Contrarius Investment Management as of Sept. 30, 2015
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 51 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Company (NYT) | 12.6 | $127M | 11M | 11.81 | |
| Apple (AAPL) | 9.6 | $97M | 876k | 110.30 | |
| 8.3 | $84M | 3.1M | 26.94 | ||
| Barrick Gold Corp (GOLD) | 7.7 | $78M | 12M | 6.36 | |
| Stillwater Mining Company | 5.7 | $58M | 5.6M | 10.33 | |
| Kinross Gold Corp (KGC) | 5.4 | $55M | 32M | 1.72 | |
| Youku | 5.3 | $53M | 3.0M | 17.63 | |
| SouFun Holdings | 5.1 | $51M | 7.8M | 6.60 | |
| Iamgold Corp (IAG) | 4.4 | $45M | 28M | 1.63 | |
| E-House | 3.3 | $34M | 5.7M | 5.94 | |
| IAC/InterActive | 3.1 | $31M | 476k | 65.27 | |
| Myriad Genetics (MYGN) | 2.8 | $28M | 748k | 37.48 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.5 | $25M | 2.6M | 9.69 | |
| Teck Resources Ltd cl b (TECK) | 2.0 | $21M | 4.3M | 4.80 | |
| Entercom Communications | 1.9 | $20M | 1.9M | 10.16 | |
| Gannett | 1.8 | $19M | 1.3M | 14.73 | |
| Yahoo! | 1.8 | $18M | 636k | 28.91 | |
| Sohu | 1.6 | $16M | 398k | 41.30 | |
| leju Holdings | 1.4 | $14M | 2.5M | 5.59 | |
| News (NWSA) | 1.0 | $10M | 828k | 12.62 | |
| Tripadvisor (TRIP) | 0.9 | $9.3M | 147k | 63.02 | |
| Groupon | 0.9 | $9.1M | 2.8M | 3.26 | |
| Goldman Sachs (GS) | 0.7 | $7.3M | 42k | 173.77 | |
| Blackberry (BB) | 0.7 | $7.3M | 1.2M | 6.13 | |
| Via | 0.7 | $7.0M | 162k | 43.15 | |
| Washington Prime (WB) | 0.7 | $6.7M | 574k | 11.69 | |
| McClatchy Company | 0.6 | $6.3M | 6.5M | 0.97 | |
| American International (AIG) | 0.6 | $6.0M | 106k | 56.82 | |
| Journal Media | 0.6 | $5.8M | 777k | 7.50 | |
| Gilead Sciences (GILD) | 0.6 | $5.6M | 57k | 98.19 | |
| Janus Capital | 0.5 | $5.3M | 392k | 13.60 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.7M | 76k | 60.97 | |
| Natera (NTRA) | 0.4 | $4.3M | 395k | 10.85 | |
| Vale (VALE) | 0.4 | $4.1M | 978k | 4.20 | |
| Kulicke and Soffa Industries (KLIC) | 0.4 | $4.1M | 452k | 9.18 | |
| Tribune Publishing | 0.4 | $3.8M | 482k | 7.84 | |
| Sina Corporation | 0.3 | $3.3M | 83k | 40.12 | |
| Pozen | 0.3 | $3.1M | 537k | 5.83 | |
| Paypal Holdings (PYPL) | 0.3 | $3.0M | 97k | 31.04 | |
| Cisco Systems (CSCO) | 0.3 | $3.0M | 113k | 26.25 | |
| Abercrombie & Fitch (ANF) | 0.3 | $2.9M | 135k | 21.19 | |
| Sinclair Broadcast | 0.2 | $2.5M | 99k | 25.32 | |
| eBay (EBAY) | 0.2 | $2.4M | 97k | 24.44 | |
| AngloGold Ashanti | 0.2 | $2.2M | 263k | 8.19 | |
| Apollo | 0.2 | $2.1M | 187k | 11.06 | |
| Baidu (BIDU) | 0.2 | $1.9M | 14k | 137.40 | |
| Cloud Peak Energy | 0.2 | $1.8M | 676k | 2.63 | |
| AGCO Corporation (AGCO) | 0.1 | $1.4M | 31k | 46.64 | |
| E.W. Scripps Company (SSP) | 0.1 | $734k | 42k | 17.68 | |
| Aeropostale | 0.1 | $473k | 763k | 0.62 | |
| News Corp Class B cos (NWS) | 0.1 | $493k | 39k | 12.81 |
