Ruffer Llp

CIK Number: 0001426859

2.6B
Market Value
99
# of Holdings
7 months
Avg. Holding Period
14.71%
Win Rate
6.14%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 NEM Newmont Corpora...
58.13
+0.41% 7.09M +19.68% 263.71M 41.26 9.52%
2 C Citigroup Inc.
77.94
+2.07% 3.5M +4.34% 246.5M 55.54 8.90%
3 AMZN Amazon.com, Inc...
216.06
+1.87% 868.18K +8.88% 190.47M 124.96 6.88%
4 CI Cigna Corporati...
313.86
-1.12% 601.07K +1.74% 165.98M 264.38 5.99%
5 GOLD Barrick Gold Co...
21.51
-0.37% 10.27M +14.81% 159.18M 17.58 5.75%
6 BABA Alibaba Group H...
116.11
+2.87% 1.61M -38.83% 136.46M 87.98 4.93%
7 BAC Bank of America...
44.36
+0.61% 2.73M +3.74% 119.87M 34.17 4.33%
8 PFE Pfizer Inc.
24.39
-0.63% 4.21M -35.55% 111.6M 31.53 4.03%
9 DE Deere & Company
524.06
+2.84% 186.05K +2.31% 78.83M 417.47 2.85%
10 KGC Kinross Gold Co...
15.55
-1.49% 7.43M -31.22% 68.86M 5.07 2.49%
11 TSM Taiwan Semicond...
215.33
+2.00% 329.97K -24.45% 65.17M 95.69 2.35%
12 RYAAY Ryanair Holding...
56.19
+1.75% 1.46M +39.61% 63.56M 33.53 2.30%
13 BP BP p.l.c.
31.15
-1.8% 2.14M -8.1% 63.18M 33.85 2.28%
14 AGNC AGNC Investment...
9.32
+0.27% 6.4M -9.59% 58.94M 9.54 2.13%
15 ADM Archer-Daniels-...
54.33
+4.48% 1.16M -11.53% 58.58M 59.74 2.12%
16 CF CF Industries H...
100.66
+0.73% 566.46K -12.46% 48.33M 85.8 1.75%
17 ABEV Ambev S.A.
2.44
-0.2% 25.78M -47% 47.69M 2.85 1.72%
18 CTVA Corteva, Inc.
74.07
+2.26% 785.92K -13.24% 44.77M 58.79 1.62%
19 NTR Nutrien Ltd.
62.81
-0.12% 982.73K -13.13% 43.98M 48.1 1.59%
20 MOS The Mosaic Comp...
35.98
+0.63% 1.68M -13.5% 41.38M 26.78 1.49%
21 CGAU Centerra Gold I...
7.14
-1.52% 7.14M -0.97% 40.64M 6.75 1.47%
22 PM Philip Morris I...
183.22
-0.6% 335.16K +9.96% 40.34M 103.69 1.46%
23 AU AngloGold Ashan...
49.55
-2.55% 1.65M +56.83% 38.17M 24.52 1.38%
24 SU Suncor Energy I...
40.68
-0.68% 941.7K +19.93% 33.61M 32.8 1.21%
25 XOM Exxon Mobil Cor...
112.42
+0.26% 289.53K -5.22% 31.15M 81.34 1.12%
26 GAU Galiano Gold In...
1.40
-7.28% 18.44M +4.76% 22.96M 1.33 0.83%
27 COTY Coty Inc.
5.03
+6.24% 3.23M -1.8% 22.45M 9.07 0.81%
28 PAAS Pan American Si...
28.91
-0.33% 1.08M -7.21% 21.93M 15.49 0.79%
29 AEM Agnico Eagle Mi...
124.03
-0.34% 265.93K -2.63% 20.8M 50.56 0.75%
30 STLA Stellantis N.V.
9.86
+1.60% 1.48M +64.72% 19.29M 13.66 0.70%
31 GE General Electri...
236.08
-0.22% 101.94K -4.71% 17M 69.27 0.61%
32 PNC The PNC Financi...
174.97
+0.92% 87.64K -11.23% 16.9M 131.63 0.61%
