0001426859-16-000013.txt : 20160512
0001426859-16-000013.hdr.sgml : 20160512
20160512091909
ACCESSION NUMBER: 0001426859-16-000013
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160512
DATE AS OF CHANGE: 20160512
EFFECTIVENESS DATE: 20160512
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: 161641823
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
03-31-2016
03-31-2016
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
05-12-2016
0
85
2395760
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL A
02079K305
4369
5728
SH
SOLE
5728
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
793
7745
SH
SOLE
7745
0
0
ANGLOGOLD ASHANTI LTD
SPONS ADR
035128206
30928
2260000
SH
SOLE
2260000
0
0
APPLE INC
COM
037833100
74972
688036
SH
SOLE
688036
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
911
12810
SH
SOLE
12810
0
0
ATMEL CORP
COM
049513104
225
27743
SH
SOLE
27743
0
0
BAIDU INC
SPON ADR REP A
056752108
7635
40000
SH
SOLE
40000
0
0
BANK AMER CORP
W EXP 01/16/201
060505146
206
54000
SH
Call
SOLE
54000
0
0
BARRICK GOLD CORP
COM
067901108
1685
124095
SH
SOLE
124095
0
0
BERKSHIRE HATHAWAY INC DEL
CL B
084670207
1418
10000
SH
SOLE
10000
0
0
BANK AMER CORP
WEXP10/28/201
060505153
412
2110618
SH
Call
SOLE
2110618
0
0
BLACKBERRY LTD
COM
09228F103
1216
150000
SH
SOLE
150000
0
0
CALLAWAY GOLF CO
COM
131193104
1314
144000
SH
SOLE
144000
0
0
CANADIAN SOLAR INC
COM
136635109
12739
660236
SH
SOLE
660236
0
0
CHIMERA INVT CORP
COM NEW
16934Q208
191
14086
SH
SOLE
14086
0
0
CHINA LODGING GRP LTD
SPON ADR
16949N109
9550
250000
SH
SOLE
250000
0
0
CISCO SYS INC
COM
17275R102
2833
99494
SH
SOLE
99494
0
0
CONTINENTAL BLDG PRODS INC
COM
211171103
4268
230000
SH
SOLE
230000
0
0
COWEN GROUP INC NEW
CL A
223622101
1118
293720
SH
SOLE
293720
0
0
DAQO NEW ENERGY CORP
SPNSRD ADR NEW
23703Q203
748
40000
SH
SOLE
40000
0
0
DIANA SHIPPING INC
COM
Y2066G104
1051
391467
SH
SOLE
391467
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
1033
11557
SH
SOLE
11557
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
3059
48300
SH
SOLE
48300
0
0
DUN & BRADSTREET CORP DEL NE
COM
26483E100
1979
19200
SH
SOLE
19200
0
0
EMERSON ELEC CO
COM
291011104
192054
3530741
SH
SOLE
3530741
0
0
ETHAN ALLEN INTERIORS INC
COM
297602104
1441
45286
SH
SOLE
45286
0
0
EXXON MOBIL CORP
COM
30231G102
323072
3863821
SH
SOLE
3863821
0
0
FCB FINL HLDGS INC
CL A
30255G103
27112
815400
SH
SOLE
815400
0
0
FREEPORT-MCMORAN COPPER & GO
COM
35671D857
4363
422201
SH
SOLE
422201
0
0
GENERAL DYNAMICS
COM
369550108
1357
10330
SH
SOLE
10330
0
0
GENERAL MTRS CO
COM
37045V100
628
20000
SH
SOLE
20000
0
0
GILEAD SCIENCES INC
COM
375558103
90451
985364
SH
SOLE
985364
0
0
Gold Fields Ltd
SPONS ADR
38059T106
21642
5485947
SH
SOLE
5485947
0
0
GOLDCORP INC NEW
COM
380956409
75878
4676640
SH
SOLE
4676640
0
0
HOLLYSYS AUTOMATION TECHNOLO
SHS
G45667105
10099
480000
SH
SOLE
480000
0
0
HONEYWELL INTL INC
COM
438516106
532
4748
SH
SOLE
4748
0
0
HRG GROUP INC
COM
40434J100
6570
471999
SH
SOLE
471999
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
654
2780
SH
SOLE
2780
