0001426859-23-000007.txt : 20230511
0001426859-23-000007.hdr.sgml : 20230511
20230511113508
ACCESSION NUMBER: 0001426859-23-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230511
DATE AS OF CHANGE: 20230511
EFFECTIVENESS DATE: 20230511
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: 23909773
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
X0202
13F-HR
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false
false
false
0001426859
XXXXXXXX
03-31-2023
03-31-2023
false
Ruffer LLP
80 Victoria Street
London
X0
SW1E 5JL
13F HOLDINGS REPORT
028-12772
000309733
801-122307
N
Louise STanway
Compliance Officer
00442079638146
Louise Stanway
London
X0
05-11-2023
0
87
2886857347
INFORMATION TABLE
2
infotable.xml
ACTIVISION BLIZZARD INC
COM
00507V109
6867875
80265
SH
SOLE
0
0
0
AGNICO EAGLE MINES LTD
COM
008474108
123259314
2418520
SH
SOLE
0
0
0
ALCOA CORP
COM
013872106
84939333
1996243
SH
SOLE
0
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
147281903
1441760
SH
SOLE
0
0
0
AMAZON COM INC
COM
023135106
100273912
970849
SH
SOLE
0
0
0
AMBEV SA
SPONSORED ADR
02319V103
173135614
61508434
SH
SOLE
0
0
0
AMERICAN EXPRESS CO
COM
025816109
5658742
34311
SH
SOLE
0
0
0
AMERICAS GOLD AND SILVER COR
COM
03062D100
581094
1199493
SH
SOLE
0
0
0
ANGLOGOLD ASHANTI LIMITED
SPONS ADR
035128206
53140689
2197259
SH
SOLE
0
0
0
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
467145
7000
SH
SOLE
0
0
0
ARCOS DORADOS HOLDINGS INC
SHS CLASS -A -
G0457F107
1173776
152142
SH
SOLE
0
0
0
B2GOLD CORP
COM
11777Q209
13798332
3497676
SH
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0
0
0
BARRICK GOLD CORP
COM
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134345781
7238626
SH
SOLE
0
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
22159259
71891
SH
SOLE
0
0
0
BP PLC
SPONSORED ADR
055622104
42676875
1125000
SH
SOLE
0
0
0
BRF SA
SPONSORED ADR
10552T107
47825
37510
SH
SOLE
0
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
312150
4504
SH
SOLE
0
0
0
BURFORD CAP LTD
ORD SHS
G17977110
372122
40000
SH
SOLE
0
0
0
CENTERRA GOLD INC
COM
152006102
42112364
6517450
SH
SOLE
0
0
0
SCHWAB CHARLES CORP
COM
808513105
24939011
476256
SH
SOLE
0
0
0
CHESAPEAKE ENERGY CORP
COM
165167735
9982452
131333
SH
SOLE
0
0
0
CHEVRON CORP NEW
COM
166764100
3588970
22000
SH
SOLE
0
0
0
THE CIGNA GROUP
COM
125523100
73628691
288384
SH
SOLE
0
0
0
COHERENT CORP
COM
19247G107
31726513
833051
SH
SOLE
0
0
0
CONOCOPHILLIPS
COM
20825C104
51254331
516652
SH
SOLE
0
0
0
COTY INC
COM CL A
222070203
74676842
6194812
SH
SOLE
0
0
0
DEUTSCHE BANK A G
NAMEN AKT
D18190898
364377
35850
SH
SOLE
0
0
0
DOW INC
COM
260557103
875505
15972
SH
SOLE
0
0
0
DRDGOLD LIMITED
SPON ADR REPSTG
26152H301
3410558
356194
SH
SOLE
0
0
0
DRIL-QUIP INC
COM
262037104
1003975
35000
SH
SOLE
0
0
0
DUPONT DE NEMOURS INC
COM
26614N102
2870200
40000
SH
SOLE
0
0
0
EOG RES INC
COM
26875P101
53753195
469113
SH
SOLE
0
0
0
ERICSSON
ADR B SEK 10
294821608
1461250
250000
SH
SOLE
0
0
0
EXXON MOBIL CORP
COM
30231G102
38174955
348392
SH
SOLE
0
0
0
FEDERATED HERMES INC
CL B
314211103
21472225
535000
SH
SOLE
0
0
0
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
2569995
27000
SH
SOLE
0
0
0
FORTUNA SILVER MINES INC
COM
349915108