33 SKE Skeena Resource...
14.71
+0.14% 1.75M -16.08% 15.18M 5.19 0.55%
34 BRK-B Berkshire Hatha...
489.72
+0.45% 32.39K -2.99% 14.68M 215.57 0.53%
35 MTB M&T Bank Corpor...
179.99
+1.10% 72.99K -47.58% 13.72M 138.32 0.50%
36 FOXA Fox Corporation
55.23
+2.87% 246.18K +100.00% 11.96M 48.58 0.43%
37 CSGP CoStar Group, I...
81.89
+0.89% 162.18K +100.00% 11.61M 71.59 0.42%
38 WPM Wheaton Preciou...
91.79
+0.10% 201.02K -9.43% 11.31M 41.99 0.41%
39 BTG B2Gold Corp.
3.69
-2.12% 4.21M +15.50% 10.28M 3.47 0.37%
40 MMS Maximus, Inc.
69.38
-0.6% 137.52K +100.00% 10.27M 74.65 0.37%
41 SNX TD SYNNEX Corpo...
125.17
+1.48% 86.42K +100.00% 10.14M 117.28 0.37%
42 NE Noble Corporati...
29.27
+0.55% 304.21K +2.48% 9.55M 38.36 0.34%
43 CAKE The Cheesecake ...
59.07
+3.60% 198.18K +100.00% 9.4M 47.44 0.34%
44 HPE Hewlett Packard...
18.17
+2.95% 410.23K +100.00% 8.76M 21.35 0.32%
45 BG Bunge Global SA
86.32
+6.03% 108.21K +100.00% 8.41M 77.76 0.30%
46 PPC Pilgrim's Pride...
45.91
-0.5% 184.65K +100.00% 8.38M 45.39 0.30%
47 LIVN LivaNova PLC
45.45
-0.69% 172.36K +100.00% 7.98M 46.31 0.29%
48 ZD Ziff Davis, Inc...
31.35
+1.85% 146.22K +100.00% 7.95M 54.34 0.29%
49 GPOR Gulfport Energy...
197.56
+0.84% 40.75K +100.00% 7.51M 184.2 0.27%
50 JAZZ Jazz Pharmaceut...
109.64
+1.05% 58.77K +100.00% 7.24M 123.15 0.26%
51 MRK Merck & Co., In...
80.88
-1.02% 72.67K +100.00% 7.23M 99.48 0.26%
52 CPA Copa Holdings, ...
105.50
+1.67% 76.66K +100.00% 6.74M 87.88 0.24%
53 TS Tenaris S.A.
36.18
+0.53% 173.67K -22.59% 6.56M 36.48 0.24%
54 GILD Gilead Sciences...
110.72
+0.67% 70.4K +100.00% 6.5M 92.37 0.23%
55 COKE Coca-Cola Conso...
107.02
-1.48% 4.79K +100.00% 6.04M 1259.99 0.22%
56 GTES Gates Industria...
22.07
+1.73% 285.06K +100.00% 5.86M 20.57 0.21%
57 INCY Incyte Corporat...
71.13
+4.99% 80.06K +100.00% 5.53M 69.07 0.20%
58 BN Brookfield Corp...
58.48
+1.19% 94K -9.62% 5.4M 40.12 0.20%
59 FSLR First Solar, In...
175.19
-0.01% 30.48K +100.00% 5.37M 176.24 0.19%
60 GFI Gold Fields Lim...
24.78
-3.62% 402.08K +98.86% 5.31M 14.03 0.19%
61 OC Owens Corning
136.40
+1.42% 30.74K +100.00% 5.24M 170.32 0.19%
62 DORM Dorman Products...
124.47
-0.06% 33.3K +100.00% 4.31M 129.55 0.16%
63 PAGS PagSeguro Digit...
9.38
+12.14% 678.26K +100.00% 4.25M 6.26 0.15%
64 HRB H&R Block, Inc.
54.80
-1.77% 79.55K +100.00% 4.2M 52.84 0.15%
65 AMR Alpha Metallurg...
112.88
+0.23% 20.48K +100.00% 4.1M 200.12 0.15%
