Contrarius Investment Management as of Sept. 30, 2012
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 30 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gannett | 11.4 | $105M | 592k | 177.50 | |
| Apple (AAPL) | 11.3 | $104M | 16k | 6671.40 | |
| New York Times Company (NYT) | 9.4 | $87M | 888k | 97.60 | |
| Cisco Systems (CSCO) | 8.1 | $75M | 390k | 190.95 | |
| NVIDIA Corporation (NVDA) | 7.0 | $65M | 484k | 133.40 | |
| 5.9 | $55M | 7.2k | 7545.92 | ||
| EMC Corporation | 4.7 | $43M | 158k | 272.70 | |
| Microsoft Corporation (MSFT) | 4.5 | $42M | 140k | 297.60 | |
| Safeway | 4.5 | $42M | 258k | 160.90 | |
| Symantec Corporation | 4.3 | $40M | 221k | 179.75 | |
| Oracle Corporation (ORCL) | 4.3 | $39M | 125k | 314.60 | |
| Applied Materials (AMAT) | 3.2 | $30M | 267k | 111.65 | |
| Western Digital (WDC) | 3.0 | $27M | 70k | 387.30 | |
| AllianceBernstein Holding (AB) | 2.3 | $21M | 138k | 154.10 | |
| DISH Network | 2.2 | $21M | 67k | 306.11 | |
| Entercom Communications | 2.2 | $20M | 292k | 68.60 | |
| AngloGold Ashanti | 1.9 | $17M | 49k | 350.50 | |
| McClatchy Company | 1.6 | $15M | 649k | 22.30 | |
| DreamWorks Animation SKG | 1.5 | $14M | 71k | 192.31 | |
| L-3 Communications Holdings | 1.4 | $13M | 18k | 717.08 | |
| Corning Incorporated (GLW) | 1.1 | $10M | 78k | 131.50 | |
| Sinclair Broadcast | 0.8 | $7.4M | 66k | 112.10 | |
| WellPoint | 0.7 | $6.0M | 10k | 580.14 | |
| Seagate Technology Com Stk | 0.6 | $5.5M | 18k | 309.60 | |
| Kinross Gold Corp (KGC) | 0.5 | $5.0M | 49k | 102.10 | |
| Janus Capital | 0.5 | $4.4M | 46k | 94.40 | |
| Pozen | 0.4 | $3.8M | 57k | 66.30 | |
| Gilead Sciences (GILD) | 0.2 | $1.8M | 2.7k | 663.55 | |
| Skechers USA (SKX) | 0.2 | $1.8M | 8.6k | 204.02 | |
| eHealth (EHTH) | 0.2 | $1.7M | 8.8k | 187.69 |
