CONTRARIUS INVESTMENT MANAGEMENT LTD Information

2 BOND STREET, ST. HELIER, , JE2 3NP, (4153) 482-3136

Report Date: 06/30/2015

Position Statistics

Total Positions 45
New Positions 8
Increased Positions 26
Decreased Positions 17
Positions with Activity 43
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,049

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 22.66%
Capital Goods 0.39%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0.31%
Financial 8.73%
Healthcare 3.2%
Services 25.7%
Technology 28.01%
Transportation
Utilities

45 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEW YORK TIMES CO CL A 145,118 1,570 1.09 11,769,498
APPLE INC COM 120,449 -2,192 (1.79) 1,063,192
TWITTER INC COM 79,587 4,783 6.39 2,966,362
BARRICK GOLD CORP COM 62,324 14,044 29.09 8,741,027
JANUS CAP GROUP INC COM 58,402 -10,562 (15.32) 3,867,711
YOUKU TUDOU INC SPONSORED ADR 52,576 2,917 5.87 2,985,579
KINROSS GOLD CORP COM NO PAR 50,250 8,146 19.35 27,309,657
SOUFUN HLDGS LTD ADR 48,872 10,859 28.57 8,426,277
STILLWATER MNG CO COM 47,397 4,377 10.17 5,047,599
IAC INTERACTIVECORP COM PAR $.001 36,359 -4,810 (11.68) 508,941
E HOUSE CHINA HLDGS LTD ADR 34,469 17,883 107.82 5,963,502
ENTERCOM COMMUNICATIONS CORP CL A 30,087 -1,272 (4.06) 2,870,854
MYRIAD GENETICS INC COM 28,336 8,958 46.23 777,833
IAMGOLD CORP COM 27,063 844 3.22 15,826,380
SOHU COM INC COM 24,091 -32,324 (57.3) 505,268
TECK RESOURCES LTD CL B 22,338 18,036 419.22 3,155,098
FREEPORT-MCMORAN INC CL B 20,594 -2,183 (9.58) 1,961,310
SCRIPPS E W CO OHIO CL A NEW 20,314 -27,884 (57.85) 1,158,831
GOLDMAN SACHS GROUP INC COM 18,723 -549 (2.85) 99,722
TRIPADVISOR INC COM 14,461 14,461 New 204,823


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