0001426859-13-000002.txt : 20130208
0001426859-13-000002.hdr.sgml : 20130208
20130208102607
ACCESSION NUMBER: 0001426859-13-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20121231
FILED AS OF DATE: 20130208
DATE AS OF CHANGE: 20130208
EFFECTIVENESS DATE: 20130208
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: 13585194
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_31122012submission.txt
FORM 13F COVER PAGE
"December 31, 2012"
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, February 8, 2012"
[ 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: 64
"Form 13F Information Table Value Total: $2,166,590 (thou)"
FORM 13F INFORMATION TABLE
AMERICAN INTL GROUP W EXP 2021 026874156 149.71 10678 SH SOLE 10678
ANNALY CAP MGMT INC COM 035710409 29377.48 2015135 SH SOLE 2015135
APPLE INC COM 037833100 783.85 1437 SH SOLE 1437
ARCH CAP GROUP LTD ORD G0450A105 650.14 14610 SH SOLE 14610
AVON PRODS INC COM 054303102 1097.93 70000 SH SOLE 70000
BANCORP INC DEL COM 05969A105 1523.54 138403 SH SOLE 138403
BARRICK GOLD CORP COM 067901108 55861.65 1608142 SH SOLE 1608142
BERKSHIRE HATHAWAY INC DEL CL A 084670108 7344.91 52 SH SOLE 52
BERKSHIRE HATHAWAY INC DEL CL B 084670207 1567.74 16650 SH SOLE 16650
BANK OF AMERICA CORP WEXP10/28/201 060505153 27.38 33000 SH SOLE 33000
BANK OF NY MELLON COM 064058100 2674.81 100000 SH SOLE 100000
CADIZ INC COM NEW 127537207 81.72 10000 SH SOLE 10000
CAREFUSION CORP COM 14170T101 2047.67 70000 SH SOLE 70000
CHIMERA INVT CORP COM 16934Q109 30409.93 11221586 SH SOLE 11221586
CISCO SYS INC COM 17275R102 123327.54 5994761 SH SOLE 5994761
CLEAN DIESEL TECH COM PAR 18449C401 236.23 104390 SH SOLE 104390
COCA COLA CO COM 191216100 209.42 5540 SH SOLE 5540
COWEN GROUP INC NEW CL A 223622101 1922.19 753920 SH SOLE 753920
DR PEPPER SNAPPLE GROUP INC COM 26138E109 1765.87 38669 SH SOLE 38669
DRDGOLD LIMITED SPON ADR NEW 26152H301 272.32 34015 SH SOLE 34015
EXXON MOBIL CORP COM 30231G102 231.5 2600 SH SOLE 2600
Gold Fields Ltd SPONS ADR 38059T106 65520.82 5417539 SH SOLE 5417539
GOOGLE INC CL A 38259P508 119273.04 163888 SH SOLE 163888
HARMONY GOLD MNG LTD SPONS ADR 413216300 254.2 30000 SH SOLE 30000
IAMGOLD CORP COM 450913108 4143.66 370000 SH SOLE 370000
INTERNATIONAL BUSINESS MACHS COM 459200101 245.4 1250 SH SOLE 1250
JOHNSON & JOHNSON COM 478160104 482012.8 6778251 SH SOLE 6778251
JPMORGAN CHASE & CO COM 46625H100 323760.99 7220147 SH SOLE 7220147
KINROSS GOLD CORP COM NO PAR 496902404 3183.89 335000 SH SOLE 335000
KKR FINANCIAL HLDGS LLC COM 48248A306 496.54 31800 SH SOLE 31800
KOREA ELECTRIC PWR SPONSORED ADR 500631106 622.09 42120 SH SOLE 42120
KROGER CO COM 501044101 98950.02 3727366 SH SOLE 3727366
M & T BK CORP COM 55261F104 29966.62 294666 SH SOLE 294666
MARKET VECTORS ETF JR GOLD MIN 57060U589 9412.73 469941 SH SOLE 469941
MARSH & MCLENNAN COS INC COM 571748102 356.36 9985 SH SOLE 9985
MARTIN MARIETTA MATLS INC COM 573284106 1462.54 15000 SH SOLE 15000
MCDONALDS CORP COM 580135101 1066.59 11700 SH SOLE 11700
MEDTRONIC INC COM 585055106 1631.88 38200 SH SOLE 38200
MERCK & CO INC NEW COM 58933Y105 91772.41 2154356 SH SOLE 2154356
MICROSOFT CORP COM 594918104 119686.72 4362315 SH SOLE 4362315
MSC INDL DIRECT INC CL A 553530106 2370.52 30200 SH SOLE 30200
NEWMONT MINING CORP COM 651639106 128159.25 2793529 SH SOLE 2793529
NORTHERN TR CORP COM 665859104 1822.91 35000 SH SOLE 35000
NOVARTIS A G SPONSORED ADR 66987V109 2123.72 33159 SH SOLE 33159
PEPSICO INC COM 713448108 2231.81 32000 SH SOLE 32000
PFIZER INC COM 717081103 653.1 25135 SH SOLE 25135
PHILIP MORRIS INTL INC COM 718172109 396.34 4590 SH SOLE 4590
PROCERA NETWORKS INC COM NEW 74269U203 1921.14 110000 SH SOLE 110000
PROTO LABS INC COM 743713109 1562.54 40000 SH SOLE 40000
RACKSPACE HOSTING COM 750086100 1364.38 18000 SH SOLE 18000
REDWOOD TR INC COM 758075402 633.61 35825 SH SOLE 35825
REPUBLIC SVCS INC COM 760759100 1196.24 40000 SH SOLE 40000
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 427.97 6000 SH SOLE 6000
RYLAND GROUP INC COM 783764103 1605.99 43000 SH SOLE 43000
SAIC INC COM 78390X101 1163.16 100000 SH SOLE 100000
SOURCEFIRE INC COM 83616T108 1402.3 30350 SH SOLE 30350
TEXAS INSTRS INC COM 882508104 148065.81 4612878 SH SOLE 4612878
UNITED TECHNOLOGIES CORP COM 913017109 240.35 2835 SH SOLE 2835
BANCORP DEL COM NEW 902973304 830.91 25385 SH SOLE 25385
VIACOM INC NEW CL B 92553P201 78699.51 1385069 SH SOLE 1385069
VODAFONE GROUP SPONS ADR NEW 92857W209 284.83 11187 SH SOLE 11187
WAL MART STORES INC COM 931142103 170179.85 2461195 SH SOLE 2461195
WESTERN UN CO COM 959802109 884.18 65000 SH SOLE 65000
YAHOO INC COM 984332106 2986.34 150000 SH SOLE 150000