-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, C4IMP/2E3DZW+srY94e27AyfayFOdB9VJ8lD8L8gECPCyxm97QrQcZ03S3nfYnZr tKMExR1rYF3Vr5Y9MO/tzQ== 0001426859-08-000004.txt : 20080508 0001426859-08-000004.hdr.sgml : 20080508 20080508125405 ACCESSION NUMBER: 0001426859-08-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080508 DATE AS OF CHANGE: 20080508 EFFECTIVENESS DATE: 20080508 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: 08812908 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 s13f_31032008submission.txt FORM 13F COVER PAGE "Report for the Calander Year or Quarter ended: March 31, 2008" Check here if Amendment [ ] ; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] added new holdings entries. Institutional Investment Manager Filing this report: Name: Ruffer LLP Address: 80 Victoria Street London SW1E 5JL United Kingdom Form 13F File Number: 028-12772 The institutional investment manager filing this report and the person by whom it is signed hereby respresent that the person signing "the report is authorized to submit it, that all information contained" "herein is true, correct and complete, and that it is understood that" "all required items, statements, schedules, lists, and tables, are " considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Louise Ellis Title: Compliance Officer Phone: 0044 20 7963 8146 "Signature, Place and Date of Signing:" "Louise Ellis, London United Kingdom, May 8 2008" [ x ] 13F HOLDINGS REPORT. (Check here is all holdings of this reporting manager are reporting in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this " report, and all holdings are reported by other " reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: None FORM 13F SUMMARY Report Summary: Number of Other Included Managers: None Form 13F Information Table Entry Total: 53 "Form 13F Information Table Value Total: $352,465 (thousands)" FORM 13F INFORMATION TABLE American Express Co COM 025816109 865 20000 SH Sole 20000 0 0 Amgen Inc COM 031162100 2441 58710 SH Sole 58710 0 0 Barrick Gold Corp COM 067901108 26753 595431 SH Sole 595431 0 0 Berkshire Hathaway Inc Del CL A 084670108 2414 18 SH Sole 18 0 0 Berkshire Hathaway Inc Del CL B 084670207 259 58 SH Sole 58 0 0 Burlington Northern Santa Fe COM 12189T104 1843 20000 SH Sole 20000 0 0 Campbell Soup Co COM 134429109 727 21500 SH Sole 21500 0 0 Carmax Inc COM 143130102 480 25000 SH Sole 25000 0 0 Cisco Systems Inc COM 17275R102 219 9090 SH Sole 9090 0 0 Clean Diesel Tech Inc COM NEW 18449C302 13827 1209807 SH Sole 1209807 0 0 Coca Cola Co COM 191216100 40541 663955 SH Sole 663955 0 0 Coeur D'Alene Mines Corp IDA COM 192108108 9663 2352235 SH Sole 2352235 0 0 Comcast Corp CLA 20030N101 952 50000 SH Sole 50000 0 0 Conocophillips COM 20825C104 697 9200 SH Sole 9200 0 0 Covidien Ltd COM G2552X108 859 19500 SH Sole 19500 0 0 Dell Inc COM 24702R101 688 35000 SH Sole 35000 0 0 Devon Energy Corp New COM 25179M103 627 6000 SH Sole 6000 0 0 Drdgold Limited SPON ADR NEW 26152H301 1117 110700 SH Sole 110700 0 0 Du Pont E I de Nemours & Co COM 263534109 884 19000 SH Sole 19000 0 0 Encana Corporation COM 292505104 14826 197645 SH Sole 197645 0 0 Esco Technologies Inc COM 296315104 985 25000 SH Sole 25000 0 0 Exxon Mobil Corp COM 30231G102 467 5462 SH Sole 5462 0 0 General Electric Co COM 369604103 5159 140730 SH Sole 140730 0 0 Gold Fields Ltd New SPONSORED ADR 38059T106 21158 1464400 SH Sole 1464400 0 0 Goldcorp Inc New COM 380956409 2577 65035 SH Sole 65035 0 0 Hershey Co COM 427866108 378 10000 SH Sole 10000 0 0 Iamgold Corp COM 450913108 1748 225000 SH Sole 225000 0 0 Intel Corp COM 458140100 4533 217735 SH Sole 217735 0 0 International Business Machs COM 459200101 325 2830 SH Sole 2830 0 0 Johnson & Johnson COM 478160104 34791 541215 SH Sole 541215 0 0 Kimberly Clark Corp COM 494368103 243 3780 SH Sole 3780 0 0 Kraft Foods Inc CL A 50075N104 71942 2330515 SH Sole 2330515 0 0 Manulife Financial Corp COM 56501R106 208 5573 SH Sole 5573 0 0 Marsh & Mclennan Cos Inc COM 571748102 919 38152 SH Sole 38152 0 0 Mcdonalds Corp COM 580135101 417 7500 SH Sole 7500 0 0 Medtronic Inc COM 585055106 1271 26500 SH Sole 26500 0 0 MGT Capital Invs Inc COM 55302P103 590 237160 SH Sole 237160 0 0 Microsoft Corp COM 594918104 13188 471850 SH Sole 471850 0 0 Monsanto Co New COM 61166W101 1486 13000 SH Sole 13000 0 0 Newmont Mining Corp COM 651639106 44451 953715 SH Sole 953715 0 0 Pepsico Inc COM 713448108 358 5000 SH Sole 5000 0 0 Petro-Canada COM 71644E102 7610 177120 SH Sole 177120 0 0 Procter & Gamble Co COM 742718109 1837 26400 SH Sole 26400 0 0 Royal Dutch Shell Plc SPON ADR A 780259107 455 6895 SH Sole 6895 0 0 Royal Dutch Shell Plc SPON ADR B 780259206 211 3100 SH Sole 3100 0 0 Sara Lee Corp COM 803111103 822 60000 SH Sole 60000 0 0 Schlumberger Ltd COM 806857108 343 4000 SH Sole 4000 0 0 Silver Wheaton Corp COM 828336107 8383 516500 SH Sole 516500 0 0 Suncor Energy Inc COM 867229106 785 8000 SH Sole 8000 0 0 Thomson Corp COM 884903105 431 12650 SH Sole 12650 0 0 United Micro Corp SPON ADR NEW 910873405 1042 308272 SH Sole 308272 0 0 Wal Mart Stores Inc COM 931142103 1984 38000 SH Sole 38000 0 0 Wyeth COM 983024100 686 16500 SH Sole 16500 0 0 -----END PRIVACY-ENHANCED MESSAGE-----