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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 SANOFI 14,000 3 0.00%
2 Bank Of America 18 WTS 2,110,618 166 0.01%
3 INTERNATIONAL BUSINESS MACHS 1,550 235 0.01%
4 ROYAL DUTCH SHELL PLC 5,200 291 0.01%
5 DIANA SHIPPING INC 151,467 369 0.02%
6 Bank of America Corp Warrants Exp 01/16/19 108,000 374 0.02%
7 RACKSPACE HOSTING INC 18,000 375 0.02%
8 TWITTER INC 25,000 422 0.02%
9 MARSH & MCLENNAN COS INC 6,850 469 0.02%
10 HONEYWELL INTL INC 4,748 552 0.03%
11 KLX INC COM 22,500 697 0.03%
12 SUNPOWER CORP 50,000 775 0.04%
13 COWEN GROUP INC NEW 263,720 782 0.04%
14 AMERICAN TOWER CORP NEW 7,745 880 0.04%
15 MERCK & CO INC 15,835 912 0.04%
16 YUM BRANDS INC 11,015 913 0.04%
17 WESCO AIRCRAFT HLDGS INC COM 73,200 982 0.04%
18 BLACKBERRY LTD 150,000 1,007 0.05%
19 INTL PAPER CO 25,454 1,079 0.05%
20 HARMONY GOLD MINING CO LTD 300,000 1,081 0.05%
21 KBR INC 83,298 1,102 0.05%
22 DR PEPPER SNAPPLE GROUP INC 11,557 1,117 0.05%
23 Seritage Growth Properties 23,500 1,172 0.05%
24 OCCIDENTAL PETE CORP DEL 17,000 1,285 0.06%
25 ETHAN ALLEN INTERIORS INC COM 41,286 1,364 0.06%
26 WCI COMMUNITIES ORD 83,216 1,406 0.06%
27 GENERAL DYNAMICS CORP 10,287 1,433 0.06%
28 BERKSHIRE HATHAWAY INC DEL 10,000 1,448 0.07%
29 VASCULAR SOLUTIONS 35,000 1,459 0.07%
30 CALLAWAY GOLF CO 144,000 1,470 0.07%
31 JACOBS ENGR GROUP INC 32,000 1,594 0.07%
32 LEIDOS HLDGS INC 36,000 1,724 0.08%
33 SEACOR HOLDINGS INC 30,000 1,738 0.08%
34 DUN & BRADSTREET CORP DEL NE 14,600 1,779 0.08%
35 REPUBLIC SVCS INC 36,000 1,847 0.08%
36 VANECK ETF TRUST 54,284 2,316 0.10%
37 HRG GROUP INC 186,999 2,567 0.12%
38 PROCTER AND GAMBLE CO 30,900 2,616 0.12%
39 BARRICK GOLD CORP 124,865 2,665 0.12%
40 JOHNSON & JOHNSON 22,266 2,701 0.12%
41 DU PONT E I DE NEMOURS & CO 43,300 2,803 0.13%
42 CISCO SYS INC 98,144 2,815 0.13%
43 LENNAR 62,000 2,858 0.13%
44 PEPSICO INC 27,000 2,861 0.13%
45 VERIZON COMMUNICATIONS INC 54,024 3,018 0.14%
46 STILLWATER MNG CO 263,310 3,124 0.14%
47 ALPHABET INC 5,051 3,552 0.16%
48 CONTINENTAL BLDG PRODS INC COM 165,000 3,670 0.17%
49 DRDGOLD LIMITED 731,475 4,283 0.19%
50 CHINA LODGING GROUP LTD 140,000 5,103 0.23%
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