13F HOLDINGS REPORT
Contrarius Investment Management Ltd
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001999371-23-000082
Total Value
$1.8M
Positions
52
Other Managers
1
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WARNER BROS DISCOVERY INC | WBD | 14,066,176 | $152,759 | 8.58% |
| 2 | PARAMOUNT GLOBAL | 92556H206 | 11,582,618 | $149,416 | 8.40% |
| 3 | TESLA INC | TSLA | 562,320 | $140,704 | 7.91% |
| 4 | META PLATFORMS INC | META | 357,184 | $107,230 | 6.03% |
| 5 | AMAZON COM INC | AMZN | 715,486 | $90,953 | 5.11% |
| 6 | DIAMOND OFFSHORE DRILLING IN | 25271C201 | 5,055,011 | $74,208 | 4.17% |
| 7 | SEADRILL 2021 LTD | SDRL | 1,568,997 | $70,275 | 3.95% |
| 8 | BAIDU INC | BAIDF | 514,662 | $69,145 | 3.89% |
| 9 | ALPHABET INC | GOOG | 517,028 | $67,658 | 3.80% |
| 10 | INTERNATIONAL BUSINESS MACHS | INTR | 451,362 | $63,326 | 3.56% |
| 11 | DRAFTKINGS INC NEW | DKNG | 2,114,654 | $62,255 | 3.50% |
| 12 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 887,417 | $62,066 | 3.49% |
| 13 | WW INTL INC | 98262P101 | 5,316,589 | $58,855 | 3.31% |
| 14 | DOCUSIGN INC | DOCU | 1,386,846 | $58,248 | 3.27% |
| 15 | COINBASE GLOBAL INC | COIN | 669,818 | $50,290 | 2.83% |
| 16 | INTEL CORP | INTC | 1,394,036 | $49,558 | 2.78% |
| 17 | TRANSOCEAN LTD | RIG | 5,508,850 | $45,228 | 2.54% |
| 18 | VALARIS LIMITED | VAL-WT | 547,265 | $41,034 | 2.31% |
| 19 | SABRE CORP | SABR | 8,441,703 | $37,903 | 2.13% |
| 20 | DOORDASH INC | DASH | 360,227 | $28,627 | 1.61% |
| 21 | NOBLE CORP PLC | NE-WT | 547,982 | $27,755 | 1.56% |
| 22 | FARFETCH LTD | 30744W107 | 11,538,552 | $24,116 | 1.36% |
| 23 | QURATE RETAIL INC | 74915M100 | 35,413,523 | $21,482 | 1.21% |
| 24 | GRAB HOLDINGS LIMITED | GRABW | 5,174,907 | $18,319 | 1.03% |
| 25 | VICTORIAS SECRET AND CO | 926400102 | 1,003,005 | $16,730 | 0.94% |
| 26 | SEA LTD | SE | 380,613 | $16,728 | 0.94% |
| 27 | PDD HOLDINGS INC | PDD | 150,603 | $14,770 | 0.83% |
| 28 | NABORS INDUSTRIES LTD | NBRWF | 113,896 | $14,025 | 0.79% |
| 29 | ALIBABA GROUP HLDG LTD | BBAAY | 149,384 | $12,958 | 0.73% |
| 30 | PAGSEGURO DIGITAL LTD | PAGS | 1,417,453 | $12,204 | 0.69% |
| 31 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 805,603 | $12,076 | 0.68% |
| 32 | PINTEREST INC | PINS | 430,558 | $11,638 | 0.65% |
| 33 | OVINTIV INC | OVV | 235,904 | $11,222 | 0.63% |
| 34 | CRISPR THERAPEUTICS AG | CRSP | 220,735 | $10,019 | 0.56% |
| 35 | PENN ENTERTAINMENT INC | PENN | 373,399 | $8,570 | 0.48% |
| 36 | TIDEWATER INC NEW | TDGMW | 113,600 | $8,074 | 0.45% |
| 37 | INTELLIA THERAPEUTICS INC | NTLA | 231,862 | $7,331 | 0.41% |
| 38 | PHILIP MORRIS INTL INC | 718172109 | 57,698 | $5,342 | 0.30% |
| 39 | CHILDRENS PL INC NEW | 168905107 | 182,318 | $4,928 | 0.28% |
| 40 | UBER TECHNOLOGIES INC | UBER | 98,001 | $4,507 | 0.25% |
| 41 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 239,851 | $4,166 | 0.23% |
| 42 | HIBBETT INC | 428567101 | 86,955 | $4,131 | 0.23% |
| 43 | WEIBO CORP | WEIBF | 321,973 | $4,038 | 0.23% |
| 44 | BLUEBIRD BIO INC | 09609G100 | 1,308,002 | $3,976 | 0.22% |
| 45 | NUTRIEN LTD | NTR | 58,746 | $3,628 | 0.20% |
| 46 | MOSAIC CO NEW | MOS | 96,512 | $3,436 | 0.19% |
| 47 | BEAM THERAPEUTICS INC | BEAM | 126,968 | $3,054 | 0.17% |
| 48 | ALTRIA GROUP INC | MO | 65,832 | $2,768 | 0.16% |
| 49 | BARRICK GOLD CORP | 067901108 | 150,834 | $2,195 | 0.12% |
| 50 | BALLYS CORPORATION | BALL | 166,622 | $2,184 | 0.12% |
| 51 | TECK RESOURCES LTD | TCKRF | 44,151 | $1,902 | 0.11% |
| 52 | ROKU INC | ROKU | 22,562 | $1,593 | 0.09% |