$3.05 Billion is the total value of Ruffer LLP's 90 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CFN | CAREFUSION CORP | $4,747,000 | +31.3% | 80,000 | 0.0% | 0.16% | +151.6% | |
| BB | BLACKBERRY LTD | $2,197,000 | +10.5% | 200,000 | 0.0% | 0.07% | +111.8% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $226,000 | +9.2% | 1 | 0.0% | 0.01% | +75.0% | |
| RTN | RAYTHEON CO | $216,000 | +6.4% | 2,000 | 0.0% | 0.01% | +133.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KINROSS GOLD CORP | 45 | Q2 2024 | 11.8% |
| FOMENTO ECONOMICO MEXICANO S | 45 | Q2 2024 | 15.0% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 9.7% |
| NEWMONT MNG CORP | 44 | Q2 2024 | 11.5% |
| BARRICK GOLD CORPORATION | 43 | Q2 2024 | 7.8% |
| GOLD FIELDS LTD NEW | 42 | Q2 2024 | 4.7% |
| US BANCORP DEL | 41 | Q2 2023 | 5.1% |
| MICROSOFT CORP | 39 | Q4 2022 | 11.9% |
| MARSH & MCLENNAN COS INC | 39 | Q4 2022 | 0.0% |
| APPLE INC | 38 | Q4 2022 | 6.3% |
View Ruffer LLP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| eHealth, Inc. | February 02, 2023 | 520 | 0.0% |
| DRDGOLD LTD | February 11, 2021 | 7,787,410 | 0.9% |
| CLEVELAND-CLIFFS INC. | January 29, 2020 | 1,128 | 0.0% |
| KINROSS GOLD CORP | January 29, 2020 | 41,890,286 | 3.3% |
| Pershing Gold Corp. | February 07, 2019 | 1,960,329 | 5.8% |
| ATMEL CORP | February 09, 2016 | 12,292,463 | 2.9% |
| Ruffer LLP | February 15, 2008 | 1,210,707 | 14.9% |
View Ruffer LLP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
| SC 13G | 2023-02-02 |
| 13F-HR | 2022-11-10 |
View Ruffer LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.