RUFFER LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NE | 289K | $8.19M |
 | XOM | 278K | $31.37M |
 | GTX | 270K | $3.68M |
 | CAKE | 266K | $14.51M |
 | RYAAY | 260K | $15.64M |
 | IFF | 220K | $13.55M |
 | SOLV | 208K | $15.15M |
 | TSM | 204K | $57.08M |
 | PR | 204K | $2.61M |
 | GILD | 182K | $20.24M |
 | HPE | 165K | $4.04M |
 | FSLR | 157K | $34.63M |
 | BMY | 152K | $6.84M |
 | UPWK | 146K | $2.72M |
 | UHAL-B | 146K | $7.41M |
 | CMCSA | 139K | $4.37M |
 | PNC | 132K | $26.50M |
 | RPRX | 130K | $4.59M |
 | ARCO | 127K | $858.21K |
 | FRO | 125K | $2.85M |
Noble Corporation Plc
NE
Shares Held
289K
Value
$8.19M
Exxon Mobil Corporation
XOM
Shares Held
278K
Value
$31.37M
Garrett Motion Inc.
GTX
Shares Held
270K
Value
$3.68M
The Cheesecake Factory Incorporated
CAKE
Shares Held
266K
Value
$14.51M
Ryanair Holdings plc
RYAAY
Shares Held
260K
Value
$15.64M
International Flavors & Fragrances Inc.
IFF
Shares Held
220K
Value
$13.55M
Solventum Corporation
SOLV
Shares Held
208K
Value
$15.15M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
204K
Value
$57.08M
Permian Resources Corporation
PR
Shares Held
204K
Value
$2.61M
Gilead Sciences, Inc.
GILD
Shares Held
182K
Value
$20.24M
Hewlett Packard Enterprise Company
HPE
Shares Held
165K
Value
$4.04M
First Solar, Inc.
FSLR
Shares Held
157K
Value
$34.63M
Bristol-Myers Squibb Company
BMY
Shares Held
152K
Value
$6.84M
Upwork Inc.
UPWK
Shares Held
146K
Value
$2.72M
U-Haul Holding Company
UHAL-B
Shares Held
146K
Value
$7.41M
Comcast Corporation
CMCSA
Shares Held
139K
Value
$4.37M
The PNC Financial Services Group, Inc.
PNC
Shares Held
132K
Value
$26.50M
Royalty Pharma plc
RPRX
Shares Held
130K
Value
$4.59M
Arcos Dorados Holdings Inc.
ARCO
Shares Held
127K
Value
$858.21K
Frontline Ltd.
FRO
Shares Held
125K
Value
$2.85M