Q1 2023 · 13F-HR
Contrarius Investment Management Ltdholdings as filed
Filed 2023-05-11 · accession 0001387131-23-006349
$1.9M
Reported value
46
Positions
2023-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| H8817H100 | RIG | TRANSOCEAN LTD | $181,148 | 9.52% | 28,482,361 | Common | SOLE |
| 92556H206 | 0VVB | PARAMOUNT GLOBAL | $173,399 | 9.11% | 7,772,270 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $166,036 | 8.72% | 10,995,752 | Common | SOLE |
| G9460G101 | VAL | VALARIS LIMITED | $158,610 | 8.33% | 2,437,911 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $100,638 | 5.29% | 1,583,358 | Common | SOLE |
| 25271C201 | DO1USD | DIAMOND OFFSHORE DRILLING IN | $98,770 | 5.19% | 8,203,521 | Common | SOLE |
| G65431127 | NE | NOBLE CORP PLC | $97,628 | 5.13% | 2,473,473 | Common | SOLE |
| G7997W102 | SDRL | SEADRILL 2021 LTD | $95,184 | 5.00% | 2,370,111 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $89,142 | 4.68% | 29,615,202 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $78,811 | 4.14% | 1,614,657 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $68,877 | 3.62% | 2,172,786 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $65,852 | 3.46% | 3,401,452 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $65,683 | 3.45% | 435,217 | Common | SOLE |
| 829226109 | — | SINCLAIR BROADCAST GROUP INC | $65,028 | 3.42% | 3,789,516 | Common | SOLE |
| 35137L204 | FOX | FOX CORP | $52,190 | 2.74% | 1,666,892 | Common | SOLE |
| 552953101 | MGM | MGM RESORTS INTERNATIONAL | $50,399 | 2.65% | 1,134,608 | Common | SOLE |
| 74915M100 | QVCAUSD | QURATE RETAIL INC | $35,891 | 1.89% | 36,334,655 | Common | SOLE |
| 30744W107 | FTCHQ | FARFETCH LTD | $33,352 | 1.75% | 6,792,741 | Common | SOLE |
| 98262P101 | WW6 | WW INTL INC | $27,329 | 1.44% | 6,633,237 | Common | SOLE |
| 71654V408 | PBR | PETROLEO BRASILEIRO SA PETRO | $20,587 | 1.08% | 1,973,779 | Common | SOLE |
| 69047Q102 | OVV | OVINTIV INC | $15,669 | 0.82% | 434,298 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $13,227 | 0.69% | 62,410 | Common | SOLE |
| 707569109 | PENN | PENN ENTERTAINMENT INC | $11,668 | 0.61% | 393,388 | Common | SOLE |
| 697900108 | PAAS | PAN AMERN SILVER CORP | $11,644 | 0.61% | 639,761 | Common | SOLE |
| 78573M104 | SABR | SABRE CORP | $11,357 | 0.60% | 2,647,227 | Common | SOLE |
| 88642R109 | TDW | TIDEWATER INC NEW | $11,212 | 0.59% | 254,345 | Common | SOLE |
| 020764106 | AMR | ALPHA METALLURGICAL RESOUR I | $10,823 | 0.57% | 69,381 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $10,035 | 0.53% | 637,151 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $9,263 | 0.49% | 271,231 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $8,766 | 0.46% | 90,142 | Common | SOLE |
| 03940R107 | ARCH1USD | ARCH RESOURCES INC | $7,985 | 0.42% | 60,742 | Common | SOLE |
| 496902404 | KGC | KINROSS GOLD CORP | $7,385 | 0.39% | 1,567,854 | Common | SOLE |
| G6359F137 | NBR | NABORS INDUSTRIES LTD | $7,014 | 0.37% | 57,536 | Common | SOLE |
| 704551100 | BTU | PEABODY ENERGY CORP | $6,128 | 0.32% | 239,390 | Common | SOLE |
| 168905107 | PLCE | CHILDRENS PL INC NEW | $4,565 | 0.24% | 113,424 | Common | SOLE |
| 44891N208 | IAC | IAC INC | $4,490 | 0.24% | 87,019 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $3,865 | 0.20% | 37,827 | Common | SOLE |
| 05875B106 | TRWHUSD | BALLYS CORPORATION | $3,475 | 0.18% | 178,025 | Common | SOLE |
| 410345102 | HN9 | HANESBRANDS INC | $3,120 | 0.16% | 593,178 | Common | SOLE |
| 067901108 | ABX | BARRICK GOLD CORP | $3,075 | 0.16% | 165,591 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $2,904 | 0.15% | 65,075 | Common | SOLE |
| 61945C103 | MOS | MOSAIC CO NEW | $2,672 | 0.14% | 58,234 | Common | SOLE |
| 878742204 | TECK | TECK RESOURCES LTD | $2,664 | 0.14% | 72,996 | Common | SOLE |
| 67077M108 | NTR | NUTRIEN LTD | $2,190 | 0.12% | 29,654 | Common | SOLE |
| 389375106 | GTN | GRAY TELEVISION INC | $2,094 | 0.11% | 240,176 | Common | SOLE |
| 811054402 | SSP | SCRIPPS E W CO OHIO | $1,665 | 0.09% | 176,983 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.