Contrarius Investment Management

Contrarius Investment Management as of Dec. 31, 2019

Portfolio Holdings for Contrarius Investment Management

Contrarius Investment Management holds 51 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bed Bath & Beyond 10.5 $201M 12M 17.30
Transocean (RIG) 9.4 $180M 26M 6.88
Macy's (M) 9.1 $174M 10M 17.00
Ensco 6.6 $126M 19M 6.56
Freeport-McMoRan Copper & Gold (FCX) 5.7 $108M 8.2M 13.12
Diamond Offshore Drilling 5.0 $95M 13M 7.19
Abercrombie & Fitch (ANF) 4.6 $88M 5.1M 17.29
Teck Resources Ltd cl b (TECK) 4.6 $88M 5.0M 17.37
Dillard's (DDS) 4.5 $85M 1.2M 73.48
L Brands 3.3 $62M 3.4M 18.12
Viacomcbs (PARA) 3.0 $58M 1.4M 41.97
Michaels Cos Inc/the 2.4 $46M 5.7M 8.09
Fossil (FOSL) 2.0 $38M 4.8M 7.88
Msg Network Inc cl a 1.7 $33M 1.9M 17.40
Range Resources (RRC) 1.7 $33M 6.8M 4.85
Twitter 1.6 $31M 955k 32.05
O-i Glass (OI) 1.6 $30M 2.5M 11.93
Express 1.6 $30M 6.1M 4.87
Noble Corp Plc equity 1.6 $30M 24M 1.22
Dell Technologies (DELL) 1.4 $27M 533k 51.39
Washington Prime (WB) 1.4 $26M 556k 46.35
National-Oilwell Var 1.3 $25M 989k 25.05
Kinross Gold Corp (KGC) 1.2 $22M 4.7M 4.74
Chico's FAS 1.1 $22M 5.7M 3.81
Facebook Inc cl a (META) 1.1 $20M 98k 205.25
Molson Coors Brewing Company (TAP) 1.0 $19M 351k 53.90
Jd (JD) 0.9 $18M 504k 35.23
Signet Jewelers (SIG) 0.9 $16M 752k 21.74
Iamgold Corp (IAG) 0.7 $14M 3.8M 3.73
Barrick Gold Corp (GOLD) 0.7 $14M 741k 18.59
Western Digital (WDC) 0.7 $13M 206k 63.47
Fox Corporation (FOX) 0.7 $13M 356k 36.40
Apple (AAPL) 0.7 $13M 43k 293.64
Seadrill 0.6 $12M 4.7M 2.54
Sinclair Broadcast 0.6 $11M 327k 33.34
Philip Morris International (PM) 0.5 $10M 118k 85.09
Movado (MOV) 0.5 $9.4M 430k 21.74
CBL & Associates Properties 0.5 $8.9M 8.5M 1.05
Overstock (BYON) 0.4 $7.5M 1.1M 7.05
Pan American Silver Corp Can (PAAS) 0.4 $7.1M 300k 23.69
Blackberry (BB) 0.4 $7.0M 1.1M 6.42
Warrior Met Coal (HCC) 0.3 $6.6M 313k 21.13
Ww Intl (WW) 0.3 $5.8M 152k 38.21
Despegar Com Corp ord (DESP) 0.2 $4.7M 348k 13.48
Suncoke Energy (SXC) 0.2 $4.4M 711k 6.23
Encana Corp 0.2 $4.2M 885k 4.69
Coty Inc Cl A (COTY) 0.2 $3.5M 308k 11.25
Liberty Interactive Corp (QRTEA) 0.2 $3.4M 406k 8.43
Michael Kors Holdings Ord (CPRI) 0.1 $1.9M 49k 38.14
Baidu (BIDU) 0.1 $1.6M 12k 126.38
Kroger (KR) 0.0 $846k 29k 28.99