0001426859-13-000007.txt : 20130808
0001426859-13-000007.hdr.sgml : 20130808
20130808090126
ACCESSION NUMBER: 0001426859-13-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130630
FILED AS OF DATE: 20130808
DATE AS OF CHANGE: 20130808
EFFECTIVENESS DATE: 20130808
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: 131020129
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
06-30-2013
06-30-2013
Ruffer LLP
80 VICTORIA STREET
LONDON
X0
SW1E 5JL
13F HOLDINGS REPORT
028-12772
N
Louise Stanway
Compliance Officer
00442079638146
Louise Stanway
London
X0
08-08-2013
0
87
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INFORMATION TABLE
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06302013form13fInfoTable.xml
AMERICAN INTL GROUP
W EXP 2021
026874156
194
10678
SH
SOLE
10678
0
0
ANNALY CAP MGMT INC
COM
035710409
25350
2014285
SH
SOLE
2014285
0
0
APPLE INC
COM
037833100
430
1085
SH
SOLE
1085
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
657
12810
SH
SOLE
12810
0
0
ATMEL CORP
COM
049513104
110882
15096724
SH
SOLE
15096724
0
0
AVON PRODS INC
COM
054303102
1788
85000
SH
SOLE
85000
0
0
BAIDU INC
SPON ADR REP A
056752108
4256
45000
SH
SOLE
45000
0
0
BANCORP INC DEL
COM
05969A105
2154
144403
SH
SOLE
144403
0
0
BARCLAYS BK PLC
IPATH S&P500 VIX
06740C188
689
33225
SH
SOLE
33225
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
2272
60000
SH
SOLE
60000
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
3528
21
SH
SOLE
21
0
0
BERKSHIRE HATHAWAY INC DEL
CL B
084670207
1639
14650
SH
SOLE
14650
0
0
BANK OF AMERICA CORP
WEXP10/28/201
060505153
768
1024618
SH
SOLE
1024618
0
0
BANK OF NY MELLON
COM
064058100
2524
90000
SH
SOLE
90000
0
0
BLACKSTONE GROUP LP
COM UNIT LTD
09253U108
2318
110000
SH
SOLE
110000
0
0
CADIZ INC
COM NEW
127537207
46
10000
SH
SOLE
10000
0
0
CALLAWAY GOLF CO
COM
131193104
1317
200000
SH
SOLE
200000
0
0
CAREFUSION CORP
COM
14170T101
2580
70000
SH
SOLE
70000
0
0
CHIMERA INVT CORP
COM
16934Q109
35913
11992927
SH
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11992927
0
0
CHINA LODGING GRP LTD
SPON ADR
16949N109
4543
284500
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284500
0
0
CISCO SYS INC
COM
17275R102
6510
267748
SH
SOLE
267748
0
0
CLEAN DIESEL TECH
COM PAR
18449C401
113
95107
SH
SOLE
95107
0
0
COCA COLA CO
COM
191216100
202
5040
SH
SOLE
5040
0
0
COWEN GROUP INC NEW
CL A
223622101
1783
615820
SH
SOLE
615820
0
0
DARDEN RESTAURANTS
COM
237194105
1767
35000
SH
SOLE
35000
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
1409
30669
SH
SOLE
30669
0
0
DRDGOLD LIMITED
SPON ADR NEW
26152H301
184
34015
SH
SOLE
34015
0
0
DRIL-QUIP INC
COM
262037104
1078
12000
SH
SOLE
12000
0
0
ERA GROUP INC
COM
26885G109
391
15000
SH
SOLE
15000
0
0
EXXON MOBIL CORP
COM
30231G102
974
10829
SH
SOLE
10829
0
0
FACEBOOK INC
CL A
30303M102
622
25000
SH
SOLE
25000
0
0
GENERAL DYNAMICS
COM
369550108
156296
1995483
SH
SOLE
1995483
0
0
GENERAL ELECTRIC CO
COM
369604103
1300
56050
SH
SOLE
56050
0
0
Gold Fields Ltd
SPONS ADR
38059T106
25788
4926049
SH
SOLE
4926049
0
0
GOOGLE INC
CL A
38259P508
52129
59257
SH
SOLE
59257
0
0
HARMONY GOLD MNG LTD
SPONS ADR
413216300
284
75000
SH
SOLE
75000
0
0
IAMGOLD CORP
COM
450913108
1597
370000
SH
SOLE
