0001426859-19-000011.txt : 20191108
0001426859-19-000011.hdr.sgml : 20191108
20191108105450
ACCESSION NUMBER: 0001426859-19-000011
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191108
DATE AS OF CHANGE: 20191108
EFFECTIVENESS DATE: 20191108
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: 191202839
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
09-30-2019
09-30-2019
false
Ruffer LLP
80 Victoria Street
London
X0
SW1E 5JL
13F HOLDINGS REPORT
028-12772
N
Tony Allen
Compliance Manager
00442079638163
Tony Allen
London
X0
11-08-2019
0
93
3519624
INFORMATION TABLE
2
infotable.xml
ACTIVISION BLIZZARD INC
COM
00507V109
186563
3525720
SH
SOLE
3525720
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
4683
28000
SH
SOLE
28000
0
0
ALIO GOLD INC
COM
01627X108
3487
5526793
SH
SOLE
5526793
0
0
ALPHABET INC
CAP STK CL A
02079K305
1542
1263
SH
SOLE
1263
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
580
21500
SH
SOLE
21500
0
0
AMERICAS GOLD AND SILVER COR
COM
03062D100
3275
1299493
SH
SOLE
1299493
0
0
AMGEN INC
COM
031162100
194048
1002755
SH
SOLE
1002755
0
0
ANGLOGOLD ASHANTI LTD
SPONS ADR
035128206
59390
3251555
SH
SOLE
3251555
0
0
APERGY CORP
COM
03755L104
3118
115316
SH
SOLE
115316
0
0
APPLE INC
COM
037833100
5982
26707
SH
SOLE
26707
0
0
APTIV PLC
SHS
G6095L109
11494
131478
SH
SOLE
131478
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
252
6000
SH
SOLE
6000
0
0
ARCOSA INC
COM
039653100
787
23000
SH
SOLE
23000
0
0
ASANKO GOLD INC
COM
04341Y105
19563
20797189
SH
SOLE
20797189
0
0
BARRICK GOLD CORP
COM
067901108
36109
2084187
SH
SOLE
915
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
416
2000
SH
SOLE
2000
0
0
BIOGEN INC
COM
09062X103
815
3500
SH
SOLE
3500
0
0
BLACKBERRY LTD
COM
09228F103
1246
237500
SH
SOLE
237500
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
5988
118100
SH
SOLE
118100
0
0
CELGENE CORP
COM
151020104
318181
3204402
SH
SOLE
3204402
0
0
CEMEX SAB DE CV
SPON ADR NEW
151290889
5090
1300000
SH
SOLE
1300000
0
0
CENTENE CORP DEL
COM
15135B101
122366
2828954
SH
SOLE
2828954
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
721
1750
SH
SOLE
1750
0
0
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
34911
318807
SH
SOLE
318807
0
0
CIGNA CORP NEW
COM
125523100
210602
1386773
SH
SOLE
1386773
0
0
CISCO SYS INC
COM
17275R102
842
17047
SH
SOLE
17047
0
0
CLEVELAND CLIFFS INC
COM
185899101
81124
11228651
SH
SOLE
11228651
0
0
COEUR MNG INC
COM NEW
192108504
6440
1343063
SH
SOLE
1343063
0
0
CRITEO S A
SPONS ADS
226718104
337
18000
SH
SOLE
18000
0
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
8723
651179
SH
SOLE
651179
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
1152
20000
SH
SOLE
20000
0
0
DEUTSCHE BANK AG
NAMEN AKT
D18190898
795
106500
SH
SOLE
106500
0
0
DOW INC
COM
260557103
11676
244935
SH
SOLE
244935
0
0
DRDGOLD LIMITED
SPON ADR REPSTG
26152H301
21982
5166088
SH
SOLE
5166088
0
0
DUPONT DE NEMOURS INC
COM
26614N102
23547
330270
SH
SOLE
330270
0
0
EXXON MOBIL CORP
COM
30231G102
243694
3451279
SH
SOLE
3451279
0
0
FIESTA RESTAURANT GROUP INC
COM
31660B101
626
60000
SH
SOLE
60000
0
0
FOOT LOCKER INC
COM
344849104
162982
3776680
SH
SOLE
3776680
0
0
FORTUNA SILVER MINES INC
COM
349915108
5221
1687615
SH
SOLE
1687615
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
1094
20000
SH
SOLE
20000
0
0
FOX CORP
CL A COM
35137L105
3374
106984
SH
SOLE
106984
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
10495
1096049
SH
SOLE
1096049
