Contrarius Investment Management as of Dec. 31, 2011
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 30 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.1 | $78M | 193k | 405.00 | |
| Gannett | 10.2 | $72M | 5.4M | 13.37 | |
| Cisco Systems (CSCO) | 7.5 | $52M | 2.9M | 18.08 | |
| AngloGold Ashanti | 6.8 | $47M | 1.1M | 42.45 | |
| New York Times Company (NYT) | 6.8 | $47M | 6.1M | 7.73 | |
| Safeway | 5.6 | $40M | 1.9M | 21.04 | |
| 5.6 | $39M | 61k | 645.90 | ||
| Symantec Corporation | 5.6 | $39M | 2.5M | 15.65 | |
| Microsoft Corporation (MSFT) | 5.5 | $38M | 1.5M | 25.96 | |
| Hewlett-Packard Company | 5.1 | $36M | 1.4M | 25.76 | |
| Dell | 5.0 | $35M | 2.4M | 14.63 | |
| NVIDIA Corporation (NVDA) | 4.0 | $28M | 2.0M | 13.86 | |
| Expedia (EXPE) | 3.0 | $21M | 718k | 29.02 | |
| AllianceBernstein Holding (AB) | 2.5 | $18M | 1.4M | 13.08 | |
| McClatchy Company | 2.2 | $16M | 6.5M | 2.39 | |
| Entercom Communications | 2.0 | $14M | 2.2M | 6.15 | |
| Oracle Corporation (ORCL) | 1.9 | $13M | 518k | 25.65 | |
| eHealth (EHTH) | 1.5 | $11M | 732k | 14.70 | |
| Intel Corporation (INTC) | 1.5 | $11M | 435k | 24.25 | |
| Winn-Dixie Stores | 1.5 | $11M | 1.1M | 9.38 | |
| Tripadvisor (TRIP) | 1.1 | $7.7M | 306k | 25.21 | |
| Applied Materials (AMAT) | 0.9 | $6.7M | 625k | 10.71 | |
| Eastman Kodak Company | 0.7 | $4.6M | 7.1M | 0.65 | |
| Lam Research Corporation (LRCX) | 0.6 | $3.9M | 105k | 37.02 | |
| Gilead Sciences (GILD) | 0.5 | $3.6M | 89k | 40.93 | |
| Kinross Gold Corp (KGC) | 0.5 | $3.3M | 291k | 11.40 | |
| L-3 Communications Holdings | 0.4 | $2.7M | 40k | 66.68 | |
| Synaptics, Incorporated (SYNA) | 0.2 | $1.7M | 57k | 30.16 | |
| Supervalu | 0.2 | $1.5M | 186k | 8.12 | |
| Skechers USA (SKX) | 0.1 | $475k | 39k | 12.13 |
