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 false 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