0001426859-14-000002.txt : 20140220 0001426859-14-000002.hdr.sgml : 20140220 20140220092049 ACCESSION NUMBER: 0001426859-14-000002 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140220 DATE AS OF CHANGE: 20140220 EFFECTIVENESS DATE: 20140220 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ruffer LLP CENTRAL INDEX KEY: 0001426859 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-12772 FILM NUMBER: 14628023 BUSINESS ADDRESS: STREET 1: 80 VICTORIA STREET CITY: LONDON STATE: X0 ZIP: SW1E 5JL BUSINESS PHONE: 00442079638146 MAIL ADDRESS: STREET 1: 80 VICTORIA STREET CITY: LONDON STATE: X0 ZIP: SW1E 5JL 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001426859 XXXXXXXX 12-31-2013 12-31-2013 true 1 NEW HOLDINGS Ruffer LLP

80 VICTORIA STREET LONDON X0 SW1E 5JL

13F HOLDINGS REPORT 028-12772 N Louise Stanway 00442079638146 Louise Stanway London X0 02-20-2014 0 92 2819156 INFORMATION TABLE 2 12312013form13fInfoTable.xml AMERICAN INTL GROUP W EXP 2021 026874156 215 10678 SH SOLE 10678 0 0 ANNALY CAP MGMT INC COM 035710409 176027 17663051 SH SOLE 17663051 0 0 APPLE INC COM 037833100 608 1085 SH SOLE 1085 0 0 ARCH CAP GROUP LTD ORD G0450A105 763 12810 SH SOLE 12810 0 0 ATMEL CORP COM 049513104 152663 19502824 SH SOLE 19502824 0 0 AVON PRODS INC COM 054303102 947 55000 SH SOLE 55000 0 0 BAIDU INC SPON ADR REP A 056752108 4442 25000 SH SOLE 25000 0 0 BANCORP INC DEL COM 05969A105 2582 144403 SH SOLE 144403 0 0 BARCLAYS BK PLC IPATH S&P500 VIX 06740C188 352 8262 SH SOLE 8262 0 0 BARRICK GOLD CORP COM 067901108 46592 2645933 SH SOLE 2645933 0 0 BEACON ROOFING SUPPLY INC COM 073685109 3019 75000 SH SOLE 75000 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670207 1735 14650 SH SOLE 14650 0 0 BANK OF AMERICA CORP WEXP10/28/201 060505153 804 1024618 SH SOLE 1024618 0 0 CADIZ INC COM NEW 127537207 70 10000 SH SOLE 10000 0 0 CALLAWAY GOLF CO COM 131193104 1683 200000 SH SOLE 200000 0 0 CANADIAN SOLAR INC COM 136635109 3278 110000 SH SOLE 110000 0 0 CAREFUSION CORP COM 14170T101 1592 40000 SH SOLE 40000 0 0 CHIMERA INVT CORP COM 16934Q109 37906 12181916 SH SOLE 12181916 0 0 CHINA LODGING GRP LTD SPON ADR 16949N109 5320 175000 SH SOLE 175000 0 0 CISCO SYS INC COM 17275R102 5690 253728 SH SOLE 253728 0 0 CLEAN DIESEL TECH COM PAR 18449C401 84 56484 SH SOLE 56484 0 0 COACH INC COM 189754104 35596 635030 SH SOLE 635030 0 0 COWEN GROUP INC NEW CL A 223622101 2403 615820 SH SOLE 615820 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 1493 30669 SH SOLE 30669 0 0 DRDGOLD LIMITED SPON ADR NEW 26152H301 125 34015 SH SOLE 34015 0 0 DRIL-QUIP INC COM 262037104 1758 16000 SH SOLE 16000 0 0 E2OPEN INC COM 29788A104 1195 50000 SH SOLE 50000 0 0 ENERGY RECOVERY INC COM 29270J100 888 160000 SH SOLE 160000 0 0 EXXON MOBIL CORP COM 30231G102 1001 9899 SH SOLE 9899 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 118847 3151551 SH SOLE 3151551 0 0 GENERAL DYNAMICS COM 369550108 195096 2043777 SH SOLE 2043777 0 0 GENERAL ELECTRIC CO COM 369604103 1595 56950 SH SOLE 56950 0 0 Gold Fields Ltd SPONS ADR 38059T106 15671 4909299 SH SOLE 4909299 0 0 GOOGLE INC CL A 38259P508 65604 58603 SH SOLE 58603 0 0 HACKETT GROUP INC COM 404609109 145 23400 SH SOLE 23400 0 0 HARMONY GOLD MNG LTD SPONS ADR 413216300 189 75000 SH SOLE 75000 0 0 IAMGOLD CORP COM 450913108 1229 370000 SH SOLE 370000 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 260176 1389016 SH SOLE 1389016 0 0 INVENSENSE INC COM 46123D205 