Ruffer Llp (1426859) Portfolio


Number of Companies: 63
Inflow: $68,928 K
Outflow: $-429,794 K
Net Flow: $-360,866 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 693,151 Added More 590,171 $53.57 $31,615 $37,132
720 16 Newmont Mining Corp (NEM) Precious Metal Mining 832,628 Added More 228,223 $39.12 $8,928 $32,572
3079 54 Apple Inc (AAPL) Communications Equipment 766,227 Added More 78,191 $95.60 $7,475 $73,251
2119 15 Canadian Solar Inc (CSIQ) Renewable Energy Equipment 1,061,914 Added More 401,678 $15.12 $6,073 $16,056
2639 9 Thomson Reuters Corp (TRI) Recreational Vehicles 146,192 New Holding 146,192 $40.42 $5,909 $5,909
2263 44 Anglogold Ashanti (AU) Precious Metal Mining 2,429,001 Added More 169,001 $18.06 $3,052 $43,867
2976 33 Oracle Corp (ORCL) Infrastructure Software 5,062,686 Added More 57,404 $40.93 $2,349 $207,215
2944 1 Emerson Electric Co (EMR) Industrial Automation Controls 3,570,568 Added More 39,827 $52.16 $2,077 $186,240
143 6 Harmony Gold Mng (HMY) Precious Metal Mining 300,000 New Holding 300,000 $3.61 $1,083 $1,083
2009 1 Hollysys Automation Technolo (HOLI) Factory Automation Equipment 500,000 Added More 20,000 $17.37 $347 $8,685
6 1 Barrick Gold Corp (ABX) Precious Metal Mining 124,865 Added More 770 $21.35 $16 $2,665
2169 42 Stillwater Mining Co (SWC) Precious Metal Mining 263,310 Added More 110 $11.86 $1 $3,122
629 7 Baidu Inc (BIDU) Internet Media 40,000 No Change 0 $165.15 $0 $6,606
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 4,748 No Change 0 $116.32 $0 $552
1984 16 Rackspace Hosting Inc (RAX) Infrastructure Software 18,000 No Change 0 $20.86 $0 $375
2989 128 American Tower Corp (AMT) Reit 7,745 No Change 0 $113.61 $0 $879
487 2 Callaway Golf Company (ELY) Sporting Goods 144,000 No Change 0 $10.21 $0 $1,470
2907 20 Dr Pepper Snapple Group Inc (DPS) Beverages 11,557 No Change 0 $96.63 $0 $1,116
3009 8 General Dynamics Corp (GD) Defense Primes 10,287 Sold Some -43 $139.24 $-5 $1,432
3071 42 Intl Business Machines Corp (IBM) It Services 1,550 Sold Some -120 $151.78 $-18 $235
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 98,144 Sold Some -1,350 $28.69 $-38 $2,815
3023 7 Merck And Co Inc (MRK) Large Pharma 15,835 Sold Some -820 $57.61 $-47 $912
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 54,024 Sold Some -849 $55.84 $-47 $3,016
2794 5 Marsh And Mclennan Cos (MMC) Insurance Brokers 6,850 Sold Some -725 $68.46 $-49 $468
643 6 Cowen Group Inc-Class A (COWN) Institutional Brokerage 263,720 Sold Some -30,000 $2.96 $-88 $780
2920 268 Us Bancorp (USB) Banks 262,421 Sold Some -3,160 $40.33 $-127 $10,583
2405 12 Ethan Allen Interiors Inc (ETH) Home Products Stores 41,286 Sold Some -4,000 $33.04 $-132 $1,364
2855 5 Republic Services Inc (RSG) Waste Management 36,000 Sold Some -4,000 $51.31 $-205 $1,847
3077 22 Procter And Gamble Cothe (PG) Household Products 30,900 Sold Some -3,000 $84.67 $-254 $2,616
440 2 Kbr Inc (KBR) Infrastructure Construction 83,298 Sold Some -20,000 $13.24 $-264 $1,102
458 3 Wesco Aircraft Holdings Inc (WAIR) Industrial Distribution And Rental 73,200 Sold Some -20,000 $13.42 $-268 $982
