Contrarius Investment Management as of Sept. 30, 2019
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 42 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Macy's (M) | 9.0 | $153M | 9.8M | 15.54 | |
| Bed Bath & Beyond | 7.8 | $133M | 12M | 10.64 | |
| Transocean (RIG) | 6.6 | $111M | 25M | 4.47 | |
| Dillard's (DDS) | 6.2 | $104M | 1.6M | 66.11 | |
| Abercrombie & Fitch (ANF) | 5.6 | $95M | 6.1M | 15.60 | |
| Ensco | 5.5 | $93M | 19M | 4.81 | |
| Freeport-McMoRan Copper & Gold (FCX) | 5.3 | $90M | 9.4M | 9.57 | |
| 5.3 | $89M | 2.2M | 41.20 | ||
| Teck Resources Ltd cl b (TECK) | 5.0 | $85M | 5.3M | 16.23 | |
| Diamond Offshore Drilling | 4.4 | $74M | 13M | 5.56 | |
| Facebook Inc cl a (META) | 4.0 | $68M | 381k | 178.08 | |
| Barrick Gold Corp (GOLD) | 3.9 | $66M | 3.8M | 17.33 | |
| Via | 3.6 | $62M | 2.6M | 24.03 | |
| Fossil (FOSL) | 3.6 | $60M | 4.8M | 12.51 | |
| Chico's FAS | 2.2 | $37M | 9.1M | 4.03 | |
| Kinross Gold Corp (KGC) | 2.1 | $35M | 7.6M | 4.60 | |
| Noble Corp Plc equity | 1.8 | $31M | 24M | 1.27 | |
| Fox Corporation (FOX) | 1.5 | $25M | 801k | 31.54 | |
| Washington Prime (WB) | 1.5 | $25M | 555k | 44.75 | |
| L Brands | 1.3 | $22M | 1.1M | 19.59 | |
| Molson Coors Brewing Company (TAP) | 1.2 | $21M | 367k | 57.50 | |
| National-Oilwell Var | 1.2 | $21M | 998k | 21.20 | |
| Express | 1.2 | $21M | 6.1M | 3.44 | |
| Michaels Cos Inc/the | 1.0 | $17M | 1.7M | 9.79 | |
| Philip Morris International (PM) | 0.9 | $15M | 201k | 75.93 | |
| Overstock (BYON) | 0.9 | $15M | 1.4M | 10.59 | |
| Iamgold Corp (IAG) | 0.8 | $14M | 4.1M | 3.41 | |
| Jd (JD) | 0.8 | $14M | 499k | 28.21 | |
| Apple (AAPL) | 0.8 | $13M | 59k | 223.97 | |
| Western Digital (WDC) | 0.7 | $12M | 205k | 59.64 | |
| CBL & Associates Properties | 0.6 | $11M | 8.4M | 1.29 | |
| Ww Intl (WW) | 0.6 | $11M | 280k | 37.82 | |
| Signet Jewelers (SIG) | 0.6 | $11M | 626k | 16.76 | |
| Seadrill | 0.6 | $9.9M | 4.7M | 2.10 | |
| Movado (MOV) | 0.4 | $7.2M | 291k | 24.86 | |
| Blackberry (BB) | 0.3 | $5.7M | 1.1M | 5.25 | |
| Encana Corp | 0.2 | $4.2M | 913k | 4.60 | |
| Despegar Com Corp ord (DESP) | 0.2 | $4.0M | 349k | 11.32 | |
| Coty Inc Cl A (COTY) | 0.2 | $3.4M | 326k | 10.51 | |
| Baidu (BIDU) | 0.1 | $1.3M | 12k | 102.77 | |
| Michael Kors Holdings Ord (CPRI) | 0.1 | $1.1M | 32k | 33.17 | |
| Kroger (KR) | 0.0 | $752k | 29k | 25.77 |
