0001426859-24-000002.txt : 20240212 0001426859-24-000002.hdr.sgml : 20240212 20240212120606 ACCESSION NUMBER: 0001426859-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ruffer LLP CENTRAL INDEX KEY: 0001426859 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12772 FILM NUMBER: 24618446 BUSINESS ADDRESS: STREET 1: 80 VICTORIA STREET CITY: LONDON STATE: X0 ZIP: SW1E 5JL BUSINESS PHONE: 00442079638146 MAIL ADDRESS: STREET 1: 80 VICTORIA STREET CITY: LONDON STATE: X0 ZIP: SW1E 5JL 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001426859 XXXXXXXX 12-31-2023 12-31-2023 false Ruffer LLP

80 Victoria Street London X0 SW1E 5JL

13F HOLDINGS REPORT 028-12772 000309733 801-122307 N Louise Stanway 00442079638163 Louise Stanway London X0 02-12-2024 0 67 2691724513 INFORMATION TABLE 2 infotable.xml AGNICO EAGLE MINES LTD COM 008474108 43410634 791524 SH SOLE 0 0 0 ALCOA CORP COM 013872106 11408402 335887 SH SOLE 0 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 243429786 3140839 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 115410725 759557 SH SOLE 0 0 0 AMBEV SA SPONSORED ADR 02319V103 144493878 51517699 SH SOLE 0 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1098540 17000 SH SOLE 0 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1929921 152142 SH SOLE 0 0 0 ARIS MNG CORP COM 04040Y109 16968593 5155500 SH SOLE 0 0 0 B2GOLD CORP COM 11777Q209 11035168 3497676 SH SOLE 0 0 0 BANK AMERICA CORP COM 060505104 45718444 1357850 SH SOLE 0 0 0 BARRICK GOLD CORP COM 067901108 173726524 9606218 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18681619 52331 SH SOLE 0 0 0 BP PLC SPONSORED ADR 055622104 39854346 1125670 SH SOLE 0 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 4815000 120000 SH SOLE 0 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 17449762 347230 SH SOLE 0 0 0 CENTERRA GOLD INC COM 152006102 50152130 8404250 SH SOLE 0 0 0 CHEVRON CORP NEW COM 166764100 3281190 22000 SH SOLE 0 0 0 THE CIGNA GROUP COM 125523100 113982757 380558 SH SOLE 0 0 0 CITIGROUP INC COM NEW 172967424 85351457 1658441 SH SOLE 0 0 0 COTY INC COM CL A 222070203 73529521 5922739 SH SOLE 0 0 0 DEUTSCHE BANK A G NAMEN AKT D18190898 488046 35850 SH SOLE 0 0 0 DOW INC COM 260557103 875825 15972 SH SOLE 0 0 0 DRIL-QUIP INC COM 262037104 465300 20000 SH SOLE 0 0 0 DUPONT DE NEMOURS INC COM 26614N102 1693010 22000 SH SOLE 0 0 0 EAST WEST BANCORP INC COM 27579R104 72688703 1010484 SH SOLE 0 0 0 EXXON MOBIL CORP COM 30231G102 33173644 331787 SH SOLE 0 0 0 FEDERATED HERMES INC CL B 314211103 1184750 35000 SH SOLE 0 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 3519450 27000 SH SOLE 0 0 0 FORTUNA SILVER MINES INC COM 349915108 11804316 3048140 SH SOLE 0 0 0 GALIANO GOLD INC COM 36352H100 24990888 26378459 SH SOLE 0 0 0 GENERAL ELECTRIC CO COM NEW 369604301 41148210 322392 SH SOLE 0 0 0 GENERAL MTRS CO COM 37045V100 56572481 1575188 SH SOLE 0 0 0 GOLDMINING INC COM 38149E101 874976 901996 SH SOLE 0 0 0 GRIFOLS S A SP ADR REP B NVT 398438408 12452299 1076315 SH SOLE 0 0 0 INTEGRA RES CORP COM 45826T509 1000863 953831 SH SOLE 0 0 0 JACKSON FINANCIAL INC COM CL A 46817M107 60278473 1178355 SH SOLE 0 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 947423 7702 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 2669769 15681 SH SOLE 0 0 0 KENVUE INC COM 49177J102 74272956 3450571 SH SOLE 0 0 0 KINROSS GOLD CORP COM NO PAR 496902404 120908047 19968341 SH SOLE 0 0 0 LIVENT CORP COM 53814L108 9058636 504800 SH SOLE 0 0 0 M & T BK CORP COM 55261F104 21746039 158679 SH SOLE 0 0 0 MARKEL GROUP INC COM 570535104 1847820 1300 SH SOLE 0 0 0 MARTIN MARIETTA MATLS INC COM 573284106 1497015 3000 SH SOLE 0 0 0 META PLATFORMS INC CL A 30303M102 26379224 74518 SH SOLE 0 0 0 NEWMONT CORP COM 651639106 252481743 6100822 SH SOLE 0 0 0 NOBLE CORP PLC ORD SHS A G65431127 14725927 305775 SH SOLE 0 0 0 NOV INC COM 62955J103 14477398 713730 SH SOLE 0 0 0 NOW INC COM 67011P100 1131500 100000 SH SOLE 0 0 0 NUTRIEN LTD COM 67077M108 260685 4627 SH SOLE 0 0 0 PAN AMERN SILVER CORP COM 697900108 20336160 1244944 SH SOLE 0 0 0 PFIZER INC COM 717081103 166837361 5796012 SH SOLE 0 0 0 PHILIP MORRIS INTL INC COM 718172109 3951990 42000 SH SOLE 0 0 0 PIONEER NAT RES CO COM 723787107 5416686 24073 SH SOLE 0 0 0 PNC FINL SVCS GROUP INC COM 693475105 24553911 158520 SH SOLE 0 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 127477431 955644 SH SOLE 0 0 0 SAFE BULKERS INC COM Y7388L103 431750 110000 SH SOLE 0 0 0 SKEENA RES LTD NEW COM 83056P715 11463220 2337970 SH SOLE 0 0 0 SSR MINING IN COM 784730103 7989284 743535 SH SOLE 0 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 348303 16383 SH SOLE 0 0 0 SUNCOR ENERGY INC NEW COM 867224107 24313390 758401 SH SOLE 0 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 171468636 1649456 SH SOLE 0 0 0 TECK RESOURCES LTD CL B 878742204 4933493 116700 SH SOLE 0 0 0 TENARIS S A SPONSORED ADR 88031M109 6164043 177306 SH SOLE 0 0 0 WELLS FARGO CO NEW COM 949746101 1082950 22000 SH SOLE 0 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 11362069 200756 SH SOLE 0 0 0 ANGLOGOLD ASHANTI PLC COM SHS G0378L100 22250023 1190159 SH SOLE 0 0 0