2952 26 Du Pont Ei De Nemours (DD) Specialty Chemicals 43,300 Sold Some -5,000 $64.80 $-324 $2,805
3059 25 Pepsico Inc (PEP) Beverages 27,000 Sold Some -3,390 $105.94 $-359 $2,860
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 120,436 Sold Some -5,848 $62.14 $-363 $7,483
2018 14 Sunpower Corp (SPWR) Renewable Energy Equipment 50,000 Sold Some -25,000 $15.49 $-387 $774
2689 10 Jacobs Engineering Group Inc (JEC) Engineering Services 32,000 Sold Some -8,000 $49.81 $-398 $1,593
3076 10 Johnson And Johnson (JNJ) Large Pharma 22,266 Sold Some -4,180 $121.30 $-507 $2,700
2577 67 Oasis Petroleum Inc (OAS) Exploration And Production 0 Sold All -55,000 $9.34 $-513 $0
2594 11 Dun And Bradstreet Corp (DNB) Information Services 14,600 Sold Some -4,600 $121.84 $-560 $1,778
2950 8 General Motors Co (GM) Automobiles 0 Sold All -20,000 $28.30 $-566 $0
996 8 Diana Shipping Inc (DSX) Marine Shipping 151,467 Sold Some -240,000 $2.43 $-583 $368
2382 1 Northern Trust Corp (NTRS) Instl Trust Fiduciary And Custody 0 Sold All -10,070 $66.26 $-667 $0
3051 57 Gilead Sciences Inc (GILD) Biotech 976,758 Sold Some -8,606 $83.42 $-717 $81,481
2743 20 International Paper Co (IP) Containers And Packaging 25,454 Sold Some -19,344 $42.38 $-819 $1,078
2066 18 Vascular Solutions Inc (VASC) Medical Devices 35,000 Sold Some -20,000 $41.66 $-833 $1,458
488 13 Seacor Holdings Inc (CKH) Oil And Gas Services And Equip 30,000 Sold Some -15,000 $57.95 $-869 $1,738
1890 29 Arch Capital Group Ltd (ACGL) P And C Insurance 0 Sold All -12,810 $72.00 $-922 $0
2971 79 Occidental Petroleum Corp (OXY) Exploration And Production 17,000 Sold Some -13,000 $75.56 $-982 $1,284
1905 14 Middleby Corp (MIDD) Industrial Machinery 0 Sold All -13,911 $115.25 $-1,603 $0
3004 37 Yum Brands Inc (YUM) Restaurants 11,015 Sold Some -20,000 $82.92 $-1,658 $913
3072 34 Microsoft Corp (MSFT) Infrastructure Software 3,430,322 Sold Some -37,833 $51.17 $-1,935 $175,529
3067 10 Lockheed Martin Corp (LMT) Defense Primes 658,870 Sold Some -9,234 $248.17 $-2,291 $163,511
2032 7 China Lodging Group-Spon Ads (HTHT) Lodging 140,000 Sold Some -110,000 $36.43 $-4,007 $5,100
181 1 Lennar Corp-A (LEN) Homebuilders 62,000 Sold Some -92,200 $46.10 $-4,250 $2,858
2532 19 Freeport-Mcmoran Inc (FCX) Base Metals 0 Sold All -422,201 $11.14 $-4,703 $0
2521 4 Leucadia National Corp (LUK) Investment Companies 3,962,530 Sold Some -357,329 $17.33 $-6,192 $68,670
3017 8 Wal-Mart Stores Inc (WMT) Mass Merchants 74,115 Sold Some -195,595 $73.02 $-14,282 $5,411
2991 68 Texas Instruments Inc (TXN) Semiconductor Devices 571,480 Sold Some -322,564 $62.65 $-20,208 $35,803
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 3,527,798 Sold Some -336,023 $93.74 $-31,498 $330,695
70 2 Silver Wheaton Corp (SLW) Precious Metal Mining 2,926,567 Sold Some -1,534,213 $23.53 $-36,100 $68,862
2498 49 Kinross Gold Corp (KGC) Precious Metal Mining 12,880,294 Sold Some -8,985,573 $4.89 $-43,939 $62,984
2843 51 Goldcorp Inc (GG) Precious Metal Mining 1,409,552 Sold Some -3,267,088 $19.13 $-62,499 $26,964
3056 27 Boeing Cothe (BA) Aircraft And Parts 1,606,402 Sold Some -1,406,796 $129.87 $-182,700 $208,623