$1.4 Billion is the total value of Contrarius Investment Management Ltd's 33 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | Apple Inc | $180,921,000 | -1.5% | 1,946,850 | +468.7% | 12.91% | -1.4% |
| TWTR | Buy | Twitter Inc | $138,177,000 | +44.4% | 3,372,635 | +64.5% | 9.86% | +44.6% |
| YHOO | Buy | Yahoo Inc | $137,095,000 | +6.5% | 3,902,498 | +8.8% | 9.78% | +6.6% |
| SOHU | Buy | Sohu Com Inc. | $76,360,000 | +5.7% | 1,323,633 | +19.3% | 5.45% | +5.8% |
| SWC | Buy | Stillwater MNG Co. | $60,239,000 | +80.1% | 3,432,417 | +52.0% | 4.30% | +80.3% |
| OWW | Buy | Orbitz Worldwide Inc. | $54,767,000 | +16.2% | 6,153,553 | +2.3% | 3.91% | +16.3% |
| GOLD | Buy | Barrick Gold Corp | $35,804,000 | +10.4% | 1,956,528 | +7.5% | 2.56% | +10.5% |
| KGC | Buy | Kinross Gold Corp | $35,631,000 | +3.9% | 8,606,573 | +3.9% | 2.54% | +4.1% |
| ETM | Buy | Entercom Communications Corpcl a | $31,825,000 | +9.6% | 2,966,005 | +2.9% | 2.27% | +9.7% |
| YOKU | New | Youku Tudou Incsponsored adr | $27,212,000 | – | 1,140,484 | +100.0% | 1.94% | – |
| MELI | New | MercadoLibre Inc | $25,909,000 | – | 271,581 | +100.0% | 1.85% | – |
| CHL | New | China Mobile Limitedsponsored adr | $14,046,000 | – | 288,963 | +100.0% | 1.00% | – |
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 2014-08-12
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 | 2024-05-10 |
| 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 |
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.