0001426859-20-000008.txt : 20200804
0001426859-20-000008.hdr.sgml : 20200804
20200804113633
ACCESSION NUMBER: 0001426859-20-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200804
DATE AS OF CHANGE: 20200804
EFFECTIVENESS DATE: 20200804
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: 201071946
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
06-30-2020
06-30-2020
false
Ruffer LLP
80 Victoria Street
London
X0
SW1E 5JL
13F HOLDINGS REPORT
028-12772
N
Louise Stanway
Compliance Officer
00442079638146
Louise Stanway
London
X0
08-04-2020
0
83
2585199
INFORMATION TABLE
2
infotable.xml
ACTIVISION BLIZZARD INC
COM
00507V109
3131
39102
SH
SOLE
39102
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
13205
58000
SH
SOLE
58000
0
0
ALIO GOLD INC
COM
01627X108
8784
6508329
SH
SOLE
6508329
0
0
ALLEGHANY CORP DEL
COM
017175100
2585
5000
SH
SOLE
5000
0
0
ALPHABET INC
CAP STK CL A
02079K305
1670
1116
SH
SOLE
1116
0
0
AMERICAN EXPRESS CO
COM
025816109
168977
1682363
SH
SOLE
1682363
0
0
AMERICAS GOLD AND SILVER COR
COM
03062D100
4039
1449493
SH
SOLE
1449493
0
0
ANGLOGOLD ASHANTI LIMITED
SPONS ADR
035128206
124770
4010323
SH
SOLE
4010323
0
0
APPLE INC
COM
037833100
652
1694
SH
SOLE
1694
0
0
APTIV PLC
SHS
G6095L109
5943
72306
SH
SOLE
72306
0
0
ARCOSA INC
COM
039653100
534
12000
SH
SOLE
12000
0
0
BK OF AMERICA CORP
COM
060505104
3766
150346
SH
SOLE
150346
0
0
BARRICK GOLD CORPORATION
COM
067901108
12547
441303
SH
SOLE
441303
0
0
BENEFYTT TECHNOLOGIES INC
COM CL A
08182C106
27694
1281000
SH
SOLE
1281000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
34835
184969
SH
SOLE
184969
0
0
BLACKBERRY LTD
COM
09228F103
928
180000
SH
SOLE
180000
0
0
BOOKING HOLDINGS INC
COM
09857L108
850
505
SH
SOLE
505
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
15828
255167
SH
SOLE
255167
0
0
BRISTOL-MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
15754
4193430
SH
SOLE
4193430
0
0
CEMEX SAB DE CV
SPON ADR NEW
151290889
48002
15821629
SH
SOLE
15821629
0
0
CENTENE CORP DEL
COM
15135B101
145479
2168223
SH
SOLE
2168223
0
0
SCHWAB CHARLES CORP
COM
808513105
83493
2345087
SH
SOLE
2345087
0
0
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
9054
79870
SH
SOLE
79870
0
0
COMPANIA CERVECERIAS UNIDAS
SPONSORED ADR
204429104
5291
350000
SH
SOLE
350000
0
0
CIGNA CORP NEW
COM
125523100
162983
823416
SH
SOLE
823416
0
0
CONAGRA BRANDS INC
COM
205887102
1857
50000
SH
SOLE
50000
0
0
COTY INC
COM CL A
222070203
801
170000
SH
SOLE
170000
0
0
DELPHI TECHNOLOGIES PL
SHS
G2709G107
550
36677
SH
SOLE
36677
0
0
DEUTSCHE BANK A G
NAMEN AKT
D18190898
1064
106500
SH
SOLE
106500
0
0
DIANA SHIPPING INC
COM
Y2066G104
270
170000
SH
SOLE
170000
0
0
DOW INC
COM
260557103
1115
25940
SH
SOLE
25940
0
0
DRDGOLD LIMITED
SPON ADR REPSTG
26152H301
33863
2033344
SH
SOLE
2033344
0
0
DUPONT DE NEMOURS INC
COM
26614N102
1711
30515
SH
SOLE
30515
0
0
EHEALTH INC
COM
28238P109
97247
938288
SH
SOLE
938288
0
0
ELDORADO GOLD CORP NEW
COM
284902509
3070
300000
SH
SOLE
300000
0
0
EQUINOX GOLD CORP
COM
29446Y502
40867
3452722
SH
SOLE
3452722
0
0
EXXON MOBIL CORP
COM