2076 100000 SH SOLE 100000 0 0 JOHNSON & JOHNSON COM 478160104 60394 660026 SH SOLE 660026 0 0 JPMORGAN CHASE & CO COM 46625H100 236330 4045223 SH SOLE 4045223 0 0 KINROSS GOLD CORP COM NO PAR 496902404 43646 10001164 SH SOLE 10001164 0 0 KKR FINL HLDGS LLC COM 48248M102 774 31800 SH SOLE 31800 0 0 KOREA ELECTRIC PWR SPONSORED ADR 500631106 635 38300 SH SOLE 38300 0 0 LEIDOS HLDGS INC COM 525327102 1162 25000 SH SOLE 25000 0 0 LEUCADIA NATL CORP COM 527288104 3396 120000 SH SOLE 120000 0 0 LOCKHEED MARTIN CORP COM 539830109 383247 2580608 SH SOLE 2580608 0 0 LOEWS CORP COM 540424108 2169 45000 SH SOLE 45000 0 0 M & T BK CORP COM 55261F104 16588 142594 SH SOLE 142594 0 0 MANITEX INTL INC COM 563420108 1906 120000 SH SOLE 120000 0 0 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 406 19224 SH SOLE 19224 0 0 MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 3617 116842 SH SOLE 116842 0 0 MARSH & MCLENNAN COS INC COM 571748102 481 9950 SH SOLE 9950 0 0 MARTIN MARIETTA MATLS INC COM 573284106 499 5000 SH SOLE 5000 0 0 MCDONALDS CORP COM 580135101 371 3826 SH SOLE 3826 0 0 MEDVATION COM 58501V101 3187 50000 SH SOLE 50000 0 0 MERCK & CO INC NEW COM 58933Y105 3644 72851 SH SOLE 72851 0 0 MICROSOFT CORP COM 594918104 287490 7688755 SH SOLE 7688755 0 0 MONDELEZ INTL INC CL A 609207105 5897 167241 SH SOLE 167241 0 0 MOSAIC CO NEW COM 61945C103 2362 50000 SH SOLE 50000 0 0 MRC GLOBAL INC COM 55345K103 13485 418334 SH SOLE 418334 0 0 MSC INDL DIRECT INC CL A 553530106 2828 35000 SH SOLE 35000 0 0 NAVISTAR INTL CORP PFD SR D CONV 638901306 1920 50310 SH SOLE 50310 0 0 NEWMONT MINING CORP COM 651639106 8924 387918 SH SOLE 387918 0 0 OASIS PETE INC NEW COM 674215108 3989 85000 SH SOLE 85000 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 4751 50000 SH SOLE 50000 0 0 PEPSICO INC COM 713448108 2527 30500 SH SOLE 30500 0 0 PFIZER INC COM 717081103 217 7100 SH SOLE 7100 0 0 PHILIP MORRIS INTL INC COM 718172109 239 2750 SH SOLE 2750 0 0 PROCERA NETWORKS INC COM NEW 74269U203 3456 230410 SH SOLE 230410 0 0 QUALCOMM INC COM 747525103 216462 2918160 SH SOLE 2918160 0 0 RACKSPACE HOSTING COM 750086100 704 18000 SH SOLE 18000 0 0 REPUBLIC SVCS INC COM 760759100 1327 40000 SH SOLE 40000 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 451 6000 SH SOLE 6000 0 0 SEACOR HOLDINGS INC COM 811904101 1367 15000 SH SOLE 15000 0 0 SEARS HLDGS CORP COM 812350106 735 15000 SH SOLE 15000 0 0 STILLWATER MNG CO NOTE 1.750%10/1 86074QAL6 105 94000 SH SOLE 94000 0 0 STILLWATER MNG CO COM 86074Q102 4475 362805 SH SOLE 362805 0 0 STYKER CORP COM 863667101 1351 18000 SH SOLE 18000 0 0 TEXAS INSTRS INC COM 882508104 136317 3107648 SH SOLE 3107648 0 0 TREX CO INC Com 89531P105 2780 35000 SH SOLE 35000 0 0 ULTRATECH INC COM 904034105 2317 80000 SH SOLE 80000 0 0 UNITED CONTL HLDGS INC COM 910047109 1134 30000 SH SOLE 30000 0 0 BANCORP DEL COM NEW 902973304 1009 25000 SH SOLE 25000 0 0 U S SILICA HLDGS INC COM 90346E103 2046 60000 SH SOLE 60000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 272 5400 SH SOLE 5400 0 0 VIACOM INC NEW CL B 92553P201 108920 1248286 SH SOLE 1248286 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1003 12000 SH SOLE 12000 0 0 VOCERA COMMUNICATIONS COM 92857F107 780 50000 SH SOLE 50000 0 0 VODAFONE GROUP SPONS ADR NEW 92857W209 420 10687 SH SOLE 10687 0 0 WAL MART STORES INC COM 931142103 80358 1022193 SH SOLE 1022193 0 0 YAHOO INC COM 984332106 2829 70000 SH SOLE 70000 0 0