0001426859-14-000006.txt : 20140805
0001426859-14-000006.hdr.sgml : 20140805
20140805103025
ACCESSION NUMBER: 0001426859-14-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140805
DATE AS OF CHANGE: 20140805
EFFECTIVENESS DATE: 20140805
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: 141014958
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
06-30-2014
06-30-2014
false
Ruffer LLP
80 Victoria Street
London
X0
SW1E 5JL
13F HOLDINGS REPORT
028-12772
N
Louise Stanway
Compliance Officer
00442079638146
Louise M Stanway
London
X0
05-08-2014
0
94
3078666
INFORMATION TABLE
2
infotable.xml
ACTIVE POWER INC
COM NEW
00504W308
549
200000
SH
SOLE
200000
0
0
AMERICAN CAPITAL AGENCY CORP
COM
02503X105
21397
927667
SH
SOLE
927667
0
0
AMERICAN INTL GROUP
W EXP 2021
026874156
285
10678
SH
SOLE
10678
0
0
ANNALY CAP MGMT INC
COM
035710409
24140
2142793
SH
SOLE
2142793
0
0
APPLE INC
COM
037833100
715
7665
SH
SOLE
7665
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
741
12810
SH
SOLE
12810
0
0
ATMEL CORP
COM
049513104
181271
19221537
SH
SOLE
19221537
0
0
AVON PRODS INC
COM
054303102
1740
120000
SH
SOLE
120000
0
0
BAIDU INC
SPON ADR REP A
056752108
4771
25000
SH
SOLE
25000
0
0
BANCORP INC DEL
COM
05969A105
2022
170403
SH
SOLE
170403
0
0
BARRICK GOLD CORP
COM
067901108
140830
7764084
SH
SOLE
7764084
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
2678
80000
SH
SOLE
80000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B
084670207
1858
14650
SH
SOLE
14650
0
0
BANK OF AMERICA CORP
WEXP10/28/201
060505153
694
933618
SH
SOLE
933618
0
0
C&J ENERGY SVCS INC
COM
12467B304
2314
70000
SH
SOLE
70000
0
0
CALLAWAY GOLF CO
COM
131193104
2489
288277
SH
SOLE
288277
0
0
CANADIAN SOLAR INC
COM
136635109
21560
703733
SH
SOLE
703733
0
0
CAREFUSION CORP
COM
14170T101
1806
40000
SH
SOLE
40000
0
0
CARNIVAL PLC
ADR
14365C300
40890
1092199
SH
SOLE
1092199
0
0
CHIMERA INVT CORP
COM
16934Q109
3729
1181185
SH
SOLE
1181185
0
0
CHINA LODGING GRP LTD
SPON ADR
16949N109
6253
250000
SH
SOLE
250000
0
0
CISCO SYS INC
COM
17275R102
5534
221258
SH
SOLE
221258
0
0
CIT GROUP INC
COM NEW
047294037
2065
45000
SH
SOLE
45000
0
0
CLEAN DIESEL TECH
COM PAR
18449C401
88
32622
SH
SOLE
32622
0
0
COWEN GROUP INC NEW
CL A
223622101
2047
477720
SH
SOLE
477720
0
0
DAQO NEW ENERGY CORP
SPNSRD ADR NEW
23703Q203
1232
40000
SH
SOLE
40000
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
1510
25669
SH
SOLE
25669
0
0
DRDGOLD LIMITED
SPON ADR NEW
26152H301
98
34015
SH
SOLE
34015
0
0
E2OPEN INC
COM
29788A104
2863
135000
SH
SOLE
135000
0
0
EXXON MOBIL CORP
COM
30231G102
536
5305
SH
SOLE
5305
0
0
FREEPORT-MCMORAN COPPER & GO
COM
35671D857
103341
2811998
SH
SOLE
2811998
0
0
GENERAL DYNAMICS
COM
369550108
213550
1838632
SH
SOLE
1838632
0
0
GENERAL ELECTRIC CO
COM
369604103
2821
107151
SH
SOLE
107151
0
0
Gold Fields Ltd
SPONS ADR
38059T106
568
155050
SH
SOLE
155050
0
0
GOOGLE INC
CL A
38259P508
37518
63593
SH
SOLE
63593
0
0
GOOGLE INC
CL C
38259P706
24047
41377
SH
SOLE
41377
0
0
HACKETT GROUP INC
COM
404609109
142
23400
SH
SOLE
23400
0
0
HARMONY GOLD MNG LTD
SPONS ADR
413216300
89
30000
SH
SOLE
30000
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
186684
1003939
SH
SOLE
1003939
0
0
JOHNSON & JOHNSON
COM
478160104
24641
233377
SH
SOLE
233377
0
0
JPMORGAN CHASE & CO
COM
46625H100
237886
4143121
SH
SOLE
4143121
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
39323
