0001426859-19-000009.txt : 20190806
0001426859-19-000009.hdr.sgml : 20190806
20190806123104
ACCESSION NUMBER: 0001426859-19-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190806
DATE AS OF CHANGE: 20190806
EFFECTIVENESS DATE: 20190806
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: 191001148
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
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0001426859
XXXXXXXX
06-30-2019
06-30-2019
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Ruffer LLP
80 Victoria Street
London
X0
SW1E 5JL
13F HOLDINGS REPORT
028-12772
N
Tony Allen
Compliance Manager
00442079638163
Tony Allen
London
X0
08-05-2019
0
103
4282341
INFORMATION TABLE
2
infotable.xml
ACTIVISION BLIZZARD INC
COM
00507V109
160765
3405685
SH
SOLE
3405685
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
4744
28000
SH
SOLE
28000
0
0
ALIO GOLD INC
COM
01627X108
4243
5526793
SH
SOLE
5526793
0
0
ALPHABET INC
CAP STK CL A
02079K305
1714
1584
SH
SOLE
1584
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
783
24000
SH
SOLE
24000
0
0
AMERICAS SILVER CORP
COM NEW
03063L705
3015
1299493
SH
SOLE
1299493
0
0
AMGEN INC
COM
031162100
192788
1046340
SH
SOLE
1046340
0
0
ANGLOGOLD ASHANTI LTD
SPONS ADR
035128206
77310
4342012
SH
SOLE
4342012
0
0
APERGY CORP
COM
03755L104
4281
127573
SH
SOLE
127573
0
0
APPLE INC
COM
037833100
11961
60430
SH
SOLE
60430
0
0
APTIV PLC
SHS
G6095L109
13026
160752
SH
SOLE
160752
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
223
6000
SH
SOLE
6000
0
0
ASANKO GOLD INC
COM
04341Y105
13078
20626089
SH
SOLE
20626089
0
0
AXALTA COATING SYS LTD
COM
G0750C108
745
25000
SH
SOLE
25000
0
0
B2GOLD CORP
COM
11777Q209
8261
2721916
SH
SOLE
2721916
0
0
BARRICK GOLD CORP
COM
067901108
200290
12704952
SH
SOLE
12704952
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
425
2000
SH
SOLE
2000
0
0
BIOGEN INC
COM
09062X103
819
3500
SH
SOLE
3500
0
0
BLACKBERRY LTD
COM
09228F103
1286
172500
SH
SOLE
172500
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
5506
121470
SH
SOLE
121470
0
0
CARMAX INC
COM
143130102
521
6000
SH
SOLE
6000
0
0
CELGENE CORP
COM
151020104
288042
3116161
SH
SOLE
3116161
0
0
CEMEX SAB DE CV
SPON ADR NEW
151290889
5518
1300000
SH
SOLE
1300000
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
889
2250
SH
SOLE
2250
0
0
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
37010
320049
SH
SOLE
320049
0
0
CIGNA CORP NEW
COM
125523100
299131
1898165
SH
SOLE
1898165
0
0
CISCO SYS INC
COM
17275R102
992
18167
SH
SOLE
18167
0
0
CLEVELAND CLIFFS INC
COM
185899101
175221
16414472
SH
SOLE
16414472
0
0
COEUR MNG INC
COM NEW
192108504
7219
1673063
SH
SOLE
1673063
0
0
CORTEVA INC
COM
22052l104
7563
255896
SH
SOLE
255896
0
0
COTY INC
COM CL A
222070203
161
12000
SH
SOLE
12000
0
0
CRITEO S A
SPONS ADS
226718104
309
18000
SH
SOLE
18000
0
0
DEERE & CO
COM
244199105
481
2900
SH
SOLE
2900
0
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
31314
1566490
SH
SOLE
1566490
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
1135
20000
SH
SOLE
20000
0
0
DEUTSCHE BANK AG
NAMEN AKT
D18190898
814
106500
SH
SOLE
106500
0
0
DIANA SHIPPING INC
COM
Y2066G104
332
100000
SH
SOLE
100000
0
0
DOW INC
COM
260557103
14300
290434
SH
SOLE
290434
0
0
DRDGOLD LIMITED
SPON ADR REPSTG
26152H301
15067
4964439
SH
SOLE
4964439
0
0
DUPONT DE NEMOURS INC
COM
26614N102
187730
2501733
SH
SOLE
2501733
0
0
ELDORADO GOLD CORP NEW
COM
284902509
15078
2592988
SH
SOLE
2592988
0
0
EXXON MOBIL CORP
COM
30231G102
254110
3316505
SH
SOLE
3316505
0
0
FIESTA RESTAURANT GROUP INC
COM
31660B101
657
50000
SH
SOLE
50000
0
0
FOOT LOCKER INC
COM
344849104
79283
1891076
SH
SOLE
1891076
0
0
FORTUNA SILVER MINES INC
COM
349915108
3920
1372000
SH
SOLE
1372000
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
1628
28500
SH
SOLE
28500
0
0
FOX CORP
CL A COM
