Ruffer LLP
- SEC CIK
- 0001426859
- Latest filing
- Jul 30, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 12, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 101
- 0 vs. Q4 2021
- Portfolio value
- $4.28B
- +$126.2M (+3.0%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KGCKinross Gold Corp | COM | 76,878,243 | $451.7M | 10.6% | +17,569,586+29.6% | Added | History |
Sold out since Q4 2021 (10)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Coherent Inc192479103 | COM | 91,928 | $24.6M | 0.6% | – |
| BCOBrinks Co | COM | 280,726 | $18.4M | 0.4% | History |
| VVisa Inc. | Stock | 57,000 | $12.7M | 0.3% | History |
| New Gold Inc Cda644535106 | COM | 1,000,000 | $1.50M | <0.1% | – |
| CAGConagra Brands Inc. | Stock | 32,000 | $1.09M | <0.1% | History |
| AAPLApple Inc. | Stock | 4,062 | $742.0K | <0.1% | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 149,785 | $585.0K | <0.1% | History |
| SPOTSpotify Technology S.A. | Stock | 947 | $232.0K | <0.1% | History |
| NXPINXP Semiconductors N.V. | COM | 985 | $229.0K | <0.1% | History |
| APTVAptiv PLC | SHS | 1,238 | $206.0K | <0.1% | History |