0001426859-18-000008.txt : 20181106
0001426859-18-000008.hdr.sgml : 20181106
20181106100805
ACCESSION NUMBER: 0001426859-18-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181106
DATE AS OF CHANGE: 20181106
EFFECTIVENESS DATE: 20181106
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: 181161820
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
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0001426859
XXXXXXXX
09-30-2018
09-30-2018
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
11-06-2018
0
76
3018673
INFORMATION TABLE
2
infotable.xml
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1647
10000
SH
SOLE
10000
0
0
ALLIANCE DATA SYSTEMS CORP
COM
018581108
6991
29603
SH
SOLE
29603
0
0
ALPHABET INC
CAP STK CL A
02079K305
2135
1768
SH
SOLE
1768
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
1136
27500
SH
SOLE
27500
0
0
AMERICAN INTL GROUP INC
COM NEW
026874784
1598
30000
SH
SOLE
30000
0
0
ANGLOGOLD ASHANTI LTD
SPONS ADR
035128206
58900
6868754
SH
SOLE
6868754
0
0
APACHE CORP
COM
037411105
954
20000
SH
SOLE
20000
0
0
APERGY CORP
COM
03755L104
44888
1029899
SH
SOLE
1029899
0
0
APPLE INC
COM
037833100
37486
166042
SH
SOLE
166042
0
0
APTIV PLC
SHS
G6095L109
41886
499268
SH
SOLE
499268
0
0
AVON PRODS INC
COM
054303102
110
50000
SH
SOLE
50000
0
0
BARRICK GOLD CORP
COM
067901108
194118
17512029
SH
SOLE
17512029
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1071
5000
SH
SOLE
5000
0
0
BLACKBERRY LTD
COM
09228F103
1964
172500
SH
SOLE
172500
0
0
CANADIAN SOLAR INC
COM
136635109
1440
99288
SH
SOLE
99288
0
0
CEMEX SAB DE CV
SPON ADR NEW
151290889
8048
1144000
SH
SOLE
1144000
0
0
CIGNA CORPORATION
COM
125509109
302517
1452665
SH
SOLE
1452665
0
0
CISCO SYS INC
COM
17275R102
1605
32971
SH
SOLE
32971
0
0
CLEVELAND CLIFFS INC
COM
185899101
202996
16040992
SH
SOLE
16040992
0
0
COEUR MNG INC
COM NEW
192108504
7951
1493063
SH
SOLE
1493063
0
0
COTY INC
COM CL A
222070203
1883
150000
SH
SOLE
150000
0
0
CRITEO S A
SPONS ADS
226718104
688
30000
SH
SOLE
30000
0
0
DEERE & CO
COM
244199105
1022
6800
SH
SOLE
6800
0
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
67270
2144756
SH
SOLE
2144756
0
0
DIANA SHIPPING INC
COM
Y2066G104
1827
443887
SH
SOLE
443887
0
0
DOWDUPONT INC
COM
26078J100
238113
3702299
SH
SOLE
3702299
0
0
DRDGOLD LIMITED
SPON ADR REPSTG
26152H301
7292
3006996
SH
SOLE
3006996
0
0
EAGLE MATERIALS INC
COM
26969P108
341
4000
SH
SOLE
4000
0
0
EXXON MOBIL CORP
COM
30231G102
331289
3896376
SH
SOLE
3896376
0
0
FOOT LOCKER INC
COM
344849104
14135
277247
SH
SOLE
277247
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
655
12500
SH
SOLE
12500
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
2824
202976
SH
SOLE
202976
0
0
GENERAL ELECTRIC CO
COM
369604103
969
85800
SH
SOLE
85800
0
0
GENERAL MTRS CO
COM
37045V100
105618
3137338
SH
SOLE
3137338
0
0
Gold Fields Ltd
