Q2 2023 · 13F-HR
Contrarius Investment Management Ltdholdings as filed
Filed 2023-08-04 · accession 0001387131-23-009308
$1.9M
Reported value
52
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92556H206 | 0VVB | PARAMOUNT GLOBAL | $164,697 | 8.86% | 10,351,771 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $154,712 | 8.32% | 12,337,510 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $142,063 | 7.64% | 542,701 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $118,449 | 6.37% | 908,633 | Common | SOLE |
| 25271C201 | DO1USD | DIAMOND OFFSHORE DRILLING IN | $108,118 | 5.82% | 7,592,548 | Common | SOLE |
| G7997W102 | SDRL | SEADRILL 2021 LTD | $102,703 | 5.52% | 2,488,559 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $92,109 | 4.95% | 1,205,302 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $72,247 | 3.89% | 251,748 | Common | SOLE |
| H8817H100 | RIG | TRANSOCEAN LTD | $65,038 | 3.50% | 9,277,836 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $63,556 | 3.42% | 993,679 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $62,842 | 3.38% | 469,639 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $62,194 | 3.35% | 869,243 | Common | SOLE |
| 98980L101 | ZNGA | ZOOM VIDEO COMMUNICATIONS IN | $61,761 | 3.32% | 909,852 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $60,832 | 3.27% | 1,819,147 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $52,713 | 2.84% | 385,021 | Common | SOLE |
| 98262P101 | WW6 | WW INTL INC | $50,577 | 2.72% | 7,526,323 | Common | SOLE |
| G9460G101 | VAL | VALARIS LIMITED | $35,263 | 1.90% | 560,359 | Common | SOLE |
| 74915M100 | QVCAUSD | QURATE RETAIL INC | $35,052 | 1.89% | 35,413,523 | Common | SOLE |
| G65431127 | NE | NOBLE CORP PLC | $30,565 | 1.64% | 739,902 | Common | SOLE |
| 30744W107 | FTCHQ | FARFETCH LTD | $30,425 | 1.64% | 5,037,214 | Common | SOLE |
| G6359F137 | NBR | NABORS INDUSTRIES LTD | $26,372 | 1.42% | 283,476 | Common | SOLE |
| 78573M104 | SABR | SABRE CORP | $24,977 | 1.34% | 7,829,926 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $19,187 | 1.03% | 381,749 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $18,311 | 0.99% | 122,787 | Common | SOLE |
| 69047Q102 | OVV | OVINTIV INC | $17,128 | 0.92% | 449,900 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $16,927 | 0.91% | 4,935,062 | Common | SOLE |
| 61945C103 | MOS | MOSAIC CO NEW | $15,187 | 0.82% | 433,917 | Common | SOLE |
| 71654V408 | PBR | PETROLEO BRASILEIRO SA PETRO | $14,230 | 0.77% | 1,028,902 | Common | SOLE |
| 88642R109 | TDW | TIDEWATER INC NEW | $13,804 | 0.74% | 248,995 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $12,895 | 0.69% | 229,695 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $12,471 | 0.67% | 214,875 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $12,401 | 0.67% | 148,777 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $11,991 | 0.65% | 294,039 | Common | SOLE |
| 91912E105 | VALE | VALE S A | $9,046 | 0.49% | 674,098 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $7,881 | 0.42% | 306,313 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $5,888 | 0.32% | 60,320 | Common | SOLE |
| 168905107 | PLCE | CHILDRENS PL INC NEW | $5,481 | 0.29% | 236,154 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $5,434 | 0.29% | 45,399 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $4,922 | 0.26% | 114,017 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $4,039 | 0.22% | 240,421 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $3,750 | 0.20% | 215,133 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $3,717 | 0.20% | 53,759 | Common | SOLE |
| 410345102 | HN9 | HANESBRANDS INC | $3,636 | 0.20% | 800,778 | Common | SOLE |
| 67077M108 | NTR | NUTRIEN LTD | $3,622 | 0.19% | 61,342 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $3,620 | 0.19% | 113,364 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $3,097 | 0.17% | 68,363 | Common | SOLE |
| 067901108 | ABX | BARRICK GOLD CORP | $2,809 | 0.15% | 165,935 | Common | SOLE |
| 05875B106 | TRWHUSD | BALLYS CORPORATION | $2,776 | 0.15% | 178,404 | Common | SOLE |
| 46222L108 | IONQ | IONQ INC | $1,988 | 0.11% | 146,916 | Common | SOLE |
| 878742204 | TECK | TECK RESOURCES LTD | $1,951 | 0.10% | 46,340 | Common | SOLE |
| 389375106 | GTN | GRAY TELEVISION INC | $1,893 | 0.10% | 240,176 | Common | SOLE |
| 811054402 | SSP | SCRIPPS E W CO OHIO | $1,619 | 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.