49M
5.99%
Sole
0.00
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares1.27M
TypeSH
Market value$121.29M
4.29%
Sole
0.00
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares2.44M
TypeSH
Market value$112.70M
3.98%
Sole
0.00
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.30M
TypeSH
Market value$74.23M
2.62%
Sole
0.00
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares1.24M
TypeSH
Market value$73.26M
2.59%
Sole
0.00
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares499K
TypeSH
Market value$72.87M
2.58%
Sole
0.00
Shared
0.00
None
0.00
NETEASE COM INC
SOLEShares487.91K
TypeSH
Market value$62.45M
2.21%
Sole
0.00
Shared
0.00
None
0.00
SLB LIMITED
SOLEShares1.34M
TypeSH
Market value$62.30M
2.20%
Sole
0.00
Shared
0.00
None
0.00
BP PLC
SOLEShares1.62M
TypeSH
Market value$59.98M
2.12%
Sole
0.00
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares776.47K
TypeSH
Market value$59.84M
2.12%
Sole
0.00
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares1.01M
TypeSH
Market value$54.24M
1.92%
Sole
0.00
Shared
0.00
None
0.00
LAMAR ADVERTISING CO NEW
SOLEShares338.21K
TypeSH
Market value$52.70M
1.86%
Sole
0.00
Shared
0.00
None
0.00
BROWN FORMAN CORP
SOLEShares1.93M
TypeSH
Market value$51.43M
1.82%
Sole
0.00
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares5.72M
TypeSH
Market value$46.43M
1.64%
Sole
0.00
Shared
0.00
None
0.00
EQUINOX GOLD CORP
SOLEShares4.74M
TypeSH
Market value$46.05M
1.63%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares314.22K
TypeSH
Market value$42.91M
1.52%
Sole
0.00
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares1.08M
TypeSH
Market value$42.78M
1.51%
Sole
0.00
Shared
0.00
None
0.00
JD.COM INC
SOLEShares1.54M
TypeSH
Market value$39.12M
1.38%
Sole
0.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares216K
TypeSH
Market value$38.46M
1.36%
Sole
0.00
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares420.56K
TypeSH
Market value$38.31M
1.35%
Sole
0.00
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares93.77K
TypeSH
Market value$38.14M
1.35%
Sole
0.00
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares140.02K
TypeSH
Market value$38.04M
1.35%
Sole
0.00
Shared
0.00
None
0.00
TOTALENERGIES SE
SOLEShares474.93K
TypeSH
Market value$36.90M
1.30%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares72.99K
TypeSH
Market value$36.48M
1.29%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 829.12K | SH | $197.39M 6.98% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 454.87K | SH | $169.49M 5.99% | 0.00 | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 1.27M | SH | $121.29M 4.29% | 0.00 | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 2.44M | SH | $112.70M 3.98% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.30M | SH | $74.23M 2.62% | 0.00 | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 1.24M | SH | $73.26M 2.59% | 0.00 | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 499K | SH | $72.87M 2.58% | 0.00 | 0.00 | 0.00 |
NETEASE COM INCSOLE | SPONSORED ADS | 487.91K | SH | $62.45M 2.21% | 0.00 | 0.00 | 0.00 |
SLB LIMITEDSOLE | COM STK | 1.34M | SH | $62.30M 2.20% | 0.00 | 0.00 | 0.00 |
BP PLCSOLE | SPONSORED ADR | 1.62M | SH | $59.98M 2.12% | 0.00 | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 776.47K | SH | $59.84M 2.12% | 0.00 | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 1.01M | SH | $54.24M 1.92% | 0.00 | 0.00 | 0.00 |
LAMAR ADVERTISING CO NEWSOLE | CL A | 338.21K | SH | $52.70M 1.86% | 0.00 | 0.00 | 0.00 |
BROWN FORMAN CORPSOLE | CL B | 1.93M | SH | $51.43M 1.82% | 0.00 | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 5.72M | SH | $46.43M 1.64% | 0.00 | 0.00 | 0.00 |
EQUINOX GOLD CORPSOLE | COM | 4.74M | SH | $46.05M 1.63% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 314.22K | SH | $42.91M 1.52% | 0.00 | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 1.08M | SH | $42.78M 1.51% | 0.00 | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 1.54M | SH | $39.12M 1.38% | 0.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 216K | SH | $38.46M 1.36% | 0.00 | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 420.56K | SH | $38.31M 1.35% | 0.00 | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 93.77K | SH | $38.14M 1.35% | 0.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 140.02K | SH | $38.04M 1.35% | 0.00 | 0.00 | 0.00 |
TOTALENERGIES SESOLE | ACT | 474.93K | SH | $36.90M 1.30% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 72.99K | SH | $36.48M 1.29% | 0.00 | 0.00 | 0.00 |
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