HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NEWMONT CORP |
6,100,822 | +3,997,590 | $252,482 |
| NEM | 6,100,822 | +3,997,590 | $252,482 |
| ALIBABA GROUP HLDG LTD |
3,140,839 | +1,828,019 | $243,430 |
| BABA | 3,140,839 | +1,828,019 | $243,430 |
| BARRICK GOLD CORP |
9,606,218 | +6,385,566 | $173,727 |
| GOLD | 9,606,218 | +6,385,566 | $173,727 |
| TAIWAN SEMICONDUCTOR MFG LTD |
1,649,456 | +401,414 | $171,469 |
| TSM | 1,649,456 | +401,414 | $171,469 |
| PFIZER INC |
5,796,012 | +4,133,786 | $166,837 |
| PFE | 5,796,012 | +4,133,786 | $166,837 |
| AMBEV SA |
51,517,699 | +5,699,184 | $144,494 |
| ABEV | 51,517,699 | +5,699,184 | $144,494 |
| RYANAIR HOLDINGS PLC |
955,644 | -362,524 | $127,477 |
| RYAAY | 955,644 | -362,524 | $127,477 |
| KINROSS GOLD CORP |
19,968,341 | +877,104 | $120,908 |
| KGC | 19,968,341 | +877,104 | $120,908 |
| AMAZON COM INC |
759,557 | -58,137 | $115,411 |
| AMZN | 759,557 | -58,137 | $115,411 |
| THE CIGNA GROUP |
380,558 | +16,087 | $113,983 |
| CI | 380,558 | +16,087 | $113,983 |
| CITIGROUP INC |
1,658,441 | +808,603 | $85,351 |
| C | 1,658,441 | +808,603 | $85,351 |
| KENVUE INC |
3,450,571 | +526,896 | $74,273 |
| KVUE | 3,450,571 | +526,896 | $74,273 |
| COTY INC |
5,922,739 | -27,670 | $73,530 |
| COTY | 5,922,739 | -27,670 | $73,530 |
| EAST WEST BANCORP INC |
1,010,484 | +367,434 | $72,689 |
| EWBC | 1,010,484 | +367,434 | $72,689 |
| JACKSON FINANCIAL INC |
1,178,355 | -219,999 | $60,278 |
| JXN | 1,178,355 | -219,999 | $60,278 |
| GENERAL MTRS CO |
1,575,188 | +642,319 | $56,572 |
| GM | 1,575,188 | +642,319 | $56,572 |
| CENTERRA GOLD INC |
8,404,250 | -142,900 | $50,152 |
| CGAU | 8,404,250 | -142,900 | $50,152 |
| BANK AMERICA CORP |
1,357,850 | +366,890 | $45,718 |
| BAC | 1,357,850 | +366,890 | $45,718 |
| AGNICO EAGLE MINES LTD |
791,524 | +57,240 | $43,411 |
| AEM | 791,524 | +57,240 | $43,411 |
| GENERAL ELECTRIC CO |
322,392 | -110 | $41,148 |
| GE | 322,392 | -110 | $41,148 |
| BP PLC |
1,125,670 | +1,094,670 | $39,854 |
| BP | 1,125,670 | +1,094,670 | $39,854 |
| EXXON MOBIL CORP |
331,787 | +2,468 | $33,174 |
| XOM | 331,787 | +2,468 | $33,174 |
| META PLATFORMS INC |
74,518 | -33,962 | $26,379 |
| META | 74,518 | -33,962 | $26,379 |
| GALIANO GOLD INC |
26,378,459 | UNCH | $24,991 |
| GAU | 26,378,459 | UNCH | $24,991 |
| PNC FINL SVCS GROUP INC |
158,520 | -650 | $24,554 |
| PNC | 158,520 | -650 | $24,554 |
| SUNCOR ENERGY INC NEW |
758,401 | -2,599 | $24,313 |
| SU | 758,401 | -2,599 | $24,313 |
| ANGLOGOLD ASHANTI PLC |
1,190,159 | -300,000 | $22,250 |
| AU | 1,190,159 | -300,000 | $22,250 |
| M & T BK CORP |
158,679 | +36,129 | $21,746 |
| MTB | 158,679 | +36,129 | $21,746 |
| PAN AMERN SILVER CORP |
1,244,944 | +136,086 | $20,336 |
| PAAS | 1,244,944 | +136,086 | $20,336 |
 BERKSHIRE HATHAWAY INC DEL |
$18,682 | ||
| BRK.B | 52,331 | -2,005 | $18,682 |
| CAPRI HOLDINGS LIMITED |
347,230 | +347,230 | $17,450 |
| CPRI | 347,230 | +347,230 | $17,450 |
| ARIS MNG CORP |
5,155,500 | UNCH | $16,969 |
| ARMN | 5,155,500 | UNCH | $16,969 |
| NOBLE CORP PLC |
305,775 | -2,100 | $14,726 |
| NE | 305,775 | -2,100 | $14,726 |
| NOV INC |
713,730 | +68,800 | $14,477 |
| NOV | 713,730 | +68,800 | $14,477 |
| GRIFOLS S A |
1,076,315 | -111,335 | $12,452 |
| GRFS | 1,076,315 | -111,335 | $12,452 |
| FORTUNA SILVER MINES INC |
3,048,140 | -320,800 | $11,804 |
| FSM | 3,048,140 | -320,800 | $11,804 |
| SKEENA RES LTD NEW |
2,337,970 | +555,000 | $11,463 |
| SKE | 2,337,970 | +555,000 | $11,463 |
| ALCOA CORP |
335,887 | +27,694 | $11,408 |
| AA | 335,887 | +27,694 | $11,408 |
| B2GOLD CORP |
3,497,676 | UNCH | $11,035 |
| BTG | 3,497,676 | UNCH | $11,035 |
| WHEATON PRECIOUS METALS CORP |
200,756 | -24,668 | $9,905 |
| WPM | 200,756 | -24,668 | $9,905 |
| LIVENT CORP |
504,800 | -130,220 | $9,059 |
| LTHM | 504,800 | -130,220 | $9,059 |
| SSR MINING IN |
743,535 | +112,276 | $7,989 |
| SSRM | 743,535 | +112,276 | $7,989 |
| TENARIS S A |
177,306 | +110,770 | $6,164 |
| TS | 177,306 | +110,770 | $6,164 |
| PIONEER NAT RES CO |
24,073 | -177,660 | $5,417 |
| PXD | 24,073 | -177,660 | $5,417 |
| TECK RESOURCES LTD |
116,700 | -7,000 | $4,933 |
| TECK | 116,700 | -7,000 | $4,933 |
| BROOKFIELD CORP |
120,000 | +120,000 | $4,815 |
| BN | 120,000 | +120,000 | $4,815 |
| PHILIP MORRIS INTL INC |
42,000 | UNCH | $3,952 |
| PM | 42,000 | UNCH | $3,952 |
| FOMENTO ECONOMICO MEXICANO S |
27,000 | UNCH | $3,519 |
| FMX | 27,000 | UNCH | $3,519 |
| CHEVRON CORP NEW |
22,000 | UNCH | $3,281 |
| CVX | 22,000 | UNCH | $3,281 |
| JPMORGAN CHASE & CO |
15,681 | -163 | $2,670 |
| JPM | 15,681 | -163 | $2,670 |
See Full List: All Stocks Held By Ruffer LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ruffer LLP
|
Size ($ in 1000's)
At 12/31/2023: $2,690,267 At 09/30/2023: $1,804,650 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 |
