RUFFER LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SW | 4.50M | $174.45M |
 | CGAU | 3.26M | $47.00M |
 | BP | 2.24M | $77.77M |
 | NOMD | 2.14M | $26.82M |
 | ALIT | 1.71M | $3.34M |
 | BAC | 1.67M | $91.88M |
 | EGO | 1.61M | $57.98M |
 | PFE | 1.32M | $33.02M |
 | SLB | 1.15M | $44.07M |
 | SU | 999K | $44.47M |
 | SKE | 814K | $19.39M |
 | FND | 774K | $47.23M |
 | ODV | 755K | $2.64M |
 | COIN | 735K | $166.52M |
 | AMZN | 671K | $155.23M |
 | B | 651K | $28.38M |
 | DV | 646K | $7.40M |
 | SOLV | 615K | $48.77M |
 | PAAS | 608K | $31.57M |
 | DIS | 568K | $64.68M |
Smurfit Westrock Plc
SW
Shares Held
4.50M
Value
$174.45M
Centerra Gold Inc.
CGAU
Shares Held
3.26M
Value
$47.00M
BP p.l.c.
BP
Shares Held
2.24M
Value
$77.77M
Nomad Foods Limited
NOMD
Shares Held
2.14M
Value
$26.82M
Alight, Inc.
ALIT
Shares Held
1.71M
Value
$3.34M
Bank of America Corporation
BAC
Shares Held
1.67M
Value
$91.88M
Eldorado Gold Corporation
EGO
Shares Held
1.61M
Value
$57.98M
Pfizer Inc.
PFE
Shares Held
1.32M
Value
$33.02M
SLB N.V.
SLB
Shares Held
1.15M
Value
$44.07M
Suncor Energy Inc.
SU
Shares Held
999K
Value
$44.47M
Skeena Resources Limited
SKE
Shares Held
814K
Value
$19.39M
Floor & Decor Holdings, Inc.
FND
Shares Held
774K
Value
$47.23M
Osisko Development Corp.
ODV
Shares Held
755K
Value
$2.64M
Coinbase Global, Inc.
COIN
Shares Held
735K
Value
$166.52M
Amazon.com, Inc.
AMZN
Shares Held
671K
Value
$155.23M
Barrick Mining Corporation
B
Shares Held
651K
Value
$28.38M
DoubleVerify Holdings, Inc.
DV
Shares Held
646K
Value
$7.40M
Solventum Corporation
SOLV
Shares Held
615K
Value
$48.77M
Pan American Silver Corp.
PAAS
Shares Held
608K
Value
$31.57M
The Walt Disney Company
DIS
Shares Held
568K
Value
$64.68M