0
0
GENERAL ELECTRIC CO
COM
369604103
365
40800
SH
SOLE
40800
0
0
GENERAL MTRS CO
COM
37045V100
73769
1968799
SH
SOLE
1968799
0
0
Gold Fields Ltd
SPONS ADR
38059T106
42078
8561115
SH
SOLE
8561115
0
0
GREAT PANTHER MINING LIMITED
COM
39115V101
4287
6106676
SH
SOLE
6106676
0
0
HARMONY GOLD MNG LTD
SPONSORED ADR
413216300
7739
2729785
SH
SOLE
2729785
0
0
HUMANA INC
COM
444859102
98815
386548
SH
SOLE
386548
0
0
IAMGOLD CORP
COM
450913108
71896
21053060
SH
SOLE
21053060
0
0
IMPERIAL OIL LTD
COM NEW
453038408
1147
43915
SH
SOLE
43915
0
0
IMV INC
COM
44974L103
16700
6801225
SH
SOLE
6801225
0
0
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
1723
121000
SH
SOLE
121000
0
0
JEFFERIES FINL GROUP INC
COM
47233W109
24666
1340171
SH
SOLE
1340171
0
0
JPMORGAN CHASE & CO
COM
46625H100
802
6812
SH
SOLE
6812
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
185758
40335479
SH
SOLE
3716060
0
0
LENNAR CORP
CL A
526057104
380
6802
SH
SOLE
6802
0
0
LIVENT CORP
COM
53814L108
25656
3832107
SH
SOLE
3832107
0
0
M & T BK CORP
COM
55261F104
8704
55099
SH
SOLE
55099
0
0
MARSH & MCLENNAN COS INC
COM
571748102
364
3640
SH
SOLE
3640
0
0
MATTEL INC
COM
577081102
114
10000
SH
SOLE
10000
0
0
MCKESSON CORP
COM
58155Q103
116425
852089
SH
SOLE
852089
0
0
MICROSOFT CORP
COM
594918104
6320
45459
SH
SOLE
45459
0
0
MOHAWK INDS INC
COM
608190104
1489
12000
SH
SOLE
12000
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
152538
7193517
SH
SOLE
7193517
0
0
NEWMONT MINING CORP
COM
651639106
77253
2036982
SH
SOLE
2036982
0
0
NORBORD INC
COM NEW
65548P403
276
11500
SH
SOLE
11500
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
2735
25056
SH
SOLE
25056
0
0
PAN AMERICAN SILVER CORP
COM
697900108
22929
1463688
SH
SOLE
1463688
0
0
PATTERSON UTI ENERGY INC
COM
703481101
2564
300000
SH
SOLE
300000
0
0
PHILIP MORRIS INTL INC
COM
718172109
1860
24500
SH
SOLE
24500
0
0
PLATINUM GROUP METALS LTD
COM
72765Q882
208
138421
SH
SOLE
118421
0
0
RESTORBIO INC
COM
76133L103
443
50000
SH
SOLE
50000
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
311
5200
SH
SOLE
5200
0
0
SAFE BULKERS INC
COM
Y7388L103
785
450000
SH
SOLE
450000
0
0
SEACOR HOLDINGS INC
COM
811904101
1083
23000
SH
SOLE
23000
0
0
SIBANYE STILLWATER
SPONSORED ADR
825724206
811
150000
SH
SOLE
150000
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
491
3532
SH
SOLE
3532
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
1798
34071
SH
SOLE
34071
0
0
SYNCHRONY FINL
COM
87165B103
51532
1511896
SH
SOLE
1511896
0
0
TENARIS S A
SPONSORED ADR
88031M109
2707
127824
SH
SOLE
127824
0
0
TIDEWATER INC NEW
COM
88642R109
151
10000
SH
SOLE
10000
0
0
TORTOISE MIDSTRM ENERGY FD I
COM
89148B101
1898
154658
SH
SOLE
154658
0
0
UBS GROUP AG
SHS
H42097107
163
14354
SH
SOLE
14354
0
0
ULTRAPAR PARTICIPACOES S A
SP ADR REP COM
90400P101
82
18452
SH
SOLE
18452
0
0
BANCORP DEL
COM NEW
902973304
941
17000
SH
SOLE
17000
0
0
VALARIS PLC
SHS CLASS A
G9402V109
37383
7796630
SH
SOLE
7796630
0
0
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
775
29009
SH
SOLE
29009
0
0
VANECK VECTORS ETF TR
JR GOLD MINERS E
92189F791
414
11423
SH
SOLE
11423
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
387
7000
SH
SOLE
7000
0
0
WAL MART STORES INC
COM
931142103
324
2728
SH
SOLE
2728
0
0
DISNEY WALT CO
COM DISNEY
254687106
540470
4148389
SH
SOLE
4148389
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
111722
4256659
SH
SOLE
3410034
0
0
YAMANA GOLD INC
COM
98462Y100
80
25113
SH
SOLE
25113
0
0