Dark
Light
System
Institutional Investment Manager
Contrarius Investment Management Ltd
Contrarius Investment Management Ltd (CIK: 0001483738), located at 2 Bond Street, St. Helier, Y9. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 51 holdings with a total value of $1,125,260,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 New York Times Co/The 8,641,285 107,670,000 9.57%
2 APPLE INC 843,382 91,920,000 8.17%
3 STILLWATER MINING 8,010,223 85,309,000 7.58%
4 KINROSS GOLD CORP 21,591,945 73,413,000 6.52%
5 TECK RESOURCES LTD 9,403,002 71,557,000 6.36%
6 NATIONAL OILWELL 2,078,008 64,626,000 5.74%
7 IAMGOLD CORP 26,018,198 57,500,000 5.11%
8 TWITTER INC 3,303,235 54,669,000 4.86%
9 FRANKLIN RESOURCES INC 1,256,286 49,058,000 4.36%
10 WESTERN DIGITAL CORP 859,219 40,590,000 3.61%
11 BITAUTO HLDGS LIMITED SPONSORED ADS 1,488,878 36,909,000 3.28%
12 KINDER MORGAN INC DEL 1,844,953 32,951,000 2.93%
13 E-HOUSE CHINA HOLDINGS 5,195,702 32,317,000 2.87%
14 FANG HOLDINGS LTD 5,084,900 30,459,000 2.71%
15 MYRIAD GENETICS INC 584,204 21,867,000 1.94%
16 AUTOHOME INC 765,928 21,400,000 1.90%
17 BLACKBERRY LTD 2,612,922 21,139,000 1.88%
18 LEJU HLDGS LTD SPONSORED ADS 3,994,856 20,813,000 1.85%
19 YAHOO INC 515,366 18,971,000 1.69%
20 Sohu.com Inc 327,739 16,236,000 1.44%
21 BARRICK GOLD CORP 1,058,593 14,376,000 1.28%
22 BAIDU INC 71,515 13,651,000 1.21%
23 FREEPORT-MCMORAN INC 1,235,574 12,776,000 1.14%
24 JPMORGAN CHASE & CO 184,491 10,926,000 0.97%
25 NEWS CORP CL A 831,823 10,622,000 0.94%
26 FOSSIL GROUP INC 230,750 10,250,000 0.91%
27 GOLDMAN SACHS GROUP INC 57,164 8,974,000 0.80%
28 NATERA INC 837,477 7,973,000 0.71%
29 WEIBO CORP 443,237 7,956,000 0.71%
30 SINA CORP 161,298 7,641,000 0.68%
31 Tribune Publishing Co 904,199 6,980,000 0.62%
32 MCCLATCHY CO 6,493,431 6,818,000 0.61%
33 AMERICAN INTL GROUP INC 117,852 6,370,000 0.57%
34 GILEAD SCIENCES INC 62,288 5,722,000 0.51%
35 CHICAGO BRIDGE & IRON CO N V 153,692 5,624,000 0.50%
36 IROBOT CORP 133,662 4,718,000 0.42%
37 GANNETT CO INC COM 310,795 4,705,000 0.42%
38 POTASH CORP SASK INC 235,923 4,015,000 0.36%
39 PAYPAL HLDGS INC 86,147 3,325,000 0.30%
40 ENTERCOM COMMUNICATIONS CORP CL A 312,210 3,303,000 0.29%
41 QUALCOMM INC 62,682 3,206,000 0.28%
42 IAC INTERACTIVECORP 66,274 3,120,000 0.28%
43 CISCO SYS INC 109,078 3,105,000 0.28%
44 AGCO 37,598 1,869,000 0.17%
45 GROUPON INC 462,049 1,844,000 0.16%
46 ARALEZ PHARMACEUTICALS INC 409,756 1,455,000 0.13%
47 CLOUD PEAK ENERGY INC COM 654,679 1,277,000 0.11%
48 VALE S A 294,923 1,242,000 0.11%
49 KULICKE & SOFFA INDS INC COM 92,108 1,043,000 0.09%
50 JANUS CAP GROUP INC 58,063 849,000 0.08%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387131-16-005368, filed 2016.05.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.