0001426859-19-000007.txt : 20190510
0001426859-19-000007.hdr.sgml : 20190510
20190510114140
ACCESSION NUMBER: 0001426859-19-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190510
DATE AS OF CHANGE: 20190510
EFFECTIVENESS DATE: 20190510
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
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12772
FILM NUMBER: 19813568
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
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001426859
XXXXXXXX
03-31-2019
03-31-2019
false
Ruffer LLP
80 Victoria Street
London
X0
SW1E 5JL
13F HOLDINGS REPORT
028-12772
N
Tony Allen
Compliance Manager
00449638163
Tony Allen
London
X0
05-10-2019
0
90
3895208
INFORMATION TABLE
2
infotable.xml
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
5109
28000
SH
SOLE
28000
0
0
ALIO GOLD INC
COM
01627X108
4058
5526793
SH
SOLE
5526793
0
0
ALPHABET INC
CAP STK CL A
02079K305
1911
1624
SH
SOLE
1624
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
762
24000
SH
SOLE
24000
0
0
ANGLOGOLD ASHANTI LTD
SPONS ADR
035128206
68663
5243468
SH
SOLE
5243468
0
0
APERGY CORP
COM
03755L104
5803
141249
SH
SOLE
141249
0
0
APPLE INC
COM
037833100
16091
84709
SH
SOLE
84709
0
0
APTIV PLC
SHS
G6095L109
18911
237895
SH
SOLE
237895
0
0
ASANKO GOLD INC
COM
04341Y105
12560
19722289
SH
SOLE
19722289
0
0
AVON PRODS INC
COM
054303102
147
50000
SH
SOLE
50000
0
0
AXALTA COATING SYS LTD
COM
G0750C108
630
25000
SH
SOLE
25000
0
0
BARRICK GOLD CORPORATION
COM
067901108
264891
19314304
SH
SOLE
19314304
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
603
3000
SH
SOLE
3000
0
0
BIOGEN INC
COM
09062X103
827
3500
SH
SOLE
3500
0
0
BLACKBERRY LTD
COM
09228F103
1741
172500
SH
SOLE
172500
0
0
CARMAX INC
COM
143130102
419
6000
SH
SOLE
6000
0
0
CELGENE CORP
COM
151020104
226613
2402474
SH
SOLE
2402474
0
0
CEMEX SAB DE CV
SPON ADR NEW
151290889
6025
1300000
SH
SOLE
1300000
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
780
2250
SH
SOLE
2250
0
0
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
37980
300309
SH
SOLE
300309
0
0
CIGNA CORP NEW
COM
125523100
295804
1839179
SH
SOLE
1839179
0
0
CISCO SYS INC
COM
17275R102
1254
23219
SH
SOLE
23219
0
0
CLEVELAND CLIFFS INC
COM
185899101
174763
17502815
SH
SOLE
17502815
0
0
COEUR MNG INC
COM NEW
192108504
6818
1673063
SH
SOLE
1673063
0
0
COTY INC
COM CL A
222070203
517
45000
SH
SOLE
45000
0
0
CRITEO S A
SPONS ADS
226718104
361
18000
SH
SOLE
18000
0
0
DEERE & CO
COM
244199105
463
2900
SH
SOLE
2900
0
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
21337
1107286
SH
SOLE
1107286
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
1033
20000
SH
SOLE
20000
0
0
DEUTSCHE BANK AG
NAMEN AKT
D18190898
867
106500
SH
SOLE
106500
0
0
DIANA SHIPPING INC
COM
Y2066G104
283
100000
SH
SOLE
100000
0
0
DOW INC
COM
260557103
365
7000
SH
SOLE
7000
0
0
DOWDUPONT INC
COM
26078J100
302438
5673731
SH
SOLE
5673731
0
0
DRDGOLD LIMITED
SPON ADR REPSTG
26152H301
7429
3714498
SH
SOLE
3714498
0
0
ELDORADO GOLD CORP NEW
COM
284902509
11067
2392788
SH
SOLE
2392788
0
0
EXXON MOBIL CORP
COM
30231G102
283553
3509537
SH
SOLE
3509537
0
0
FIESTA RESTAURANT GROUP INC
COM
31660B101
262
20000
SH
SOLE
20000
0
0
FOOT LOCKER INC
COM
344849104
662
10932
SH
SOLE
10932
0
0
FORTUNA SILVER MINES INC
COM
349915108
1822
545200
SH
SOLE
545200
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
1357
28500
SH
SOLE
28500
0
0
