Contrarius Investment Management Ltd
Reported holdings as of Q3 2024, from 24 quarterly filings.
This filer last reported in Q3 2024; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| TESLA INC | TSLA | $182.5K | 697,718 | +0.01pp | 6q | -16.8%-$36.8K | |
| WARNER BROS DISCOVERY INC | WBD | $157.7K | 19,114,052 | +0.69pp | 10q | +7.4%+$10.9K | |
| META PLATFORMS INC | META | $149.1K | 260,495 | -0.41pp | 14q | -7.7%-$12.4K | |
| PARAMOUNT GLOBAL | PARA | $143.9K | 13,548,207 | -0.16pp | 20q | +5.5%+$7.5K | |
| JD.COM INC | JD | $114.5K | 2,861,625 | +1.74pp | 4q | -3.0%-$3.6K | |
| BAIDU INC | BIDU | $87.2K | 828,626 | +0.52pp | 7q | +0.8% | |
| ALIBABA GROUP HLDG LTD | BABA | $86.9K | 818,953 | +0.17pp | 19q | -22.7%-$25.6K | |
| FOX CORP | FOX | $80.8K | 2,083,693 | +0.16pp | 3q | -6.1%-$5.3K | |
| AMAZON COM INC | AMZN | $79.0K | 423,954 | -1.24pp | 6q | -10.7%-$9.5K | |
| DRAFTKINGS INC NEW | DKNG | $68.2K | 1,738,635 | +0.86pp | 5q | +37.6%+$18.6K | |
| AIRBNB INC | ABNB | $64.6K | 509,640 | +0.04pp | 3q | +33.0%+$16.0K | |
| ZOOM COMMUNICATIONS INC | ZM | $63.0K | 903,469 | +0.29pp | 6q | +1.5% | |
| BLOCK INC | XYZ | $59.2K | 882,071 | -0.17pp | 4q | +0.5% | |
| BARRICK GOLD CORP | GOLD | $53.9K | 2,709,929 | +0.13pp | 24q | -3.8%-$2.1K | |
| INTELLIA THERAPEUTICS INC | NTLA | $42.1K | 2,047,218 | -0.29pp | 6q | +6.9%+$2.7K | |
| COINBASE GLOBAL INC | COIN | $37.8K | 212,335 | -0.90pp | 6q | -3.5%-$1.4K | |
| CRISPR THERAPEUTICS AG | CRSP | $36.8K | 783,898 | -0.22pp | 6q | +14.3%+$4.6K | |
| SEA LTD | SE | $36.6K | 387,768 | +0.60pp | 6q | +17.2%+$5.4K | |
| PDD HOLDINGS INC | PDD | $27.2K | 201,718 | +1.36pp | 6q | +812.5%+$24.2K | |
| QURATE RETAIL INC | QVCGAXXXX | $21.4K | 35,138,516 | -0.17pp | 7q | HELD | |
| PINTEREST INC | PINS | $19.5K | 601,426 | +0.39pp | 5q | +129.5%+$11.0K | |
| UNITY SOFTWARE INC | U | $19.2K | 850,525 | +0.20pp | 3q | -3.7% | |
| PAYPAL HLDGS INC | PYPL | $13.0K | 166,831 | +0.11pp | 3q | -3.9% | |
| CAESARS ENTERTAINMENT INC NE | CZR | $11.4K | 272,869 | -0.06pp | 4q | -4.6% | |
| APPLOVIN CORP | APP | $10.7K | 81,756 | -0.24pp | 4q | -49.7%-$10.5K | |
| MATCH GROUP INC NEW | MTCH | $9.6K | 254,785 | +0.04pp | 2q | -4.0% | |
| INTERNATIONAL BUSINESS MACHS | IBM | $9.6K | 43,555 | +0.06pp | 2q | -4.0% | |
| KINROSS GOLD CORP | KGC | $8.8K | 941,040 | -0.01pp | 2q | -4.5% | |
| TRIP COM GROUP LTD | TCOM | $8.4K | 140,740 | +0.04pp | 3q | -4.6% | |
