Equal-WT
WhaleScore 2.0
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Ruffer LLP is based out of London. Ruffer LLP is a registered investment advisory firm with 6653 clients and discretionary assets under management (AUM) of $31,344,724,211 (Form ADV from 2023-12-14). Their last reported 13F filing for Q4 2023 included $2,691,724,513 in managed 13F securities
and a top 10 holdings concentration of 60.56%. Ruffer LLP's largest holding is Newmont Mining Corp. (Holding Co.) with shares held of 6,100,822. Whalewisdom has at least 70 13F filings, 1 13D filings, and 15 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
NEM Newmont Mining Corp. | 5.07% |
GOLD Barrick Gold Corp | 3.86% |
PFE Pfizer, Inc. | 3.24% |
BABA Alibaba Group Holdin | 2.82% |
BP BP Plc ADR (British | 1.41% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
RYAAY Ryanair Holdings ADR | 2.44% |
PXD Pioneer Natural Reso | 2.41% |
GDDY GoDaddy Inc | 1.61% |
AMZN Amazon.com Inc. | 1.42% |
COTY Coty Inc. | 0.94% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
NEM Newmont Mining Corp. | 9.38% |
BABA Alibaba Group Holdin | 9.04% |
GOLD Barrick Gold Corp | 6.45% |
TSM Taiwan Semiconductor | 6.37% |
PFE Pfizer, Inc. | 6.2% |
2023-12-31
13F Activity
Market Value | $2.69b, Prior: $1.80b |
New Purchases | 3 stocks |
Added To | 23 stocks |
Sold out of | 2 stocks |
Reduced holdings in | 22 stocks |
Top 10 Holdings % | 60.56% |
Turnover %[1] | 7.46% |
Turnover Alt %[2] | 5.59% |
Time Held Top 20 | 6.15 quarters |
Time Held Top 10 | 5.6 quarters |
Time Held All | 12.93 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31