CONTRARIUS INVESTMENT MANAGEMENT LTD Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 6
Increased Positions 22
Decreased Positions 16
Positions with Activity 38
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,434

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

Sector Weighting

Basic Materials 4.97%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 8.71%
Healthcare 0.43%
Services 40.98%
Technology 32.66%
Transportation
Utilities

39 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
YAHOO INC COM 206,472 3,815 1.88 3,975,969
APPLE INC COM 202,749 -28,926 (12.49) 1,703,775
NEW YORK TIMES CO CL A 140,134 17,787 14.54 10,854,656
TWITTER INC COM 120,788 -17,928 (12.92) 2,936,744
SOHU COM INC COM 70,466 3,477 5.19 1,392,329
GOLDMAN SACHS GROUP INC COM 68,573 68,573 New 363,744
ORBITZ WORLDWIDE INC COM 53,283 6,331 13.48 6,983,305
SOUFUN HLDGS LTD ADR 48,271 48,271 New 5,567,642
JPMORGAN CHASE & CO COM 47,484 47,484 New 786,942
STILLWATER MNG CO COM 46,767 327 .70 3,456,569
IAC INTERACTIVECORP COM PAR $.001 44,103 1,567 3.68 673,948
AOL INC COM 43,730 43,730 New 945,300
YOUKU TUDOU INC SPONSORED ADR 36,130 14,666 68.33 1,919,780
NEWS CORP NEW CL A 33,328 -11,971 (26.43) 2,125,516
ENTERCOM COMMUNICATIONS CORP CL A 31,090 -587 (1.85) 2,911,023
GANNETT INC COM 29,950 -91,092 (75.26) 914,770
SCRIPPS E W CO OHIO CL A NEW 29,056 -2,534 (8.02) 1,467,489
JOURNAL COMMUNICATIONS INC CL A 27,161 2,535 10.30 2,707,966
GRAY TELEVISION INC COM 21,984 783 3.69 2,095,726
MCCLATCHY CO CL A 21,883 New 6,493,431


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