35137L105
21409
584393
SH
SOLE
584393
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
6408
552148
SH
SOLE
552148
0
0
GENERAL ELECTRIC CO
COM
369604103
428
40800
SH
SOLE
40800
0
0
GENERAL MTRS CO
COM
37045V100
153791
3990962
SH
SOLE
3990962
0
0
Gold Fields Ltd
SPONS ADR
38059T106
49488
9156059
SH
SOLE
9156059
0
0
GREAT PANTHER MINING LIMITED
COM
39115V101
3858
4525644
SH
SOLE
4525644
0
0
HARMONY GOLD MNG LTD
SPONSORED ADR
413216300
7120
3129785
SH
SOLE
3129785
0
0
HOLLYSYS AUTOMATION TECHNOLO
SHS
G45667105
1521
80138
SH
SOLE
80138
0
0
HOUGHTON MIFFLIN HARCOURT CO
COM
44157R109
107
18500
SH
SOLE
18500
0
0
HUMANA INC
COM
444859102
350
1318
SH
SOLE
1318
0
0
IAMGOLD CORP
COM
450913108
67707
20061272
SH
SOLE
20061272
0
0
IMPERIAL OIL LTD
COM NEW
453038408
1272
45920
SH
SOLE
45920
0
0
IMV INC
COM
44974L103
19666
6801225
SH
SOLE
6801225
0
0
INGEVITY CORP
COM
45688C107
773
7350
SH
SOLE
7350
0
0
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
1753
135000
SH
SOLE
135000
0
0
JEFFERIES FINL GROUP INC
COM
47233W109
31985
1664619
SH
SOLE
1664619
0
0
JPMORGAN CHASE & CO
COM
46625H100
677
6058
SH
SOLE
6058
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
243388
64705923
SH
SOLE
64705923
0
0
LEIDOS HLDGS INC
COM
525327102
423
5300
SH
SOLE
5300
0
0
LENNAR CORP
CL A
526057104
496
10252
SH
SOLE
10252
0
0
LIVENT CORP
COM
53814L108
27161
3922198
SH
SOLE
3922198
0
0
M & T BK CORP
COM
55261F104
6398
37636
SH
SOLE
37636
0
0
MARSH & MCLENNAN COS INC
COM
571748102
363
3640
SH
SOLE
3640
0
0
MATTEL INC
COM
577081102
449
40000
SH
SOLE
40000
0
0
MCKESSON CORP
COM
58155Q103
128344
955337
SH
SOLE
955337
0
0
MICROSOFT CORP
COM
594918104
6236
46567
SH
SOLE
46567
0
0
MOHAWK INDS INC
COM
608190104
1547
10500
SH
SOLE
10500
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
167158
7521206
SH
SOLE
7521206
0
0
NEWMONT MINING CORP
COM
651639106
174210
4530246
SH
SOLE
4530246
0
0
NORBORD INC
COM NEW
65548P403
532
21500
SH
SOLE
21500
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
5223
53525
SH
SOLE
53525
0
0
PAN AMERICAN SILVER CORP
COM
697900108
19823
1534890
SH
SOLE
1534890
0
0
PHILIP MORRIS INTL INC
COM
718172109
2159
27500
SH
SOLE
27500
0
0
PHILLIPS 66
COM
718546104
1946
20816
SH
SOLE
20816
0
0
PLATINUM GROUP METALS LTD
COM
72765Q882
147
138421
SH
SOLE
138421
0
0
RESTORBIO INC
COM
76133L103
1196
117600
SH
SOLE
117600
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
342
5200
SH
SOLE
5200
0
0
SAFE BULKERS INC
COM
Y7388L103
700
450000
SH
SOLE
450000
0
0
SEACOR HOLDINGS INC
COM
811904101
1092
23000
SH
SOLE
23000
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
562
4221
SH
SOLE
4221
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
296
5500
SH
SOLE
5500
0
0
SYNCHRONY FINL
COM
87165B103
54164
1563872
SH
SOLE
1563872
0
0
TENARIS S A
SPONSORED ADR
88031M109
6110
232280
SH
SOLE
232280
0
0
TIDEWATER INC NEW
COM
88642R109
352
15000
SH
SOLE
15000
0
0
TORTOISE MIDSTRM ENERGY FD I
COM
89148B101
2323
172658
SH
SOLE
172658
0
0
UBS GROUP AG
SHS
H42097107
171
14354
SH
SOLE
14354
0
0
ULTRAPAR PARTICIPACOES S A
SP ADR REP COM
90400P101
97
18452
SH
SOLE
18452
0
0
BANCORP DEL
COM NEW
902973304
32210
615230
SH
SOLE
615230
0
0
ENSCO ROWAN PLC
SHS CLASS A
G3166L100
25513
2992838
SH
SOLE
2992838
0
0
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
893
34944
SH
SOLE
34944
0
0
VANECK VECTORS ETF TR
JR GOLD MINERS E
92189F791
899
25711
SH
SOLE
25711
0
0
VEONEER INCORPORATED
COM
92336X109
865
50000
SH
SOLE
50000
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
383
7000
SH
SOLE
7000
0
0
WAL MART STORES INC
COM
931142103
347
3140
SH
SOLE
3140
0
0
DISNEY WALT CO
COM DISNEY
254687106
683000
4889755
SH
SOLE
4889755
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
167387
8402971
SH
SOLE
8402971
0
0
YAMANA GOLD INC
COM
98462Y100
15435
6088584
SH
SOLE
6088584
0
0