370000
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
156500
819565
SH
SOLE
819565
0
0
INVENSENSE INC
COM
46123D205
2840
184733
SH
SOLE
184733
0
0
JOHNSON & JOHNSON
COM
478160104
95310
1110003
SH
SOLE
1110003
0
0
JPMORGAN CHASE & CO
COM
46625H100
179363
3398647
SH
SOLE
3398647
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
24376
4779684
SH
SOLE
4779684
0
0
KKR FINL HLDGS LLC
COM
48248M102
625
31800
SH
SOLE
31800
0
0
KOREA ELECTRIC PWR
SPONSORED ADR
500631106
462
40820
SH
SOLE
40820
0
0
KROGER CO
COM
501044101
518
14985
SH
SOLE
14985
0
0
LOCKHEED MARTIN CORP
COM
539830109
198368
1829974
SH
SOLE
1829974
0
0
LOEWS CORP
COM
540424108
1998
45000
SH
SOLE
45000
0
0
M & T BK CORP
COM
55261F104
14670
131379
SH
SOLE
131379
0
0
MARKET VECTORS ETF
JR GOLD MIN
57060U589
4100
444899
SH
SOLE
444899
0
0
MARSH & MCLENNAN COS INC
COM
571748102
397
9950
SH
SOLE
9950
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
492
5000
SH
SOLE
5000
0
0
MCDONALDS CORP
COM
580135101
536
5420
SH
SOLE
5420
0
0
MEDVATION
COM
58501V101
1773
36000
SH
SOLE
36000
0
0
MEDTRONIC INC
COM
585055106
1967
38200
SH
SOLE
38200
0
0
MERCK & CO INC NEW
COM
58933Y105
47380
1019915
SH
SOLE
1019915
0
0
MICROSOFT CORP
COM
594918104
193109
5591719
SH
SOLE
5591719
0
0
MONDELEZ INTL INC
CL A
609207105
5039
176599
SH
SOLE
176599
0
0
MRC GLOBAL INC
COM
55345K103
10135
366595
SH
SOLE
366595
0
0
MSC INDL DIRECT INC
CL A
553530106
1394
18000
SH
SOLE
18000
0
0
NAVISTAR INTL CORP
PFD SR D CONV
638901306
1396
50310
SH
SOLE
50310
0
0
NEWMONT MINING CORP
COM
651639106
65969
2202306
SH
SOLE
2202306
0
0
NORTHERN TR CORP
COM
665859104
1448
25000
SH
SOLE
25000
0
0
OASIS PETE INC NEW
COM
674215108
3109
80000
SH
SOLE
80000
0
0
PEPSICO INC
COM
713448108
2495
30500
SH
SOLE
30500
0
0
PHILIP MORRIS INTL INC
COM
718172109
238
2750
SH
SOLE
2750
0
0
PROCERA NETWORKS INC
COM NEW
74269U203
2679
195220
SH
SOLE
195220
0
0
PROTO LABS INC
COM
743713109
1624
25000
SH
SOLE
25000
0
0
RACKSPACE HOSTING
COM
750086100
682
18000
SH
SOLE
18000
0
0
REPUBLIC SVCS INC
COM
760759100
1356
40000
SH
SOLE
40000
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
398
6000
SH
SOLE
6000
0
0
SAIC INC
COM
78390X101
1392
100000
SH
SOLE
100000
0
0
SEACOR HOLDINGS INC
COM
811904101
1243
15000
SH
SOLE
15000
0
0
SEARS HLDGS CORP
COM
812350106
631
15000
SH
SOLE
15000
0
0
SOURCEFIRE INC
COM
83616T108
1297
23350
SH
SOLE
23350
0
0
STILLWATER MNG CO
COM
86074Q102
4377
408142
SH
SOLE
408142
0
0
STYKER CORP
COM
863667101
1165
18000
SH
SOLE
18000
0
0
TEXAS INSTRS INC
COM
882508104
108844
3124602
SH
SOLE
3124602
0
0
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
202
1675
SH
SOLE
1675
0
0
TREX CO INC
Com
89531P105
2035
42800
SH
SOLE
42800
0
0
UNITED CONTL HLDGS INC
COM
910047109
939
30000
SH
SOLE
30000
0
0
BANCORP DEL
COM NEW
902973304
904
25000
SH
SOLE
25000
0
0
VIACOM INC NEW
CL B
92553P201
104641
1538284
SH
SOLE
1538284
0
0
VIPSHOP HLDGS LTD
SPONSORED ADR
92763W103
526
18000
SH
SOLE
18000
0
0
VOCERA COMMUNICATIONS
COM
92857F107
737
50000
SH
SOLE
50000
0
0
VODAFONE GROUP
SPONS ADR NEW
92857W209
313
10887
SH
SOLE
10887
0
0
WAL MART STORES INC
COM
931142103
146438
1965617
SH
SOLE
1965617
0
0
YAHOO INC
COM
984332106
1757
70000
SH
SOLE
70000
0
0