Ruffer

Ruffer as of Sept. 30, 2023

Portfolio Holdings for Ruffer

Ruffer holds 66 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ryanair Holdings Sponsored Ads (RYAAY) 7.2 $130M 1.3M 98.22
Ambev Sa Sponsored Adr (ABEV) 6.5 $117M 46M 2.56
Alibaba Group Hldg Sponsored Ads (BABA) 6.2 $112M 1.3M 85.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.0 $108M 1.2M 86.38
Cigna Corp (CI) 5.9 $106M 365k 290.08
Amazon (AMZN) 5.7 $103M 818k 125.91
Kinross Gold Corp Com No Par (KGC) 4.9 $88M 19M 4.59
Newmont Mining Corporation (NEM) 4.3 $78M 2.1M 37.01
Coty Com Cl A (COTY) 3.7 $66M 6.0M 11.14
Kenvue (KVUE) 3.3 $59M 2.9M 20.10
Jackson Financial Com Cl A (JXN) 3.0 $53M 1.4M 38.15
Pfizer (PFE) 3.0 $53M 1.7M 32.07
Pioneer Natural Resources (PXD) 2.6 $47M 202k 233.89
Barrick Gold Corp (GOLD) 2.6 $47M 3.2M 14.56
Centerra Gold (CGAU) 2.3 $42M 8.5M 4.96
Exxon Mobil Corporation (XOM) 2.2 $39M 329k 119.37
General Electric Com New (GE) 2.0 $36M 323k 112.27
Citigroup Com New (C) 1.9 $35M 850k 41.17
East West Ban (EWBC) 1.9 $34M 643k 52.37
Agnico (AEM) 1.9 $34M 734k 45.57
Meta Platforms Cl A (META) 1.8 $33M 109k 303.79
General Motors Company (GM) 1.7 $31M 933k 33.14
Godaddy Cl A (GDDY) 1.6 $29M 393k 73.83
Bank of America Corporation (BAC) 1.5 $27M 991k 27.54
Suncor Energy (SU) 1.5 $27M 761k 35.22
Anglogold Ashanti Spons Adr 1.3 $24M 1.5M 16.34
PNC Financial Services (PNC) 1.1 $20M 159k 122.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $19M 54k 356.84
Galiano Gold (GAU) 0.9 $16M 26M 0.60
Pan American Silver Corp Can (PAAS) 0.9 $16M 1.1M 14.37
Noble Corp Ord Shs A (NE) 0.9 $16M 308k 51.35
M&T Bank Corporation (MTB) 0.9 $16M 123k 126.40
Nov (NOV) 0.8 $14M 645k 21.21
Aris Mng Corp (ARMN) 0.6 $12M 5.2M 2.26
Livent Corp 0.6 $12M 635k 18.08
Grifols S A Sp Adr Rep B Nvt (GRFS) 0.6 $11M 1.2M 9.23
B2gold Corp (BTG) 0.6 $10M 3.5M 2.87
Fortuna Silver Mines (FSM) 0.5 $9.2M 3.4M 2.73
Wheaton Precious Metals Corp (WPM) 0.5 $9.1M 225k 40.44
Alcoa (AA) 0.5 $8.7M 308k 28.12
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) 0.5 $8.4M 1.8M 4.71
Ssr Mining (SSRM) 0.5 $8.4M 631k 13.28
Teck Resources CL B (TECK) 0.3 $5.3M 124k 42.48
Philip Morris International (PM) 0.2 $3.9M 42k 93.00
Chevron Corporation (CVX) 0.2 $3.8M 22k 170.50
Gold Fields Sponsored Adr (GFI) 0.2 $3.3M 300k 10.89
Dupont De Nemours (DD) 0.2 $3.0M 40k 74.50
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.2 $2.9M 27k 107.85
JPMorgan Chase & Co. (JPM) 0.1 $2.3M 16k 147.50
Tenaris S A Sponsored Adr (TS) 0.1 $2.1M 67k 32.05
Markel Corporation (MKL) 0.1 $2.0M 1.3k 1508.10
Goldmining (GLDG) 0.1 $1.8M 2.3M 0.80
Arcos Dorados Holdings Shs Class -a - (ARCO) 0.1 $1.4M 152k 9.41
Martin Marietta Materials (MLM) 0.1 $1.2M 3.0k 414.35
Now (DNOW) 0.1 $1.2M 100k 12.29
BP Sponsored Adr (BP) 0.1 $1.2M 31k 39.40
Federated Hermes CL B (FHI) 0.1 $1.2M 35k 34.21
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $1.0M 7.7k 131.02
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $910k 17k 53.53
Wells Fargo & Company (WFC) 0.0 $900k 22k 40.89
Dow (DOW) 0.0 $813k 16k 50.89
Integra Res Corp (ITRG) 0.0 $768k 954k 0.80
Dril-Quip (DRQ) 0.0 $577k 20k 28.85
Deutsche Bank A G Namen Akt (DB) 0.0 $392k 36k 10.93
Safe Bulkers Inc Com Stk (SB) 0.0 $357k 110k 3.24
Star Bulk Carriers Corp. Shs Par (SBLK) 0.0 $320k 17k 19.15