0001426859-14-000004.txt : 20140509
0001426859-14-000004.hdr.sgml : 20140509
20140509093459
ACCESSION NUMBER: 0001426859-14-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140331
FILED AS OF DATE: 20140509
DATE AS OF CHANGE: 20140509
EFFECTIVENESS DATE: 20140509
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: 14827197
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
03-31-2014
03-31-2014
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
05-09-2014
0
99
3268728
INFORMATION TABLE
2
infotable.xml
ACTIVE POWER INC
COM NEW
00504W308
664
200000
SH
SOLE
200000
0
0
AMERICAN CAPITAL AGENCY CORP
COM
02503X105
7134
331901
SH
SOLE
331901
0
0
AMERICAN INTL GROUP
W EXP 2021
026874156
217
10678
SH
SOLE
10678
0
0
ANNALY CAP MGMT INC
COM
035710409
190066
17334148
SH
SOLE
17334148
0
0
APPLE INC
COM
037833100
582
1085
SH
SOLE
1085
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
737
12810
SH
SOLE
12810
0
0
ATMEL CORP
COM
049513104
162776
19459652
SH
SOLE
19459652
0
0
AVON PRODS INC
COM
054303102
1757
120000
SH
SOLE
120000
0
0
BAIDU INC
SPON ADR REP A
056752108
3809
25000
SH
SOLE
25000
0
0
BANCORP INC DEL
COM
05969A105
2662
141403
SH
SOLE
141403
0
0
BARRICK GOLD CORP
COM
067901108
142736
8003147
SH
SOLE
8003147
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
3356
86800
SH
SOLE
86800
0
0
BERKSHIRE HATHAWAY INC DEL
CL B
084670702
1830
14650
SH
SOLE
14650
0
0
BANK OF AMERICA CORP
WEXP10/28/201
060505153
845
933618
SH
SOLE
933618
0
0
C&J ENERGY SVCS INC
COM
12467B304
1750
60000
SH
SOLE
60000
0
0
CALLAWAY GOLF CO
COM
131193104
2043
200000
SH
SOLE
200000
0
0
CANADIAN SOLAR INC
COM
136635109
2885
90000
SH
SOLE
90000
0
0
CAREFUSION CORP
COM
14170T101
1609
40000
SH
SOLE
40000
0
0
CARNIVAL PLC
ADR
14365C103
32224
851380
SH
SOLE
851380
0
0
CHIMERA INVT CORP
COM
16934Q109
36716
12020516
SH
SOLE
12020516
0
0
CHINA LODGING GRP LTD
SPON ADR
16949N109
4295
175000
SH
SOLE
175000
0
0
CISCO SYS INC
COM
17275R102
5602
249928
SH
SOLE
249928
0
0
CLEAN DIESEL TECH
COM PAR
18449C401
182
48012
SH
SOLE
48012
0
0
COACH INC
COM
189754104
32818
660782
SH
SOLE
660782
0
0
COTY INC
COM CL A
222070203
1235
82500
SH
SOLE
82500
0
0
COWEN GROUP INC NEW
CL A
223622101
2109
477720
SH
SOLE
477720
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
1398
25669
SH
SOLE
25669
0
0
DRDGOLD LIMITED
SPON ADR NEW
26152H301
127
34015
SH
SOLE
34015
0
0
E2OPEN INC
COM
29788A104
2474
105000
SH
SOLE
105000
0
0
EXXON MOBIL CORP
COM
30231G102
856
8759
SH
SOLE
8759
0
0
FREEPORT-MCMORAN COPPER & GO
COM
35671D857
86134
2605005
SH
SOLE
2605005
0
0
GENERAL DYNAMICS
COM
369550108
219004
2010782
SH
SOLE
2010782
0
0
GENERAL ELECTRIC CO
COM
369604103
1475
56950
SH
SOLE
56950
0
0
Gold Fields Ltd
SPONS ADR
38059T106
612
165680
SH
SOLE
165680
0
0
GOOGLE INC
CL A
38259P508
63209
56714
SH
SOLE
56714
0
0
HACKETT GROUP INC
COM
404609109
140
23400
SH
SOLE
23400
0
0
HARMONY GOLD MNG LTD
SPONS ADR
413216300
92
30000
SH
SOLE
30000
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
226342
1174491
SH
SOLE
1174491
0
0
ISHARES SILVER TRUST
ISHARES
46428Q109
1405
73847
SH
SOLE
73847
0
0
JOHNSON & JOHNSON
COM
478160104
44718
455216
SH
SOLE
455216
0
0
JPMORGAN CHASE & CO
COM
46625H100
247869
4082516
SH
SOLE
4082516
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
39547
9563894
SH
SOLE
9563894
0
0
KKR FINL HLDGS LLC
COM
48248M102
411
18000
SH
SOLE
18000
0
0
KOREA ELECTRIC PWR
SPONSORED ADR
500631106
658
38300
SH
SOLE
38300
0
0
LEIDOS HLDGS INC
COM
525327102
884
25000
SH
SOLE
25000
0
0
