Contrarius Investment Management as of Sept. 30, 2014
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 34 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.7 | $172M | 1.7M | 100.75 | |
| Yahoo! | 12.0 | $162M | 4.0M | 40.75 | |
| 11.2 | $152M | 2.9M | 51.58 | ||
| New York Times Company (NYT) | 9.0 | $122M | 11M | 11.22 | |
| Sohu | 5.2 | $70M | 1.4M | 50.23 | |
| Goldman Sachs (GS) | 4.9 | $67M | 364k | 183.57 | |
| SouFun Holdings | 4.1 | $55M | 5.6M | 9.95 | |
| Orbitz Worldwide | 4.1 | $55M | 7.0M | 7.87 | |
| Stillwater Mining Company | 3.8 | $52M | 3.5M | 15.03 | |
| JPMorgan Chase & Co. (JPM) | 3.5 | $47M | 787k | 60.24 | |
| IAC/InterActive | 3.3 | $44M | 674k | 65.90 | |
| Aol | 3.1 | $43M | 945k | 44.95 | |
| News (NWSA) | 2.6 | $35M | 2.1M | 16.35 | |
| Youku | 2.5 | $34M | 1.9M | 17.92 | |
| Gannett | 2.0 | $27M | 915k | 29.67 | |
| E.W. Scripps Company (SSP) | 1.8 | $24M | 1.5M | 16.31 | |
| Entercom Communications | 1.7 | $23M | 2.9M | 8.03 | |
| Journal Communications | 1.7 | $23M | 2.7M | 8.43 | |
| McClatchy Company | 1.6 | $22M | 6.5M | 3.36 | |
| Barrick Gold Corp (GOLD) | 1.4 | $19M | 1.3M | 14.66 | |
| Gray Television (GTN) | 1.2 | $17M | 2.1M | 7.88 | |
| E-House | 1.1 | $16M | 1.6M | 9.52 | |
| News Corp Class B cos (NWS) | 1.1 | $15M | 896k | 16.13 | |
| MercadoLibre (MELI) | 0.8 | $11M | 103k | 108.65 | |
| American International (AIG) | 0.7 | $8.7M | 162k | 54.02 | |
| leju Holdings | 0.6 | $7.7M | 602k | 12.85 | |
| Abercrombie & Fitch (ANF) | 0.5 | $6.8M | 186k | 36.34 | |
| Pozen | 0.4 | $5.0M | 687k | 7.34 | |
| AngloGold Ashanti | 0.3 | $4.6M | 382k | 12.00 | |
| Baidu (BIDU) | 0.3 | $4.3M | 20k | 218.24 | |
| Kinross Gold Corp (KGC) | 0.3 | $4.1M | 1.2M | 3.30 | |
| Cisco Systems (CSCO) | 0.2 | $3.1M | 122k | 25.17 | |
| Aeropostale | 0.2 | $2.6M | 781k | 3.29 | |
| China Mobile | 0.1 | $2.0M | 35k | 58.75 |
