-----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, Pl1JAUxra1qMwOiM7bUgMXzS3/vAXz8qtxdHjUYVNMWqYVby5ykDJpn/VDHvn6QV e56+EcFagnwQ8bgbIC5O3Q== 0001426859-10-000001.txt : 20100113 0001426859-10-000001.hdr.sgml : 20100113 20100113135628 ACCESSION NUMBER: 0001426859-10-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20091231 FILED AS OF DATE: 20100113 DATE AS OF CHANGE: 20100113 EFFECTIVENESS DATE: 20100113 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: 10524733 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_31122009submission.txt FORM 13F COVER PAGE "Report for the Quarter ended: December 31, 2009" 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 Stanway Title: Compliance Officer Phone: 00 44 20 7963 8146 "Signature, Place and Date of Signing:" "Louise Stanway, London United Kingdom, January 13, 2009" [ 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 & 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: 57 "Form 13F Information Table Value Total: $765,397 (thousands)" FORM 13F INFORMATION TABLE AMGEN INC COM 031162100 1535 27130 SH SOLE 27130 ANNALY CAP MGMT INC COM 035710409 9415 542575 SH SOLE 542575 ARCH CAP GROUP LTD ORD G0450A105 200 2800 SH SOLE 2800 AUTOMATIC DATA PROCESSING IN COM 053015103 3212 75000 SH SOLE 75000 BARRICK GOLD CORP COM 067901108 14051 356050 SH SOLE 356050 BERKSHIRE HATHAWAY INC DEL CL A 084670108 9321 94 SH SOLE 94 Burlington NORTHN SANTA FE COM 12189T104 11600 117615 SH SOLE 117615 CENOVUS ENERGY INC COM 15135U109 839 33253 SH SOLE 33253 CHIMERA INVT CORP COM 16934Q109 4690 1206500 SH SOLE 1206500 Chunghwa Telecom SPONS ADR NEW 17133Q304 1666 89805 SH SOLE 89805 CISCO SYS INC COM 17275R102 218 9090 SH SOLE 9090 Clean Deisel Tech COM NEW 18449C302 1782 1196561 SH SOLE 1196561 COMCAST CORP NEW CL A 20030N101 3373 200000 SH SOLE 200000 CONOCOPHILLIPS COM 20825C104 73085 1431668 SH SOLE 1431668 CREXUS INVT CORP COM 226553105 8241 591000 SH SOLE 591000 DELL INC COM 24702R101 1721 120000 SH SOLE 120000 DEVON ENERGY CORP NEW COM 25179M103 882 12000 SH SOLE 12000 DRDGOLD LIMITED SPON ADR NEW 26152H301 233 34015 SH SOLE 34015 EBAY INC COM 278642103 1035 44000 SH SOLE 44000 ELECTRONIC ARTS INC COM 285512109 710 40000 SH SOLE 40000 ENCANA CORP COM 292505104 1007 31053 SH SOLE 31053 ESCO TECHNOLOGIES INC COM 296315104 933 26000 SH SOLE 26000 EXELON CORP COM 30161N101 977 20000 SH SOLE 20000 EXTERRAN HOLDINGS COM 30225X103 858 40000 SH SOLE 40000 EXXON MOBIL CORP COM 30231G102 305 4473 SH SOLE 4473 FOOT LOCKER INC COM 344849104 1394 125000 SH SOLE 125000 GENERAL ELECTRIC CO COM 369604103 2164 143150 SH SOLE 143150 Gold Fields Ltd New SPONSORED ADR 38059T106 9015 686850 SH SOLE 686850 GRANITE CONSTR INC COM 387328107 1516 45000 SH SOLE 45000 JOHNSON & JOHNSON COM 478160104 120957 1879133 SH SOLE 1879133 KIMBERLY CLARK CORP COM 494368103 241 3780 SH SOLE 3780 KRAFT FOODS INC CL A 50075N104 153280 5639528 SH SOLE 5639528 KROGER CO COM 501044101 68189 3319845 SH SOLE 3319845 MARSH & MCLENNAN COS INC COM 571748102 313 14152 SH SOLE 14152 MARTIN MARIETTA MATLS INC COM 573284106 982 11000 SH SOLE 11000 MCDONALDS CORP COM 580135101 468 7500 SH SOLE 7500 MEDTRONIC INC COM 585055106 50320 1144425 SH SOLE 1144425 MGT CAPITAL INVTS INC COM 55302P103 47 135000 SH SOLE 135000 MOHAWK INDS INC COM 608190104 953 20000 SH SOLE 20000 NEWMONT MINING CORP COM 651639106 4829 102040 SH SOLE 102040 NRG ENERGY INC COM NEW 629377508 1890 80000 SH SOLE 80000 PEPSICO INC COM 713448108 426 7000 SH SOLE 7000 PFIZER INC COM 717081103 31474 1729422 SH SOLE 1729422 PHILIP MORRIS INTL INC COM 718172109 29815 619035 SH SOLE 619035 PITNEY BOWES INC COM 724479100 1024 45000 SH SOLE 45000 Powershs DB Multi Sect DB Agricult 73936B408 1586 60000 SH SOLE 60000 RACKSPACE HOSTING COM 750086100 375 18000 SH SOLE 18000 REDWOOD TR INC COM 758075402 6216 430000 SH SOLE 430000 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 401 6895 SH SOLE 6895 RRI ENERGY INC COM 74971X107 744 130000 SH SOLE 130000 SCHLUMBERGER LTD COM 806857108 260 4000 SH SOLE 4000 TEXAS INSTRS INC COM 882508104 70433 2704330 SH SOLE 2704330 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 883 38237 SH SOLE 38237 VULCAN MATLS CO COM 929160109 1581 30000 SH SOLE 30000 WALGREEN CO COM 931422109 3211 87500 SH SOLE 87500 WAL MART STORES INC COM 931142103 47872 895720 SH SOLE 895720 YAHOO INC COM 984332106 2182 130000 SH SOLE 130000 -----END PRIVACY-ENHANCED MESSAGE-----