30231G102
36935
783200
SH
SOLE
783200
0
0
FACEBOOK INC
CL A
30303M102
2246
9372
SH
SOLE
9372
0
0
FOOT LOCKER INC
COM
344849104
3383
109921
SH
SOLE
109921
0
0
FORTUNA SILVER MINES INC
COM
349915108
24470
4578683
SH
SOLE
4578683
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
9427
772366
SH
SOLE
772366
0
0
GALIANO GOLD INC
COM
36352H100
37512
27014416
SH
SOLE
27014416
0
0
GENERAL ELECTRIC CO
COM
369604103
128
17810
SH
SOLE
17810
0
0
GENERAL MTRS CO
COM
37045V100
166969
6254511
SH
SOLE
6254511
0
0
GOLD FIELDS LTD
SPONS ADR
38059T106
121546
12232358
SH
SOLE
12232358
0
0
GREAT PANTHER MNG LTD
COM
39115V101
3211
6106676
SH
SOLE
6106676
0
0
HARMONY GOLD MINING CO LTD
SPONSORED ADR
413216300
10681
2429785
SH
SOLE
2429785
0
0
HUMANA INC
COM
444859102
1058
2585
SH
SOLE
2585
0
0
IAMGOLD CORP
COM
450913108
110233
26380412
SH
SOLE
26380412
0
0
IMV INC
COM
44974L103
22195
6801225
SH
SOLE
6801225
0
0
JEFFERIES FINL GROUP INC
COM
47233W109
15560
948449
SH
SOLE
948449
0
0
JPMORGAN CHASE & CO
COM
46625H100
86152
868512
SH
SOLE
868512
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
305227
40032660
SH
SOLE
40032660
0
0
LIVENT CORP
COM
53814L108
18107
2787492
SH
SOLE
2787492
0
0
M & T BK CORP
COM
55261F104
9952
90690
SH
SOLE
90690
0
0
MARKEL CORP
COM
570535104
731
750
SH
SOLE
750
0
0
MARSH & MCLENNAN COS INC
COM
571748102
385
3400
SH
SOLE
3400
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
1090
5000
SH
SOLE
5000
0
0
MATTEL INC
COM
577081102
102
10000
SH
SOLE
10000
0
0
MICROSOFT CORP
COM
594918104
1586
7383
SH
SOLE
7383
0
0
MOHAWK INDS INC
COM
608190104
1428
13300
SH
SOLE
13300
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
17829
1379573
SH
SOLE
1379573
0
0
NEWMONT CORP
COM
651639106
87678
1345811
SH
SOLE
1345811
0
0
NEXSTAR MEDIA GROUP INC
CL A
65336K103
15188
172142
SH
SOLE
172142
0
0
NOMAD FOODS LTD
USD ORD SHS
G6564A105
1584
70000
SH
SOLE
70000
0
0
PERFORMANCE SHIPPING INC
COM
Y67305105
343
550000
SH
SOLE
550000
0
0
PHILIP MORRIS INTL INC
COM
718172109
1182
16000
SH
SOLE
16000
0
0
PLATINUM GROUP METALS LTD
COM
72765Q882
213
138421
SH
SOLE
138421
0
0
SAFE BULKERS INC
COM
Y7388L103
456
352785
SH
SOLE
352785
0
0
SEACOR HOLDINGS INC
COM
811904101
896
30000
SH
SOLE
30000
0
0
SPDR GOLD TR
GOLD SHS
78463V107
775
4390
SH
SOLE
4390
0
0
STEALTHGAS INC
SHS
Y81669106
583
200000
SH
SOLE
200000
0
0
SYNCHRONY FINANCIAL
COM
87165B103
32057
1371012
SH
SOLE
1371012
0
0
TREEHOUSE FOODS INC
COM
89469A104
301
6500
SH
SOLE
6500
0
0
US BANCORP DEL
COM NEW
902973304
505
13000
SH
SOLE
13000
0
0
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
1055
27302
SH
SOLE
27302
0
0
VIASAT INC
COM
92552V100
608
15000
SH
SOLE
15000
0
0
VULCAN MATLS CO
COM
929160109
514
4200
SH
SOLE
4200
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
1431
32000
SH
SOLE
32000
0
0
DISNEY WALT CO
COM DISNEY
254687106
137287
1167352
SH
SOLE
1167352
0
0
WELLS FARGO CO NEW
COM
949746101
864
32000
SH
SOLE
32000
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
202326
4354190
SH
SOLE
4354190
0
0
YAMANA GOLD INC
COM
98462Y100
8001
1389763
SH
SOLE
1389763
0
0