0001426859-22-000004.txt : 20220512
0001426859-22-000004.hdr.sgml : 20220512
20220512115229
ACCESSION NUMBER: 0001426859-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220512
DATE AS OF CHANGE: 20220512
EFFECTIVENESS DATE: 20220512
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: 22916624
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
03-31-2022
03-31-2022
false
Ruffer LLP
80 Victoria Street
London
X0
SW1E 5JL
13F HOLDINGS REPORT
028-12772
N
Louise Stanway
Compliance Officer
00442079638163
Louise Stanway
London
X0
05-12-2022
0
101
4276852
INFORMATION TABLE
2
infotable.xml
4D PHARMA PLC
SPONSORED ADS
35085K109
945
195954
SH
SOLE
0
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
41010
511706
SH
SOLE
0
0
0
AFLAC INC
COM
001055102
221
3427
SH
SOLE
0
0
0
AGNICO EAGLE MINES LTD
COM
008474108
11854
193432
SH
SOLE
0
0
0
ALLEGHANY CORP DEL
COM
017175100
4153
4900
SH
SOLE
0
0
0
ALPHABET INC
CAP STK CL A
02079K305
16886
6072
SH
SOLE
0
0
0
AMBEV SA
SPONSORED ADR
02319V103
367237
113874595
SH
SOLE
0
0
0
AMERICAN EXPRESS CO
COM
025816109
143519
767708
SH
SOLE
0
0
0
AMERICAS GOLD AND SILVER COR
COM
03062D100
1558
1449493
SH
SOLE
0
0
0
ANGLOGOLD ASHANTI LTD
SPONS ADR
035128206
115686
4882311
SH
SOLE
0
0
0
APA CORPORATION
COM
03743Q108
1074
26000
SH
SOLE
0
0
0
ARCOS DORADOS HOLDINGS INC
SHS CLASS -A -
G0457F107
1236
152142
SH
SOLE
0
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
106443
1604629
SH
SOLE
0
0
0
B2GOLD CORP
COM
11777Q209
4172
905900
SH
SOLE
0
0
0
BARRICK GOLD CORP
COM
067901108
249177
10153496
SH
SOLE
0
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
40866
115788
SH
SOLE
0
0
0
BP PLC
SPONSORED ADR
055622104
56291
1915000
SH
SOLE
0
0
0
BRF SA
SPONSORED ADR
10552T107
149
37510
SH
SOLE
0
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
241623
3308778
SH
SOLE
0
0
0
CENTENE CORP DEL
COM
15135B101
28661
340373
SH
SOLE
0
0
0
CENTERRA GOLD INC
COM
152006102
55838
5681450
SH
SOLE
0
0
0
SCHWAB CHARLES CORP
COM
808513105
56260
667258
SH
SOLE
0
0
0
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
334
2417
SH
SOLE
0
0
0
CHESAPEAKE ENERGY CORP
COM
165167735
210391
2419547
SH
SOLE
0
0
0
CHEVRON CORP NEW
COM
166764100
3582
22000
SH
SOLE
0
0
0
CIGNA CORP NEW
COM
125523100
378977
1581446
SH
SOLE
0
0
0
CLEAN HARBORS INC
COM
184496107
1116
10000
SH
SOLE
0
0
0
CONOCOPHILLIPS
COM
20825C104
25244
252400
SH
SOLE
0
0
0
CABOT CORP
COM
127097103
56658
2100389
SH
SOLE
0
0
0
COTY INC
COM CL A
222070203
48358
5376188
SH
SOLE
0
0
0
CUMMINS INC
COM
231021106
882
4300
SH
SOLE
0
0
0
DAVITA INC
COM
23918K108
2262
20000
SH
SOLE
0
0
0
DEUTSCHE BANK AG
NAMEN AKT
D18190898
1216
95850
SH
SOLE
0
0
0
DOW INC
COM
260557103
1043
16363
SH
SOLE
0
0
0
DRDGOLD LIMITED
SPON ADR REPSTG
26152H301
3676
391730
SH
SOLE
0
0
0
DRIL-QUIP INC
COM
262037104
1307
35000
SH
SOLE
0
0
0
EHEALTH INC
COM
28238P109
16408
1324843
SH
SOLE
0
0
0
EQUINOX GOLD CORP
COM
29446Y502
6770
817965
SH
SOLE
0
0
0
EXXON MOBIL CORP
COM
30231G102
49282
596451
SH
SOLE
0
0
0
FEDERATED HERMES INC
CL B
314211103
83811
2461049
SH
SOLE
0
0
0
FISERV INC
COM
337738108
2028
20000
SH
SOLE
0
0
0
FORTUNA SILVER MINES INC
COM
349915108
14074
3695940
SH
SOLE
0
0
0
GALIANO GOLD INC
COM
36352H100
14878
26378459
SH
SOLE
0
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
51202
559559
SH
SOLE
0
0
0
GENERAL MTRS CO
COM
37045V100
85981
1965511
SH
SOLE
0
0
0
GODADDY INC
CL A
380237107
