All Stocks Held By Ruffer LLP

As of 12/31/2023, we find all stocks held by Ruffer LLP to be as follows, presented in the table below with each row detailing each Ruffer LLP position, ordered by largest to smallest position size. The all-stocks-held-by-Ruffer LLP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Ruffer LLP as of the latest filing.

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
ARCOS DORADOS HOLDINGS INC	152,142	UNCH	$1,930
ARCO	152,142	UNCH	$1,930
MARKEL GROUP INC	1,300	UNCH	$1,848
MKL	1,300	UNCH	$1,848
DUPONT DE NEMOURS INC	22,000	-18,000	$1,693
DD	22,000	-18,000	$1,693
MARTIN MARIETTA MATLS INC	3,000	UNCH	$1,497
MLM	3,000	UNCH	$1,497
FEDERATED HERMES INC	35,000	UNCH	$1,185
FHI	35,000	UNCH	$1,185
NOW INC	100,000	UNCH	$1,132
DNOW	100,000	UNCH	$1,132
ANHEUSER BUSCH INBEV SA NV	17,000	UNCH	$1,099
BUD	17,000	UNCH	$1,099
WELLS FARGO CO NEW	22,000	UNCH	$1,083
WFC	22,000	UNCH	$1,083
INTEGRA RES CORP	953,831	UNCH	$1,001
ITRG	953,831	UNCH	$1,001
JAZZ PHARMACEUTICALS PLC	7,702	UNCH	$947
JAZZ	7,702	UNCH	$947
DOW INC	15,972	UNCH	$876
DOW	15,972	UNCH	$876
GOLDMINING INC	901,996	-1,400,000	$875
GLDG	901,996	-1,400,000	$875
DEUTSCHE BANK A G	35,850	UNCH	$488
DB	35,850	UNCH	$488
DRIL QUIP INC	20,000	UNCH	$465
DRQ	20,000	UNCH	$465
SAFE BULKERS INC	110,000	UNCH	$432
SB	110,000	UNCH	$432
STAR BULK CARRIERS CORP.	16,383	-330	$348
SBLK	16,383	-330	$348
NUTRIEN LTD	4,627	+4,627	$261
NTR	4,627	+4,627	$261
GODADDY INC			$0 (exited)
GDDY	0	-393,046	$0
GOLD FIELDS LTD	0	-300,000	$0 (exited)
GFI	0	-300,000	$0

See Summary: Ruffer LLP Top Holdings
See Details: Top 10 Stocks Held By Ruffer LLP

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
CPRI	+347,230	+$17,450
BN	+120,000	+$4,815
NTR	+4,627	+$261

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
GDDY	-393,046	-$29,019
GFI	-300,000	-$3,267

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
GOLD	+6,385,566	+$126,846
ABEV	+5,699,184	+$27,052
PFE	+4,133,786	+$113,537
NEM	+3,997,590	+$174,635
BABA	+1,828,019	+$131,180
BP	+1,094,670	+$38,633
KGC	+877,104	+$33,235
C	+808,603	+$50,363
GM	+642,319	+$25,652
SKE	+555,000	+$3,074

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
GLDG	-1,400,000	-$960
RYAAY	-362,524	-$1,987
FSM	-320,800	+$2,598
AU	-300,000	-$2,092
JXN	-219,999	+$6,928
PXD	-177,660	-$41,767
CGAU	-142,900	+$7,781
LTHM	-130,220	-$2,425
GRFS	-111,335	+$1,491

Ruffer LLP Info

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

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