Contrarius Investment Management as of Sept. 30, 2016
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 56 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.1 | $165M | 1.5M | 113.05 | |
| 9.3 | $126M | 5.5M | 23.05 | ||
| New York Times Company (NYT) | 7.3 | $99M | 8.3M | 11.95 | |
| National-Oilwell Var | 6.2 | $84M | 2.3M | 36.74 | |
| Teck Resources Ltd cl b (TECK) | 5.4 | $74M | 4.1M | 18.03 | |
| Jd (JD) | 5.3 | $73M | 2.8M | 26.09 | |
| Bitauto Hldg | 5.0 | $68M | 2.3M | 29.08 | |
| Encana Corp | 4.5 | $60M | 5.8M | 10.47 | |
| Transocean (RIG) | 4.4 | $59M | 5.6M | 10.66 | |
| Iamgold Corp (IAG) | 3.1 | $43M | 11M | 4.05 | |
| Kinross Gold Corp (KGC) | 3.0 | $40M | 9.5M | 4.21 | |
| Vale | 2.9 | $39M | 8.3M | 4.71 | |
| Via | 2.5 | $34M | 886k | 38.10 | |
| Stillwater Mining Company | 2.0 | $27M | 2.0M | 13.36 | |
| Ensco Plc Shs Class A | 1.9 | $26M | 3.1M | 8.50 | |
| leju Holdings | 1.9 | $26M | 4.8M | 5.34 | |
| Gilead Sciences (GILD) | 1.5 | $21M | 263k | 79.12 | |
| Diamond Offshore Drilling | 1.5 | $20M | 1.1M | 17.61 | |
| Western Digital (WDC) | 1.5 | $20M | 342k | 58.47 | |
| Franklin Resources (BEN) | 1.4 | $20M | 551k | 35.57 | |
| Autohome Inc- (ATHM) | 1.1 | $16M | 641k | 24.25 | |
| Qualcomm (QCOM) | 1.1 | $15M | 217k | 68.50 | |
| Copa Holdings Sa-class A (CPA) | 1.1 | $14M | 162k | 87.93 | |
| Sohu | 1.0 | $14M | 313k | 44.25 | |
| News (NWSA) | 0.9 | $12M | 833k | 13.98 | |
| Baidu (BIDU) | 0.8 | $11M | 62k | 182.07 | |
| Kinder Morgan (KMI) | 0.8 | $11M | 490k | 23.13 | |
| Penn West Energy Trust | 0.8 | $11M | 5.9M | 1.81 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $11M | 159k | 66.59 | |
| Micron Technology (MU) | 0.8 | $11M | 590k | 17.78 | |
| Mcclatchy Co class a | 0.8 | $11M | 649k | 16.13 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.7 | $9.5M | 874k | 10.86 | |
| Sina Corporation | 0.6 | $8.6M | 117k | 73.83 | |
| Goldman Sachs (GS) | 0.6 | $8.2M | 51k | 161.27 | |
| Fang Hldgs | 0.6 | $7.7M | 1.7M | 4.49 | |
| Natera (NTRA) | 0.5 | $7.1M | 640k | 11.11 | |
| American International (AIG) | 0.5 | $6.3M | 106k | 59.34 | |
| Myriad Genetics (MYGN) | 0.4 | $5.5M | 268k | 20.58 | |
| Ralph Lauren Corp (RL) | 0.4 | $5.0M | 49k | 101.13 | |
| Blackberry (BB) | 0.4 | $4.9M | 615k | 7.98 | |
| Fossil (FOSL) | 0.3 | $4.2M | 150k | 27.77 | |
| Movado (MOV) | 0.3 | $3.8M | 176k | 21.48 | |
| Cisco Systems (CSCO) | 0.3 | $3.7M | 116k | 31.72 | |
| IAC/InterActive | 0.3 | $3.5M | 56k | 62.47 | |
| iRobot Corporation (IRBT) | 0.3 | $3.5M | 81k | 43.97 | |
| Potash Corp. Of Saskatchewan I | 0.2 | $3.0M | 185k | 16.32 | |
| Barrick Gold Corp (GOLD) | 0.2 | $2.7M | 155k | 17.72 | |
| Chicago Bridge & Iron Company | 0.2 | $2.5M | 89k | 28.03 | |
| AGCO Corporation (AGCO) | 0.2 | $2.3M | 47k | 49.33 | |
| Cloud Peak Energy | 0.2 | $2.1M | 395k | 5.44 | |
| Vale (VALE) | 0.1 | $1.5M | 275k | 5.50 | |
| Sears Holdings Corporation | 0.1 | $1.5M | 134k | 11.46 | |
| Endo International (ENDPQ) | 0.1 | $1.2M | 58k | 20.15 | |
| Aralez Pharmaceuticals | 0.1 | $1.2M | 257k | 4.85 | |
| Gap (GPS) | 0.1 | $868k | 39k | 22.23 | |
| Washington Prime (WB) | 0.0 | $590k | 12k | 50.10 |