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
253
1670
SH
SOLE
1670
0
0
INTL PAPER CO
COM
460146103
1839
44798
SH
SOLE
44798
0
0
ISHARES SILVER TRUST
ISHARES
46428Q109
289
19675
SH
SOLE
19675
0
0
JACOBS ENGR GROUP INC DEL
COM
469814107
1742
40000
SH
SOLE
40000
0
0
JOHNSON & JOHNSON
COM
478160104
2861
26446
SH
SOLE
26446
0
0
JPMORGAN CHASE & CO
COM
46625H100
7479
126284
SH
SOLE
126284
0
0
KBR INC
COM
48242W106
1600
103298
SH
SOLE
103298
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
74620
21865867
SH
SOLE
21865867
0
0
KLX INC
COM
482539103
803
25000
SH
SOLE
25000
0
0
LEIDOS HLDGS INC
COM
525327102
2013
40000
SH
SOLE
40000
0
0
LENNAR CORP
CL A
526057104
7456
154200
SH
SOLE
154200
0
0
LEUCADIA NATL CORP
COM
527288104
69808
4319859
SH
SOLE
4319859
0
0
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
2006
53400
SH
SOLE
53400
0
0
LOCKHEED MARTIN CORP
COM
539830109
147991
668104
SH
SOLE
668104
0
0
MARKET VECTORS ETF TR
GOLD MINER ETF
57060U100
7812
391365
SH
SOLE
391365
0
0
MARKET VECTORS ETF TR
JR GOLD MINERS E
57061R544
3012
108101
SH
SOLE
108101
0
0
MARSH & MCLENNAN COS INC
COM
571748102
460
7575
SH
SOLE
7575
0
0
MERCK & CO INC NEW
COM
58933Y105
881
16655
SH
SOLE
16655
0
0
MICROSOFT CORP
COM
594918104
191544
3468155
SH
SOLE
3468155
0
0
MIDDLEBY CORP
COM
596278101
1485
13911
SH
SOLE
13911
0
0
NEWMONT MINING CORP
COM
651639106
16059
604405
SH
SOLE
604405
0
0
NEWS CORP NEW
CL A
65249B109
2556
200252
SH
SOLE
200252
0
0
NORTHERN TR CORP
COM
665859104
656
10070
SH
SOLE
10070
0
0
OASIS PETE INC NEW
COM
674215108
399
55000
SH
SOLE
55000
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
2053
30000
SH
SOLE
30000
0
0
ORACLE CORP
COM
68389X105
204790
5005282
SH
SOLE
5005282
0
0
PEPSICO INC
COM
713448108
3115
30390
SH
SOLE
30390
0
0
PROCTER & GAMBLE CO
COM
742718109
2790
33900
SH
SOLE
33900
0
0
QUALCOMM INC
COM
747525103
5267
102980
SH
SOLE
102980
0
0
RACKSPACE HOSTING
COM
750086100
389
18000
SH
SOLE
18000
0
0
REPUBLIC SVCS INC
COM
760759100
1907
40000
SH
SOLE
40000
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
256
5200
SH
SOLE
5200
0
0
SANOFI
RIGHT 12/31/2020
80105N113
1
14000
SH
SOLE
14000
0
0
SEACOR HOLDINGS INC
COM
811904101
2449
45000
SH
SOLE
45000
0
0
SILVER WHEATON CORP
COM
828336107
74059
4460780
SH
SOLE
4460780
0
0
STILLWATER MNG CO
NOTE 1.750%10/1
86074QAL6
7646
7000000
SH
SOLE
7000000
0
0
STILLWATER MNG CO
COM
86074Q102
2800
263200
SH
SOLE
263200
0
0
SUNPOWER CORP
COM
867652406
1675
75000
SH
SOLE
75000
0
0
TEXAS INSTRS INC
COM
882508104
51331
894044
SH
SOLE
894044
0
0
BOEING CO
COM
097023105
382691
3013198
SH
SOLE
3013198
0
0
BANCORP DEL
COM NEW
902973304
10776
265581
SH
SOLE
265581
0
0
VASCULAR SOLUTIONS INC
COM
92231M109
1790
55000
SH
SOLE
55000
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
2966
54873
SH
SOLE
54873
0
0
WAL MART STORES INC
COM
931142103
18474
269710
SH
SOLE
269710
0
0
WESCO AIRCRAFT HLDGS INC
COM
950814103
1341
93200
SH
SOLE
93200
0
0
WESTROCK CO
COM
96145D105
148525
3807372
SH
SOLE
3807372
0
0
YUM BRANDS INC
COM
988498101
2539
31015
SH
SOLE
31015
0
0