Contrarius Investment Management as of March 31, 2020
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 55 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teck Resources Ltd cl b (TECK) | 9.3 | $73M | 9.6M | 7.56 | |
| Bed Bath & Beyond | 6.6 | $52M | 12M | 4.21 | |
| Macy's (M) | 6.6 | $52M | 11M | 4.91 | |
| Transocean (RIG) | 6.4 | $50M | 43M | 1.16 | |
| Abercrombie & Fitch (ANF) | 4.8 | $37M | 4.1M | 9.09 | |
| Msg Network Inc cl a | 4.5 | $36M | 3.5M | 10.20 | |
| Sinclair Broadcast | 3.8 | $30M | 1.8M | 16.08 | |
| Viacomcbs (PARA) | 3.7 | $29M | 2.1M | 14.01 | |
| Invesco (IVZ) | 3.5 | $28M | 3.0M | 9.08 | |
| Freeport-McMoRan Copper & Gold (FCX) | 3.4 | $26M | 3.9M | 6.75 | |
| Diamond Offshore Drilling | 3.1 | $24M | 13M | 1.83 | |
| Warrior Met Coal (HCC) | 3.0 | $24M | 2.2M | 10.62 | |
| O-i Glass (OI) | 2.8 | $22M | 3.0M | 7.11 | |
| Dell Technologies (DELL) | 2.5 | $19M | 484k | 39.55 | |
| Range Resources (RRC) | 2.1 | $17M | 7.3M | 2.28 | |
| Fossil (FOSL) | 2.0 | $16M | 4.8M | 3.29 | |
| Dillard's (DDS) | 2.0 | $16M | 428k | 36.95 | |
| Coty Inc Cl A (COTY) | 2.0 | $16M | 3.0M | 5.16 | |
| Michaels Cos Inc/the | 1.7 | $14M | 8.4M | 1.62 | |
| Molson Coors Brewing Company (TAP) | 1.5 | $12M | 301k | 39.01 | |
| Liberty Interactive Corp (QRTEA) | 1.4 | $11M | 1.8M | 6.11 | |
| News (NWSA) | 1.4 | $11M | 1.2M | 8.98 | |
| National-Oilwell Var | 1.2 | $9.5M | 969k | 9.83 | |
| Express | 1.2 | $9.1M | 6.1M | 1.49 | |
| Barrick Gold Corp (GOLD) | 1.1 | $8.9M | 487k | 18.32 | |
| Ensco | 1.1 | $8.7M | 19M | 0.45 | |
| 1.1 | $8.4M | 343k | 24.56 | ||
| Michael Kors Holdings Ord (CPRI) | 0.9 | $7.4M | 687k | 10.79 | |
| Chico's FAS | 0.9 | $7.3M | 5.7M | 1.29 | |
| Kinross Gold Corp (KGC) | 0.9 | $7.2M | 1.8M | 3.98 | |
| Affiliated Managers (AMG) | 0.9 | $6.8M | 115k | 59.14 | |
| Iamgold Corp (IAG) | 0.9 | $6.8M | 3.0M | 2.28 | |
| Signet Jewelers (SIG) | 0.9 | $6.8M | 1.0M | 6.45 | |
| Washington Prime (WB) | 0.8 | $6.6M | 200k | 33.11 | |
| Philip Morris International (PM) | 0.8 | $6.6M | 91k | 72.96 | |
| Cars (CARS) | 0.8 | $6.5M | 1.5M | 4.30 | |
| Noble Corp Plc equity | 0.8 | $6.3M | 24M | 0.26 | |
| Western Digital (WDC) | 0.8 | $6.2M | 148k | 41.62 | |
| Overstock (BYON) | 0.7 | $5.3M | 1.1M | 4.99 | |
| Suncoke Energy (SXC) | 0.7 | $5.1M | 1.3M | 3.85 | |
| Movado (MOV) | 0.6 | $5.0M | 422k | 11.82 | |
| Blackberry (BB) | 0.6 | $4.5M | 1.1M | 4.13 | |
| Jd (JD) | 0.5 | $3.9M | 96k | 40.50 | |
| Ww Intl (WW) | 0.5 | $3.7M | 221k | 16.91 | |
| Franklin Resources (BEN) | 0.4 | $3.4M | 202k | 16.69 | |
| Baidu (BIDU) | 0.4 | $3.2M | 32k | 100.78 | |
| Alibaba Group Holding (BABA) | 0.3 | $2.5M | 13k | 194.47 | |
| Autohome Inc- (ATHM) | 0.3 | $2.4M | 33k | 71.01 | |
| Despegar Com Corp ord (DESP) | 0.3 | $2.3M | 405k | 5.67 | |
| DineEquity (DIN) | 0.3 | $2.2M | 77k | 28.68 | |
| Seadrill | 0.3 | $2.0M | 4.7M | 0.43 | |
| CBL & Associates Properties | 0.2 | $1.9M | 9.7M | 0.20 | |
| Pan American Silver Corp Can (PAAS) | 0.2 | $1.3M | 91k | 14.33 | |
| Encana Corporation (OVV) | 0.1 | $1.1M | 417k | 2.70 | |
| Kroger (KR) | 0.1 | $519k | 17k | 30.11 |
