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