$1.12 Billion is the total value of Contrarius Investment Management Ltd's 32 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 36.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | Apple Inc | $159,660,000 | +19.7% | 334,892 | -0.4% | 14.26% | -2.7% |
| NYT | Sell | New York Times Co/The | $148,002,000 | +10.9% | 11,774,251 | -2.4% | 13.22% | -9.9% |
| GCI | Sell | Gannett Co Inc | $146,285,000 | +7.8% | 5,460,436 | -1.6% | 13.06% | -12.4% |
| NVDA | Sell | NVIDIA Corp | $88,049,000 | -4.9% | 5,658,680 | -14.2% | 7.86% | -22.7% |
| SWY | Buy | Safeway Inc | $75,198,000 | +123.8% | 2,350,658 | +65.5% | 6.72% | +81.9% |
| YHOO | New | Yahoo! Inc | $74,772,000 | – | 2,254,201 | +100.0% | 6.68% | – |
| NWSA | New | News Corp | $61,344,000 | – | 3,819,665 | +100.0% | 5.48% | – |
| AIG | Buy | American International Group | $46,477,000 | +619.7% | 955,728 | +561.5% | 4.15% | +484.6% |
| GTN | New | Gray Television Inc | $31,338,000 | – | 3,992,091 | +100.0% | 2.80% | – |
| SSP | New | EW Scripps Co | $30,437,000 | – | 1,658,713 | +100.0% | 2.72% | – |
| OWW | Sell | Orbitz Worldwide Inc | $29,995,000 | -2.7% | 3,114,765 | -18.9% | 2.68% | -21.0% |
| AB | Buy | AllianceBernstein Holding LP | $29,344,000 | +168.1% | 1,477,535 | +181.1% | 2.62% | +117.9% |
| ETM | Sell | Entercom Communications Corp | $25,319,000 | -8.5% | 2,883,731 | -1.6% | 2.26% | -25.7% |
| SOHU | New | Sohu.com Inc | $24,689,000 | – | 313,196 | +100.0% | 2.20% | – |
| MNI | McClatchy Co/The | $19,480,000 | +31.6% | 6,493,431 | 0.0% | 1.74% | +6.9% | |
| JRN | New | Journal Communications Inc | $18,260,000 | – | 2,135,667 | +100.0% | 1.63% | – |
| NWS | New | News Corp | $16,098,000 | – | 979,802 | +100.0% | 1.44% | – |
| WDC | Sell | Western Digital Corp | $15,613,000 | -75.2% | 246,268 | -75.7% | 1.39% | -79.8% |
| AROPQ | Buy | Aeropostale Inc | $8,424,000 | -27.0% | 896,133 | +7.2% | 0.75% | -40.6% |
| KGC | Buy | Kinross Gold Corp | $8,412,000 | +131.0% | 1,665,796 | +133.3% | 0.75% | +87.8% |
| STX | Sell | Seagate Technology PLC | $7,259,000 | -29.4% | 165,893 | -27.7% | 0.65% | -42.7% |
| NOV | Sell | National Oilwell Varco Inc | $7,159,000 | -36.8% | 91,655 | -44.2% | 0.64% | -48.6% |
| LLL | Sell | L-3 Communications Holdings In | $7,089,000 | +8.1% | 75,013 | -1.9% | 0.63% | -12.2% |
| JNS | New | Janus Capital Group Inc | $7,092,000 | – | 833,385 | +100.0% | 0.63% | – |
| EMC | Sell | EMC Corp/MA | $6,198,000 | -75.9% | 242,503 | -77.7% | 0.55% | -80.4% |
| AU | Buy | AngloGold Ashanti Ltdadr | $5,724,000 | +31.0% | 430,997 | +41.1% | 0.51% | +6.5% |
| V107SC | Sell | WellPoint Inc | $5,556,000 | +0.1% | 66,447 | -2.1% | 0.50% | -18.7% |
| POZN | Sell | Pozen Inc | $3,870,000 | +12.2% | 675,427 | -1.9% | 0.35% | -8.7% |
| GOOGL | Sell | Google Inc | $3,596,000 | -93.0% | 4,105 | -92.9% | 0.32% | -94.3% |
| LM | Sell | Legg Mason Inc | $3,332,000 | -83.8% | 99,644 | -85.0% | 0.30% | -86.8% |
| CSCO | Sell | Cisco Systems Inc | $3,280,000 | -89.9% | 139,972 | -89.5% | 0.29% | -91.8% |
| BIDU | Sell | Baidu Incadr | $2,335,000 | -92.9% | 15,050 | -95.6% | 0.21% | -94.2% |
| AMAT | Exit | Applied Materials Inc | $0 | – | -537,100 | -100.0% | -0.88% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BARRICK GOLD CORPORATION | 39 | Q3 2023 | 8.0% |
| KINROSS GOLD CORP | 37 | Q1 2023 | 6.5% |
| TECK RESOURCES LTD | 35 | Q3 2023 | 10.3% |
| BAIDU INC | 31 | Q3 2023 | 3.9% |
| TWITTER INC | 29 | Q4 2020 | 11.2% |
| APPLE INC | 27 | Q2 2021 | 14.7% |
| FOSSIL GROUP INC | 27 | Q2 2022 | 5.0% |
| FREEPORT-MCMORAN INC | 26 | Q2 2021 | 6.3% |
| IAMGOLD CORP | 26 | Q1 2021 | 5.6% |
| ABERCROMBIE & FITCH CO | 26 | Q1 2022 | 5.6% |
View Contrarius Investment Management Ltd's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AMC Networks Inc. | February 07, 2023 | 55,666 | 0.2% |
| AUDACY, INC.Sold out | February 07, 2023 | 0 | 0.0% |
| E.W. SCRIPPS Co | February 07, 2023 | 209,296 | 0.3% |
| EXPRESS, INC.Sold out | February 07, 2023 | 0 | 0.0% |
| Fossil Group, Inc.Sold out | February 07, 2023 | 0 | 0.0% |
| SINCLAIR BROADCAST GROUP INC | February 07, 2023 | 4,339,964 | 9.5% |
| BED BATH & BEYOND INC | February 03, 2022 | 1,051,432 | 1.1% |
| CHICO'S FAS, INC. | February 03, 2022 | 6,076,761 | 5.0% |
| SIGNET JEWELERS LTD | February 03, 2022 | 109,537 | 0.2% |
| ABERCROMBIE & FITCH CO /DE/ | February 12, 2021 | 422,465 | 0.7% |
View Contrarius Investment Management Ltd's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G | 2024-02-12 |
| SC 13G | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-07 |
| SC 13G/A | 2023-02-07 |
View Contrarius Investment Management Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.