Filed: 5/10/2024ACC: 0001999371-24-005896
📋 What this filing means
CONTRARIUS INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $1.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$1.73M
Total AUM (reported)
90.28M
Total Shares
Allocation by class
COM$418.2K24.2%
CL A$331.6K19.2%
COM CL A$205.8K11.9%
COM SER A$190.1K11.0%
CLASS B COM$156.0K9.0%
SPONSORED ADS$98.9K5.7%
SPON ADR CL A$84.8K4.9%
Portfolio Concentration
Top 3$454.5K26.3%
4–10$614.9K35.5%
11–25$531.5K30.7%
Rest$128.9K7.5%
Top 3 weight
26.3%
Top 10 weight
61.8%
Voting Authority Distribution
Total shares with voting rights: 90.28M
Sole
Full voting authority
90.28M
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
Other49
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
PARAMOUNT GLOBAL
DFNDShares13.26M
TypeSH
Market value$156.0K
9.02%
Sole
13.26M
Shared
0.00
None
0.00
TESLA INC
DFNDShares863.47K
TypeSH
Market value$151.8K
8.78%
Sole
863.47K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares16.81M
TypeSH
Market value$146.7K
8.48%
Sole
16.81M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares296.88K
TypeSH
Market value$144.2K
8.33%
Sole
296.88K
Shared
0.00
None
0.00
JD.COM INC
DFNDShares3.09M
TypeSH
Market value$84.8K
4.90%
Sole
3.09M
Shared
0.00
None
0.00
BAIDU INC
DFNDShares780.53K
TypeSH
Market value$82.2K
4.75%
Sole
780.53K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares431.66K
TypeSH
Market value$77.9K
4.50%
Sole
431.66K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares1.07M
TypeSH
Market value$77.7K
4.49%
Sole
1.07M
Shared
0.00
None
0.00
BLOCK INC
DFNDShares878.38K
TypeSH
Market value$74.3K
4.29%
Sole
878.38K
Shared
0.00
None
0.00
ZOOM VIDEO COMMUNICATIONS IN
DFNDShares1.13M
TypeSH
Market value$73.9K
4.28%
Sole
1.13M
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares419.54K
TypeSH
Market value$69.2K
4.00%
Sole
419.54K
Shared
0.00
None
0.00
FOX CORP
DFNDShares2.20M
TypeSH
Market value$62.9K
3.64%
Sole
2.20M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares228.09K
TypeSH
Market value$60.5K
3.50%
Sole
228.09K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
DFNDShares1.27M
TypeSH
Market value$57.6K
3.33%
Sole
1.27M
Shared
0.00
None
0.00
CRISPR THERAPEUTICS AG
DFNDShares666K
TypeSH
Market value$45.4K
2.62%
Sole
666K
Shared
0.00
None
0.00
QURATE RETAIL INC
DFNDShares35.25M
TypeSH
Market value$43.4K
2.51%
Sole
35.25M
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
DFNDShares1.35M
TypeSH
Market value$37.2K
2.15%
Sole
1.35M
Shared
0.00
None
0.00
UNITY SOFTWARE INC
DFNDShares913.68K
TypeSH
Market value$24.4K
1.41%
Sole
913.68K
Shared
0.00
None
0.00
DIAMOND OFFSHORE DRILLING IN
DFNDShares1.74M
TypeSH
Market value$23.8K
1.37%
Sole
1.74M
Shared
0.00
None
0.00
VALARIS LTD
DFNDShares277.67K
TypeSH
Market value$20.9K
1.21%
Sole
277.67K
Shared
0.00
None
0.00
SEADRILL 2021 LTD
DFNDShares404.34K
TypeSH
Market value$20.3K
1.18%
Sole
404.34K
Shared
0.00
None
0.00
SEA LTD
DFNDShares342.39K
TypeSH
Market value$18.4K
1.06%
Sole
342.39K
Shared
0.00
None
0.00
PENN ENTERTAINMENT INC
DFNDShares908.51K
TypeSH
Market value$16.5K
0.96%
Sole
908.51K
Shared
0.00
None
0.00
NOBLE CORP PLC
DFNDShares340.78K
TypeSH
Market value$16.5K
0.96%
Sole
340.78K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares210.49K
TypeSH
Market value$14.6K
0.84%
Sole
210.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PARAMOUNT GLOBALDFND | CLASS B COM | 13.26M | SH | $156.0K 9.02% | 13.26M | 0.00 | 0.00 |
TESLA INCDFND | COM | 863.47K | SH | $151.8K 8.78% | 863.47K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 16.81M | SH | $146.7K 8.48% | 16.81M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 296.88K | SH | $144.2K 8.33% | 296.88K | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADR CL A | 3.09M | SH | $84.8K 4.90% | 3.09M | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 780.53K | SH | $82.2K 4.75% | 780.53K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 431.66K | SH | $77.9K 4.50% | 431.66K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 1.07M | SH | $77.7K 4.49% | 1.07M | 0.00 | 0.00 |
BLOCK INCDFND | CL A | 878.38K | SH | $74.3K 4.29% | 878.38K | 0.00 | 0.00 |
ZOOM VIDEO COMMUNICATIONS INDFND | CL A | 1.13M | SH | $73.9K 4.28% | 1.13M | 0.00 | 0.00 |
AIRBNB INCDFND | COM CL A | 419.54K | SH | $69.2K 4.00% | 419.54K | 0.00 | 0.00 |
FOX CORPDFND | CL B COM | 2.20M | SH | $62.9K 3.64% | 2.20M | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 228.09K | SH | $60.5K 3.50% | 228.09K | 0.00 | 0.00 |
DRAFTKINGS INC NEWDFND | COM CL A | 1.27M | SH | $57.6K 3.33% | 1.27M | 0.00 | 0.00 |
CRISPR THERAPEUTICS AGDFND | NAMEN AKT | 666K | SH | $45.4K 2.62% | 666K | 0.00 | 0.00 |
QURATE RETAIL INCDFND | COM SER A | 35.25M | SH | $43.4K 2.51% | 35.25M | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCDFND | COM | 1.35M | SH | $37.2K 2.15% | 1.35M | 0.00 | 0.00 |
UNITY SOFTWARE INCDFND | COM | 913.68K | SH | $24.4K 1.41% | 913.68K | 0.00 | 0.00 |
DIAMOND OFFSHORE DRILLING INDFND | COM | 1.74M | SH | $23.8K 1.37% | 1.74M | 0.00 | 0.00 |
VALARIS LTDDFND | CL A | 277.67K | SH | $20.9K 1.21% | 277.67K | 0.00 | 0.00 |
SEADRILL 2021 LTDDFND | COM | 404.34K | SH | $20.3K 1.18% | 404.34K | 0.00 | 0.00 |
SEA LTDDFND | SPONSORED ADS | 342.39K | SH | $18.4K 1.06% | 342.39K | 0.00 | 0.00 |
PENN ENTERTAINMENT INCDFND | COM | 908.51K | SH | $16.5K 0.96% | 908.51K | 0.00 | 0.00 |
NOBLE CORP PLCDFND | ORD SHS A | 340.78K | SH | $16.5K 0.96% | 340.78K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 210.49K | SH | $14.6K 0.84% | 210.49K | 0.00 | 0.00 |
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