9482979
SH
SOLE
9482979
0
0
KKR FINL HLDGS LLC
COM
48248M102
440
18000
SH
SOLE
18000
0
0
LEUCADIA NATL CORP
COM
527288104
158279
6088132
SH
SOLE
6088132
0
0
LOCKHEED MARTIN CORP
COM
539830109
368748
2301544
SH
SOLE
2301544
0
0
LOEWS CORP
COM
540424108
4427
100000
SH
SOLE
100000
0
0
M & T BK CORP
COM
55261F104
18001
144426
SH
SOLE
144426
0
0
MANITEX INTL INC
COM
563420108
1658
100000
SH
SOLE
100000
0
0
MARKET VECTORS ETF TR
GOLD MINER ETF
57060U100
731
27928
SH
SOLE
27928
0
0
MARKET VECTORS ETF TR
JR GOLD MINERS E
57061R544
12830
310112
SH
SOLE
310112
0
0
MARSH & MCLENNAN COS INC
COM
571748102
517
9950
SH
SOLE
9950
0
0
MCDONALDS CORP
COM
580135101
312
3101
SH
SOLE
3101
0
0
MEDIVATION
COM
58501V101
3521
45000
SH
SOLE
45000
0
0
MERCK & CO INC NEW
COM
58933Y105
3653
62616
SH
SOLE
62616
0
0
MICROSOFT CORP
COM
594918104
286129
6853038
SH
SOLE
6853038
0
0
MITSUBISHI UFJ FINL GROUP IN
SPONSORED ADR
606822104
77
12300
SH
SOLE
12300
0
0
MIZUHO FINL GROUP INC
SPONSORED ADR
60687Y109
73
17800
SH
SOLE
17800
0
0
MONDELEZ INTL INC
CL A
609207105
4736
125391
SH
SOLE
125391
0
0
MOSAIC CO NEW
COM
61945C103
3938
80000
SH
SOLE
80000
0
0
MRC GLOBAL INC
COM
55345K103
7233
256905
SH
SOLE
256905
0
0
MSC INDL DIRECT INC
CL A
553530106
2356
25000
SH
SOLE
25000
0
0
NEWMONT MINING CORP
COM
651639106
20370
814462
SH
SOLE
814462
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
32535
356994
SH
SOLE
356994
0
0
OASIS PETE INC NEW
COM
674215108
3906
70000
SH
SOLE
70000
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
7690
75000
SH
SOLE
75000
0
0
ORACLE CORP
COM
68389X105
240458
5915293
SH
SOLE
5915293
0
0
PEPSICO INC
COM
713448108
2711
30500
SH
SOLE
30500
0
0
PFIZER INC
COM
717081103
213
7100
SH
SOLE
7100
0
0
PHILIP MORRIS INTL INC
COM
718172109
231
2750
SH
SOLE
2750
0
0
PROCERA NETWORKS INC
COM NEW
74269U203
2371
230410
SH
SOLE
230410
0
0
QUALCOMM INC
COM
747525103
280193
3524427
SH
SOLE
3524427
0
0
RACKSPACE HOSTING
COM
750086100
606
18000
SH
SOLE
18000
0
0
REPUBLIC SVCS INC
COM
760759100
1521
40000
SH
SOLE
40000
0
0
ROCKET FUEL INC
COM
773111109
1565
53000
SH
SOLE
53000
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
524
6000
SH
SOLE
6000
0
0
SANOFI
RIGHT 12/31/2020
80105N113
7
14000
SH
SOLE
14000
0
0
SCIENCE APPLICATNS INTL CP N
COM
808625107
641
14285
SH
SOLE
14285
0
0
SEACOR HOLDINGS INC
COM
811904101
2046
25000
SH
SOLE
25000
0
0
SEARS HLDGS CORP
COM
812350106
604
15000
SH
SOLE
15000
0
0
STILLWATER MNG CO
NOTE 1.750%10/1
86074QAL6
82
55000
SH
SOLE
55000
0
0
STILLWATER MNG CO
COM
86074Q102
5881
328405
SH
SOLE
328405
0
0
STYKER CORP
COM
863667101
1535
18000
SH
SOLE
18000
0
0
TEXAS INSTRS INC
COM
882508104
147630
3053335
SH
SOLE
3053335
0
0
TREX CO INC
Com
89531P105
1561
54000
SH
SOLE
54000
0
0
ULTRATECH INC
COM
904034105
2050
90000
SH
SOLE
90000
0
0
UNITED CONTL HLDGS INC
COM
910047109
1264
30000
SH
SOLE
30000
0
0
BANCORP DEL
COM NEW
902973304
7814
180730
SH
SOLE
180730
0
0
U S SILICA HLDGS INC
COM
90346E103
1931
35000
SH
SOLE
35000
0
0
VALE S A
ADR
91912E105
22365
1665307
SH
SOLE
1665307
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
271
5400
SH
SOLE
5400
0
0
VEECO INSTRS INC DEL
COM
922417100
1670
45000
SH
SOLE
45000
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
13880
282085
SH
SOLE
282085
0
0
VIACOM INC NEW
CL B
92553P201
17526
202289
SH
SOLE
202289
0
0
WAL MART STORES INC
COM
931142103
28040
373512
SH
SOLE
373512
0
0