| GRAB HOLDINGS LIMITED | GRAB | $8.2K | 2,146,614 | - | new | NEW | |
| PENN ENTERTAINMENT INC | PENN | $7.2K | 383,537 | flat | 5q | +12.8% | |
| ALPHABET INC | GOOGL | $7.1K | 42,991 | -0.11pp | 6q | -4.8% | |
| PALANTIR TECHNOLOGIES INC | PLTR | $5.3K | 141,226 | - | new | NEW | |
| PHILIP MORRIS INTL INC | PM | $4.7K | 38,836 | -0.03pp | 24q | -16.9% | |
| HEWLETT PACKARD ENTERPRISE C | HPE | $4.0K | 196,814 | -0.04pp | 6q | -4.8% | |
| DISNEY WALT CO | DIS | $3.1K | 31,825 | -0.03pp | 3q | -4.6% | |
| EXPEDIA GROUP INC | EXPE | $3.0K | 20,465 | -0.26pp | 2q | -62.7%-$5.1K | |
| ALTRIA GROUP INC | MO | $2.8K | 54,359 | flat | 14q | -4.6% | |
| SNAP INC | SNAP | $2.5K | 231,905 | -0.11pp | 2q | -4.0% | |
| NUTRIEN LTD | NTR | $2.3K | 48,614 | -0.03pp | 11q | -4.8% | |
| DOORDASH INC | DASH | $2.2K | 15,589 | +0.02pp | 8q | -4.7% | |
| MOSAIC CO | MOS | $2.1K | 80,210 | -0.03pp | 11q | -4.8% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | $1.8M | 42 | 2 | 13 | 26 | 8 | 65.4% | 39 |
| Q2 2024 | $1.6M | 48 | 5 | 9 | 31 | 6 | 63.7% | 44 |
| Q1 2024 | $1.7M | 49 | 7 | 14 | 26 | 12 | 61.8% | 40 |
| Q4 2023 | $1.9M | 54 | 12 | 9 | 32 | 10 | 56.2% | 43 |
| Q3 2023 | $1.8M | 52 | 8 | 13 | 28 | 8 | 55.4% | 44 |
| Q2 2023 | $1.9M | 52 | 18 | 14 | 16 | 12 | 58.3% | 35 |
| Q1 2023 | $1.9M | 46 | 16 | 8 | 21 | 12 | 65.1% | 41 |
| Q4 2022 | $1.6M | 42 | 10 | 7 | 23 | 15 | 64.5% | 38 |
| Q3 2022 | $1.5B | 47 | 7 | 10 | 25 | 11 | 64.0% | 39 |
| Q2 2022 | $1.5B | 51 | 7 | 14 | 29 | 9 | 56.4% | 43 |
| Q1 2022 | $2.2B | 53 | 8 | 19 | 25 | 11 | 55.2% | 40 |
| Q4 2021 | $1.8B | 56 | 6 | 20 | 29 | 9 | 55.6% | 34 |
| Q3 2021 | $2.0B | 59 | 11 | 14 | 28 | 10 | 56.0% | 43 |
| Q2 2021 | $2.1B | 58 | 17 | 13 | 26 | 20 | 58.0% | 43 |
| Q1 2021 | $1.8B | 61 | 8 | 22 | 28 | 12 | 55.7% | 37 |
| Q4 2020 | $1.6B | 65 | 5 | 18 | 41 | 8 | 57.9% | 43 |
| Q3 2020 | $1.1B | 68 | 11 | 16 | 40 | 4 | 60.4% | 37 |
| Q2 2020 | $1.1B | 61 | 17 | 12 | 32 | 11 | 57.4% | 37 |
| Q1 2020 | $780.5M | 55 | 9 | 20 | 19 | 5 | 52.7% | 36 |
| Q4 2019 | $1.9B | 51 | 10 | 10 | 20 | 1 | 63.3% | 37 |
| Q3 2019 | $1.7B | 42 | 7 | 18 | 12 | 10 | 60.7% | 38 |
| Q2 2019 | $1.8B | 45 | 6 | 20 | 13 | 6 | 63.3% | 38 |
| Q1 2019 | $1.9B | 45 | 5 | 22 | 9 | 7 | 62.3% | 38 |
| Q4 2018 | $1.6B | 47 | 0 | 0 | 0 | 0 | 57.6% | 36 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.