Contrarius Investment Management as of Dec. 31, 2017
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 58 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Macy's (M) | 7.7 | $155M | 6.2M | 25.19 | |
| Teck Resources Ltd cl b (TECK) | 7.1 | $143M | 5.5M | 26.17 | |
| 6.9 | $138M | 5.8M | 24.01 | ||
| Via | 6.6 | $134M | 4.3M | 30.81 | |
| Bed Bath & Beyond | 6.5 | $132M | 6.0M | 21.99 | |
| Freeport-McMoRan Copper & Gold (FCX) | 6.3 | $127M | 6.7M | 18.96 | |
| Transocean (RIG) | 5.5 | $111M | 10M | 10.68 | |
| Diamond Offshore Drilling | 5.4 | $108M | 5.8M | 18.59 | |
| Vale (VALE) | 4.2 | $85M | 7.0M | 12.23 | |
| New York Times Company (NYT) | 3.9 | $78M | 4.2M | 18.50 | |
| Ensco Plc Shs Class A | 3.3 | $66M | 11M | 5.91 | |
| Apple (AAPL) | 2.6 | $53M | 311k | 169.23 | |
| Rowan Companies | 2.4 | $48M | 3.0M | 15.66 | |
| Tripadvisor (TRIP) | 2.3 | $47M | 1.3M | 34.46 | |
| Chipotle Mexican Grill (CMG) | 2.0 | $41M | 143k | 289.03 | |
| National-Oilwell Var | 2.0 | $40M | 1.1M | 36.02 | |
| Express | 1.9 | $39M | 3.8M | 10.15 | |
| Warrior Met Coal (HCC) | 1.9 | $39M | 1.5M | 25.15 | |
| Abercrombie & Fitch (ANF) | 1.6 | $32M | 1.8M | 17.43 | |
| Noble Corp Plc equity | 1.5 | $30M | 6.6M | 4.52 | |
| DineEquity (DIN) | 1.4 | $27M | 539k | 50.73 | |
| Cheesecake Factory Incorporated (CAKE) | 1.4 | $27M | 568k | 48.18 | |
| Kinross Gold Corp (KGC) | 1.3 | $27M | 6.1M | 4.32 | |
| Fossil (FOSL) | 1.3 | $25M | 3.3M | 7.77 | |
| American Eagle Outfitters (AEO) | 1.1 | $22M | 1.2M | 18.80 | |
| Franklin Resources (BEN) | 1.1 | $22M | 506k | 43.33 | |
| Under Armour Inc Cl C (UA) | 1.1 | $22M | 1.6M | 13.32 | |
| Brinker International (EAT) | 0.9 | $18M | 462k | 38.84 | |
| Gilead Sciences (GILD) | 0.8 | $15M | 211k | 71.64 | |
| Iamgold Corp (IAG) | 0.7 | $15M | 2.5M | 5.83 | |
| Ralph Lauren Corp (RL) | 0.7 | $15M | 141k | 103.69 | |
| News (NWSA) | 0.7 | $13M | 806k | 16.21 | |
| Encana Corp | 0.5 | $10M | 776k | 13.33 | |
| Williams-Sonoma (WSM) | 0.5 | $9.3M | 180k | 51.70 | |
| Arch Coal Inc cl a | 0.5 | $9.0M | 97k | 93.16 | |
| Myriad Genetics (MYGN) | 0.4 | $8.1M | 236k | 34.34 | |
| Guess? (GES) | 0.3 | $6.7M | 395k | 16.88 | |
| Zillow Group Inc Cl A (ZG) | 0.3 | $6.5M | 159k | 40.74 | |
| Buckle (BKE) | 0.3 | $5.8M | 246k | 23.75 | |
| Michael Kors Holdings | 0.3 | $5.8M | 92k | 62.95 | |
| L Brands | 0.3 | $5.9M | 97k | 60.22 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $5.5M | 28k | 198.22 | |
| Biogen Idec (BIIB) | 0.2 | $4.8M | 15k | 318.56 | |
| Chico's FAS | 0.2 | $4.7M | 535k | 8.82 | |
| Natera (NTRA) | 0.2 | $4.4M | 486k | 8.99 | |
| Mylan Nv | 0.2 | $4.2M | 100k | 42.31 | |
| Cisco Systems (CSCO) | 0.2 | $4.0M | 103k | 38.30 | |
| MercadoLibre (MELI) | 0.2 | $4.1M | 13k | 314.69 | |
| leju Holdings | 0.2 | $4.1M | 2.8M | 1.44 | |
| Forum Energy Technolo | 0.2 | $3.8M | 246k | 15.55 | |
| Obsidian Energy | 0.1 | $2.8M | 2.2M | 1.24 | |
| Barrick Gold Corp (GOLD) | 0.1 | $2.1M | 145k | 14.47 | |
| Pier 1 Imports | 0.1 | $2.1M | 503k | 4.14 | |
| Range Resources (RRC) | 0.1 | $1.9M | 110k | 17.06 | |
| Boston Beer Company (SAM) | 0.1 | $1.7M | 8.7k | 191.14 | |
| Blackberry (BB) | 0.1 | $1.4M | 123k | 11.17 | |
| Tegna (TGNA) | 0.1 | $1.4M | 101k | 14.08 | |
| E.W. Scripps Company (SSP) | 0.1 | $1.1M | 71k | 15.62 |
