Ruffer LLP - Q42025 Holdings

Ruffer LLP holds 154 stocks with a total portfolio value of $ 2.2B as of Q42025. In Q42025, Ruffer LLP added 83 new positions, increased stakes in 29 stocks, reduced 34 holdings, and fully exited 30 positions. The largest holding is Smurfit Westrock PLC (SW), representing 7.94% of the total portfolio.