Contrarius Investment Management as of March 31, 2017
Portfolio Holdings for Contrarius Investment Management
Contrarius Investment Management holds 52 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 10.6 | $165M | 1.1M | 143.66 | |
| Vale | 8.5 | $132M | 15M | 8.98 | |
| Teck Resources Ltd cl b (TECK) | 8.4 | $130M | 5.9M | 21.90 | |
| New York Times Company (NYT) | 6.7 | $105M | 7.3M | 14.40 | |
| National-Oilwell Var | 5.9 | $92M | 2.3M | 40.09 | |
| 4.5 | $71M | 4.7M | 14.95 | ||
| Via | 4.0 | $62M | 1.3M | 46.62 | |
| Transocean (RIG) | 4.0 | $62M | 4.9M | 12.45 | |
| Gilead Sciences (GILD) | 4.0 | $62M | 905k | 67.92 | |
| Diamond Offshore Drilling | 3.6 | $56M | 3.3M | 16.71 | |
| Encana Corp | 3.5 | $55M | 4.7M | 11.71 | |
| Kinross Gold Corp (KGC) | 3.5 | $55M | 16M | 3.51 | |
| Arch Coal Inc cl a | 2.6 | $40M | 581k | 68.94 | |
| Tegna (TGNA) | 2.5 | $40M | 1.5M | 25.62 | |
| Liberty Media Corp Series C Li | 2.5 | $38M | 1.1M | 34.15 | |
| Iamgold Corp (IAG) | 2.3 | $36M | 9.0M | 4.00 | |
| Noble Corp Plc equity | 2.2 | $34M | 5.5M | 6.19 | |
| Ensco Plc Shs Class A | 2.0 | $32M | 3.6M | 8.95 | |
| Boston Beer Company (SAM) | 1.9 | $29M | 200k | 144.65 | |
| Barrick Gold Corp (GOLD) | 1.6 | $25M | 1.3M | 18.99 | |
| International Business Machines (IBM) | 1.5 | $23M | 134k | 174.14 | |
| Penn West Energy Trust | 1.4 | $23M | 13M | 1.70 | |
| Franklin Resources (BEN) | 1.4 | $22M | 531k | 42.14 | |
| Bitauto Hldg | 1.2 | $19M | 755k | 25.61 | |
| Jd (JD) | 1.0 | $16M | 501k | 31.11 | |
| Baidu (BIDU) | 1.0 | $15M | 89k | 172.51 | |
| leju Holdings | 0.8 | $13M | 3.9M | 3.43 | |
| Autohome Inc- (ATHM) | 0.7 | $10M | 319k | 31.77 | |
| Myriad Genetics (MYGN) | 0.6 | $9.9M | 516k | 19.20 | |
| Walt Disney Company (DIS) | 0.6 | $9.4M | 83k | 113.39 | |
| Guess? (GES) | 0.5 | $7.3M | 651k | 11.15 | |
| Michael Kors Holdings | 0.4 | $6.6M | 173k | 38.11 | |
| News (NWSA) | 0.4 | $6.5M | 501k | 13.00 | |
| Mcclatchy Co class a | 0.4 | $6.0M | 621k | 9.67 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $5.9M | 443k | 13.36 | |
| Macy's (M) | 0.3 | $5.0M | 170k | 29.64 | |
| Cisco Systems (CSCO) | 0.3 | $4.4M | 131k | 33.80 | |
| Sodastream International | 0.3 | $4.2M | 86k | 48.43 | |
| Natera (NTRA) | 0.3 | $4.2M | 475k | 8.87 | |
| Fang Hldgs | 0.3 | $4.0M | 1.2M | 3.26 | |
| Fossil (FOSL) | 0.2 | $3.5M | 203k | 17.45 | |
| Vale (VALE) | 0.2 | $3.4M | 353k | 9.50 | |
| Kinder Morgan (KMI) | 0.2 | $2.7M | 125k | 21.74 | |
| Ralph Lauren Corp (RL) | 0.2 | $2.5M | 30k | 81.62 | |
| American International (AIG) | 0.1 | $2.1M | 34k | 62.42 | |
| Goldman Sachs (GS) | 0.1 | $1.9M | 8.3k | 229.76 | |
| Cloud Peak Energy | 0.1 | $1.4M | 305k | 4.58 | |
| Blackberry (BB) | 0.1 | $1.3M | 170k | 7.75 | |
| Chicago Bridge & Iron Company | 0.1 | $1.2M | 38k | 30.74 | |
| Potash Corp. Of Saskatchewan I | 0.1 | $954k | 56k | 17.08 | |
| Sohu | 0.1 | $927k | 24k | 39.31 | |
| Aralez Pharmaceuticals | 0.0 | $463k | 216k | 2.14 |