LEUCADIA NATL CORP
COM
527288104
166970
5964291
SH
SOLE
5964291
0
0
LOCKHEED MARTIN CORP
COM
539830109
375363
2299527
SH
SOLE
2299527
0
0
LOEWS CORP
COM
540424108
1982
45000
SH
SOLE
45000
0
0
M & T BK CORP
COM
55261F104
17454
143861
SH
SOLE
143861
0
0
MANITEX INTL INC
COM
563420108
1629
100000
SH
SOLE
100000
0
0
MARKET VECTORS ETF TR
GOLD MINER ETF
57060U100
843
35718
SH
SOLE
35718
0
0
MARKET VECTORS ETF TR
JR GOLD MINERS E
57061R544
15323
423745
SH
SOLE
423745
0
0
MARSH & MCLENNAN COS INC
COM
571748102
491
9950
SH
SOLE
9950
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
642
5000
SH
SOLE
5000
0
0
MCDONALDS CORP
COM
580135101
375
3826
SH
SOLE
3826
0
0
MEDIVATION
COM
58501N101
2896
45000
SH
SOLE
45000
0
0
MERCK & CO INC NEW
COM
58933Y105
4043
71176
SH
SOLE
71176
0
0
MICROSOFT CORP
COM
594918104
311243
7590407
SH
SOLE
7590407
0
0
MITSUBISHI UFJ FINL GROUP IN
SPONSORED ADR
606822104
68
12300
SH
SOLE
12300
0
0
MIZUHO FINL GROUP INC
SPONSORED ADR
60687Y109
71
17800
SH
SOLE
17800
0
0
MONDELEZ INTL INC
CL A
609207105
4578
132481
SH
SOLE
132481
0
0
MOSAIC CO NEW
COM
61945C103
2500
50000
SH
SOLE
50000
0
0
MRC GLOBAL INC
COM
55345K103
8944
331552
SH
SOLE
331552
0
0
MSC INDL DIRECT INC
CL A
553530106
2163
25000
SH
SOLE
25000
0
0
NEWMONT MINING CORP
COM
651639106
24045
1026012
SH
SOLE
1026012
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
32889
387607
SH
SOLE
387607
0
0
OASIS PETE INC NEW
COM
674215108
3547
85000
SH
SOLE
85000
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
4765
50000
SH
SOLE
50000
0
0
ORACLE CORP
COM
68389X105
102712
2503380
SH
SOLE
2503380
0
0
PEPSICO INC
COM
713448108
2547
30500
SH
SOLE
30500
0
0
PETROCHINA CO LTD
SPONSORED ADR
71646E100
319
2940
SH
SOLE
2940
0
0
PFIZER INC
COM
717081103
228
7100
SH
SOLE
7100
0
0
PHILIP MORRIS INTL INC
COM
718172109
225
2750
SH
SOLE
2750
0
0
PROCERA NETWORKS INC
COM NEW
74269U203
2393
230410
SH
SOLE
230410
0
0
QUALCOMM INC
COM
747525103
246729
3128503
SH
SOLE
3128503
0
0
RACKSPACE HOSTING
COM
750086100
591
18000
SH
SOLE
18000
0
0
REPUBLIC SVCS INC
COM
760759100
1366
40000
SH
SOLE
40000
0
0
ROCKET FUEL INC
COM
773111109
1158
27000
SH
SOLE
27000
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
468
6000
SH
SOLE
6000
0
0
SANOFI
RIGHT 12/31/2020
80105N113
4
14000
SH
SOLE
14000
0
0
SCIENCE APPLICATNS INTL CP N
COM
808625107
534
14285
SH
SOLE
14285
0
0
SEACOR HOLDINGS INC
COM
811904101
1296
15000
SH
SOLE
15000
0
0
SEARS HLDGS CORP
COM
812350106
716
15000
SH
SOLE
15000
0
0
STILLWATER MNG CO
NOTE 1.750%10/1
86074QAL6
72
55000
SH
SOLE
55000
0
0
STILLWATER MNG CO
COM
86074Q102
4839
326405
SH
SOLE
326405
0
0
STYKER CORP
COM
863667101
1467
18000
SH
SOLE
18000
0
0
TEXAS INSTRS INC
COM
882508104
146674
3110482
SH
SOLE
3110482
0
0
TREX CO INC
Com
89531P105
2560
35000
SH
SOLE
35000
0
0
ULTRATECH INC
COM
904034105
2336
80000
SH
SOLE
80000
0
0
UNITED CONTL HLDGS INC
COM
910047109
1339
30000
SH
SOLE
30000
0
0
BANCORP DEL
COM NEW
902973304
1072
25000
SH
SOLE
25000
0
0
U S SILICA HLDGS INC
COM
90346E103
2291
60000
SH
SOLE
60000
0
0
VALE S A
ADR
91912E105
69812
5046058
SH
SOLE
5046058
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
287
5400
SH
SOLE
5400
0
0
VEECO INSTRS INC DEL
COM
922417100
1552
37000
SH
SOLE
37000
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
31896
668958
SH
SOLE
668958
0
0
VIACOM INC NEW
CL B
92553P201
17389
204584
SH
SOLE
204584
0
0
VOCERA COMMUNICATIONS
COM
92857F107
816
50000
SH
SOLE
50000
0
0
WAL MART STORES INC
COM
931142103
60222
787884
SH
SOLE
787884
0
0