66 LRN Stride, Inc.
143.54
+0.20% 39.14K +100.00% 4.07M 103.93 0.15%
67 ATKR Atkore Inc.
66.03
-0.67% 48.66K +100.00% 4.06M 83.45 0.15%
68 UTHR United Therapeu...
288.31
+1.75% 11.45K +100.00% 4.04M 352.84 0.15%
69 NXT Nextracker Inc.
60.67
-0.07% 108.23K +100.00% 3.95M 36.53 0.14%
70 BBY Best Buy Co., I...
71.19
+2.28% 44.37K +100.00% 3.81M 85.8 0.14%
71 EXEL Exelixis, Inc.
41.74
+0.36% 110.76K +100.00% 3.69M 33.3 0.13%
72 ASO Academy Sports ...
46.56
+6.91% 63.89K +100.00% 3.68M 57.53 0.13%
73 HRI Herc Holdings I...
112.71
-1.04% 19.36K +100.00% 3.67M 189.33 0.13%
74 GM General Motors ...
49.20
+1.14% 60.52K +100.00% 3.22M 53.27 0.12%
75 LEN Lennar Corporat...
109.25
+0.59% 23.62K +100.00% 3.22M 136.37 0.12%
76 PHM PulteGroup, Inc...
102.26
+0.64% 29.13K +100.00% 3.17M 108.9 0.11%
77 TMHC Taylor Morrison...
58.49
+0.79% 49.85K +100.00% 3.05M 61.21 0.11%
78 EQX Equinox Gold Co...
6.24
-3.18% 603.27K +302.18% 3.04M 5.29 0.11%
79 NGD New Gold Inc.
4.86
-1.12% 1.2M +100.00% 2.98M 2.48 0.11%
80 TOL Toll Brothers, ...
108.35
+0.71% 22.89K +100.00% 2.88M 125.95 0.10%
81 KBH KB Home
52.86
+0.80% 42.66K +100.00% 2.8M 65.72 0.10%
82 BLBD Blue Bird Corpo...
41.40
+1.47% 72.23K +100.00% 2.79M 38.63 0.10%
83 ITRG Integra Resourc...
1.63
-2.11% 3.13M +89.91% 2.7M 0.88636 0.10%
84 HRMY Harmony Bioscie...
32.94
-0.11% 75.5K +100.00% 2.6M 34.41 0.09%
85 BUD Anheuser-Busch ...
71.22
-0.01% 45K +50.00% 2.25M 58.5 0.08%
86 JPM JPMorgan Chase ...
270.01
+1.91% 8.52K -13.5% 2.04M 130.15 0.07%
87 CVX Chevron Corpora...
146.06
+0.10% 11K 0.00% 1.59M 101.45 0.06%
88 EWBC East West Banco...
92.40
+0.96% 12.28K -3.76% 1.18M 65.17 0.04%
89 CMCSA Comcast Corpora...
35.06
+0.16% 28.7K +100.00% 1.08M 37.53 0.04%
90 STNG Scorpio Tankers...
41.36
-4.7% 19.35K +100.00% 961.65K 49.69 0.03%
91 ARCO Arcos Dorados H...
7.68
+1.59% 127.14K 0.00% 925.59K 5.02 0.03%
92 DAVA Endava plc
15.66
-0.06% 25.32K +100.00% 782.29K 30.9 0.03%
93 SM SM Energy Compa...
27.75
-1.82% 18.78K +100.00% 728.03K 38.76 0.03%
94 GLDG GoldMining Inc.
0.77
+0.21% 902K 0.00% 721.61K 2.18 0.03%
95 FMX Fomento Económi...
104.67
-1.19% 8K -66.67% 683.92K 67.87 0.02%
96 CRI Carter's, Inc.
31.55
+1.30% 11.72K +100.00% 635.22K 54.19 0.02%
97 STNE StoneCo Ltd.
15.07
+9.56% 70.22K +100.00% 559.67K 7.97 0.02%
98 SW Smurfit Westroc...
43.21
+2.93% 8.3K -99.78% 447.04K 49.42 0.02%
99 WFC Wells Fargo & C...
72.97
+0.84% 5K 0.00% 351.2K 27.46 0.01%