Form 13-F position report

SKEENA RES LTD NEW

Reported by Ruffer LLP

SKE CUSIP 83056P715 Manager CIK 0001426859

Reported 1,782,970 shares, unchanged from the prior quarter.

Reported value -2.4%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 0.46% This manager · Q3 2023
Shares 1,782,970 Quarter-end amount reported
Reported value $8,389,247 Fair value at quarter end
Consecutive quarters held 6 Through Q3 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-06-30 3787000
2022-09-30 3360000
2022-12-31 4085621
2023-03-31 7478931
2023-06-30 8595986
2023-09-30 8389247
2023-12-31 11463220
2024-03-31 11712546
2024-06-30 13730816
2024-09-30 17653953
2024-12-31 15177477
2025-03-31 15480996
2025-06-30 24071426
2025-09-30 23394043
2025-12-31 19390596
2026-03-31 11880406
2026-06-30 7554828

Quarterly position history

How this manager's reported quarter-end position changed over time.

17 quarters
Quarterly reported position history for SKEENA RES LTD NEW held by Ruffer LLP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 283,866 -115,170 (-28.9%) 0.27% $7,554,828 2026-07-30
Q1 2026 Reduced 399,036 -415,020 (-51.0%) 0.49% $11,880,406 2026-05-13
Q4 2025 Reduced 814,056 -455,999 (-35.9%) 0.88% $19,390,596 2026-01-28
Q3 2025 Reduced 1,270,055 -241,600 (-16.0%) 1.3% $23,394,043 2025-11-03
Q2 2025 Reduced 1,511,655 -23,228 (-1.5%) 1.06% $24,071,426 2025-07-16
Q1 2025 Reduced 1,534,883 -210,499 (-12.1%) 0.6% $15,480,996 2025-05-09
Q4 2024 Reduced 1,745,382 -334,388 (-16.1%) 0.55% $15,177,477 2025-02-07
Q3 2024 Reduced 2,079,770 -478,400 (-18.7%) 0.56% $17,653,953 2024-11-08
Q2 2024 Added 2,558,170 +11,300 (0.4%) 0.59% $13,730,816 2024-08-08
Q1 2024 Added 2,546,870 +208,900 (8.9%) 0.45% $11,712,546 2024-05-08
Q4 2023 Added 2,337,970 +555,000 (31.1%) 0.43% $11,463,220 2024-02-12
Q3 2023 Unchanged 1,782,970 0 (0.0%) 0.46% $8,389,247 2023-11-13
Q2 2023 Added 1,782,970 +562,600 (46.1%) 0.5% $8,595,986 2023-08-10
Q1 2023 Added 1,220,370 +450,000 (58.4%) 0.26% $7,478,931 2023-05-11
Q4 2022 Added 770,370 +60,370 (8.5%) 0.27% $4,085,621 2023-02-10
Q3 2022 Unchanged 710,000 0 (0.0%) 0.21% $3,360,000 2022-11-10
Q2 2022 New 710,000 +710,000 (0.0%) 0.15% $3,787,000 2022-08-05

Who else reported the position

62 managers reported SKEENA RES LTD NEW for Q3 2023.

Managers reporting SKEENA RES LTD NEW in Q3 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VAN ECK ASSOCIATES CORP Added 4,710,705 +17,672 0.05% $21,546,000 8 qtrs
1832 Asset Management L P Unchanged 3,825,000 0 0.02% $17,595,000 5 qtrs
JUPITER ASSET MANAGEMENT LTD Unchanged 3,600,000 0 0.18% $16,535,503 5 qtrs
FRANKLIN RESOURCES INC Unchanged 3,566,050 0 < 0.01% $16,303,293 8 qtrs
FMR LLC Reduced 2,827,200 -672,800 < 0.01% $12,926,127 8 qtrs
Invesco Ltd Reduced 2,179,333 -13,017 < 0.01% $10,024,933 8 qtrs
Ruffer LLP This report Unchanged 1,782,970 0 0.46% $8,389,247 6 qtrs
ROYAL BANK OF CANADA Reduced 1,124,559 -5,659 < 0.01% $5,172,000 8 qtrs
Sprott Inc Reduced 927,091 -16,044 0.38% $4,264,551 8 qtrs
GILDER GAGNON HOWE & CO LLC Reduced 810,231 -14,942 0.06% $3,727,063 10 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2023
Filed
November 13, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.