8037671
2118940
SH
SOLE
0
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
1022184
24977
SH
SOLE
0
0
0
GALIANO GOLD INC
COM
36352H100
15326280
26378459
SH
SOLE
0
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
36226794
379002
SH
SOLE
0
0
0
GENERAL MTRS CO
COM
37045V100
44597751
1216699
SH
SOLE
0
0
0
GODADDY INC
CL A
380237107
31394151
403994
SH
SOLE
0
0
0
GOLD FIELDS LTD
SPONS ADR
38059T106
24889410
1869276
SH
SOLE
0
0
0
GOLD RESOURCE CORP
COM
38068T105
918777
870879
SH
SOLE
0
0
0
GOLDMINING INC
COM
38149E101
2811293
2301996
SH
SOLE
0
0
0
HERTZ GLOBAL HLDGS INC
COM NEW
42806J700
5699750
350000
SH
SOLE
0
0
0
IAMGOLD CORP
COM
450913108
1789185
659000
SH
SOLE
0
0
0
IMV INC
COM NEW
44974L301
166804
321952
SH
SOLE
0
0
0
INTEGRA RES CORP
COM NEW
45826T301
1385476
2384579
SH
SOLE
0
0
0
JACKSON FINANCIAL INC
COM CL A
46817M107
55202591
1476421
SH
SOLE
0
0
0
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
1126533
7702
SH
SOLE
0
0
0
JPMORGAN CHASE & CO
COM
46625H100
1841437
14135
SH
SOLE
0
0
0
KINROSS GOLD CORP
COM NO PAR
496902404
167867633
35680196
SH
SOLE
0
0
0
LIVENT CORP
COM
53814L108
18947706
872563
SH
SOLE
0
0
0
M & T BK CORP
COM
55261F104
28712238
240200
SH
SOLE
0
0
0
MARKEL CORP
COM
570535104
1662648
1300
SH
SOLE
0
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
1064565
3000
SH
SOLE
0
0
0
META PLATFORMS INC
CL A
30303M102
48173272
227289
SH
SOLE
0
0
0
MOSAIC CO NEW
COM
61945C103
72390846
1578354
SH
SOLE
0
0
0
NEWMONT CORP
COM
651639106
134425801
2743104
SH
SOLE
0
0
0
NOBLE CORP PLC
ORD SHS A
G65431127
25138615
637000
SH
SOLE
0
0
0
NOV INC
COM
62955J103
47888001
2587875
SH
SOLE
0
0
0
NOW INC
COM
67011P100
1448850
130000
SH
SOLE
0
0
0
NUTRIEN LTD
COM
67077M108
71106093
962913
SH
SOLE
0
0
0
PAN AMERN SILVER CORP
COM
697900108
3672000
200000
SH
SOLE
0
0
0
PFIZER INC
COM
717081103
43708118
1071679
SH
SOLE
0
0
0
PHILIP MORRIS INTL INC
COM
718172109
2721740
28000
SH
SOLE
0
0
0
PIONEER NAT RES CO
COM
723787107
102368547
501377
SH
SOLE
0
0
0
PNC FINL SVCS GROUP INC
COM
693475105
29854549
234900
SH
SOLE
0
0
0
RYANAIR HOLDINGS PLC
SPONSORED ADS
783513203
135541291
1437054
SH
SOLE
0
0
0
SAFE BULKERS INC
COM
Y7388L103
589600
160000
SH
SOLE
0
0
0
SHELL PLC
SPON ADS
780259305
53081791
922600
SH
SOLE
0
0
0
SKEENA RES LTD NEW
COM
83056P715
7478931
1220370
SH
SOLE
0
0
0
SOUTHWEST AIRLS CO
COM
844741108
1139075
35000
SH
SOLE
0
0
0
SPDR GOLD TR
GOLD SHS
78463V107
887397
4844
SH
SOLE
0
0
0
SSR MINING IN
COM
784730103
7245511
479359
SH
SOLE
0
0
0
SUNCOR ENERGY INC NEW
COM
867224107
24968547
803700
SH
SOLE
0
0
0
SYNCHRONY FINANCIAL
COM
87165B103
8495744
292103
SH
SOLE
0
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
218427177
2348305
SH
SOLE
0
0
0
TECK RESOURCES LTD
CL B
878742204
399858
10952
SH
SOLE
0
0
0
TEGNA INC
COM
87901J105
25269151
1494794
SH
SOLE
0
0
0
TELEFONICA BRASIL SA
NEW ADR
87936R205
1134750
150000
SH
SOLE
0
0
0
TENARIS S A
SPONSORED ADR
88031M109
5552682
195345
SH
SOLE
0
0
0
TIM S A
SPONSORED ADR
88706T108
1235500
100000
SH
SOLE
0
0
0
US BANCORP DEL
COM NEW
902973304
684475
19000
SH
SOLE
0
0
0
WELLS FARGO CO NEW
COM
949746101
821590
22000
SH
SOLE
0
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
11959818
248395
SH
SOLE
0
0
0