0001426859-14-000008.txt : 20141107
0001426859-14-000008.hdr.sgml : 20141107
20141107113601
ACCESSION NUMBER: 0001426859-14-000008
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141107
DATE AS OF CHANGE: 20141107
EFFECTIVENESS DATE: 20141107
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: 141203352
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
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0001426859
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09-30-2014
09-30-2014
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Ruffer LLP
80 Victoria Street
London
X0
SW1E 5JL
13F HOLDINGS REPORT
028-12772
N
Louise Stanway
Compliance
00442079638146
Louise Stanway
London
X0
07-11-2014
0
86
2790839
INFORMATION TABLE
2
infotable.xml
AETNA INC NEW
COM
00817Y108
66230
817608
SH
SOLE
817608
0
0
AMERICAN CAPITAL AGENCY CORP
COM
02503X105
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368862
SH
SOLE
368862
0
0
ANNALY CAP MGMT INC
COM
035710409
3513
329144
SH
SOLE
329144
0
0
APPLE INC
COM
037833100
741
7350
SH
SOLE
7350
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
701
12810
SH
SOLE
12810
0
0
ATMEL CORP
COM
049513104
184293
22794957
SH
SOLE
22794957
0
0
BAIDU INC
SPON ADR REP A
056752108
5456
25000
SH
SOLE
25000
0
0
BARRICK GOLD CORP
COM
067901108
100643
6858136
SH
SOLE
6858136
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
1545
60633
SH
SOLE
60633
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
207
1
SH
SOLE
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0
0
BERKSHIRE HATHAWAY INC DEL
CL B
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14650
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SOLE
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0
0
BANK OF AMERICA CORP
WEXP10/28/201
060505153
878
933618
SH
SOLE
933618
0
0
BLACKBERRY LTD
COM
09228F103
1989
200000
SH
SOLE
200000
0
0
C&J ENERGY SVCS INC
COM
12467B304
1986
65000
SH
SOLE
65000
0
0
CALLAWAY GOLF CO
COM
131193104
2089
288277
SH
SOLE
288277
0
0
CANADIAN SOLAR INC
COM
136635109
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SH
SOLE
672733
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0
CAREFUSION CORP
COM
14170T101
1810
40000
SH
SOLE
40000
0
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CARNIVAL PLC
PAIRED CTF
14365C300
4963
123570
SH
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123570
0
0
CENTENE CORP DEL
COM
15135B101
4467
54000
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54000
0
0
CHIMERA INVT CORP
COM
16934Q109
1164
382120
SH
SOLE
382120
0
0
CHINA LODGING GRP LTD
SPON ADR
16949N109
6438
250000
SH
SOLE
250000
0
0
CISCO SYS INC
COM
17275R102
5454
216553
SH
SOLE
216553
0
0
CIT GROUP INC
COM NEW
125581801
2068
45000
SH
SOLE
45000
0
0
COWEN GROUP INC NEW
CL A
223622101
1789
477720
SH
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477720
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0
DAQO NEW ENERGY CORP
SPNSRD ADR NEW
23703Q203
2135
50000
SH
SOLE
50000
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
1265
19669
SH
SOLE
19669
0
0
DUN & BRADSTREET CORP DEL NE
COM
26483E100
2115
18000
SH
SOLE
18000
0
0
E2OPEN INC
COM
29788A104
1256
135000
SH
SOLE
135000
0
0
EXXON MOBIL CORP
COM
30231G102
461
4905
SH
SOLE
4905
0
0
FREEPORT-MCMORAN COPPER & GO
COM
35671D857
13713
419921
SH
SOLE
419921
0
0
GENERAL DYNAMICS
COM
369550108
105455
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SH
SOLE
829803
0
0
Gold Fields Ltd
SPONS ADR
38059T106
270
69350
SH
SOLE
69350
0
0
GOLDCORP INC NEW
COM
380956409
94105
4085335
SH
SOLE
4085335
0
0
GOOGLE INC
CL A
38259P508
33160
56334
SH
SOLE
56334
0
0
GOOGLE INC
CL C
38259P706
3927
6801
SH
SOLE
6801
0
0
HARMONY GOLD MNG LTD
SPONS ADR
413216300
98
45000
SH
SOLE
45000
0
0
HUMANA INC
COM
444859102
131678
1010581
SH
SOLE
1010581
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0
INTERNATIONAL BUSINESS MACHS
COM
459200101
100180
527542
SH
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JOHNSON & JOHNSON
COM
478160104
13478
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SH
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0
JPMORGAN CHASE & CO
COM
46625H100
167033
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SH
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KINROSS GOLD CORP
COM NO PAR
496902404
29989
9075191
SH
SOLE
9075191
0
0
KKR FINL HLDGS LLC
COM
48248M102
401
18000
SH
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0
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LEUCADIA NATL CORP
