Contrarius Investment Management as of Dec. 31, 2022
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 42 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valaris Cl A (VAL) | 10.7 | $176M | 2.6M | 67.62 | |
| Transocean Reg Shs (RIG) | 8.6 | $142M | 31M | 4.56 | |
| Lyft Cl A Com (LYFT) | 7.0 | $115M | 10M | 11.02 | |
| Paramount Global Class B Com (PARA) | 6.4 | $106M | 6.3M | 16.88 | |
| Noble Corp Ord Shs A (NE) | 6.3 | $103M | 2.7M | 37.71 | |
| Diamond Offshore Drilli (DO) | 5.7 | $93M | 9.0M | 10.40 | |
| Warner Bros Discovery Com Ser A (WBD) | 5.4 | $90M | 9.4M | 9.48 | |
| Encana Corporation (OVV) | 5.4 | $89M | 1.7M | 50.71 | |
| Range Resources (RRC) | 4.6 | $76M | 3.0M | 25.02 | |
| Caesars Entertainment (CZR) | 4.3 | $72M | 1.7M | 41.60 | |
| EQT Corporation (EQT) | 4.2 | $69M | 2.0M | 33.83 | |
| Sinclair Broadcast Group Cl A | 4.1 | $67M | 4.3M | 15.51 | |
| Draftkings Com Cl A (DKNG) | 3.9 | $64M | 5.6M | 11.39 | |
| Doordash Cl A (DASH) | 3.6 | $60M | 1.2M | 48.82 | |
| Uber Technologies (UBER) | 3.3 | $55M | 2.2M | 24.73 | |
| Teck Resources CL B (TECK) | 3.2 | $53M | 1.4M | 37.82 | |
| Bally's Corp (BALY) | 2.1 | $34M | 1.8M | 19.38 | |
| MGM Resorts International. (MGM) | 1.3 | $22M | 645k | 33.53 | |
| Penn National Gaming (PENN) | 1.2 | $20M | 683k | 29.70 | |
| Seadrill 2021 (SDRL) | 0.7 | $12M | 363k | 32.64 | |
| Cleveland-cliffs (CLF) | 0.7 | $12M | 715k | 16.11 | |
| Meta Platforms Cl A (META) | 0.7 | $11M | 94k | 120.34 | |
| Alpha Metallurgical Resources (AMR) | 0.7 | $11M | 75k | 146.40 | |
| Vale S A Sponsored Ads (VALE) | 0.6 | $10M | 605k | 16.97 | |
| Marathon Oil Corporation (MRO) | 0.6 | $10M | 368k | 27.07 | |
| Tidewater (TDW) | 0.6 | $9.4M | 255k | 36.85 | |
| Spotify Technology S A SHS (SPOT) | 0.5 | $8.0M | 101k | 78.95 | |
| Peabody Energy (BTU) | 0.4 | $6.9M | 262k | 26.42 | |
| Nov (NOV) | 0.4 | $6.0M | 287k | 20.89 | |
| Mosaic (MOS) | 0.3 | $5.7M | 129k | 43.87 | |
| Nutrien (NTR) | 0.3 | $5.5M | 76k | 73.02 | |
| Philip Morris International (PM) | 0.3 | $5.5M | 54k | 101.21 | |
| Gray Television (GTN) | 0.2 | $4.0M | 361k | 11.19 | |
| Altria (MO) | 0.2 | $3.8M | 84k | 45.71 | |
| Overstock (BYON) | 0.2 | $3.5M | 183k | 19.36 | |
| Barrick Gold Corp (GOLD) | 0.2 | $3.5M | 203k | 17.18 | |
| Iac Com New (IAC) | 0.2 | $3.3M | 73k | 44.40 | |
| Scripps E W Co Ohio Cl A New (SSP) | 0.2 | $2.8M | 209k | 13.19 | |
| Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B) | 0.2 | $2.6M | 488k | 5.43 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.3M | 26k | 88.07 | |
| Progressive Corporation (PGR) | 0.1 | $1.4M | 10k | 129.68 | |
| Amc Networks Cl A (AMCX) | 0.1 | $872k | 56k | 15.66 |
