Contrarius Investment Management as of Dec. 31, 2016
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 51 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.5 | $167M | 1.4M | 115.82 | |
| Vale | 8.2 | $109M | 16M | 6.89 | |
| New York Times Company (NYT) | 7.5 | $100M | 7.5M | 13.30 | |
| 7.3 | $98M | 6.0M | 16.30 | ||
| National-Oilwell Var | 7.1 | $95M | 2.5M | 37.44 | |
| Transocean (RIG) | 6.8 | $91M | 6.2M | 14.74 | |
| Teck Resources Ltd cl b (TECK) | 5.9 | $79M | 4.0M | 20.03 | |
| Encana Corp | 5.6 | $75M | 6.4M | 11.74 | |
| Diamond Offshore Drilling | 3.4 | $45M | 2.6M | 17.70 | |
| Via | 3.1 | $41M | 1.2M | 35.10 | |
| Ensco Plc Shs Class A | 3.0 | $40M | 4.1M | 9.72 | |
| Iamgold Corp (IAG) | 2.7 | $36M | 9.3M | 3.85 | |
| Noble Corp Plc equity | 2.6 | $35M | 6.0M | 5.92 | |
| Bitauto Hldg | 2.6 | $35M | 1.8M | 18.94 | |
| Arch Coal Inc cl a | 2.4 | $32M | 412k | 78.05 | |
| Kinross Gold Corp (KGC) | 2.2 | $30M | 9.5M | 3.11 | |
| Penn West Energy Trust | 1.8 | $25M | 14M | 1.77 | |
| leju Holdings | 1.6 | $22M | 4.6M | 4.80 | |
| Franklin Resources (BEN) | 1.4 | $19M | 482k | 39.58 | |
| Jd (JD) | 1.4 | $19M | 748k | 25.44 | |
| Baidu (BIDU) | 1.3 | $18M | 108k | 164.41 | |
| Autohome Inc- (ATHM) | 0.9 | $12M | 461k | 25.28 | |
| News (NWSA) | 0.7 | $8.7M | 756k | 11.46 | |
| Mcclatchy Co class a | 0.6 | $8.6M | 649k | 13.18 | |
| Western Digital (WDC) | 0.6 | $7.8M | 115k | 67.95 | |
| Macy's (M) | 0.6 | $7.5M | 208k | 35.81 | |
| Myriad Genetics (MYGN) | 0.5 | $6.7M | 402k | 16.67 | |
| American International (AIG) | 0.5 | $6.4M | 98k | 65.31 | |
| Fang Hldgs | 0.5 | $6.2M | 1.9M | 3.28 | |
| Natera (NTRA) | 0.5 | $6.0M | 510k | 11.71 | |
| Movado (MOV) | 0.4 | $4.8M | 167k | 28.75 | |
| Goldman Sachs (GS) | 0.3 | $4.6M | 19k | 239.43 | |
| Cisco Systems (CSCO) | 0.3 | $4.7M | 154k | 30.22 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $4.1M | 313k | 13.19 | |
| Kinder Morgan (KMI) | 0.3 | $4.0M | 194k | 20.71 | |
| Blackberry (BB) | 0.3 | $4.0M | 582k | 6.89 | |
| Fossil (FOSL) | 0.3 | $3.9M | 150k | 25.86 | |
| Vale (VALE) | 0.2 | $2.9M | 378k | 7.62 | |
| Barrick Gold Corp (GOLD) | 0.2 | $2.6M | 164k | 15.98 | |
| Chicago Bridge & Iron Company | 0.2 | $2.7M | 85k | 31.75 | |
| Gilead Sciences (GILD) | 0.2 | $2.4M | 33k | 71.60 | |
| Potash Corp. Of Saskatchewan I | 0.1 | $1.9M | 107k | 18.09 | |
| Cloud Peak Energy | 0.1 | $2.0M | 360k | 5.61 | |
| Sohu | 0.1 | $1.9M | 55k | 33.89 | |
| Ralph Lauren Corp (RL) | 0.1 | $1.9M | 21k | 90.32 | |
| Micron Technology (MU) | 0.1 | $1.8M | 81k | 21.91 | |
| Aralez Pharmaceuticals | 0.1 | $1.0M | 235k | 4.41 | |
| Gap (GPS) | 0.1 | $876k | 39k | 22.44 | |
| Qualcomm (QCOM) | 0.1 | $992k | 15k | 65.22 | |
| Endo International (ENDPQ) | 0.1 | $950k | 58k | 16.47 | |
| Sears Holdings Corporation | 0.0 | $564k | 61k | 9.29 |
