Contrarius Investment Management as of Sept. 30, 2023
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 52 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Warner Bros Discovery Com Ser A (WBD) | 8.6 | $153M | 14M | 10.86 | |
| Paramount Global Class B Com (PARA) | 8.4 | $149M | 12M | 12.90 | |
| Tesla Motors (TSLA) | 7.9 | $141M | 562k | 250.22 | |
| Meta Platforms Cl A (META) | 6.0 | $107M | 357k | 300.21 | |
| Amazon (AMZN) | 5.1 | $91M | 716k | 127.12 | |
| Diamond Offshore Drilli (DO) | 4.2 | $74M | 5.1M | 14.68 | |
| Seadrill 2021 (SDRL) | 3.9 | $70M | 1.6M | 44.79 | |
| Baidu Spon Adr Rep A (BIDU) | 3.9 | $69M | 515k | 134.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $68M | 517k | 130.86 | |
| International Business Machines (IBM) | 3.6 | $63M | 451k | 140.30 | |
| Draftkings Com Cl A (DKNG) | 3.5 | $62M | 2.1M | 29.44 | |
| Zoom Video Communications In Cl A (ZM) | 3.5 | $62M | 887k | 69.94 | |
| Ww Intl (WW) | 3.3 | $59M | 5.3M | 11.07 | |
| Docusign (DOCU) | 3.3 | $58M | 1.4M | 42.00 | |
| Coinbase Global Com Cl A (COIN) | 2.8 | $50M | 670k | 75.08 | |
| Intel Corporation (INTC) | 2.8 | $50M | 1.4M | 35.55 | |
| Transocean Reg Shs (RIG) | 2.5 | $45M | 5.5M | 8.21 | |
| Valaris Cl A (VAL) | 2.3 | $41M | 547k | 74.98 | |
| Sabre (SABR) | 2.1 | $38M | 8.4M | 4.49 | |
| Doordash Cl A (DASH) | 1.6 | $29M | 360k | 79.47 | |
| Noble Corp Ord Shs A (NE) | 1.6 | $28M | 548k | 50.65 | |
| Farfetch Ord Sh Cl A (FTCHF) | 1.4 | $24M | 12M | 2.09 | |
| Qurate Retail Com Ser A (QRTEA) | 1.2 | $22M | 35M | 0.61 | |
| Grab Holdings Class A Ord (GRAB) | 1.0 | $18M | 5.2M | 3.54 | |
| Victorias Secret And Common Stock (VSCO) | 0.9 | $17M | 1.0M | 16.68 | |
| Sea Sponsored Ads (SE) | 0.9 | $17M | 381k | 43.95 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.8 | $15M | 151k | 98.07 | |
| Nabors Industries SHS (NBR) | 0.8 | $14M | 114k | 123.14 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $13M | 149k | 86.74 | |
| Pagseguro Digital Com Cl A (PAGS) | 0.7 | $12M | 1.4M | 8.61 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.7 | $12M | 806k | 14.99 | |
| Pinterest Cl A (PINS) | 0.7 | $12M | 431k | 27.03 | |
| Encana Corporation (OVV) | 0.6 | $11M | 236k | 47.57 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.6 | $10M | 221k | 45.39 | |
| Penn National Gaming (PENN) | 0.5 | $8.6M | 373k | 22.95 | |
| Tidewater (TDW) | 0.5 | $8.1M | 114k | 71.07 | |
| Intellia Therapeutics (NTLA) | 0.4 | $7.3M | 232k | 31.62 | |
| Philip Morris International (PM) | 0.3 | $5.3M | 58k | 92.59 | |
| Children's Place Retail Stores (PLCE) | 0.3 | $4.9M | 182k | 27.03 | |
| Uber Technologies (UBER) | 0.3 | $4.5M | 98k | 45.99 | |
| Hewlett Packard Enterprise (HPE) | 0.2 | $4.2M | 240k | 17.37 | |
| Hibbett Sports (HIBB) | 0.2 | $4.1M | 87k | 47.51 | |
| Weibo Corp Sponsored Adr (WB) | 0.2 | $4.0M | 322k | 12.54 | |
| Bluebird Bio (BLUE) | 0.2 | $4.0M | 1.3M | 3.04 | |
| Nutrien (NTR) | 0.2 | $3.6M | 59k | 61.76 | |
| Mosaic (MOS) | 0.2 | $3.4M | 97k | 35.60 | |
| Beam Therapeutics (BEAM) | 0.2 | $3.1M | 127k | 24.05 | |
| Altria (MO) | 0.2 | $2.8M | 66k | 42.05 | |
| Barrick Gold Corp (GOLD) | 0.1 | $2.2M | 151k | 14.55 | |
| Bally's Corp (BALY) | 0.1 | $2.2M | 167k | 13.11 | |
| Teck Resources CL B (TECK) | 0.1 | $1.9M | 44k | 43.08 | |
| Roku Com Cl A (ROKU) | 0.1 | $1.6M | 23k | 70.61 |