COM
527288104
160478
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LOCKHEED MARTIN CORP
COM
539830109
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SH
SOLE
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LOEWS CORP
COM
540424108
4165
100000
SH
SOLE
100000
0
0
M & T BK CORP
COM
55261F104
17658
143216
SH
SOLE
143216
0
0
MANITEX INTL INC
COM
563420108
1129
100000
SH
SOLE
100000
0
0
MARKET VECTORS ETF TR
GOLD MINER ETF
57060U100
534
25033
SH
SOLE
25033
0
0
MARKET VECTORS ETF TR
JR GOLD MINERS E
57061R544
8797
261811
SH
SOLE
261811
0
0
MARSH & MCLENNAN COS INC
COM
571748102
521
9950
SH
SOLE
9950
0
0
MCDONALDS CORP
COM
580135101
294
3101
SH
SOLE
3101
0
0
MEDIVATION
COM
58501V101
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SH
SOLE
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MERCK & CO INC NEW
COM
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MICROSOFT CORP
COM
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SH
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MITSUBISHI UFJ FINL GROUP IN
SPONSORED ADR
606822104
69
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SH
SOLE
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0
MIZUHO FINL GROUP INC
SPONSORED ADR
60687Y109
63
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0
0
MONDELEZ INTL INC
CL A
609207105
3257
95056
SH
SOLE
95056
0
0
MOSAIC CO NEW
COM
61945C103
3553
80000
SH
SOLE
80000
0
0
MRC GLOBAL INC
COM
55345K103
2914
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SH
SOLE
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0
MSC INDL DIRECT INC
CL A
553530106
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25000
SH
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25000
0
0
NEWMONT MINING CORP
COM
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SH
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NOVARTIS A G
SPONSORED ADR
66987V109
15947
168850
SH
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0
0
OASIS PETE INC NEW
COM
674215108
2299
55000
SH
SOLE
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0
OCCIDENTAL PETE CORP DEL
COM
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ORACLE CORP
COM
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PEPSICO INC
COM
713448108
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SH
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PROCERA NETWORKS INC
COM NEW
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SH
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QUALCOMM INC
COM
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SH
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RACKSPACE HOSTING
COM
750086100
586
18000
SH
SOLE
18000
0
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RAYTHEON CO
COM NEW
755111507
203
2000
SH
SOLE
2000
0
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REPUBLIC SVCS INC
COM
760759100
1561
40000
SH
SOLE
40000
0
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ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
474
6000
SH
SOLE
6000
0
0
SANOFI
RIGHT 12/31/2020
80105N113
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14000
SH
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SEACOR HOLDINGS INC
COM
811904101
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25000
SH
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STILLWATER MNG CO
COM
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SH
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0
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TEXAS INSTRS INC
COM
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THOMSON REUTERS CORP
COM
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ULTRATECH INC
COM
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UNITED CONTL HLDGS INC
COM
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BANCORP DEL
COM NEW
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VALE S A
ADR
91912E105
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0
VALERO ENERGY CORP NEW
COM
91913Y100
250
5400
SH
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0
0
VEECO INSTRS INC DEL
COM
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45000
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0
VERIZON COMMUNICATIONS INC
COM
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VIACOM INC NEW
CL B
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WAL MART STORES INC
COM
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