0001426859-18-000003.txt : 20180514 0001426859-18-000003.hdr.sgml : 20180514 20180514131438 ACCESSION NUMBER: 0001426859-18-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180514 DATE AS OF CHANGE: 20180514 EFFECTIVENESS DATE: 20180514 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: 18829671 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 03-31-2018 03-31-2018 false Ruffer LLP

80 Victoria Street London X0 SW1E 5JL

13F HOLDINGS REPORT 028-12772 N Louise Stanway 00442079637146 Louise Stanway London X0 05-14-2018 0 71 2038781 INFORMATION TABLE 2 infotable.xml AES CORP COM 00130H105 1021 90000 SH SOLE 90000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1776 10020 SH SOLE 10020 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 27612 132962 SH SOLE 132962 0 0 ALPHABET INC CAP STK CL A 02079K305 1977 1956 SH SOLE 1956 0 0 ANGLOGOLD ASHANTI LTD SPONS ADR 035128206 32720 3367095 SH SOLE 3367095 0 0 APACHE CORP COM 037411105 757 20000 SH SOLE 20000 0 0 APPLE INC COM 037833100 45957 276261 SH SOLE 276261 0 0 APTIV PLC SHS G6095L109 54741 672251 SH SOLE 672251 0 0 ARCH CAP GROUP LTD ORD G0450A105 510 6000 SH SOLE 6000 0 0 AVON PRODS INC COM 054303102 135 50000 SH SOLE 50000 0 0 BAKER HUGHES A GE CO CL A 05722G100 804 29000 SH SOLE 29000 0 0 BARRICK GOLD CORP COM 067901108 47232 3744890 SH SOLE 3744890 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 973 5000 SH SOLE 5000 0 0 BLACKBERRY LTD COM 09228F103 1522 142500 SH SOLE 142500 0 0 CANADIAN SOLAR INC COM 136635109 1942 119405 SH SOLE 119405 0 0 CISCO SYS INC COM 17275R102 2047 50000 SH SOLE 50000 0 0 COEUR MNG INC COM NEW 192108504 9213 1158742 SH SOLE 1158742 0 0 COTY INC COM CL A 222070203 1764 100000 SH SOLE 100000 0 0 DAVITA INC COM 23918K108 828 13000 SH SOLE 13000 0 0 DELPHI TECHNOLOGIES PLC SHS G2709G107 104275 2169744 SH SOLE 2169744 0 0 DIANA SHIPPING INC COM Y2066G104 1544 443887 SH SOLE 443887 0 0 DOWDUPONT INC COM 26078J100 924 14916 SH SOLE 14916 0 0 DRDGOLD LIMITED SPON ADR REPSTG 26152H301 6884 2471632 SH SOLE 2471632 0 0 DUN & BRADSTREET CORP DEL NE COM 26483E100 1017 8870 SH SOLE 8870 0 0 EXXON MOBIL CORP COM 30231G102 246466 3373494 SH SOLE 3373494 0 0 FIESTA RESTAURANT GROUP INC COM 31660B101 257 15210 SH SOLE 15210 0 0 FOOT LOCKER INC COM 344849104 93221 2130421 SH SOLE 2130421 0 0 GENERAL ELECTRIC CO COM 369604103 2169 165800 SH SOLE 165800 0 0 GILEAD SCIENCES INC COM 375558103 936 12816 SH SOLE 12816 0 0 Gold Fields Ltd SPONS ADR 38059T106 34070 8500738 SH SOLE 8500738 0 0 GOLDCORP INC NEW COM 380956409 116285 8311984 SH SOLE 8311984 0 0 HARMONY GOLD MNG LTD SPONSORED ADR 413216300 2781 1125555 SH SOLE 1125555 0 0 HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 6675 279390 SH SOLE 279390 0 0 HRG GROUP INC COM 40434J100 2359 150000 SH SOLE 150000 0 0 INGEVITY CORP COM 45688C107 753 10567 SH SOLE 10567 0 0 INTERPUBLIC GROUP COS INC COM 460690100 1132 50000 SH SOLE 50000 0 0 JPMORGAN CHASE & CO COM 46625H100 5553 51630 SH SOLE 51630 0 0 KINROSS GOLD CORP COM NO PAR 496902404 139919 35345781 SH SOLE 35345781 0 0 LEIDOS HLDGS INC COM 525327102 906 14000 SH SOLE 14000 0 0 LENNAR CORP CL A 526057104 6459 113907 SH SOLE 113907 0 0 LEUCADIA NATL CORP COM 527288104 63359 2871452 SH SOLE 2871452 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 1262 42000 SH SOLE 42000 0 0 M & T BK CORP COM 55261F104 5257 29280 SH SOLE 29280 0 0 MARSH & MCLENNAN COS INC COM 571748102 315 3900 SH SOLE 3900 0 0 MATTEL INC COM 577081102 522 40000 SH SOLE 40000 0 0 MCKESSON CORP COM 58155Q103 192210 1377496 SH SOLE 1377496 0 0 MICROSOFT CORP COM 594918104 28009 316307 SH SOLE 316307 0 0 NEWELL BRANDS INC COM 651229106 1481 60000 SH SOLE 60000 0 0 NEWMONT MINING CORP COM 651639106 1319 33650 SH SOLE 33650 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 816 12650 SH SOLE 12650 0 0 ORACLE CORP COM 68389X105 17583 391477 SH SOLE 391477 0 0 PERSHING GOLD CORP COM NEW 715302204 3430 1739604 SH SOLE 1739604 0 0 PHILLIPS 66 COM 718546104 58835 620845 SH SOLE 620845 0 0 PLATINUM GROUP METALS LTD COM 72765Q601 399 1384218 SH SOLE 1384218 0 0 PROCTER & GAMBLE CO COM 742718109 895 11575 SH SOLE 11575 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 333 5200 SH SOLE 5200 0 0 SEACOR HOLDINGS INC COM 811904101 968 19000 SH SOLE 19000 0 0 SEACOR MARINE HLDGS INC COM 78413P101 1067 55583 SH SOLE 55583 0 0 SHIRE PLC SPONSORED ADR 82481R106 80512 539810 SH SOLE 539810 0 0 TENARIS S A SPONSORED ADR 88031M109 207571 6088203 SH SOLE 6088203 0 0 THOMSON REUTERS CORP COM 884903105 568 14715 SH SOLE 14715 0 0 TWITTER INC COM 90184L102 330 11800 SH SOLE 11800 0 0 ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 17915 849141 SH SOLE 849141 0 0 BANCORP DEL COM NEW 902973304 1951 39361 SH SOLE 39361 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1580 71249 SH SOLE 71249 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1173 36190 SH SOLE 36190 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 237 5046 SH SOLE 5046 0 0 WAL MART STORES INC COM 931142103 538 6293 SH SOLE 6293 0 0 DISNEY WALT CO COM DISNEY 254687106 281392 2859561 SH SOLE 2859561 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 58253 2846447 SH SOLE 2846447 0 0 YUM BRANDS INC COM 988498101 585 7000 SH SOLE 7000 0 0