0001426859-19-000005.txt : 20190207
0001426859-19-000005.hdr.sgml : 20190207
20190207133255
ACCESSION NUMBER: 0001426859-19-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190207
DATE AS OF CHANGE: 20190207
EFFECTIVENESS DATE: 20190207
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: 19574511
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
12-31-2018
12-31-2018
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
02-07-2019
0
96
3192446
INFORMATION TABLE
2
infotable.xml
ALAMOS GOLD INC NEW
COM CL A
011532108
2343
650000
SH
SOLE
650000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
3838
28000
SH
SOLE
28000
0
0
ALIO GOLD INC
COM
01627X108
4706
5526793
SH
SOLE
5526793
0
0
ALLIANCE DATA SYSTEMS CORP
COM
018581108
3963
26406
SH
SOLE
26406
0
0
ALPHABET INC
CAP STK CL A
02079K305
1737
1661
SH
SOLE
1661
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
771
24000
SH
SOLE
24000
0
0
AMERICAN INTL GROUP INC
COM NEW
026874784
788
20000
SH
SOLE
20000
0
0
ANGLOGOLD ASHANTI LTD
SPONS ADR
035128206
75625
6023961
SH
SOLE
6023961
0
0
APACHE CORP
COM
037411105
525
20000
SH
SOLE
20000
0
0
APERGY CORP
COM
03755L104
22131
817169
SH
SOLE
817169
0
0
APPLE INC
COM
037833100
17289
109477
SH
SOLE
109477
0
0
APTIV PLC
SHS
G6095L109
15476
251496
SH
SOLE
251496
0
0
ASANKO GOLD INC
COM
04341Y105
12581
19476089
SH
SOLE
19476089
0
0
AVON PRODS INC
COM
054303102
76
50000
SH
SOLE
50000
0
0
AXALTA COATING SYS LTD
COM
G0750C108
586
25000
SH
SOLE
25000
0
0
BARRICK GOLD CORP
COM
067901108
204816
15144971
SH
SOLE
15144971
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
920
4500
SH
SOLE
4500
0
0
BLACKBERRY LTD
COM
09228F103
1226
172500
SH
SOLE
172500
0
0
CARMAX INC
COM
143130102
690
11000
SH
SOLE
11000
0
0
CEMEX SAB DE CV
SPON ADR NEW
151290889
21953
4559679
SH
SOLE
4559679
0
0
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
30154
293763
SH
SOLE
293763
0
0
CIGNA CORP NEW
COM
125523100
246656
1298092
SH
SOLE
1298092
0
0
CISCO SYS INC
COM
17275R102
1424
32806
SH
SOLE
32806
0
0
CLEVELAND CLIFFS INC
COM
185899101
151625
19706280
SH
SOLE
19706280
0
0
COEUR MNG INC
COM NEW
192108504
7916
1773063
SH
SOLE
1773063
0
0
COTY INC
COM CL A
222070203
885
135000
SH
SOLE
135000
0
0
CRITEO S A
SPONS ADS
226718104
1045
46000
SH
SOLE
46000
0
0
DAVITA INC
COM
23918K108
978
19000
SH
SOLE
19000
0
0
DEERE & CO
COM
244199105
1014
6800
SH
SOLE
6800
0
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
40815
2851482
SH
SOLE
2851482
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
1447
29000
SH
SOLE
29000
0
0
DEUTSCHE BANK AG
NAMEN AKT
D18190898
852
106500
SH
SOLE
106500
0
0
DIANA SHIPPING INC
COM
Y2066G104
1828
573887
SH
SOLE
573887
0
0
DOWDUPONT INC
COM
26078J100
269179
5034136
SH
SOLE
5034136
0
0
DRDGOLD LIMITED
SPON ADR REPSTG
26152H301
6603
3122186
SH
SOLE
3122186
0
0
EAGLE MATERIALS INC
COM
26969P108
366
6000
SH
SOLE
6000
0
0
ELDORADO GOLD CORP NEW
COM
284902103
5126
8961941
SH
SOLE
8961941
0
0
ENSCO PLC
SHS CLASS A
G3157S106
24890
7003120
SH
SOLE
7003120
0
0
EXXON MOBIL CORP
COM
30231G102
199891
2930552
SH
SOLE
2930552
0
0
FOOT LOCKER INC
COM
344849104
7558
142061
SH
SOLE
142061
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
1083
28500
SH
SOLE
28500
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
5719
555000
SH
SOLE
555000
0
0
GENERAL ELECTRIC CO
COM
369604103
309
40800
SH
SOLE
40800
0
0
GENERAL MTRS CO
COM
37045V100
174920
5230517
SH
SOLE
5230517
0
0
Gold Fields Ltd
SPONS ADR
38059T106
53527
15186099
