Total reported value
$1.8B
Reporting period: 2024-09-30 · Number of holdings: 42
Contrarius Investment Management Ltd disclosed 42 holdings in its latest 13F filing for the period ending 2024-09-30, with total reported value of $1.8B and a quarterly turnover rate of 0.0%.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | Stock-Consumer Disc | 10.39% | — | -16.78% | |
| 2 | WBD | Warner Bros Discovery INC | Stock-Comm Services | 8.97% | — | +7.39% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.49% | — | -7.66% | |
| 4 | 0VVB | Paramount Global-class B | Stock-Other | 8.19% | — | +5.50% | |
| 5 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 6.51% | — | -3.04% | |
| 6 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 4.96% | — | +0.83% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 4.95% | — | -22.73% | |
| 8 | FOX | Fox CORP - Class B | Stock-Comm Services | 4.60% | — | -6.11% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.50% | — | -10.73% | |
| 10 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 3.88% | — | +37.56% | |
| 11 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 3.68% | — | +32.98% | |
| 12 | ZM | Zoom Communications INC | Stock-Tech | 3.59% | — | +1.53% | |
| 13 | XYZ | Block INC | Stock-Financials | 3.37% | — | +0.53% | |
| 14 | ABX | Barrick Gold CORP | Stock-Financials | 3.07% | — | -3.75% | |
| 15 | NTLA | Intellia Therapeutics INC | Stock-Other | 2.39% | — | +6.88% | |
| 16 | COIN | Coinbase Global INC -class A | Stock-Financials | 2.15% | — | -3.50% | |
| 17 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 2.10% | — | +14.32% | |
| 18 | SE | Sea Ltd-adr | Stock-Comm Services | 2.08% | — | +17.16% | |
| 19 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 1.55% | — | +812.54% | |
| 20 | QVCAUSD | Qurate Retail Inc-series A | Stock-Other | 1.22% | — | -0.32% | |
| 21 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.11% | — | +129.46% | |
| 22 | U | Unity Software INC | Stock-Tech | 1.09% | — | -3.74% | |
| 23 | PYPL | Paypal Holdings INC | Stock-Financials | 0.74% | — | -3.90% | |
| 24 | CZR | Caesars Entertainment INC | Stock-Consumer Disc | 0.65% | — | -4.55% | |
| 25 | APP | Applovin Corp-class A | Stock-Tech | 0.61% | — | -49.70% | |
| 26 | MTCH | Match Group INC | Stock-Comm Services | 0.55% | — | -4.05% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | — | -4.04% | |
| 28 | KGC | Kinross Gold CORP | Stock-Materials | 0.50% | — | -4.55% | |
| 29 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 0.48% | — | -4.62% | |
| 30 | GRAB | Grab Holdings Limited | Stock-Tech | 0.46% | — | — | |
| 31 | PENN | Penn Entertainment INC | Stock-Consumer Disc | 0.41% | — | +12.80% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | — | -4.84% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.30% | — | — | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.27% | — | -16.86% | |
| 35 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.23% | — | -4.84% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | — | -4.57% | |
| 37 | EXPE | Expedia Group INC | Stock-Consumer Disc | 0.17% | — | -62.69% | |
| 38 | MO | Altria Group INC | Stock-Consumer Staples | 0.16% | — | -4.56% | |
| 39 | SNAP | Snap INC - A | Stock-Comm Services | 0.14% | — | -4.05% | |
| 40 | NTR | Nutrien LTD | Stock-Materials | 0.13% | — | -4.82% | |
| 41 | DASH | Doordash INC - A | Stock-Consumer Disc | 0.13% | — | -4.75% | |
| 42 | MOS | Mosaic Co/the | Stock-Materials | 0.12% | — | -4.83% |
Performance for Q3 2026
-4.6%
Performance Last 4 Quarters
-6.9%
Based on 65% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2024-09-30 | 42 | $1.8B | 0 | |
| 2024-06-30 | 48 | $1.6B | 0 | |
| 2024-03-31 | 49 | $1.7B | 0 | |
| 2023-12-31 | 54 | $1.9B | 0 | |
| 2023-09-30 | 52 | $1.8B | 0 | |
| 2023-06-30 | 52 | $1.9B | 0 | |
| 2023-03-31 | 46 | $1.9B | 0 | |
| 2022-12-31 | 42 | $1.6B | 0 | |
| 2022-09-30 | 47 | $1.5B | 0 | |
| 2022-06-30 | 51 | $1.5B | 0 | |
| 2022-03-31 | 53 | $2.2B | 0 | |
| 2021-12-31 | 56 | $1.8B | 0 | |
| 2021-09-30 | 59 | $2.0B | 0 | |
| 2021-06-30 | 58 | $2.1B | 92 | |
| 2021-03-31 | 61 | $1.8B | 57 | |
| 2020-12-31 | 65 | $1.6B | 59 | |
| 2020-09-30 | 68 | $1.1B | 48 | |
| 2020-06-30 | 61 | $1.1B | 82 | |
| 2020-03-31 | 55 | $780.5M | 100 | |
| 2019-12-31 | 51 | $1.9B | 49 | |
| 2019-09-30 | 42 | $1.7B | 43 | |
| 2019-06-30 | 45 | $1.8B | 48 | |
| 2019-03-31 | 46 | $1.9B | 42 | |
| 2018-12-31 | 47 | $1.6B | 53 | |
| 2018-09-30 | 52 | $2.2B | 34 | |
| 2018-06-30 | 60 | $2.6B | 54 | |
| 2018-03-31 | 57 | $2.1B | 42 | |
| 2017-12-31 | 58 | $2.0B | 68 | |
| 2017-09-30 | 59 | $1.7B | 44 | |
| 2017-06-30 | 53 | $1.5B | 43 | |
| 2017-03-31 | 52 | $1.6B | 39 | |
| 2016-12-31 | 51 | $1.3B | 44 | |
| 2016-09-30 | 56 | $1.4B | 62 | |
| 2016-06-30 | 53 | $1.2B | 43 | |
| 2016-03-31 | 51 | $1.1B | 51 | |
| 2015-12-31 | 57 | $1.1B | 39 | |
| 2015-09-30 | 51 | $1.0B | 40 | |
| 2015-06-30 | 41 | $1.3B | 34 | |
| 2015-03-31 | 37 | $1.2B | 33 | |
| 2014-12-31 | 36 | $1.4B | 54 | |
| 2014-09-30 | 34 | $1.4B | 44 | |
| 2014-06-30 | 33 | $1.4B | 26 | |
| 2014-03-31 | 32 | $1.4B | 57 | |
| 2013-12-31 | 32 | $1.5B | 80 | |
| 2013-09-30 | 32 | $1.1B | 64 | |
| 2013-06-30 | 25 | $909.9M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|