FOX CORP
CL A COM
35137L105
33210
904538
SH
SOLE
904538
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
7437
577148
SH
SOLE
577148
0
0
GENERAL ELECTRIC CO
COM
369604103
407
40800
SH
SOLE
40800
0
0
GENERAL MTRS CO
COM
37045V100
241073
6497087
SH
SOLE
6497087
0
0
GOLD FIELDS LTD NEW
SPONS ADR
38059T106
42424
11358626
SH
SOLE
11358626
0
0
GOLDCORP INC NEW
COM
380956409
159881
13969607
SH
SOLE
13969607
0
0
HARMONY GOLD MNG LTD
SPONSORED ADR
413216300
5287
2775555
SH
SOLE
2775555
0
0
HOLLYSYS AUTOMATION TECHNOLO
SHS
G45667105
5855
279390
SH
SOLE
279390
0
0
IAMGOLD CORP
COM
450913108
47166
13612155
SH
SOLE
13612155
0
0
IMPERIAL OIL LTD
COM NEW
453038408
2977
108734
SH
SOLE
108734
0
0
IMV INC
COM
44974L103
27313
6801225
SH
SOLE
6801225
0
0
INGEVITY CORP
COM
45688C107
777
7350
SH
SOLE
7350
0
0
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
325
25000
SH
SOLE
25000
0
0
JEFFERIES FINL GROUP INC
COM
47233W109
30313
1612891
SH
SOLE
1612891
0
0
JPMORGAN CHASE & CO
COM
46625H100
670
6616
SH
SOLE
6616
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
223867
66624975
SH
SOLE
66624975
0
0
LEIDOS HLDGS INC
COM
525327102
340
5300
SH
SOLE
5300
0
0
LENNAR CORP
CL A
526057104
2248
45798
SH
SOLE
45798
0
0
MARSH & MCLENNAN COS INC
COM
571748102
342
3640
SH
SOLE
3640
0
0
MATTEL INC
COM
577081102
520
40000
SH
SOLE
40000
0
0
MCKESSON CORP
COM
58155Q103
137373
1173583
SH
SOLE
1173583
0
0
MICROSOFT CORP
COM
594918104
5544
47001
SH
SOLE
47001
0
0
MOHAWK INDS INC
COM
608190104
1325
10500
SH
SOLE
10500
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
187035
7019547
SH
SOLE
7019547
0
0
NEWMONT MNG CORP
COM
651639106
71284
1991999
SH
SOLE
1991999
0
0
NORBORD INC
COM NEW
65548P403
592
21500
SH
SOLE
21500
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
6281
71073
SH
SOLE
71073
0
0
PAN AMERICAN SILVER CORP
COM
697900108
14513
1094890
SH
SOLE
1094890
0
0
PATTERSON UTI ENERGY INC
COM
703481101
761
54302
SH
SOLE
54302
0
0
PERSHING GOLD CORP
COM NEW
715302204
2126
1817473
SH
SOLE
1817473
0
0
PHILIP MORRIS INTL INC
COM
718172109
2431
27500
SH
SOLE
27500
0
0
PHILLIPS 66
COM
718546104
2257
23715
SH
SOLE
23715
0
0
PLATINUM GROUP METALS LTD
COM
72765Q882
216
138421
SH
SOLE
138421
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
333
5200
SH
SOLE
5200
0
0
SEACOR HOLDINGS INC
COM
811904101
973
23000
SH
SOLE
23000
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
610
4997
SH
SOLE
4997
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
301
5500
SH
SOLE
5500
0
0
SYNCHRONY FINL
COM
87165B103
49313
1546137
SH
SOLE
1546137
0
0
TENARIS S A
SPONSORED ADR
88031M109
14404
509800
SH
SOLE
509800
0
0
TIDEWATER INC NEW
COM
88642R109
348
15000
SH
SOLE
15000
0
0
TORTOISE MIDSTRM ENERGY FD I
COM
89148B101
2423
172658
SH
SOLE
172658
0
0
UBS GROUP AG
SHS
H42097107
174
14354
SH
SOLE
14354
0
0
US BANCORP DEL
COM NEW
902973304
986
20475
SH
SOLE
20475
0
0
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
846
37734
SH
SOLE
37734
0
0
VANECK VECTORS ETF TR
JR GOLD MINERS E
92189F791
1093
34456
SH
SOLE
34456
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
759
12000
SH
SOLE
12000
0
0
WALMART INC
COM
931142103
312
3196
SH
SOLE
3196
0
0
DISNEY WALT CO
COM DISNEY
254687106
570213
5134988
SH
SOLE
5134988
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
177958
9138566
SH
SOLE
9138566
0
0
YAMANA GOLD INC
COM
98462Y100
23013
8834181
SH
SOLE
8834181
0
0