SH
SOLE
15186099
0
0
GOLDCORP INC NEW
COM
380956409
164243
16769473
SH
SOLE
16769473
0
0
GRINDROD SHIPPING HOLDINGS L
SHS
Y28895103
155
30359
SH
SOLE
30359
0
0
HARMONY GOLD MNG LTD
SPONSORED ADR
413216300
3883
2175555
SH
SOLE
2175555
0
0
HOLLYSYS AUTOMATION TECHNOLO
SHS
G45667105
4897
279390
SH
SOLE
279390
0
0
IAMGOLD CORP
COM
450913108
40087
10908827
SH
SOLE
10908827
0
0
IMPERIAL OIL LTD
COM NEW
453038408
2774
109092
SH
SOLE
109092
0
0
IMV INC
COM
44974L103
31305
6149225
SH
SOLE
6149225
0
0
INGEVITY CORP
COM
45688C107
780
9316
SH
SOLE
9316
0
0
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
366
25000
SH
SOLE
25000
0
0
JEFFERIES FINL GROUP INC
COM
47233W109
29653
1708812
SH
SOLE
1708812
0
0
JPMORGAN CHASE & CO
COM
46625H100
937
9588
SH
SOLE
9588
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
215212
68448734
SH
SOLE
68448734
0
0
LEIDOS HLDGS INC
COM
525327102
279
5300
SH
SOLE
5300
0
0
LENNAR CORP
CL A
526057104
22461
573702
SH
SOLE
573702
0
0
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
619
30000
SH
SOLE
30000
0
0
LIBERTY LATIN AMERICA LTD
COM CL C
G9001E128
387
26547
SH
SOLE
26547
0
0
MARSH & MCLENNAN COS INC
COM
571748102
290
3640
SH
SOLE
3640
0
0
MATTEL INC
COM
577081102
399
40000
SH
SOLE
40000
0
0
MCKESSON CORP
COM
58155Q103
70419
637469
SH
SOLE
637469
0
0
MICROSOFT CORP
COM
594918104
4974
48931
SH
SOLE
48931
0
0
MOHAWK INDS INC
COM
608190104
2490
21300
SH
SOLE
21300
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
155360
6049185
SH
SOLE
6049185
0
0
NEWMONT MINING CORP
COM
651639106
43690
1261173
SH
SOLE
1261173
0
0
NORBORD INC
COM NEW
65548P403
572
21500
SH
SOLE
21500
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
9935
135592
SH
SOLE
135592
0
0
OSISKO GOLD ROYALTIES LTD
COM
68827L101
8426
962943
SH
SOLE
962943
0
0
PATTERSON UTI ENERGY INC
COM
703481101
2111
204302
SH
SOLE
204302
0
0
PERSHING GOLD CORP
COM NEW
715302204
1981
1817473
SH
SOLE
1817473
0
0
PHILIP MORRIS INTL INC
COM
718172109
1035
15500
SH
SOLE
15500
0
0
PHILLIPS 66
COM
718546104
2308
26786
SH
SOLE
26786
0
0
PLATINUM GROUP METALS LTD
COM
72765Q882
172
138421
SH
SOLE
138421
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
312
5200
SH
SOLE
5200
0
0
SEACOR HOLDINGS INC
COM
811904101
851
23000
SH
SOLE
23000
0
0
SIBANYE STILLWATER
SPONSORED ADR
825724206
1134
400000
SH
SOLE
400000
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
606
5003
SH
SOLE
5003
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
233
5500
SH
SOLE
5500
0
0
SSR MNG INC
COM
784730103
20866
1725271
SH
SOLE
1725271
0
0
TAHOE RES INC
COM
873868103
16493
4525303
SH
SOLE
4525303
0
0
TENARIS S A
SPONSORED ADR
88031M109
15001
703534
SH
SOLE
703534
0
0
KRAFT HEINZ CO
COM
500754106
1786
41500
SH
SOLE
41500
0
0
TIDEWATER INC NEW
COM
88642R109
287
15000
SH
SOLE
15000
0
0
TORTOISE MLP FD INC
COM
89148B101
2054
167553
SH
SOLE
167553
0
0
UBS GROUP AG
SHS
H42097107
227
18204
SH
SOLE
18204
0
0
BANCORP DEL
COM NEW
902973304
1439
31475
SH
SOLE
31475
0
0
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
974
46101
SH
SOLE
46101
0
0
VANECK VECTORS ETF TR
JR GOLD MINERS E
92189F791
1091
36073
SH
SOLE
36073
0
0
WAL MART STORES INC
COM
931142103
314
3372
SH
SOLE
3372
0
0
DISNEY WALT CO
COM DISNEY
254687106
469267
4279440
SH
SOLE
4279440
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
161701
9893919
SH
SOLE
9893919
0
0
YAMANA GOLD INC
COM
98462Y100
43419
18517070
SH
SOLE
18517070
0
0
YY INC
ADS REPCOM CLA
98426T106
4341
72590
SH
SOLE
72590
0
0