13F HOLDINGS REPORT
Contrarius Investment Management Ltd
Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001387131-23-001547
Total Value
$1.6M
Positions
42
Other Managers
1
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VALARIS LIMITED | VAL-WT | 2,607,814 | $176,340 | 10.72% |
| 2 | TRANSOCEAN LTD | RIG | 31,021,009 | $141,456 | 8.60% |
| 3 | LYFT INC | LYFT | 10,434,206 | $114,985 | 6.99% |
| 4 | PARAMOUNT GLOBAL | 92556H206 | 6,261,216 | $105,689 | 6.43% |
| 5 | NOBLE CORP NEW | NE-WT | 2,731,833 | $103,017 | 6.26% |
| 6 | DIAMOND OFFSHORE DRILLING IN | 25271C201 | 8,983,909 | $93,433 | 5.68% |
| 7 | WARNER BROS DISCOVERY INC | WBD | 9,446,338 | $89,551 | 5.44% |
| 8 | OVINTIV INC | OVV | 1,748,169 | $88,650 | 5.39% |
| 9 | RANGE RES CORP | RRC | 3,040,822 | $76,081 | 4.63% |
| 10 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 1,719,222 | $71,520 | 4.35% |
| 11 | EQT CORP | EQT | 2,036,049 | $68,880 | 4.19% |
| 12 | SINCLAIR BROADCAST GROUP INC | SBGI | 4,339,964 | $67,313 | 4.09% |
| 13 | DRAFTKINGS INC NEW | DKNG | 5,578,196 | $63,536 | 3.86% |
| 14 | DOORDASH INC | DASH | 1,225,628 | $59,835 | 3.64% |
| 15 | UBER TECHNOLOGIES INC | UBER | 2,226,843 | $55,070 | 3.35% |
| 16 | TECK RESOURCES LTD | TCKRF | 1,389,721 | $52,559 | 3.20% |
| 17 | BALLYS CORPORATION | BALL | 1,756,105 | $34,033 | 2.07% |
| 18 | MGM RESORTS INTERNATIONAL | MGM | 644,484 | $21,610 | 1.31% |
| 19 | PENN ENTERTAINMENT INC | PENN | 683,132 | $20,289 | 1.23% |
| 20 | SEADRILL 2021 LTD | SDRL | 363,044 | $11,850 | 0.72% |
| 21 | CLEVELAND-CLIFFS INC NEW | CLF | 714,970 | $11,518 | 0.70% |
| 22 | META PLATFORMS INC | META | 93,661 | $11,271 | 0.69% |
| 23 | ALPHA METALLURGICAL RESOUR I | 020764106 | 74,538 | $10,912 | 0.66% |
| 24 | VALE S A | VALE | 605,141 | $10,269 | 0.62% |
| 25 | MARATHON OIL CORP | MARA | 368,433 | $9,973 | 0.61% |
| 26 | TIDEWATER INC NEW | TDGMW | 254,460 | $9,377 | 0.57% |
| 27 | SPOTIFY TECHNOLOGY S A | SPOT | 101,341 | $8,001 | 0.49% |
| 28 | PEABODY ENERGY CORP | BTU | 261,622 | $6,912 | 0.42% |
| 29 | NOV INC | NOV | 286,529 | $5,986 | 0.36% |
| 30 | MOSAIC CO NEW | MOS | 129,021 | $5,660 | 0.34% |
| 31 | NUTRIEN LTD | NTR | 75,551 | $5,517 | 0.34% |
| 32 | PHILIP MORRIS INTL INC | 718172109 | 54,223 | $5,488 | 0.33% |
| 33 | GRAY TELEVISION INC | GTN-A | 361,371 | $4,044 | 0.25% |
| 34 | ALTRIA GROUP INC | MO | 83,899 | $3,835 | 0.23% |
| 35 | OVERSTOCK COM INC DEL | BBBY-WT | 183,055 | $3,544 | 0.22% |
| 36 | BARRICK GOLD CORP | 067901108 | 202,498 | $3,479 | 0.21% |
| 37 | IAC INC | IAC | 73,424 | $3,260 | 0.20% |
| 38 | SCRIPPS E W CO OHIO | 811054402 | 209,296 | $2,761 | 0.17% |
| 39 | LIONS GATE ENTMNT CORP | 535919500 | 487,650 | $2,648 | 0.16% |
| 40 | ALIBABA GROUP HLDG LTD | BBAAY | 25,819 | $2,274 | 0.14% |
| 41 | PROGRESSIVE CORP | 743315103 | 10,426 | $1,352 | 0.08% |
| 42 | AMC NETWORKS INC | AMCX | 55,666 | $872 | 0.05% |