Ruffer LLP Purchases in Q1 2025

Ruffer LLP

  • $2.57 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
438K
+ 50.43%
$190.26 - $242.06 $83.3M - $106M
1.31M $248M
X
United States Steel Corp

Basic Materials
1.05M
New
$30.47 - $43.0 $31.9M - $45M
1.05M $44.2M
GOLD
Barrick Gold Corp

Basic Materials
157K
+ 1.53%
$15.45 - $19.56 $2.42M - $3.07M
10.4M $203M
BP
Bp PLC

Energy
302K
+ 14.11%
$29.93 - $35.31 $9.03M - $10.7M
2.44M $82.4M
CDE
Coeur Mining, Inc.

Basic Materials
2.99M
New
$5.02 - $7.29 $15M - $21.8M
2.99M $17.7M
EGO
Eldorado Gold Corp

Basic Materials
992K
New
$13.41 - $16.82 $13.3M - $16.7M
992K $16.7M
FIS
Fidelity National Information Services, Inc.

Technology
167K
New
$68.12 - $83.42 $11.4M - $13.9M
167K $12.5M
TAP
Molson Coors Beverage CO

Consumer Defensive
189K
New
$52.44 - $62.91 $9.9M - $11.9M
189K $11.5M
WPM
Wheaton Precious Metals Corp.

Basic Materials
88.7K
+ 44.13%
$55.75 - $77.63 $4.95M - $6.89M
290K $22.5M
CSGP
Costar Group, Inc.

Real Estate
108K
+ 66.74%
$69.29 - $80.37 $7.5M - $8.7M
270K $21.4M
CACI
Caci International Inc

Technology
21.7K
New
N/A
21.7K $9.26M
EQX
Equinox Gold Corp.

Basic Materials
1.17M
+ 194.52%
$5.09 - $7.16 $5.97M - $8.4M
1.78M $12.2M
NGD
New Gold Inc.

Basic Materials
2M
+ 166.92%
$2.54 - $3.71 $5.09M - $7.43M
3.2M $11.9M
SAND
Sandstorm Gold LTD

Basic Materials
1.1M
New
$5.54 - $7.65 $6.11M - $8.44M
1.1M $8.33M
CTRA
Coterra Energy Inc.

Energy
236K
New
$25.51 - $29.83 $6.01M - $7.03M
236K $6.81M
KFY
Korn Ferry

Industrials
99.3K
New
$62.52 - $71.6 $6.21M - $7.11M
99.3K $6.73M
MGY
Magnolia Oil & Gas Corp

Energy
260K
New
$22.26 - $26.58 $5.8M - $6.92M
260K $6.58M
ENS
Ener Sys

Industrials
64.3K
New
$89.62 - $103.2 $5.77M - $6.64M
64.3K $5.89M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
115K
+ 57.96%
$44.87 - $56.71 $5.15M - $6.51M
313K $15.2M
MAT
Mattel Inc

Consumer Cyclical
276K
New
$17.73 - $21.94 $4.89M - $6.05M
276K $5.36M
CHX
Champion X Corp

Energy
179K
New
$27.3 - $31.27 $4.88M - $5.59M
179K $5.33M
BWA
Borgwarner Inc

Consumer Cyclical
178K
New
$27.78 - $32.9 $4.95M - $5.86M
178K $5.1M
PR
Permian Resources Corporation

Energy
359K
New
$12.33 - $16.0 $4.42M - $5.74M
359K $4.97M
PTEN
Patterson Uti Energy Inc

Energy
520K
New
$7.15 - $9.45 $3.72M - $4.92M
520K $4.28M
SU
Suncor Energy Inc

Energy
31.8K
+ 3.37%
$34.27 - $40.63 $1.09M - $1.29M
973K $37.7M
PPC
Pilgrims Pride Corp

Consumer Defensive
43.7K
+ 23.68%
$44.52 - $55.93 $1.95M - $2.45M
228K $12.4M
HALO
Halozyme Therapeutics, Inc.

Healthcare
50.4K
New
$47.74 - $65.16 $2.41M - $3.28M
50.4K $3.22M
AVT
Avnet Inc

Technology
65.1K
New
$46.61 - $54.65 $3.04M - $3.56M
65.1K $3.13M
BTG
B2 Gold Corp

Basic Materials
450K
+ 10.69%
$2.3 - $3.3 $1.04M - $1.49M
4.66M $13.3M
FOXA
Fox Corp

Communication Services
18.1K
+ 7.34%
$47.9 - $58.0 $865K - $1.05M
264K $15M
POWL
Powell Industries Inc

Industrials
16.8K
New
$155.56 - $311.38 $2.61M - $5.23M
16.8K $2.86M
CROX
Crocs, Inc.

Consumer Cyclical
26.4K
New
$88.83 - $112.59 $2.35M - $2.97M
26.4K $2.8M
GFF
Griffon Corp

Industrials
39.1K
New
$68.06 - $80.91 $2.66M - $3.16M
39.1K $2.79M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
26.8K
New
$75.72 - $160.92 $2.03M - $4.32M
26.8K $2.05M
DAVA
Endava PLC

Technology
105K
+ 414.74%
$19.51 - $34.49 $2.05M - $3.62M
130K $2.54M
HPE
Hewlett Packard Enterprise CO

Technology
255K
+ 62.22%
$14.77 - $24.42 $3.77M - $6.23M
665K $10.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
16.9K
+ 73.78%
$103.02 - $140.69 $1.74M - $2.38M
39.8K $4.2M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
21.2K
+ 42.57%
$58.09 - $67.05 $1.23M - $1.42M
71.1K $4.27M
HRB
H&R Block Inc

Consumer Cyclical
19.1K
+ 23.98%
$49.96 - $55.97 $953K - $1.07M
98.6K $5.42M
PHM
Pultegroup Inc

Consumer Cyclical
13.1K
+ 45.01%
$101.09 - $118.51 $1.33M - $1.55M
42.2K $4.34M
GM
General Motors CO

Consumer Cyclical
30.8K
+ 50.84%
$45.22 - $54.92 $1.39M - $1.69M
91.3K $4.29M
KBH
Kb Home

Consumer Cyclical
21.9K
+ 51.28%
$57.73 - $70.05 $1.26M - $1.53M
64.5K $3.75M
MRK
Merck & Co., Inc.

Healthcare
18.1K
+ 24.84%
$83.01 - $101.02 $1.5M - $1.82M
90.7K $8.14M
GAU
Galiano Gold Inc.

Basic Materials
505K
+ 2.74%
$1.09 - $1.4 $550K - $707K
18.9M $23.5M
EXEL
Exelixis, Inc.

Healthcare
9.45K
+ 8.53%
$32.38 - $39.16 $306K - $370K
120K $4.44M
DORM
Dorman Products, Inc.

Consumer Cyclical
6.26K
+ 18.8%
$120.54 - $134.79 $754K - $844K
39.6K $4.77M
UTHR
United Therapeutics Corp

Healthcare
2.93K
+ 25.55%
$304.42 - $380.78 $890K - $1.11M
14.4K $4.43M
SNX
Td Synnex Corp

Technology
13.9K
+ 16.11%
$103.96 - $144.69 $1.45M - $2.01M
100K $10.4M
OSK
Oshkosh Corp

Industrials
2.76K
New
$89.56 - $116.4 $247K - $321K
2.76K $259K
Activity Summary
Buys All Purchases 56 New Holdings 25 Increased Positions 31 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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