13F HOLDINGS REPORT
Contrarius Investment Management Ltd
Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0001387131-23-006349
Total Value
$1.9M
Positions
46
Other Managers
1
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSOCEAN LTD | RIG | 28,482,361 | $181,148 | 9.52% |
| 2 | PARAMOUNT GLOBAL | 92556H206 | 7,772,270 | $173,399 | 9.11% |
| 3 | WARNER BROS DISCOVERY INC | WBD | 10,995,752 | $166,036 | 8.72% |
| 4 | VALARIS LIMITED | VAL-WT | 2,437,911 | $158,610 | 8.33% |
| 5 | DOORDASH INC | DASH | 1,583,358 | $100,638 | 5.29% |
| 6 | DIAMOND OFFSHORE DRILLING IN | 25271C201 | 8,203,521 | $98,770 | 5.19% |
| 7 | NOBLE CORP PLC | NE-WT | 2,473,473 | $97,628 | 5.13% |
| 8 | SEADRILL 2021 LTD | SDRL | 2,370,111 | $95,184 | 5.00% |
| 9 | GRAB HOLDINGS LIMITED | GRABW | 29,615,202 | $89,142 | 4.68% |
| 10 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 1,614,657 | $78,811 | 4.14% |
| 11 | UBER TECHNOLOGIES INC | UBER | 2,172,786 | $68,877 | 3.62% |
| 12 | DRAFTKINGS INC NEW | DKNG | 3,401,452 | $65,852 | 3.46% |
| 13 | BAIDU INC | BAIDF | 435,217 | $65,683 | 3.45% |
| 14 | SINCLAIR BROADCAST GROUP INC | SBGI | 3,789,516 | $65,028 | 3.42% |
| 15 | FOX CORP | FOX | 1,666,892 | $52,190 | 2.74% |
| 16 | MGM RESORTS INTERNATIONAL | MGM | 1,134,608 | $50,399 | 2.65% |
| 17 | QURATE RETAIL INC | 74915M100 | 36,334,655 | $35,891 | 1.89% |
| 18 | FARFETCH LTD | 30744W107 | 6,792,741 | $33,352 | 1.75% |
| 19 | WW INTL INC | 98262P101 | 6,633,237 | $27,329 | 1.44% |
| 20 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 1,973,779 | $20,587 | 1.08% |
| 21 | OVINTIV INC | OVV | 434,298 | $15,669 | 0.82% |
| 22 | META PLATFORMS INC | META | 62,410 | $13,227 | 0.69% |
| 23 | PENN ENTERTAINMENT INC | PENN | 393,388 | $11,668 | 0.61% |
| 24 | PAN AMERN SILVER CORP | 697900108 | 639,761 | $11,644 | 0.61% |
| 25 | SABRE CORP | SABR | 2,647,227 | $11,357 | 0.60% |
| 26 | TIDEWATER INC NEW | TDGMW | 254,345 | $11,212 | 0.59% |
| 27 | ALPHA METALLURGICAL RESOUR I | 020764106 | 69,381 | $10,823 | 0.57% |
| 28 | APPLOVIN CORP | APP | 637,151 | $10,035 | 0.53% |
| 29 | VICTORIAS SECRET AND CO | 926400102 | 271,231 | $9,263 | 0.49% |
| 30 | PHILIP MORRIS INTL INC | 718172109 | 90,142 | $8,766 | 0.46% |
| 31 | ARCH RESOURCES INC | 03940R107 | 60,742 | $7,985 | 0.42% |
| 32 | KINROSS GOLD CORP | KGCRF | 1,567,854 | $7,385 | 0.39% |
| 33 | NABORS INDUSTRIES LTD | NBRWF | 57,536 | $7,014 | 0.37% |
| 34 | PEABODY ENERGY CORP | BTU | 239,390 | $6,128 | 0.32% |
| 35 | CHILDRENS PL INC NEW | 168905107 | 113,424 | $4,565 | 0.24% |
| 36 | IAC INC | IAC | 87,019 | $4,490 | 0.24% |
| 37 | ALIBABA GROUP HLDG LTD | BBAAY | 37,827 | $3,865 | 0.20% |
| 38 | BALLYS CORPORATION | BALL | 178,025 | $3,475 | 0.18% |
| 39 | HANESBRANDS INC | 410345102 | 593,178 | $3,120 | 0.16% |
| 40 | BARRICK GOLD CORP | 067901108 | 165,591 | $3,075 | 0.16% |
| 41 | ALTRIA GROUP INC | MO | 65,075 | $2,904 | 0.15% |
| 42 | MOSAIC CO NEW | MOS | 58,234 | $2,672 | 0.14% |
| 43 | TECK RESOURCES LTD | TCKRF | 72,996 | $2,664 | 0.14% |
| 44 | NUTRIEN LTD | NTR | 29,654 | $2,190 | 0.12% |
| 45 | GRAY TELEVISION INC | GTN-A | 240,176 | $2,094 | 0.11% |
| 46 | SCRIPPS E W CO OHIO | 811054402 | 176,983 | $1,665 | 0.09% |