0001426859-24-000004.txt : 20240508 0001426859-24-000004.hdr.sgml : 20240508 20240508095846 ACCESSION NUMBER: 0001426859-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 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: 24924573 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 03-31-2024 03-31-2024 false Ruffer LLP

80 Victoria Street London X0 SW1E 5JL

13F HOLDINGS REPORT 028-12772 000309733 801-122307 N Louise Stanway 00442079638146 Louise Stanway London X0 05-08-2024 0 60 2597063970 INFORMATION TABLE 2 infotable.xml AGNC INVT CORP COM 00123Q104 12336506 1248043 SH SOLE 0 0 0 AGNICO EAGLE MINES LTD COM 008474108 36018145 603982 SH SOLE 0 0 0 ALBEMARLE CORP COM 012653101 1896840 14400 SH SOLE 0 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 200306678 2768017 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 119375952 662299 SH SOLE 0 0 0 AMBEV SA SPONSORED ADR 02319V103 106077418 42862892 SH SOLE 0 0 0 ANGLOGOLD ASHANTI PLC COM SHS G0378L100 11553334 520655 SH SOLE 0 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1032835 17000 SH SOLE 0 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1692580 152142 SH SOLE 0 0 0 ARIS MNG CORP COM 04040Y109 18510247 5155500 SH SOLE 0 0 0 B2GOLD CORP COM 11777Q209 9949911 3797676 SH SOLE 0 0 0 BANK AMERICA CORP COM 060505104 84770301 2235813 SH SOLE 0 0 0 BARRICK GOLD CORP COM 067901108 202268975 12159357 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18259787 43440 SH SOLE 0 0 0 BP PLC SPONSORED ADR 055622104 38912400 1032570 SH SOLE 0 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 5023800 120000 SH SOLE 0 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 22211586 490397 SH SOLE 0 0 0 CENTERRA GOLD INC COM 152006102 51770098 8781545 SH SOLE 0 0 0 CHEVRON CORP NEW COM 166764100 3469730 22000 SH SOLE 0 0 0 THE CIGNA GROUP COM 125523100 143287954 394432 SH SOLE 0 0 0 CITIGROUP INC COM NEW 172967424 153236725 2423502 SH SOLE 0 0 0 COTY INC COM CL A 222070203 65729023 5498125 SH SOLE 0 0 0 DOW INC COM 260557103 925178 15972 SH SOLE 0 0 0 DRIL-QUIP INC COM 262037104 450300 20000 SH SOLE 0 0 0 DUPONT DE NEMOURS INC COM 26614N102 1686190 22000 SH SOLE 0 0 0 EAST WEST BANCORP INC COM 27579R104 83868085 1060884 SH SOLE 0 0 0 FOMENTO ECONOMICO MEXICANO S COM 30231G102 28249327 243037 SH SOLE 0 0 0 FMX US Equity FOMENTO ECONOMICO MEX-SP ADR 344419106 3518235 27000 SH SOLE 0 0 0 GALIANO GOLD INC COM 36352H100 33465848 24289459 SH SOLE 0 0 0 GENERAL ELECTRIC CO COM NEW 369604301 38704512 220578 SH SOLE 0 0 0 GENERAL MTRS CO COM 37045V100 4381568 96670 SH SOLE 0 0 0 GOLDMINING INC COM 38149E101 789638 901996 SH SOLE 0 0 0 GRIFOLS S A SP ADR REP B NVT 398438408 5681982 850000 SH SOLE 0 0 0 HESS CORP COM 42809H107 32239568 211256 SH SOLE 0 0 0 INTEGRA RES CORP COM 45826T509 683515 953831 SH SOLE 0 0 0 JACKSON FINANCIAL INC COM CL A 46817M107 31850447 481709 SH SOLE 0 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 926897 7702 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 3111628 15536 SH SOLE 0 0 0 KINROSS GOLD CORP COM NO PAR 496902404 136676957 22278134 SH SOLE 0 0 0 MARKEL GROUP INC COM 55261F104 23192915 159440 SH SOLE 0 0 0 MARKEL CORP COM 570535104 1368239 900 SH SOLE 0 0 0 META PLATFORMS INC COM 573284106 1226590 2000 SH SOLE 0 0 0 FACEBOOK INC CL A 30303M102 247692 510 SH SOLE 0 0 0 NEWMONT CORP COM 651639106 298743561 8336676 SH SOLE 0 0 0 DNOW INC ORD SHS A G65431127 14481013 298672 SH SOLE 0 0 0 NOW INC COM 67011P100 1517500 100000 SH SOLE 0 0 0 NUTRIEN LTD COM 67077M108 338909 6242 SH SOLE 0 0 0 PAN AMERN SILVER CORP COM 697900108 23090962 1532247 SH SOLE 0 0 0 PFIZER INC COM 717081103 163847914 5907658 SH SOLE 0 0 0 PHILIP MORRIS INTL INC COM 718172109 10670782 116500 SH SOLE 0 0 0 PNC FINL SVCS GROUP INC COM 693475105 18133597 112229 SH SOLE 0 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 100639371 690815 SH SOLE 0 0 0 SAFE BULKERS INC COM Y7388L103 545600 110000 SH SOLE 0 0 0 SKEENA RES LTD NEW COM 83056P715 11712546 2546870 SH SOLE 0 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 262506 10995 SH SOLE 0 0 0 SUNCOR ENERGY INC NEW COM 867224107 27134981 735401 SH SOLE 0 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 145867500 1072361 SH SOLE 0 0 0 TENARIS S A SPONSORED ADR 88031M109 12861054 327545 SH SOLE 0 0 0 WELLS FARGO CO NEW COM 949746101 1274790 22000 SH SOLE 0 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 25005248 530715 SH SOLE 0 0 0