Ruffer LLP Buys Celgene Corp, Cigna Corp, McKesson Corp, Sells Delphi Technologies PLC, Ensco Rowan PLC, Yamana Gold Inc

• New Purchases: CELG, SYF, FOXA, PAAS, FSM, BIIB, CHTR, WBA, FRGI,
• Added Positions: DIS, CI, MCK, GOLD, GM, XOM, NEM, NOV, DWDP, IAG, IMV, PM, HMY, DRD, CHKP, FCX, NTG, AKG,
• Reduced Positions: GG, DLPH, AUY, LEN, APY, CLF, CX, GFI, WPM, AU, FL, KGC, NXPI, TS, EGO, AAPL, PTEN, DSX, JEF, MHK, APTV, COTY, DE, CRTO, DAL, USB, PSX, GDX, CSCO, MSFT, KMX, CDE, BRK.B, JPM, UBS, NGVT, GDXJ, WMT, GOOGL,
• Sold Out: ESV, SSRM, TAHO, OR, YY, ADS, AGI, KHC, SBGL, DVA, APA, AIG, LBTYK, EXP, LILAK,

For the details of Ruffer LLP's stock buys and sells, go to https://www.gurufocus.com/guru/ruffer+llp/current-portfolio/portfolio

1. The Walt Disney Co (DIS) - 5,134,988 shares, 14.64% of the total portfolio. Shares added by 19.99%
2. Cigna Corp (CI) - 1,839,179 shares, 7.59% of the total portfolio. Shares added by 41.68%
3. Exxon Mobil Corp (XOM) - 3,509,537 shares, 7.28% of the total portfolio. Shares added by 19.76%
4. Barrick Gold Corp (GOLD) - 19,314,304 shares, 6.80% of the total portfolio. Shares added by 27.53%
5. General Motors Co (GM) - 6,497,087 shares, 6.19% of the total portfolio. Shares added by 24.22%

Ruffer LLP initiated holding in Celgene Corp. The purchase prices were between $64.09 and $94.34, with an estimated average price of $87.12. The stock is now traded at around $95.14. The impact to a portfolio due to this purchase was 5.82%. The holding were 2,402,474 shares as of .

Ruffer LLP initiated holding in Synchrony Financial. The purchase prices were between $23.46 and $33.31, with an estimated average price of $29.94. The stock is now traded at around $34.69. The impact to a portfolio due to this purchase was 1.27%. The holding were 1,546,137 shares as of .

Ruffer LLP initiated holding in Fox Corp. The purchase prices were between $36.4 and $41.7, with an estimated average price of $38.89. The stock is now traded at around $38.03. The impact to a portfolio due to this purchase was 0.85%. The holding were 904,538 shares as of .

Ruffer LLP initiated holding in Pan American Silver Corp. The purchase prices were between $12.49 and $15.45, with an estimated average price of $14.02. The stock is now traded at around $11.60. The impact to a portfolio due to this purchase was 0.37%. The holding were 1,094,890 shares as of .

Ruffer LLP initiated holding in Fortuna Silver Mines Inc. The purchase prices were between $3.34 and $4.12, with an estimated average price of $3.7. The stock is now traded at around $2.85. The impact to a portfolio due to this purchase was 0.05%. The holding were 545,200 shares as of .

Ruffer LLP initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $59.79 and $74.43, with an estimated average price of $68.44. The stock is now traded at around $52.89. The impact to a portfolio due to this purchase was 0.02%. The holding were 12,000 shares as of .

Ruffer LLP added to a holding in Cigna Corp by 41.68%. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $155.68. The impact to a portfolio due to this purchase was 2.23%. The holding were 1,839,179 shares as of .

Ruffer LLP added to a holding in McKesson Corp by 84.10%. The purchase prices were between $110.47 and $136.3, with an estimated average price of $123.47. The stock is now traded at around $130.26. The impact to a portfolio due to this purchase was 1.61%. The holding were 1,173,583 shares as of .

Ruffer LLP added to a holding in Barrick Gold Corp by 27.53%. The purchase prices were between $11.77 and $14.5, with an estimated average price of $12.91. The stock is now traded at around $12.11. The impact to a portfolio due to this purchase was 1.47%. The holding were 19,314,304 shares as of .

Ruffer LLP added to a holding in General Motors Co by 24.22%. The purchase prices were between $32.25 and $40.14, with an estimated average price of $37.94. The stock is now traded at around $37.49. The impact to a portfolio due to this purchase was 1.21%. The holding were 6,497,087 shares as of .

Ruffer LLP added to a holding in Newmont Goldcorp Corp by 57.95%. The purchase prices were between $31.02 and $36.48, with an estimated average price of $33.85. The stock is now traded at around $30.19. The impact to a portfolio due to this purchase was 0.67%. The holding were 1,991,999 shares as of .

Ruffer LLP added to a holding in Iamgold Corp by 24.78%. The purchase prices were between $2.83 and $3.9, with an estimated average price of $3.49. The stock is now traded at around $2.41. The impact to a portfolio due to this purchase was 0.24%. The holding were 13,612,155 shares as of .

Ruffer LLP sold out a holding in Ensco Rowan PLC. The sale prices were between $14.24 and $19.12, with an estimated average price of $17.43.

Ruffer LLP sold out a holding in SSR Mining Inc. The sale prices were between $11.63 and $14.61, with an estimated average price of $13.2.

Ruffer LLP sold out a holding in Tahoe Resources Inc. The sale prices were between $3.44 and $3.9, with an estimated average price of $3.72.

Ruffer LLP sold out a holding in Osisko Gold Royalties Ltd. The sale prices were between $8.64 and $11.98, with an estimated average price of $10.24.

Ruffer LLP sold out a holding in YY Inc. The sale prices were between $59.53 and $86.17, with an estimated average price of $72.45.

Ruffer LLP sold out a holding in Alliance Data Systems Corp. The sale prices were between $150.08 and $181.51, with an estimated average price of $170.33.