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 | |
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 |