CONTRARIUS INVESTMENT MANAGEMENT LTD Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 39
New Positions 5
Increased Positions 24
Decreased Positions 13
Positions with Activity 37
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,479

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

Sector Weighting

Basic Materials 14.11%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 9.23%
Healthcare 0.4%
Services 30.96%
Technology 32.06%
Transportation
Utilities

39 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 183,731 -38,237 (17.23) 1,410,276
NEW YORK TIMES CO CL A 154,314 11,466 8.03 11,725,965
TWITTER INC COM 143,041 -6,204 (4.16) 2,814,665
SOHU COM INC COM 100,865 6,827 7.26 1,493,413
JANUS CAP GROUP INC COM 92,672 92,672 New 5,006,598
ORBITZ WORLDWIDE INC COM 79,272 -2,782 (3.39) 6,746,572
BARRICK GOLD CORP COM 77,468 61,090 373.01 6,187,509
SCRIPPS E W CO OHIO CL A NEW 71,044 3,562 5.28 3,020,588
STILLWATER MNG CO COM 58,784 13,675 30.32 4,504,496
KINROSS GOLD CORP COM NO PAR 50,477 47,603 1,656.11 21,946,568
SOUFUN HLDGS LTD ADR 48,042 3,278 7.32 5,975,344
AOL INC COM 45,975 7,416 19.23 1,127,105
IAC INTERACTIVECORP COM PAR $.001 44,926 -3,693 (7.6) 622,762
GRAY TELEVISION INC COM 40,488 11,651 40.40 2,942,478
ENTERCOM COMMUNICATIONS CORP CL A 37,739 216 .58 2,927,752
YOUKU TUDOU INC SPONSORED ADR 36,636 3,942 12.06 2,151,277
GOLDMAN SACHS GROUP INC COM 33,964 -38,053 (52.84) 171,545
NEWS CORP NEW CL A 26,972 -6,037 (18.29) 1,736,782
DREAMWORKS ANIMATION SKG INC CL A 24,426 24,426 New 939,447
IAMGOLD CORP COM 15,123 15,123 New 7,133,472