Ruffer

Ruffer as of Dec. 31, 2023

Portfolio Holdings for Ruffer

Ruffer holds 67 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Newmont Mining Corporation (NEM) 9.4 $253M 6.1M 41.38
Alibaba Group Hldg Sponsored Ads (BABA) 9.0 $243M 3.1M 77.50
Barrick Gold Corp (GOLD) 6.5 $174M 9.6M 18.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.4 $172M 1.6M 103.95
Pfizer (PFE) 6.2 $167M 5.8M 28.78
Ambev Sa Sponsored Adr (ABEV) 5.4 $145M 52M 2.80
Ryanair Holdings Sponsored Ads (RYAAY) 4.7 $128M 956k 133.39
Kinross Gold Corp Com No Par (KGC) 4.5 $121M 20M 6.05
Amazon (AMZN) 4.3 $115M 760k 151.94
Cigna Corp (CI) 4.2 $114M 381k 299.51
Citigroup Com New (C) 3.2 $85M 1.7M 51.46
Kenvue (KVUE) 2.8 $74M 3.5M 21.52
Coty Com Cl A (COTY) 2.7 $74M 5.9M 12.41
East West Ban (EWBC) 2.7 $73M 1.0M 71.93
Jackson Financial Com Cl A (JXN) 2.2 $60M 1.2M 51.15
General Motors Company (GM) 2.1 $57M 1.6M 35.91
Centerra Gold (CGAU) 1.9 $50M 8.4M 5.97
Bank of America Corporation (BAC) 1.7 $46M 1.4M 33.67
Agnico (AEM) 1.6 $43M 792k 54.84
General Electric Com New (GE) 1.5 $41M 322k 127.63
BP Sponsored Adr (BP) 1.5 $40M 1.1M 35.41
Exxon Mobil Corporation (XOM) 1.2 $33M 332k 99.98
Meta Platforms Cl A (META) 1.0 $26M 75k 354.00
Galiano Gold (GAU) 0.9 $25M 26M 0.95
PNC Financial Services (PNC) 0.9 $25M 159k 154.89
Suncor Energy (SU) 0.9 $24M 758k 32.06
Anglogold Ashanti Com Shs (AU) 0.8 $22M 1.2M 18.70
M&T Bank Corporation (MTB) 0.8 $22M 159k 137.04
Pan American Silver Corp Can (PAAS) 0.8 $20M 1.2M 16.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $19M 52k 356.99
Capri Holdings SHS (CPRI) 0.6 $17M 347k 50.25
Aris Mng Corp (ARMN) 0.6 $17M 5.2M 3.29
Noble Corp Ord Shs A (NE) 0.5 $15M 306k 48.16
Nov (NOV) 0.5 $15M 714k 20.28
Grifols S A Sp Adr Rep B Nvt (GRFS) 0.5 $13M 1.1M 11.57
Fortuna Silver Mines 0.4 $12M 3.0M 3.87
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) 0.4 $12M 2.3M 4.90
Alcoa (AA) 0.4 $11M 336k 33.97
Wheaton Precious Metals Corp (WPM) 0.4 $11M 201k 56.60
B2gold Corp (BTG) 0.4 $11M 3.5M 3.15
Livent Corp 0.3 $9.1M 505k 17.95
Ssr Mining (SSRM) 0.3 $8.0M 744k 10.74
Tenaris S A Sponsored Adr (TS) 0.2 $6.2M 177k 34.77
Pioneer Natural Resources 0.2 $5.4M 24k 225.01
Teck Resources CL B (TECK) 0.2 $4.9M 117k 42.27
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $4.8M 120k 40.12
Philip Morris International (PM) 0.1 $4.0M 42k 94.09
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $3.5M 27k 130.35
Chevron Corporation (CVX) 0.1 $3.3M 22k 149.15
JPMorgan Chase & Co. (JPM) 0.1 $2.7M 16k 170.25
Arcos Dorados Holdings Shs Class -a - (ARCO) 0.1 $1.9M 152k 12.69
Markel Corporation (MKL) 0.1 $1.8M 1.3k 1421.40
Dupont De Nemours (DD) 0.1 $1.7M 22k 76.95
Martin Marietta Materials (MLM) 0.1 $1.5M 3.0k 499.00
Federated Hermes CL B (FHI) 0.0 $1.2M 35k 33.85
Now (DNOW) 0.0 $1.1M 100k 11.31
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $1.1M 17k 64.62
Wells Fargo & Company (WFC) 0.0 $1.1M 22k 49.23
Integra Res Corp (ITRG) 0.0 $1.0M 954k 1.05
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $947k 7.7k 123.01
Dow (DOW) 0.0 $876k 16k 54.84
Goldmining (GLDG) 0.0 $875k 902k 0.97
Deutsche Bank A G Namen Akt (DB) 0.0 $488k 36k 13.61
Dril-Quip (DRQ) 0.0 $465k 20k 23.27
Safe Bulkers Inc Com Stk (SB) 0.0 $432k 110k 3.92
Star Bulk Carriers Corp. Shs Par (SBLK) 0.0 $348k 16k 21.26
Nutrien (NTR) 0.0 $261k 4.6k 56.34