SPONS ADR
38059T106
43675
18010449
SH
SOLE
18010449
0
0
GOLDCORP INC NEW
COM
380956409
151473
14857704
SH
SOLE
14857704
0
0
HARMONY GOLD MNG LTD
SPONSORED ADR
413216300
4263
2575555
SH
SOLE
2575555
0
0
HOLLYSYS AUTOMATION TECHNOLO
SHS
G45667105
5969
279390
SH
SOLE
279390
0
0
INGEVITY CORP
COM
45688C107
960
9416
SH
SOLE
9416
0
0
JEFFERIES FINL GROUP INC
COM
47233W109
36832
1676918
SH
SOLE
1676918
0
0
JPMORGAN CHASE & CO
COM
46625H100
3418
30292
SH
SOLE
30292
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
143370
54719689
SH
SOLE
54719689
0
0
L BRANDS INC
COM
501797104
333
11000
SH
SOLE
11000
0
0
LEIDOS HLDGS INC
COM
525327102
367
5300
SH
SOLE
5300
0
0
LENNAR CORP
CL A
526057104
5275
112977
SH
SOLE
112977
0
0
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
1072
38000
SH
SOLE
38000
0
0
MARSH & MCLENNAN COS INC
COM
571748102
310
3750
SH
SOLE
3750
0
0
MATTEL INC
COM
577081102
628
40000
SH
SOLE
40000
0
0
MCKESSON CORP
COM
58155Q103
76877
579529
SH
SOLE
579529
0
0
MICROSOFT CORP
COM
594918104
7190
62811
SH
SOLE
62811
0
0
MOHAWK INDS INC
COM
608190104
1578
9000
SH
SOLE
9000
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
180734
4196796
SH
SOLE
4196796
0
0
NEWELL BRANDS INC
COM
651229106
609
30000
SH
SOLE
30000
0
0
NEWMONT MINING CORP
COM
651639106
29411
973382
SH
SOLE
973382
0
0
PATTERSON UTI ENERGY INC
COM
703481101
929
54302
SH
SOLE
54302
0
0
PERSHING GOLD CORP
COM NEW
715302204
2247
1812277
SH
SOLE
1812277
0
0
PHILLIPS 66
COM
718546104
3629
32202
SH
SOLE
32202
0
0
PLATINUM GROUP METALS LTD
COM
72765Q601
199
1384218
SH
SOLE
1384218
0
0
RANDGOLD RES LTD
ADR
752344309
5377
76276
SH
SOLE
76276
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
369
5200
SH
SOLE
5200
0
0
SEACOR HOLDINGS INC
COM
811904101
939
19000
SH
SOLE
19000
0
0
SIBANYE STILLWATER
SPONSORED ADR
825724206
125
50400
SH
SOLE
50400
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
350
3100
SH
SOLE
3100
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
821
11000
SH
SOLE
11000
0
0
TENARIS S A
SPONSORED ADR
88031M109
29552
881511
SH
SOLE
881511
0
0
KRAFT HEINZ CO
COM
500754106
689
12500
SH
SOLE
12500
0
0
TIDEWATER INC NEW
COM
88642R109
935
30000
SH
SOLE
30000
0
0
TORTOISE MLP FD INC
COM
89148B101
3309
205839
SH
SOLE
205839
0
0
ULTRAPAR PARTICIPACOES S A
SP ADR REP COM
90400P101
7876
849141
SH
SOLE
849141
0
0
BANCORP DEL
COM NEW
902973304
1702
32223
SH
SOLE
32223
0
0
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
882
47627
SH
SOLE
47627
0
0
VANECK VECTORS ETF TR
JR GOLD MINERS E
92189F791
988
36073
SH
SOLE
36073
0
0
WAL MART STORES INC
COM
931142103
328
3492
SH
SOLE
3492
0
0
DISNEY WALT CO
COM DISNEY
254687106
456544
3904593
SH
SOLE
3904593
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
108490
6754887
SH
SOLE
6754887
0
0
YY INC
ADS REPCOM CLA
98426T106
4682
62500
SH
SOLE
62500
0
0