HoldingsChannel.com
Ruffer LLP Top Holdings
As of  09/30/2022, below is a summary of the Ruffer LLP top holdings by largest position size, as per the latest 13f filing made by Ruffer LLP. In the Ruffer LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Ruffer LLP in that top holding, then the share count change between reporting periods, and finally the Ruffer LLP top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
AMBEV SA 46,700,133 -34,813,108 $142,138
     ABEV46,700,133-34,813,108$142,138
CIGNA CORP NEW 421,936 -703,777 $123,693
     CI421,936-703,777$123,693
AMERICAN EXPRESS CO 587,760 -328,952 $83,654
     AXP587,760-328,952$83,654
RYANAIR HOLDINGS PLC 1,329,741 +1,329,741 $81,816
     RYAAY1,329,741+1,329,741$81,816
BP PLC 2,352,300 -337,700 $73,148
     BP2,352,300-337,700$73,148
KINROSS GOLD CORP 17,053,271 -34,429,013 $66,565
     KGC17,053,271-34,429,013$66,565
HERTZ GLOBAL HLDGS INC 3,509,507 +677,327 $60,670
     HTZ3,509,507+677,327$60,670
CHESAPEAKE ENERGY CORP 550,304 -956,815 $55,924
     CHK550,304-956,815$55,924
COTY INC 7,447,561 +123,561 $51,029
     COTY7,447,561+123,561$51,029
SCHWAB CHARLES CORP 629,751 -453,004 $47,812
     SCHW629,751-453,004$47,812
GODADDY INC 584,754 +3,428 $45,149
     GDDY584,754+3,428$45,149
EXXON MOBIL CORP 437,951 +5,506 $44,651
     XOM437,951+5,506$44,651
GENERAL MTRS CO 1,199,331 -1,024,270 $41,508
     GM1,199,331-1,024,270$41,508
META PLATFORMS INC 290,584 -49,419 $40,399
     FB290,584-49,419$40,399
JACKSON FINANCIAL INC 1,126,886 -234,266 $35,228
     JXN1,126,886-234,266$35,228
AMAZON COM INC 286,615 +286,615 $34,467
     AMZN286,615+286,615$34,467
CENTERRA GOLD INC 6,277,150 +400,000 $30,849
     CGAU6,277,150+400,000$30,849
GENERAL ELECTRIC CO 458,449 +1,937 $30,334
     GE458,449+1,937$30,334
BERKSHIRE HATHAWAY INC DEL      $29,964
     BRK.B108,516-21,736$29,964
ANGLOGOLD ASHANTI LIMITED 1,963,389 +201,000 $28,957
     AU1,963,389+201,000$28,957
CENTENE CORP DEL 339,886 -487 $27,269
     CNC339,886-487$27,269
PFIZER INC 554,775 +10,090 $23,897
     PFE554,775+10,090$23,897
BRISTOL MYERS SQUIBB CO 339,231 -1,207,574 $23,809
     BMY339,231-1,207,574$23,809
FEDERATED HERMES INC 666,336 -223,318 $21,989
     FHI666,336-223,318$21,989
COHERENT CORP 554,317 +554,317 $21,043
     COHR554,317+554,317$21,043
WHEATON PRECIOUS METALS CORP 577,641 -2,448,599 $19,884
     WPM577,641-2,448,599$19,884
SYNCHRONY FINANCIAL 626,000 +626,000 $19,707
     SYF626,000+626,000$19,707
BARRICK GOLD CORP 1,192,421 -276,388 $18,545
     GOLD1,192,421-276,388$18,545
ALIBABA GROUP HLDG LTD 211,411 -909,093 $17,806
     BABA211,411-909,093$17,806
BOOKING HOLDINGS INC 10,019 +10,019 $17,123
     BKNG10,019+10,019$17,123
SOUTHWEST AIRLS CO 526,142 -534,428 $17,110
     LUV526,142-534,428$17,110
ASTRAZENECA PLC 278,987 -30,711 $15,311
     AZN278,987-30,711$15,311
JPMORGAN CHASE & CO 137,204 -55,638 $14,836
     JPM137,204-55,638$14,836
GOLD FIELDS LTD 1,484,809 +115,870 $12,972
     GFI1,484,809+115,870$12,972
GALIANO GOLD INC 26,378,459 UNCH $12,762
     GAU26,378,459UNCH$12,762
SCIPLAY CORPORATION 999,638 +16,999 $12,604
     SCPL999,638+16,999$12,604
ACTIVISION BLIZZARD INC 154,023 +17,427 $11,366
     ATVI154,023+17,427$11,366
AGNICO EAGLE MINES LTD 230,756 -37,610 $10,415
     AEM230,756-37,610$10,415
SCHLUMBERGER LTD 234,050 -200,000 $9,947
     SLB234,050-200,000$9,947
COTERRA ENERGY INC 338,484 UNCH $9,763
     CTRA338,484UNCH$9,763
NEWMONT CORP 201,092 -149,621 $9,020
     NEM201,092-149,621$9,020
NOV INC 414,126 -9,588 $7,850
     NOV414,126-9,588$7,850
CONOCOPHILLIPS 62,922 -10,680 $7,404
     COP62,922-10,680$7,404
FORTUNA SILVER MINES INC 2,268,940 -550,000 $6,875
     FSM2,268,940-550,000$6,875
LIVENT CORP 209,651 -322,372 $6,229
     LTHM209,651-322,372$6,229
NUTRIEN LTD 60,580 UNCH $5,176
     NTR60,580UNCH$5,176
SSR MNG INC 339,359 UNCH $5,134
     SSRM339,359UNCH$5,134
ALLEGHANY CORP MD 6,000 -5,000 $5,057
     Y6,000-5,000$5,057
NORTHROP GRUMMAN CORP 9,330 -249,092 $4,523
     NOC9,330-249,092$4,523
CHEVRON CORP NEW 22,000 UNCH $3,548
     CVX22,000UNCH$3,548

See Full List: All Stocks Held By Ruffer LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ruffer LLP

Size ($ in 1000's)
At 09/30/2022: $1,598,417
At 06/30/2022: $2,541,817

Ruffer LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ruffer LLP 13F filings. Link to 13F filings: SEC filings

Ruffer LLP Top Holdings 13F Filings | www.HoldingsChannel.com

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