Filed: 8/13/2024ACC: 0001999371-24-010030
📋 What this filing means
CONTRARIUS INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $1.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$1.60M
Total AUM (reported)
90.81M
Total Shares
Allocation by class
COM$461.8K28.9%
CL A$277.5K17.4%
COM CL A$168.8K10.6%
COM SER A$154.6K9.7%
CLASS B COM$133.4K8.3%
SPONSORED ADS$102.9K6.4%
SPON ADR CL A$76.3K4.8%
Portfolio Concentration
Top 3$441.6K27.6%
4–10$577.0K36.1%
11–25$450.4K28.2%
Rest$130.1K8.1%
Top 3 weight
27.6%
Top 10 weight
63.7%
Voting Authority Distribution
Total shares with voting rights: 90.81M
Sole
Full voting authority
90.81M
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
Other48
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
TESLA INC
DFNDShares838.38K
TypeSH
Market value$165.9K
10.37%
Sole
838.38K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares282.11K
TypeSH
Market value$142.2K
8.90%
Sole
282.11K
Shared
0.00
None
0.00
PARAMOUNT GLOBAL
DFNDShares12.84M
TypeSH
Market value$133.4K
8.34%
Sole
12.84M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares17.80M
TypeSH
Market value$132.4K
8.28%
Sole
17.80M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares474.94K
TypeSH
Market value$91.8K
5.74%
Sole
474.94K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares1.06M
TypeSH
Market value$76.3K
4.77%
Sole
1.06M
Shared
0.00
None
0.00
JD.COM INC
DFNDShares2.95M
TypeSH
Market value$76.3K
4.77%
Sole
2.95M
Shared
0.00
None
0.00
BAIDU INC
DFNDShares821.83K
TypeSH
Market value$71.1K
4.44%
Sole
821.83K
Shared
0.00
None
0.00
FOX CORP
DFNDShares2.22M
TypeSH
Market value$71.1K
4.44%
Sole
2.22M
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares383.24K
TypeSH
Market value$58.1K
3.63%
Sole
383.24K
Shared
0.00
None
0.00
BLOCK INC
DFNDShares877.45K
TypeSH
Market value$56.6K
3.54%
Sole
877.45K
Shared
0.00
None
0.00
ZOOM VIDEO COMMUNICATIONS IN
DFNDShares889.82K
TypeSH
Market value$52.7K
3.29%
Sole
889.82K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares220.03K
TypeSH
Market value$48.9K
3.06%
Sole
220.03K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
DFNDShares1.26M
TypeSH
Market value$48.2K
3.02%
Sole
1.26M
Shared
0.00
None
0.00
BARRICK GOLD CORP
DFNDShares2.82M
TypeSH
Market value$47.0K
2.94%
Sole
2.82M
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
DFNDShares1.92M
TypeSH
Market value$42.9K
2.68%
Sole
1.92M
Shared
0.00
None
0.00
CRISPR THERAPEUTICS AG
DFNDShares685.72K
TypeSH
Market value$37.0K
2.32%
Sole
685.72K
Shared
0.00
None
0.00
SEA LTD
DFNDShares330.98K
TypeSH
Market value$23.6K
1.48%
Sole
330.98K
Shared
0.00
None
0.00
QURATE RETAIL INC
DFNDShares35.25M
TypeSH
Market value$22.2K
1.39%
Sole
35.25M
Shared
0.00
None
0.00
UNITY SOFTWARE INC
DFNDShares883.61K
TypeSH
Market value$14.4K
0.90%
Sole
883.61K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares162.53K
TypeSH
Market value$13.5K
0.85%
Sole
162.53K
Shared
0.00
None
0.00
PINTEREST INC
DFNDShares262.11K
TypeSH
Market value$11.6K
0.72%
Sole
262.11K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
DFNDShares285.89K
TypeSH
Market value$11.4K
0.71%
Sole
285.89K
Shared
0.00
None
0.00
SEADRILL 2021 LTD
DFNDShares200.77K
TypeSH
Market value$10.3K
0.65%
Sole
200.77K
Shared
0.00
None
0.00
DIAMOND OFFSHORE DRILLING IN
DFNDShares656.85K
TypeSH
Market value$10.2K
0.64%
Sole
656.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCDFND | COM | 838.38K | SH | $165.9K 10.37% | 838.38K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 282.11K | SH | $142.2K 8.90% | 282.11K | 0.00 | 0.00 |
PARAMOUNT GLOBALDFND | CLASS B COM | 12.84M | SH | $133.4K 8.34% | 12.84M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 17.80M | SH | $132.4K 8.28% | 17.80M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 474.94K | SH | $91.8K 5.74% | 474.94K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 1.06M | SH | $76.3K 4.77% | 1.06M | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADR CL A | 2.95M | SH | $76.3K 4.77% | 2.95M | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 821.83K | SH | $71.1K 4.44% | 821.83K | 0.00 | 0.00 |
FOX CORPDFND | CL B COM | 2.22M | SH | $71.1K 4.44% | 2.22M | 0.00 | 0.00 |
AIRBNB INCDFND | COM CL A | 383.24K | SH | $58.1K 3.63% | 383.24K | 0.00 | 0.00 |
BLOCK INCDFND | CL A | 877.45K | SH | $56.6K 3.54% | 877.45K | 0.00 | 0.00 |
ZOOM VIDEO COMMUNICATIONS INDFND | CL A | 889.82K | SH | $52.7K 3.29% | 889.82K | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 220.03K | SH | $48.9K 3.06% | 220.03K | 0.00 | 0.00 |
DRAFTKINGS INC NEWDFND | COM CL A | 1.26M | SH | $48.2K 3.02% | 1.26M | 0.00 | 0.00 |
BARRICK GOLD CORPDFND | COM | 2.82M | SH | $47.0K 2.94% | 2.82M | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCDFND | COM | 1.92M | SH | $42.9K 2.68% | 1.92M | 0.00 | 0.00 |
CRISPR THERAPEUTICS AGDFND | NAMEN AKT | 685.72K | SH | $37.0K 2.32% | 685.72K | 0.00 | 0.00 |
SEA LTDDFND | SPONSORED ADS | 330.98K | SH | $23.6K 1.48% | 330.98K | 0.00 | 0.00 |
QURATE RETAIL INCDFND | COM SER A | 35.25M | SH | $22.2K 1.39% | 35.25M | 0.00 | 0.00 |
UNITY SOFTWARE INCDFND | COM | 883.61K | SH | $14.4K 0.90% | 883.61K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 162.53K | SH | $13.5K 0.85% | 162.53K | 0.00 | 0.00 |
PINTEREST INCDFND | CL A | 262.11K | SH | $11.6K 0.72% | 262.11K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEDFND | COM | 285.89K | SH | $11.4K 0.71% | 285.89K | 0.00 | 0.00 |
SEADRILL 2021 LTDDFND | COM | 200.77K | SH | $10.3K 0.65% | 200.77K | 0.00 | 0.00 |
DIAMOND OFFSHORE DRILLING INDFND | COM | 656.85K | SH | $10.2K 0.64% | 656.85K | 0.00 | 0.00 |
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