Q4 2023 · 13F-HR
Contrarius Investment Management Ltdholdings as filed
Filed 2024-02-12 · accession 0001999371-24-001860
$1.9M
Reported value
54
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92556H206 | 0VVB | PARAMOUNT GLOBAL | $166,299 | 8.96% | 11,244,019 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $155,754 | 8.39% | 13,686,614 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $125,443 | 6.76% | 504,842 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $99,448 | 5.36% | 654,524 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $96,777 | 5.21% | 273,413 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $85,102 | 4.59% | 1,097,944 | Common | SOLE |
| 98980L101 | ZNGA | ZOOM VIDEO COMMUNICATIONS IN | $83,752 | 4.51% | 1,164,674 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $80,644 | 4.35% | 4,763,358 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $80,043 | 4.31% | 1,054,998 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $69,964 | 3.77% | 587,487 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $68,050 | 3.67% | 1,144,654 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $66,835 | 3.60% | 1,330,054 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $66,346 | 3.57% | 1,882,167 | Common | SOLE |
| 98262P101 | WW6 | WW INTL INC | $65,125 | 3.51% | 7,442,814 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $63,798 | 3.44% | 1,722,412 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $54,939 | 2.96% | 315,887 | Common | SOLE |
| 690370101 | BBBY | BEYOND INC | $45,555 | 2.45% | 1,645,165 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $32,415 | 1.75% | 221,553 | Common | SOLE |
| 74915M100 | QVCAUSD | QURATE RETAIL INC | $30,862 | 1.66% | 35,250,650 | Common | SOLE |
| 25271C201 | DO1USD | DIAMOND OFFSHORE DRILLING IN | $24,946 | 1.34% | 1,918,894 | Common | SOLE |
| G9460G101 | VAL | VALARIS LIMITED | $23,840 | 1.28% | 347,675 | Common | SOLE |
| 707569109 | PENN | PENN ENTERTAINMENT INC | $23,220 | 1.25% | 892,394 | Common | SOLE |
| 78573M104 | SABR | SABRE CORP | $22,673 | 1.22% | 5,152,867 | Common | SOLE |
| G7997W102 | SDRL | SEADRILL 2021 LTD | $20,451 | 1.10% | 432,560 | Common | SOLE |
| H8817H100 | RIG | TRANSOCEAN LTD | $18,114 | 0.98% | 2,852,607 | Common | SOLE |
| G65431127 | NE | NOBLE CORP PLC | $16,848 | 0.91% | 349,828 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $16,647 | 0.90% | 411,038 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $13,149 | 0.71% | 280,474 | Common | SOLE |
| G6359F137 | NBR | NABORS INDUSTRIES LTD | $11,479 | 0.62% | 140,626 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $11,451 | 0.62% | 182,927 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $10,942 | 0.59% | 412,275 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $9,859 | 0.53% | 457,933 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $9,384 | 0.51% | 324,820 | Common | SOLE |
| 552953101 | MGM | MGM RESORTS INTERNATIONAL | $9,079 | 0.49% | 203,198 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $7,612 | 0.41% | 98,412 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $7,334 | 0.40% | 184,045 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $6,537 | 0.35% | 214,401 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $6,453 | 0.35% | 46,194 | Common | SOLE |
| 44891N208 | IAC | IAC INC | $5,910 | 0.32% | 112,837 | Common | SOLE |
| 931427108 | WFC | WALGREENS BOOTS ALLIANCE INC | $4,365 | 0.24% | 167,171 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $4,291 | 0.23% | 45,606 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $3,811 | 0.21% | 224,414 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $3,737 | 0.20% | 60,691 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $3,690 | 0.20% | 37,316 | Common | SOLE |
| 61945C103 | MOS | MOSAIC CO NEW | $3,255 | 0.18% | 91,091 | Common | SOLE |
| 67077M108 | NTR | NUTRIEN LTD | $3,108 | 0.17% | 55,183 | Common | SOLE |
| 75281A109 | RRC | RANGE RES CORP | $3,063 | 0.17% | 100,611 | Common | SOLE |
| 067901108 | ABX | BARRICK GOLD CORP | $2,560 | 0.14% | 141,520 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $2,489 | 0.13% | 61,691 | Common | SOLE |
| 88642R109 | TDW | TIDEWATER INC NEW | $1,772 | 0.10% | 24,574 | Common | SOLE |
| 878742204 | TECK | TECK RESOURCES LTD | $1,735 | 0.09% | 41,047 | Common | SOLE |
| 09609G100 | — | BLUEBIRD BIO INC | $1,665 | 0.09% | 1,206,506 | Common | SOLE |
| 69047Q102 | OVV | OVINTIV INC | $1,664 | 0.09% | 37,896 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $1,559 | 0.08% | 17,008 | 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.