Contrarius Investment Management as of Dec. 31, 2018
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 47 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Facebook Inc cl a (META) | 8.5 | $140M | 1.1M | 131.09 | |
7.0 | $116M | 4.0M | 28.74 | ||
Transocean (RIG) | 6.7 | $110M | 16M | 6.94 | |
Teck Resources Ltd cl b (TECK) | 6.3 | $104M | 4.8M | 21.54 | |
Bed Bath & Beyond | 6.3 | $104M | 9.2M | 11.32 | |
Freeport-McMoRan Copper & Gold (FCX) | 4.9 | $80M | 7.8M | 10.31 | |
Via | 4.7 | $78M | 3.0M | 25.70 | |
Fossil (FOSL) | 4.6 | $75M | 4.8M | 15.73 | |
Macy's (M) | 4.3 | $71M | 2.4M | 29.78 | |
Ensco Plc Shs Class A | 4.2 | $70M | 20M | 3.56 | |
Philip Morris International (PM) | 3.6 | $60M | 896k | 66.76 | |
Barrick Gold Corp (GOLD) | 3.5 | $58M | 4.3M | 13.54 | |
Abercrombie & Fitch (ANF) | 3.5 | $58M | 2.9M | 20.05 | |
Molson Coors Brewing Company (TAP) | 2.7 | $44M | 788k | 56.16 | |
Seadrill | 2.6 | $43M | 4.4M | 9.75 | |
Coty Inc Cl A (COTY) | 2.5 | $42M | 6.4M | 6.56 | |
Kinross Gold Corp (KGC) | 2.5 | $41M | 13M | 3.24 | |
Diamond Offshore Drilling | 2.4 | $40M | 4.2M | 9.44 | |
Brinker International (EAT) | 2.3 | $38M | 865k | 43.98 | |
Express | 1.9 | $31M | 6.1M | 5.11 | |
Owens-Illinois | 1.6 | $26M | 1.5M | 17.24 | |
Noble Corp Plc equity | 1.4 | $23M | 8.7M | 2.62 | |
Franklin Resources (BEN) | 1.3 | $22M | 740k | 29.66 | |
National-Oilwell Var | 1.2 | $20M | 786k | 25.70 | |
Jd (JD) | 1.1 | $19M | 892k | 20.93 | |
J.C. Penney Company | 0.9 | $15M | 15M | 1.04 | |
Iamgold Corp (IAG) | 0.8 | $13M | 3.6M | 3.68 | |
Apple (AAPL) | 0.8 | $13M | 83k | 157.74 | |
Overstock (BYON) | 0.8 | $13M | 929k | 13.58 | |
Vale (VALE) | 0.6 | $10M | 786k | 13.19 | |
Chico's FAS | 0.6 | $9.8M | 1.8M | 5.62 | |
Gilead Sciences (GILD) | 0.5 | $8.9M | 143k | 62.55 | |
Signet Jewelers (SIG) | 0.5 | $7.8M | 246k | 31.77 | |
Goldman Sachs (GS) | 0.4 | $6.8M | 41k | 167.06 | |
Buckle (BKE) | 0.4 | $5.9M | 303k | 19.34 | |
Bitauto Hldg | 0.4 | $6.0M | 243k | 24.77 | |
Despegar Com Corp ord (DESP) | 0.3 | $5.4M | 439k | 12.41 | |
Washington Prime (WB) | 0.3 | $4.6M | 79k | 58.43 | |
Natera (NTRA) | 0.3 | $4.5M | 322k | 13.96 | |
Encana Corp | 0.2 | $2.6M | 449k | 5.78 | |
Rowan Companies | 0.1 | $2.4M | 281k | 8.39 | |
Forum Energy Technolo | 0.1 | $2.0M | 478k | 4.13 | |
Kroger (KR) | 0.1 | $1.7M | 63k | 27.50 | |
Baidu (BIDU) | 0.1 | $835k | 5.3k | 158.62 | |
Discovery Communications | 0.0 | $678k | 29k | 23.07 | |
Tegna (TGNA) | 0.0 | $729k | 67k | 10.88 | |
Pier 1 Imports | 0.0 | $306k | 988k | 0.31 |