47808
571152
SH
SOLE
0
0
0
Gold Fields Ltd
SPONS ADR
38059T106
66004
4267957
SH
SOLE
0
0
0
GOLD RESOURCE CORP
COM
38068T105
3844
1720043
SH
SOLE
0
0
0
GOLDMINING INC
COM
38149E101
4293
2501996
SH
SOLE
0
0
0
GREAT PANTHER MINING LIMITED
COM
39115V101
3451
14049172
SH
SOLE
0
0
0
HERTZ GLOBAL HLDGS INC
COM NEW
42806J700
38047
1718103
SH
SOLE
0
0
0
HERTZ GLOBAL HLDGS INC
*W EXP 06/30/205
42806J148
170
11150
SH
SOLE
0
0
0
IAMGOLD CORP
COM
450913108
25165
7243957
SH
SOLE
0
0
0
II-VI INC
COM
902104108
26993
372501
SH
SOLE
0
0
0
IMV INC
COM
44974L103
6276
4419545
SH
SOLE
0
0
0
INTEGRA RES CORP
COM NEW
45826T301
2909
2014579
SH
SOLE
0
0
0
JACKSON FINANCIAL INC
COM CL A
46817M107
31887
721275
SH
SOLE
0
0
0
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
1200
7702
SH
SOLE
0
0
0
JPMORGAN CHASE & CO
COM
46625H100
24222
177693
SH
SOLE
0
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
451663
76878243
SH
SOLE
0
0
0
LIVENT CORP
COM
53814L108
3261
125059
SH
SOLE
0
0
0
LOCKHEED MARTIN CORP
COM
539830109
46584
105537
SH
SOLE
0
0
0
M & T BK CORP
COM
55261F104
1287
7592
SH
SOLE
0
0
0
MARATHON OIL CORP
COM
565849106
2223
88501
SH
SOLE
0
0
0
MARKEL CORP
COM
570535104
1477
1000
SH
SOLE
0
0
0
MARSH & MCLENNAN COS INC
COM
571748102
494
2900
SH
SOLE
0
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
1155
3000
SH
SOLE
0
0
0
FACEBOOK INC
CL A
30303M102
16697
75106
SH
SOLE
0
0
0
MICROSOFT CORP
COM
594918104
415
1346
SH
SOLE
0
0
0
NEWMONT MINING CORP
COM
651639106
114782
1444619
SH
SOLE
0
0
0
NEXSTAR MEDIA GROUP INC
CL A
65336K103
1268
6723
SH
SOLE
0
0
0
NEXTERA ENERGY INC
COM
65339F101
822
9700
SH
SOLE
0
0
0
NOMAD FOODS LTD
USD ORD SHS
G6564A105
1355
60000
SH
SOLE
0
0
0
NORTHROP GRUMMAN CORP
COM
666807102
151889
339626
SH
SOLE
0
0
0
NOV INC
COM
62955J103
491
25048
SH
SOLE
0
0
0
NOW INC
COM
67011P100
2536
230000
SH
SOLE
0
0
0
NUTRIEN LTD
COM
67077M108
6290
60580
SH
SOLE
0
0
0
ORMAT TECHNOLOGIES INC
COM
686688102
1661
20300
SH
SOLE
0
0
0
OVINTIV INC
COM
69047Q102
45312
838894
SH
SOLE
0
0
0
PERFORMANCE SHIPPING INC
COM NEW
Y67305121
319
105572
SH
SOLE
0
0
0
PFIZER INC
COM
717081103
29959
578634
SH
SOLE
0
0
0
PHILIP MORRIS INTL INC
COM
718172109
2633
28000
SH
SOLE
0
0
0
SAFE BULKERS INC
COM
Y7388L103
779
163788
SH
SOLE
0
0
0
SHELL PLC
SPON ADS
780259305
1867
34000
SH
SOLE
0
0
0
SOUTHWEST AIRLS CO
COM
844741108
24486
534580
SH
SOLE
0
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
1027
5683
SH
SOLE
0
0
0
SSR MNG INC
COM
784730103
12598
579359
SH
SOLE
0
0
0
STEALTHGAS INC
SHS
Y81669106
404
167994
SH
SOLE
0
0
0
TELEFONICA BRASIL SA
NEW ADR
87936R205
916
81498
SH
SOLE
0
0
0
TIM S A
SPONSORED ADR
88706T108
845
58330
SH
SOLE
0
0
0
TWITTER INC
COM
90184L102
1354
35000
SH
SOLE
0
0
0
BANCORP DEL
COM NEW
902973304
1063
20000
SH
SOLE
0
0
0
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
237
6181
SH
SOLE
0
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
31568
615059
SH
SOLE
0
0
0
VIPSHOP HOLDINGS LIMITED
SPONSORED ADS A
92763W103
764
84867
SH
SOLE
0
0
0
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
70827
4262823
SH
SOLE
0
0
0
DISNEY WALT CO
COM DISNEY
254687106
3579
26086
SH
SOLE
0
0
0
WELLS FARGO CO NEW
COM
949746101
1066
22000
SH
SOLE
0
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
297429
6248318
SH
SOLE
0
0
0
YAMANA GOLD INC
COM
98462Y100
20573
3683646
SH
SOLE
0
0
0
ZYNGA INC
CL A
98986T108
34289
3713040
SH
SOLE
0
0
0