Contrarius Investment Management as of Sept. 30, 2011
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 18 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 26.3 | $52M | 135k | 381.32 | |
| AngloGold Ashanti | 20.2 | $40M | 958k | 41.36 | |
| 12.2 | $24M | 47k | 515.04 | ||
| Intel Corporation (INTC) | 8.5 | $17M | 783k | 21.33 | |
| Expedia | 8.1 | $16M | 615k | 25.75 | |
| eHealth (EHTH) | 5.0 | $9.9M | 722k | 13.66 | |
| NVIDIA Corporation (NVDA) | 5.0 | $9.8M | 784k | 12.51 | |
| Oracle Corporation (ORCL) | 3.8 | $7.4M | 257k | 28.74 | |
| Gilead Sciences (GILD) | 2.5 | $4.9M | 127k | 38.80 | |
| Applied Materials (AMAT) | 2.1 | $4.1M | 396k | 10.35 | |
| Synaptics, Incorporated (SYNA) | 1.5 | $3.0M | 124k | 23.90 | |
| Kinross Gold Corp (KGC) | 1.5 | $2.9M | 199k | 14.78 | |
| L-3 Communications Holdings | 1.2 | $2.4M | 39k | 61.98 | |
| Supervalu | 0.6 | $1.3M | 189k | 6.66 | |
| Orbitz Worldwide | 0.5 | $932k | 429k | 2.17 | |
| CSG Systems International (CSGS) | 0.5 | $899k | 71k | 12.64 | |
| Skechers USA (SKX) | 0.3 | $557k | 40k | 14.03 | |
| Pozen | 0.1 | $143k | 59k | 2.42 |
