RUFFER LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TS | 59K | $2.12M |
 | BN | 57K | $3.87M |
 | SUPN | 55K | $2.65M |
 | UTHR | 49K | $20.35M |
 | MLI | 48K | $4.85M |
 | BUD | 45K | $2.68M |
 | ATKR | 45K | $2.81M |
 | INCY | 44K | $3.74M |
 | KGC | 44K | $1.08M |
 | TROW | 42K | $4.33M |
 | ENS | 42K | $4.69M |
 | CALM | 38K | $3.58M |
 | ARW | 37K | $4.47M |
 | CPA | 37K | $4.36M |
 | HALO | 30K | $2.21M |
 | SNX | 27K | $4.45M |
 | MU | 26K | $4.29M |
 | OC | 24K | $3.45M |
 | TOL | 24K | $3.27M |
 | GOOGL | 22K | $5.46M |
Tenaris S.A.
TS
Shares Held
59K
Value
$2.12M
Brookfield Corporation
BN
Shares Held
57K
Value
$3.87M
Supernus Pharmaceuticals, Inc.
SUPN
Shares Held
55K
Value
$2.65M
United Therapeutics Corporation
UTHR
Shares Held
49K
Value
$20.35M
Mueller Industries, Inc.
MLI
Shares Held
48K
Value
$4.85M
Anheuser-Busch InBev SA/NV
BUD
Shares Held
45K
Value
$2.68M
Atkore Inc.
ATKR
Shares Held
45K
Value
$2.81M
Incyte Corporation
INCY
Shares Held
44K
Value
$3.74M
Kinross Gold Corporation
KGC
Shares Held
44K
Value
$1.08M
T. Rowe Price Group, Inc.
TROW
Shares Held
42K
Value
$4.33M
EnerSys
ENS
Shares Held
42K
Value
$4.69M
Cal-Maine Foods, Inc.
CALM
Shares Held
38K
Value
$3.58M
Arrow Electronics, Inc.
ARW
Shares Held
37K
Value
$4.47M
Copa Holdings, S.A.
CPA
Shares Held
37K
Value
$4.36M
Halozyme Therapeutics, Inc.
HALO
Shares Held
30K
Value
$2.21M
TD SYNNEX Corporation
SNX
Shares Held
27K
Value
$4.45M
Micron Technology, Inc.
MU
Shares Held
26K
Value
$4.29M
Owens Corning
OC
Shares Held
24K
Value
$3.45M
Toll Brothers, Inc.
TOL
Shares Held
24K
Value
$3.27M
Alphabet Inc.
GOOGL
Shares Held
22K
Value
$5.46M