0001426859-18-000002.txt : 20180212 0001426859-18-000002.hdr.sgml : 20180212 20180212102534 ACCESSION NUMBER: 0001426859-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180212 DATE AS OF CHANGE: 20180212 EFFECTIVENESS DATE: 20180212 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: 18594541 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 12-31-2017 12-31-2017 false Ruffer LLP

80 Victoria Street London X0 SW1E 5JL

13F HOLDINGS REPORT 028-12772 N Louise Stanway 00442079638146 Louise Stanway London X0 02-12-2018 0 72 2461983 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1727 10020 SH SOLE 10020 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 63491 250544 SH SOLE 250544 0 0 ALPHABET INC CAP STK CL A 02079K305 2872 2727 SH SOLE 2727 0 0 ANGLOGOLD ASHANTI LTD SPONS ADR 035128206 33482 3288642 SH SOLE 3288642 0 0 APACHE CORP COM 037411105 844 20000 SH SOLE 20000 0 0 APPLE INC COM 037833100 129753 766719 SH SOLE 766719 0 0 APTIV PLC SHS G6095L109 132169 1558536 SH SOLE 1558536 0 0 ARCH CAP GROUP LTD ORD G0450A105 545 6000 SH SOLE 6000 0 0 AVON PRODS INC COM 054303102 107 50000 SH SOLE 50000 0 0 BAKER HUGHES A GE CO CL A 05722G100 918 29000 SH SOLE 29000 0 0 BARRICK GOLD CORP COM 067901108 50564 3494462 SH SOLE 3493547 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 993 5000 SH SOLE 5000 0 0 BANK AMER CORP WEXP10/28/201 060505153 1707 800000 SH SOLE 800000 0 0 BLACKBERRY LTD COM 09228F103 1592 142500 SH SOLE 142500 0 0 CANADIAN SOLAR INC COM 136635109 21872 1298119 SH SOLE 1298119 0 0 CISCO SYS INC COM 17275R102 3862 100795 SH SOLE 100795 0 0 COEUR MNG INC COM NEW 192108504 6169 822242 SH SOLE 822242 0 0 COTY INC COM CL A 222070203 1988 100000 SH SOLE 100000 0 0 COWEN GROUP INC NEW CL A 223622606 215 15705 SH SOLE 15705 0 0 DAVITA INC COM 23918K108 1300 18000 SH SOLE 18000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 106081 2021922 SH SOLE 2021922 0 0 DIANA SHIPPING INC COM Y2066G104 1232 303887 SH SOLE 303887 0 0 DOWDUPONT INC COM 26078J100 1063 14916 SH SOLE 14916 0 0 DRDGOLD LIMITED SPON ADR REPSTG 26152H301 8030 2471632 SH SOLE 2471632 0 0 DUN & BRADSTREET CORP DEL NE COM 26483E100 1051 8870 SH SOLE 8870 0 0 EXXON MOBIL CORP COM 30231G102 120416 1437560 SH SOLE 1437560 0 0 FOOT LOCKER INC COM 344849104 175181 3738583 SH SOLE 3738583 0 0 GENERAL ELECTRIC CO COM 369604103 2372 135800 SH SOLE 135800 0 0 GILEAD SCIENCES INC COM 375558103 959 13394 SH SOLE 13394 0 0 Gold Fields Ltd SPONS ADR 38059T106 36503 8502038 SH SOLE 8502038 0 0 GOLDCORP INC NEW COM 380956409 30137 2361781 SH SOLE 2361781 0 0 HARMONY GOLD MNG LTD SPONSORED ADR 413216300 2098 1125555 SH SOLE 1125555 0 0 HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 6217 279390 SH SOLE 279390 0 0 HRG GROUP INC COM 40434J100 2034 120000 SH SOLE 120000 0 0 INGEVITY CORP COM 45688C107 1017 14438 SH SOLE 14438 0 0 INTERPUBLIC GROUP COS INC COM 460690100 1250 62000 SH SOLE 62000 0 0 JPMORGAN CHASE & CO COM 46625H100 85415 797073 SH SOLE 797073 0 0 KINROSS GOLD CORP COM NO PAR 496902404 102342 23721621 SH SOLE 2832198 0 0 LAMB WESTON HLDGS INC COM 513272104 82255 1457555 SH SOLE 1457555 0 0 LEIDOS HLDGS INC COM 525327102 1175 18200 SH SOLE 18200 0 0 LENNAR CORP CL A 526057104 27273 431380 SH SOLE 431380 0 0 LENNAR CORP CL B 526057302 275 5311 SH SOLE 5311 0 0 LEUCADIA NATL CORP COM 527288104 79243 2991998 SH SOLE 2991998 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 1082 32000 SH SOLE 32000 0 0 LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 528 26547 SH SOLE 26547 0 0 M & T BK CORP COM 55261F104 5017 29350 SH SOLE 29350 0 0 MARSH & MCLENNAN COS INC COM 571748102 317 3900 SH SOLE 3900 0 0 MATTEL INC COM 577081102 616 40000 SH SOLE 40000 0 0 MCKESSON CORP COM 58155Q103 237253 1521660 SH SOLE 1521660 0 0 MICROSOFT CORP COM 594918104 40782 476627 SH SOLE 476627 0 0 NEWMONT MINING CORP COM 651639106 8413 224273 SH SOLE 224273 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 1190 16150 SH SOLE 16150 0 0 ORACLE CORP COM 68389X105 25888 547571 SH SOLE 547571 0 0 PERSHING GOLD CORP COM NEW 715302204 2745 1139604 SH SOLE 1139604 0 0 PHILLIPS 66 COM 718546104 87863 868318 SH SOLE 868318 0 0 PLATINUM GROUP METALS LTD COM 72765Q601 491 1603384 SH SOLE 1403384 0 0 PROCTER & GAMBLE CO COM 742718109 1065 11575 SH SOLE 11575 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 355 5200 SH SOLE 5200 0 0 SEACOR HOLDINGS INC COM 811904101 878 19000 SH SOLE 19000 0 0 SEACOR MARINE HLDGS INC COM 78413P101 584 49966 SH SOLE 49966 0 0 TENARIS S A SPONSORED ADR 88031M109 200581 6299080 SH SOLE 6299080 0 0 THOMSON REUTERS CORP COM 884903105 2346 53822 SH SOLE 53474 0 0 TWITTER INC COM 90184L102 283 11800 SH SOLE 11800 0 0 ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 36091 1588070 SH SOLE 1588070 0 0 BANCORP DEL COM NEW 902973304 124756 2327741 SH SOLE 2327741 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2106 90749 SH SOLE 90749 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1325 38827 SH SOLE 38827 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 833 15721 SH SOLE 15721 0 0 WAL MART STORES INC COM 931142103 850 8604 SH SOLE 8604 0 0 DISNEY WALT CO COM DISNEY 254687106 288267 2675087 SH SOLE 2675087 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 59118 2670566 SH SOLE 1631727 0 0 YUM BRANDS INC COM 988498101 571 7000 SH SOLE 7000 0 0