Filed: 2/12/2024ACC: 0001999371-24-001860
📋 What this filing means
CONTRARIUS INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 54 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.
54
Positions
$1.86M
Total AUM (reported)
103.32M
Total Shares
Allocation by class
COM$636.1K34.3%
CL A$440.2K23.7%
COM SER A$186.6K10.1%
CLASS B COM$166.3K9.0%
SPONSORED ADS$134.2K7.2%
COM CL A$130.2K7.0%
SPON ADR REP A$70.0K3.8%
Portfolio Concentration
Top 3$447.5K24.1%
4–10$595.7K32.1%
11–25$627.2K33.8%
Rest$185.4K10.0%
Top 3 weight
24.1%
Top 10 weight
56.2%
Voting Authority Distribution
Total shares with voting rights: 103.32M
Sole
Full voting authority
103.32M
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
Other54
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
PARAMOUNT GLOBAL
DFNDShares11.24M
TypeSH
Market value$166.3K
8.96%
Sole
11.24M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares13.69M
TypeSH
Market value$155.8K
8.39%
Sole
13.69M
Shared
0.00
None
0.00
TESLA INC
DFNDShares504.84K
TypeSH
Market value$125.4K
6.76%
Sole
504.84K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares654.52K
TypeSH
Market value$99.4K
5.36%
Sole
654.52K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares273.41K
TypeSH
Market value$96.8K
5.21%
Sole
273.41K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares1.10M
TypeSH
Market value$85.1K
4.59%
Sole
1.10M
Shared
0.00
None
0.00
ZOOM VIDEO COMMUNICATIONS IN
DFNDShares1.16M
TypeSH
Market value$83.8K
4.51%
Sole
1.16M
Shared
0.00
None
0.00
SNAP INC
DFNDShares4.76M
TypeSH
Market value$80.6K
4.35%
Sole
4.76M
Shared
0.00
None
0.00
TWILIO INC
DFNDShares1.05M
TypeSH
Market value$80.0K
4.31%
Sole
1.05M
Shared
0.00
None
0.00
BAIDU INC
DFNDShares587.49K
TypeSH
Market value$70.0K
3.77%
Sole
587.49K
Shared
0.00
None
0.00
DOCUSIGN INC
DFNDShares1.14M
TypeSH
Market value$68.0K
3.67%
Sole
1.14M
Shared
0.00
None
0.00
INTEL CORP
DFNDShares1.33M
TypeSH
Market value$66.8K
3.60%
Sole
1.33M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
DFNDShares1.88M
TypeSH
Market value$66.3K
3.57%
Sole
1.88M
Shared
0.00
None
0.00
WW INTL INC
DFNDShares7.44M
TypeSH
Market value$65.1K
3.51%
Sole
7.44M
Shared
0.00
None
0.00
PINTEREST INC
DFNDShares1.72M
TypeSH
Market value$63.8K
3.44%
Sole
1.72M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares315.89K
TypeSH
Market value$54.9K
2.96%
Sole
315.89K
Shared
0.00
None
0.00
BEYOND INC
DFNDShares1.65M
TypeSH
Market value$45.6K
2.45%
Sole
1.65M
Shared
0.00
None
0.00
PDD HOLDINGS INC
DFNDShares221.55K
TypeSH
Market value$32.4K
1.75%
Sole
221.55K
Shared
0.00
None
0.00
QURATE RETAIL INC
DFNDShares35.25M
TypeSH
Market value$30.9K
1.66%
Sole
35.25M
Shared
0.00
None
0.00
DIAMOND OFFSHORE DRILLING IN
DFNDShares1.92M
TypeSH
Market value$24.9K
1.34%
Sole
1.92M
Shared
0.00
None
0.00
VALARIS LIMITED
DFNDShares347.68K
TypeSH
Market value$23.8K
1.28%
Sole
347.68K
Shared
0.00
None
0.00
PENN ENTERTAINMENT INC
DFNDShares892.39K
TypeSH
Market value$23.2K
1.25%
Sole
892.39K
Shared
0.00
None
0.00
SABRE CORP
DFNDShares5.15M
TypeSH
Market value$22.7K
1.22%
Sole
5.15M
Shared
0.00
None
0.00
SEADRILL 2021 LTD
DFNDShares432.56K
TypeSH
Market value$20.5K
1.10%
Sole
432.56K
Shared
0.00
None
0.00
TRANSOCEAN LTD
DFNDShares2.85M
TypeSH
Market value$18.1K
0.98%
Sole
2.85M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PARAMOUNT GLOBALDFND | CLASS B COM | 11.24M | SH | $166.3K 8.96% | 11.24M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 13.69M | SH | $155.8K 8.39% | 13.69M | 0.00 | 0.00 |
TESLA INCDFND | COM | 504.84K | SH | $125.4K 6.76% | 504.84K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 654.52K | SH | $99.4K 5.36% | 654.52K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 273.41K | SH | $96.8K 5.21% | 273.41K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 1.10M | SH | $85.1K 4.59% | 1.10M | 0.00 | 0.00 |
ZOOM VIDEO COMMUNICATIONS INDFND | CL A | 1.16M | SH | $83.8K 4.51% | 1.16M | 0.00 | 0.00 |
SNAP INCDFND | CL A | 4.76M | SH | $80.6K 4.35% | 4.76M | 0.00 | 0.00 |
TWILIO INCDFND | CL A | 1.05M | SH | $80.0K 4.31% | 1.05M | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 587.49K | SH | $70.0K 3.77% | 587.49K | 0.00 | 0.00 |
DOCUSIGN INCDFND | COM | 1.14M | SH | $68.0K 3.67% | 1.14M | 0.00 | 0.00 |
INTEL CORPDFND | COM | 1.33M | SH | $66.8K 3.60% | 1.33M | 0.00 | 0.00 |
DRAFTKINGS INC NEWDFND | COM CL A | 1.88M | SH | $66.3K 3.57% | 1.88M | 0.00 | 0.00 |
WW INTL INCDFND | COM | 7.44M | SH | $65.1K 3.51% | 7.44M | 0.00 | 0.00 |
PINTEREST INCDFND | CL A | 1.72M | SH | $63.8K 3.44% | 1.72M | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 315.89K | SH | $54.9K 2.96% | 315.89K | 0.00 | 0.00 |
BEYOND INCDFND | COM | 1.65M | SH | $45.6K 2.45% | 1.65M | 0.00 | 0.00 |
PDD HOLDINGS INCDFND | SPONSORED ADS | 221.55K | SH | $32.4K 1.75% | 221.55K | 0.00 | 0.00 |
QURATE RETAIL INCDFND | COM SER A | 35.25M | SH | $30.9K 1.66% | 35.25M | 0.00 | 0.00 |
DIAMOND OFFSHORE DRILLING INDFND | COM | 1.92M | SH | $24.9K 1.34% | 1.92M | 0.00 | 0.00 |
VALARIS LIMITEDDFND | CL A | 347.68K | SH | $23.8K 1.28% | 347.68K | 0.00 | 0.00 |
PENN ENTERTAINMENT INCDFND | COM | 892.39K | SH | $23.2K 1.25% | 892.39K | 0.00 | 0.00 |
SABRE CORPDFND | COM | 5.15M | SH | $22.7K 1.22% | 5.15M | 0.00 | 0.00 |
SEADRILL 2021 LTDDFND | COM | 432.56K | SH | $20.5K 1.10% | 432.56K | 0.00 | 0.00 |
TRANSOCEAN LTDDFND | REG SHS | 2.85M | SH | $18.1K 0.98% | 2.85M | 0.00 | 0.00 |
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