0001426859-17-000008.txt : 20171113 0001426859-17-000008.hdr.sgml : 20171110 20171113071617 ACCESSION NUMBER: 0001426859-17-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171113 DATE AS OF CHANGE: 20171113 EFFECTIVENESS DATE: 20171113 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: 171193082 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 09-30-2017 09-30-2017 false Ruffer LLP

80 Victoria Street London X0 SW1E 5JL

13F HOLDINGS REPORT 028-12772 N Louise Stanway 00-44-20-7963-8146 Louise Stanway London X0 11-13-2017 0 70 2323826 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3822 22123 SH SOLE 22123 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 114854 518515 SH SOLE 518515 0 0 ALPHABET INC CAP STK CL A 02079K305 2742 2816 SH SOLE 2816 0 0 ANGLOGOLD ASHANTI LTD SPONS ADR 035128206 16933 1823642 SH SOLE 1823642 0 0 APACHE CORP COM 037411105 916 20000 SH SOLE 20000 0 0 APPLE INC COM 037833100 120096 779795 SH SOLE 779795 0 0 ARCH CAP GROUP LTD ORD G0450A105 591 6000 SH SOLE 6000 0 0 AVON PRODS INC COM 054303102 117 50000 SH SOLE 50000 0 0 BARRICK GOLD CORP COM 067901108 34009 2113020 SH SOLE 2113020 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 916 5000 SH SOLE 5000 0 0 BANK AMER CORP WEXP10/28/201 060505153 629 800000 SH SOLE 800000 0 0 BLACKBERRY LTD COM 09228F103 1592 142500 SH SOLE 142500 0 0 CANADIAN SOLAR INC COM 136635109 36820 2185794 SH SOLE 2185794 0 0 CISCO SYS INC COM 17275R102 3458 102830 SH SOLE 102830 0 0 COEUR MNG INC COM NEW 192108504 1839 200000 SH SOLE 200000 0 0 COTY INC COM CL A 222070203 826 50000 SH SOLE 50000 0 0 COWEN GROUP INC NEW CL A 223622606 279 15705 SH SOLE 15705 0 0 DAVITA INC COM 23918K108 2970 50000 SH SOLE 50000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 125343 1273875 SH SOLE 1273875 0 0 DIANA SHIPPING INC COM Y2066G104 1832 503887 SH SOLE 503887 0 0 DOWDUPONT INC COM 26078J100 1032 14916 SH SOLE 14916 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 785 8877 SH SOLE 8877 0 0 DRDGOLD LIMITED SPON ADR REPSTG 26152H301 9641 2478290 SH SOLE 2478290 0 0 DUN & BRADSTREET CORP DEL NE COM 26483E100 1731 14870 SH SOLE 14870 0 0 EMERSON ELEC CO COM 291011104 9510 151322 SH SOLE 151322 0 0 EXXON MOBIL CORP COM 30231G102 112341 1370513 SH SOLE 1370513 0 0 FLUOR CORP NEW COM 343412102 1348 32025 SH SOLE 32025 0 0 GENERAL ELECTRIC CO COM 369604103 865 35800 SH SOLE 35800 0 0 GILEAD SCIENCES INC COM 375558103 1122 13849 SH SOLE 13849 0 0 Gold Fields Ltd SPONS ADR 38059T106 29986 6949214 SH SOLE 6949214 0 0 GOLDCORP INC NEW COM 380956409 23657 1824656 SH SOLE 1824656 0 0 HARMONY GOLD MNG LTD SPONSORED ADR 413216300 2054 1125555 SH SOLE 1125555 0 0 HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 6039 279390 SH SOLE 279390 0 0 INGEVITY CORP COM 45688C107 936 14979 SH SOLE 14979 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 932 16000 SH SOLE 16000 0 0 JPMORGAN CHASE & CO COM 46625H100 72520 759494 SH SOLE 759494 0 0 KINROSS GOLD CORP COM NO PAR 496902404 91376 21524023 SH SOLE 21524023 0 0 LAMB WESTON HLDGS INC COM 513272104 143393 3059050 SH SOLE 3059050 0 0 LEIDOS HLDGS INC COM 525327102 1078 18200 SH SOLE 18200 0 0 LENNAR CORP CL A 526057104 23055 436604 SH SOLE 436604 0 0 LEUCADIA NATL CORP COM 527288104 73062 2894110 SH SOLE 2894110 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 1046 32000 SH SOLE 32000 0 0 M & T BK CORP COM 55261F104 4404 27350 SH SOLE 27350 0 0 MARSH & MCLENNAN COS INC COM 571748102 327 3900 SH SOLE 3900 0 0 MCKESSON CORP COM 58155Q103 218033 1419119 SH SOLE 1419119 0 0 MERCK & CO INC NEW COM 58933Y105 764 11929 SH SOLE 11929 0 0 MICROSOFT CORP COM 594918104 36061 484400 SH SOLE 484400 0 0 NEWMONT MINING CORP COM 651639106 7547 201273 SH SOLE 201273 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 1679 26150 SH SOLE 26150 0 0 ORACLE CORP COM 68389X105 258371 5346530 SH SOLE 5346530 0 0 PERSHING GOLD CORP COM NEW 715302204 1786 603464 SH SOLE 603464 0 0 PHILLIPS 66 COM 718546104 79050 863134 SH SOLE 863134 0 0 PLATINUM GROUP METALS LTD COM 72765Q601 648 1543133 SH SOLE 1543133 0 0 PROCTER & GAMBLE CO COM 742718109 1053 11575 SH SOLE 11575 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 325 5200 SH SOLE 5200 0 0 SEACOR HOLDINGS INC COM 811904101 969 21000 SH SOLE 21000 0 0 SEACOR MARINE HLDGS INC COM 78413P101 557 35583 SH SOLE 35583 0 0 TENARIS S A SPONSORED ADR 88031M109 162800 5749617 SH SOLE 5749617 0 0 THOMSON REUTERS CORP COM 884903105 4712 102695 SH SOLE 102695 0 0 TWITTER INC COM 90184L102 199 11800 SH SOLE 11800 0 0 ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 37227 1563850 SH SOLE 1563850 0 0 BANCORP DEL COM NEW 902973304 105725 1973404 SH SOLE 1973404 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2408 104838 SH SOLE 104838 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1352 40239 SH SOLE 40239 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 808 16330 SH SOLE 16330 0 0 VISTRA ENERGY CORP COM 92840M102 1122 60000 SH SOLE 60000 0 0 WAL MART STORES INC COM 931142103 680 8699 SH SOLE 8699 0 0 DISNEY WALT CO COM DISNEY 254687106 251873 2555661 SH SOLE 2555661 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 64738 3390015 SH SOLE 3390015 0 0 YUM BRANDS INC COM 988498101 515 7000 SH SOLE 7000 0 0