Contrarius Investment Management as of Sept. 30, 2017
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 59 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transocean (RIG) | 6.8 | $116M | 11M | 10.76 | |
| National-Oilwell Var | 6.5 | $111M | 3.1M | 35.73 | |
| Diamond Offshore Drilling | 6.4 | $109M | 7.5M | 14.50 | |
| Teck Resources Ltd cl b (TECK) | 6.4 | $109M | 5.2M | 21.09 | |
| Apple (AAPL) | 6.2 | $105M | 682k | 154.12 | |
| 5.5 | $95M | 5.6M | 16.87 | ||
| New York Times Company (NYT) | 5.4 | $93M | 4.7M | 19.60 | |
| Freeport-McMoRan Copper & Gold (FCX) | 5.1 | $87M | 6.2M | 14.04 | |
| Kinross Gold Corp (KGC) | 3.9 | $67M | 16M | 4.24 | |
| Gilead Sciences (GILD) | 3.8 | $65M | 798k | 81.02 | |
| Via | 3.3 | $57M | 2.0M | 27.84 | |
| Ensco Plc Shs Class A | 2.9 | $50M | 8.4M | 5.97 | |
| Tripadvisor (TRIP) | 2.8 | $48M | 1.2M | 40.53 | |
| Arch Coal Inc cl a | 2.6 | $45M | 630k | 71.74 | |
| Biogen Idec (BIIB) | 2.1 | $36M | 115k | 313.12 | |
| Macy's (M) | 2.0 | $34M | 1.6M | 21.82 | |
| Michael Kors Holdings | 2.0 | $34M | 702k | 47.85 | |
| Noble Corp Plc equity | 1.8 | $31M | 6.6M | 4.60 | |
| Vale (VALE) | 1.8 | $30M | 3.0M | 10.07 | |
| Encana Corp | 1.7 | $29M | 2.5M | 11.78 | |
| Franklin Resources (BEN) | 1.5 | $25M | 560k | 44.51 | |
| Under Armour Inc Cl C (UA) | 1.2 | $21M | 1.4M | 15.02 | |
| Baidu (BIDU) | 1.1 | $20M | 79k | 247.69 | |
| Bed Bath & Beyond | 1.1 | $19M | 800k | 23.47 | |
| Guess? (GES) | 1.1 | $19M | 1.1M | 17.03 | |
| News (NWSA) | 1.0 | $18M | 1.3M | 13.26 | |
| Iamgold Corp (IAG) | 1.0 | $17M | 2.7M | 6.10 | |
| Abercrombie & Fitch (ANF) | 0.9 | $15M | 1.0M | 14.44 | |
| Endo International (ENDPQ) | 0.9 | $15M | 1.7M | 8.56 | |
| Mylan Nv | 0.9 | $15M | 475k | 31.37 | |
| Obsidian Energy | 0.8 | $14M | 14M | 1.05 | |
| Autohome Inc- (ATHM) | 0.8 | $14M | 231k | 60.08 | |
| DineEquity (DIN) | 0.8 | $13M | 298k | 42.98 | |
| American Eagle Outfitters (AEO) | 0.7 | $13M | 881k | 14.30 | |
| Rowan Companies | 0.7 | $12M | 954k | 12.85 | |
| Myriad Genetics (MYGN) | 0.7 | $11M | 308k | 36.18 | |
| Liberty Media Corp Series C Li | 0.6 | $11M | 277k | 38.09 | |
| Fossil (FOSL) | 0.6 | $10M | 1.1M | 9.33 | |
| Express | 0.6 | $10M | 1.5M | 6.76 | |
| Barrick Gold Corp (GOLD) | 0.5 | $8.5M | 531k | 16.09 | |
| leju Holdings | 0.4 | $6.5M | 3.8M | 1.69 | |
| Natera (NTRA) | 0.4 | $6.3M | 489k | 12.89 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $5.9M | 32k | 183.33 | |
| Boston Beer Company (SAM) | 0.3 | $4.9M | 31k | 156.19 | |
| Warrior Met Coal (HCC) | 0.3 | $5.0M | 212k | 23.57 | |
| MercadoLibre (MELI) | 0.2 | $3.9M | 15k | 258.94 | |
| Forum Energy Technolo | 0.2 | $3.9M | 244k | 15.90 | |
| L Brands | 0.2 | $4.0M | 95k | 41.61 | |
| Tegna (TGNA) | 0.2 | $3.6M | 273k | 13.33 | |
| Cisco Systems (CSCO) | 0.2 | $3.4M | 101k | 33.63 | |
| Gannett | 0.1 | $2.5M | 276k | 9.00 | |
| Range Resources (RRC) | 0.1 | $2.2M | 111k | 19.57 | |
| Ralph Lauren Corp (RL) | 0.1 | $1.9M | 22k | 88.27 | |
| Fang Hldgs | 0.1 | $1.5M | 383k | 4.05 | |
| Bitauto Hldg | 0.1 | $1.3M | 29k | 44.67 | |
| Blackberry (BB) | 0.1 | $1.3M | 119k | 11.18 | |
| E.W. Scripps Company (SSP) | 0.1 | $1.2M | 63k | 19.10 | |
| Mcclatchy Co class a | 0.1 | $1.0M | 138k | 7.39 | |
| Aralez Pharmaceuticals | 0.0 | $495k | 216k | 2.29 |
