Filed: 8/4/2023ACC: 0001387131-23-009308
📋 What this filing means
CONTRARIUS INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $1.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$1.86M
Total AUM (reported)
120.23M
Total Shares
Allocation by class
COM$790.8K42.5%
CL A$261.4K14.1%
COM SER A$189.8K10.2%
CLASS B COM$164.7K8.9%
COM CL A$133.6K7.2%
REG SHS$65.0K3.5%
SPON ADR REP A$52.7K2.8%
Portfolio Concentration
Top 3$461.5K24.8%
4–10$622.2K33.5%
11–25$588.2K31.6%
Rest$187.1K10.1%
Top 3 weight
24.8%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 120.23M
Sole
Full voting authority
120.23M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other52
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
PARAMOUNT GLOBAL
DFNDShares10.35M
TypeSH
Market value$164.7K
8.86%
Sole
10.35M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares12.34M
TypeSH
Market value$154.7K
8.32%
Sole
12.34M
Shared
0.00
None
0.00
TESLA INC
DFNDShares542.70K
TypeSH
Market value$142.1K
7.64%
Sole
542.70K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares908.63K
TypeSH
Market value$118.4K
6.37%
Sole
908.63K
Shared
0.00
None
0.00
DIAMOND OFFSHORE DRILLING IN
DFNDShares7.59M
TypeSH
Market value$108.1K
5.82%
Sole
7.59M
Shared
0.00
None
0.00
SEADRILL 2021 LTD
DFNDShares2.49M
TypeSH
Market value$102.7K
5.52%
Sole
2.49M
Shared
0.00
None
0.00
DOORDASH INC
DFNDShares1.21M
TypeSH
Market value$92.1K
4.95%
Sole
1.21M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares251.75K
TypeSH
Market value$72.2K
3.89%
Sole
251.75K
Shared
0.00
None
0.00
TRANSOCEAN LTD
DFNDShares9.28M
TypeSH
Market value$65.0K
3.50%
Sole
9.28M
Shared
0.00
None
0.00
ROKU INC
DFNDShares993.68K
TypeSH
Market value$63.6K
3.42%
Sole
993.68K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
DFNDShares469.64K
TypeSH
Market value$62.8K
3.38%
Sole
469.64K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares869.24K
TypeSH
Market value$62.2K
3.35%
Sole
869.24K
Shared
0.00
None
0.00
ZOOM VIDEO COMMUNICATIONS IN
DFNDShares909.85K
TypeSH
Market value$61.8K
3.32%
Sole
909.85K
Shared
0.00
None
0.00
INTEL CORP
DFNDShares1.82M
TypeSH
Market value$60.8K
3.27%
Sole
1.82M
Shared
0.00
None
0.00
BAIDU INC
DFNDShares385.02K
TypeSH
Market value$52.7K
2.84%
Sole
385.02K
Shared
0.00
None
0.00
WW INTL INC
DFNDShares7.53M
TypeSH
Market value$50.6K
2.72%
Sole
7.53M
Shared
0.00
None
0.00
VALARIS LIMITED
DFNDShares560.36K
TypeSH
Market value$35.3K
1.90%
Sole
560.36K
Shared
0.00
None
0.00
QURATE RETAIL INC
DFNDShares35.41M
TypeSH
Market value$35.1K
1.89%
Sole
35.41M
Shared
0.00
None
0.00
NOBLE CORP PLC
DFNDShares739.90K
TypeSH
Market value$30.6K
1.64%
Sole
739.90K
Shared
0.00
None
0.00
FARFETCH LTD
DFNDShares5.04M
TypeSH
Market value$30.4K
1.64%
Sole
5.04M
Shared
0.00
None
0.00
NABORS INDUSTRIES LTD
DFNDShares283.48K
TypeSH
Market value$26.4K
1.42%
Sole
283.48K
Shared
0.00
None
0.00
SABRE CORP
DFNDShares7.83M
TypeSH
Market value$25.0K
1.34%
Sole
7.83M
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares381.75K
TypeSH
Market value$19.2K
1.03%
Sole
381.75K
Shared
0.00
None
0.00
GENERAC HLDGS INC
DFNDShares122.79K
TypeSH
Market value$18.3K
0.99%
Sole
122.79K
Shared
0.00
None
0.00
OVINTIV INC
DFNDShares449.90K
TypeSH
Market value$17.1K
0.92%
Sole
449.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PARAMOUNT GLOBALDFND | CLASS B COM | 10.35M | SH | $164.7K 8.86% | 10.35M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 12.34M | SH | $154.7K 8.32% | 12.34M | 0.00 | 0.00 |
TESLA INCDFND | COM | 542.70K | SH | $142.1K 7.64% | 542.70K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 908.63K | SH | $118.4K 6.37% | 908.63K | 0.00 | 0.00 |
DIAMOND OFFSHORE DRILLING INDFND | COM | 7.59M | SH | $108.1K 5.82% | 7.59M | 0.00 | 0.00 |
SEADRILL 2021 LTDDFND | COM | 2.49M | SH | $102.7K 5.52% | 2.49M | 0.00 | 0.00 |
DOORDASH INCDFND | CL A | 1.21M | SH | $92.1K 4.95% | 1.21M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 251.75K | SH | $72.2K 3.89% | 251.75K | 0.00 | 0.00 |
TRANSOCEAN LTDDFND | REG SHS | 9.28M | SH | $65.0K 3.50% | 9.28M | 0.00 | 0.00 |
ROKU INCDFND | COM CL A | 993.68K | SH | $63.6K 3.42% | 993.68K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSDFND | COM | 469.64K | SH | $62.8K 3.38% | 469.64K | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 869.24K | SH | $62.2K 3.35% | 869.24K | 0.00 | 0.00 |
ZOOM VIDEO COMMUNICATIONS INDFND | CL A | 909.85K | SH | $61.8K 3.32% | 909.85K | 0.00 | 0.00 |
INTEL CORPDFND | COM | 1.82M | SH | $60.8K 3.27% | 1.82M | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 385.02K | SH | $52.7K 2.84% | 385.02K | 0.00 | 0.00 |
WW INTL INCDFND | COM | 7.53M | SH | $50.6K 2.72% | 7.53M | 0.00 | 0.00 |
VALARIS LIMITEDDFND | CL A | 560.36K | SH | $35.3K 1.90% | 560.36K | 0.00 | 0.00 |
QURATE RETAIL INCDFND | COM SER A | 35.41M | SH | $35.1K 1.89% | 35.41M | 0.00 | 0.00 |
NOBLE CORP PLCDFND | ORD SHS A | 739.90K | SH | $30.6K 1.64% | 739.90K | 0.00 | 0.00 |
FARFETCH LTDDFND | ORD SH CL A | 5.04M | SH | $30.4K 1.64% | 5.04M | 0.00 | 0.00 |
NABORS INDUSTRIES LTDDFND | SHS | 283.48K | SH | $26.4K 1.42% | 283.48K | 0.00 | 0.00 |
SABRE CORPDFND | COM | 7.83M | SH | $25.0K 1.34% | 7.83M | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL C CAP STK | 381.75K | SH | $19.2K 1.03% | 381.75K | 0.00 | 0.00 |
GENERAC HLDGS INCDFND | COM | 122.79K | SH | $18.3K 0.99% | 122.79K | 0.00 | 0.00 |
OVINTIV INCDFND | COM | 449.90K | SH | $17.1K 0.92% | 449.90K | 0.00 | 0.00 |
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