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Institutional Investment Manager
Ruffer LLP
Ruffer LLP (CIK: 0001426859), located at 80 Victoria Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001426859-16-000014) filed in 2016.08.09
#
Name
Shares
Value ($)
%
Options
Notes
1 EXXON MOBIL CORP 3,527,798 330,678 14.99%
2 BOEING CO 1,606,402 208,559 9.45%
3 Oracle Corp 5,062,686 207,139 9.39%
4 EMERSON ELEC CO 3,570,568 186,187 8.44%
5 MICROSOFT CORP 3,430,322 175,546 7.96%
6 WESTROCK CO 4,383,338 170,336 7.72%
7 LOCKHEED MARTIN CORP 658,870 163,594 7.41%
8 GILEAD SCIENCES INC 976,758 81,466 3.69%
9 APPLE INC 766,227 73,259 3.32%
10 SILVER WHEATON CORP COM ISIN CA8283361076 2,926,567 68,750 3.12%
11 LEUCADIA NATL CORP 3,962,530 68,650 3.11%
12 KINROSS GOLD CORP 12,880,294 62,929 2.85%
13 ANGLOGOLD ASHANTI LTD 2,429,001 43,856 1.99%
14 Ingevity Corp. 1,208,063 41,128 1.86%
15 QUALCOMM INC 693,151 37,129 1.68%
16 TEXAS INSTRS INC 571,480 35,800 1.62%
17 GOLD FIELDS LTD NEW 7,099,947 34,754 1.58%
18 Newmont Mining Corp 832,628 32,568 1.48%
19 GOLDCORP INC NEW 1,409,552 26,944 1.22%
20 CANADIAN SOLAR INC 1,061,914 16,061 0.73%
21 US BANCORP 262,421 10,585 0.48%
22 HOLLYSYS AUTOMATION TECHNOLO 500,000 8,680 0.39%
23 STILLWATER MNG CO 7,000,000 7,739 0.35%
24 JPMORGAN CHASE & CO 120,436 7,487 0.34%
25 VANECK VECTORS ETF TR 264,676 7,326 0.33%
26 Baidu Inc 40,000 6,606 0.30%
27 THOMSON REUTERS CORP 146,192 5,910 0.27%
28 WAL-MART STORES INC 74,115 5,412 0.25%
29 CHINA LODGING GROUP LTD 140,000 5,103 0.23%
30 DRDGOLD LIMITED 731,475 4,283 0.19%
31 CONTINENTAL BLDG PRODS INC 165,000 3,670 0.17%
32 ALPHABET INC 5,051 3,552 0.16%
33 STILLWATER MNG CO 263,310 3,124 0.14%
34 VERIZON COMMUNICATIONS INC 54,024 3,018 0.14%
35 PepsiCo Inc 27,000 2,861 0.13%
36 LENNAR CORP 62,000 2,858 0.13%
37 CISCO SYS INC 98,144 2,815 0.13%
38 DU PONT E I DE NEMOURS & CO 43,300 2,803 0.13%
39 JOHNSON & JOHNSON 22,266 2,701 0.12%
40 BARRICK GOLD CORP 124,865 2,665 0.12%
41 PROCTER AND GAMBLE CO 30,900 2,616 0.12%
42 HRG GROUP INC 186,999 2,567 0.12%
43 VANECK VECTORS JUNIOR GOLD MINERS ETF 54,284 2,316 0.10%
44 REPUBLIC SVCS INC 36,000 1,847 0.08%
45 DUN & BRADSTREET CORP DEL NE 14,600 1,779 0.08%
46 SEACOR HOLDINGS INC 30,000 1,738 0.08%
47 LEIDOS HLDGS INC 36,000 1,724 0.08%
48 JACOBS ENGR GROUP INC DEL 32,000 1,594 0.07%
49 CALLAWAY GOLF CO 144,000 1,470 0.07%
50 Visteon Corp 35,000 1,459 0.07%
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