Filed: 11/13/2023ACC: 0001999371-23-000082
📋 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 $1.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$1.78M
Total AUM (reported)
123.35M
Total Shares
Allocation by class
COM$723.5K40.7%
CL A$250.6K14.1%
COM SER A$174.2K9.8%
CLASS B COM$149.4K8.4%
COM CL A$126.3K7.1%
SPON ADR REP A$69.1K3.9%
CAP STK CL A$67.7K3.8%
Portfolio Concentration
Top 3$442.9K24.9%
4–10$542.8K30.5%
11–25$602.5K33.9%
Rest$191.5K10.8%
Top 3 weight
24.9%
Top 10 weight
55.4%
Voting Authority Distribution
Total shares with voting rights: 123.35M
Sole
Full voting authority
123.35M
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:
WARNER BROS DISCOVERY INC
DFNDShares14.07M
TypeSH
Market value$152.8K
8.58%
Sole
14.07M
Shared
0.00
None
0.00
PARAMOUNT GLOBAL
DFNDShares11.58M
TypeSH
Market value$149.4K
8.40%
Sole
11.58M
Shared
0.00
None
0.00
TESLA INC
DFNDShares562.32K
TypeSH
Market value$140.7K
7.91%
Sole
562.32K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares357.18K
TypeSH
Market value$107.2K
6.03%
Sole
357.18K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares715.49K
TypeSH
Market value$91.0K
5.11%
Sole
715.49K
Shared
0.00
None
0.00
DIAMOND OFFSHORE DRILLING IN
DFNDShares5.06M
TypeSH
Market value$74.2K
4.17%
Sole
5.06M
Shared
0.00
None
0.00
SEADRILL 2021 LTD
DFNDShares1.57M
TypeSH
Market value$70.3K
3.95%
Sole
1.57M
Shared
0.00
None
0.00
BAIDU INC
DFNDShares514.66K
TypeSH
Market value$69.1K
3.89%
Sole
514.66K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares517.03K
TypeSH
Market value$67.7K
3.80%
Sole
517.03K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
DFNDShares451.36K
TypeSH
Market value$63.3K
3.56%
Sole
451.36K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
DFNDShares2.11M
TypeSH
Market value$62.3K
3.50%
Sole
2.11M
Shared
0.00
None
0.00
ZOOM VIDEO COMMUNICATIONS IN
DFNDShares887.42K
TypeSH
Market value$62.1K
3.49%
Sole
887.42K
Shared
0.00
None
0.00
WW INTL INC
DFNDShares5.32M
TypeSH
Market value$58.9K
3.31%
Sole
5.32M
Shared
0.00
None
0.00
DOCUSIGN INC
DFNDShares1.39M
TypeSH
Market value$58.2K
3.27%
Sole
1.39M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares669.82K
TypeSH
Market value$50.3K
2.83%
Sole
669.82K
Shared
0.00
None
0.00
INTEL CORP
DFNDShares1.39M
TypeSH
Market value$49.6K
2.78%
Sole
1.39M
Shared
0.00
None
0.00
TRANSOCEAN LTD
DFNDShares5.51M
TypeSH
Market value$45.2K
2.54%
Sole
5.51M
Shared
0.00
None
0.00
VALARIS LIMITED
DFNDShares547.26K
TypeSH
Market value$41.0K
2.31%
Sole
547.26K
Shared
0.00
None
0.00
SABRE CORP
DFNDShares8.44M
TypeSH
Market value$37.9K
2.13%
Sole
8.44M
Shared
0.00
None
0.00
DOORDASH INC
DFNDShares360.23K
TypeSH
Market value$28.6K
1.61%
Sole
360.23K
Shared
0.00
None
0.00
NOBLE CORP PLC
DFNDShares547.98K
TypeSH
Market value$27.8K
1.56%
Sole
547.98K
Shared
0.00
None
0.00
FARFETCH LTD
DFNDShares11.54M
TypeSH
Market value$24.1K
1.36%
Sole
11.54M
Shared
0.00
None
0.00
QURATE RETAIL INC
DFNDShares35.41M
TypeSH
Market value$21.5K
1.21%
Sole
35.41M
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
DFNDShares5.17M
TypeSH
Market value$18.3K
1.03%
Sole
5.17M
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
DFNDShares1M
TypeSH
Market value$16.7K
0.94%
Sole
1M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WARNER BROS DISCOVERY INCDFND | COM SER A | 14.07M | SH | $152.8K 8.58% | 14.07M | 0.00 | 0.00 |
PARAMOUNT GLOBALDFND | CLASS B COM | 11.58M | SH | $149.4K 8.40% | 11.58M | 0.00 | 0.00 |
TESLA INCDFND | COM | 562.32K | SH | $140.7K 7.91% | 562.32K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 357.18K | SH | $107.2K 6.03% | 357.18K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 715.49K | SH | $91.0K 5.11% | 715.49K | 0.00 | 0.00 |
DIAMOND OFFSHORE DRILLING INDFND | COM | 5.06M | SH | $74.2K 4.17% | 5.06M | 0.00 | 0.00 |
SEADRILL 2021 LTDDFND | COM | 1.57M | SH | $70.3K 3.95% | 1.57M | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 514.66K | SH | $69.1K 3.89% | 514.66K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 517.03K | SH | $67.7K 3.80% | 517.03K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSDFND | COM | 451.36K | SH | $63.3K 3.56% | 451.36K | 0.00 | 0.00 |
DRAFTKINGS INC NEWDFND | COM CL A | 2.11M | SH | $62.3K 3.50% | 2.11M | 0.00 | 0.00 |
ZOOM VIDEO COMMUNICATIONS INDFND | CL A | 887.42K | SH | $62.1K 3.49% | 887.42K | 0.00 | 0.00 |
WW INTL INCDFND | COM | 5.32M | SH | $58.9K 3.31% | 5.32M | 0.00 | 0.00 |
DOCUSIGN INCDFND | COM | 1.39M | SH | $58.2K 3.27% | 1.39M | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 669.82K | SH | $50.3K 2.83% | 669.82K | 0.00 | 0.00 |
INTEL CORPDFND | COM | 1.39M | SH | $49.6K 2.78% | 1.39M | 0.00 | 0.00 |
TRANSOCEAN LTDDFND | REG SHS | 5.51M | SH | $45.2K 2.54% | 5.51M | 0.00 | 0.00 |
VALARIS LIMITEDDFND | CL A | 547.26K | SH | $41.0K 2.31% | 547.26K | 0.00 | 0.00 |
SABRE CORPDFND | COM | 8.44M | SH | $37.9K 2.13% | 8.44M | 0.00 | 0.00 |
DOORDASH INCDFND | CL A | 360.23K | SH | $28.6K 1.61% | 360.23K | 0.00 | 0.00 |
NOBLE CORP PLCDFND | ORD SHS A | 547.98K | SH | $27.8K 1.56% | 547.98K | 0.00 | 0.00 |
FARFETCH LTDDFND | ORD SH CL A | 11.54M | SH | $24.1K 1.36% | 11.54M | 0.00 | 0.00 |
QURATE RETAIL INCDFND | COM SER A | 35.41M | SH | $21.5K 1.21% | 35.41M | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDDFND | CLASS A ORD | 5.17M | SH | $18.3K 1.03% | 5.17M | 0.00 | 0.00 |
VICTORIAS SECRET AND CODFND | COMMON STOCK | 1M | SH | $16.7K 0.94% | 1M | 0.00 | 0.00 |
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