Contrarius Investment Management Ltd
Reports for
Contrarius Investment Management (Bermuda) Ltd
Filing Date
Global Rank
#1,254
/ 7,361
▲ 40
· as of Sep 2024
Top Industry
Internet Retail
22.5%
3Y Alpha vs SPY
-4.5%
Period ended 1 year ago
Filed Nov 8, 2024 · 1y
19 quarters · since Mar 2020
Clone Performance
Aug 2023–Apr 2025 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+16.1%
SPY
+21.5%
Annualised alpha
-3.0%
Max drawdown
−28.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters.Contrarius Investment Management Ltd has stopped filing, so the simulation ends in Apr 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
39 tracked positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Top Position
11.9%
−0.1 pts
Top 5
44.9%
+1.0 pts
Top 10
69.6%
+1.7 pts
HHI
618
Diversified+20
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 45.0% | $691,687,393 |
| Communication Services | 34.3% | $527,357,159 |
| Technology | 11.0% | $168,526,922 |
| Healthcare | 5.1% | $78,897,857 |
| Financial Services | 3.3% | $50,849,548 |
| Basic Materials | 0.9% | $13,292,545 |
| Consumer Defensive | 0.5% | $7,489,173 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WBD | Warner Bros. Discovery, Inc. | +1,315,358 | 19,114,052 | $157,690,929 | |
| DKNG | DraftKings Inc. | +474,691 | 1,738,635 | $68,154,492 | |
| PINS | Pinterest, Inc. | +339,317 | 601,426 | $19,468,159 | |
| PDD | PDD Holdings Inc. | +179,613 | 201,718 | $27,193,603 | |
| NTLA | Intellia Therapeutics, Inc. | +131,808 | 2,047,218 | $42,070,329 | |
| ABNB | Airbnb, Inc. | +126,401 | 509,640 | $64,627,448 | |
| CRSP | CRISPR Therapeutics AG | +98,182 | 783,898 | $36,827,528 | |
| SE | Sea Ltd | +56,791 | 387,768 | $36,558,767 | |
| PENN | PENN Entertainment, Inc. | +43,511 | 383,537 | $7,233,507 | |
| ZM | Zoom Communications, Inc. | +13,653 | 903,469 | $63,007,928 | |
| BIDU | Baidu, Inc. | +6,794 | 828,626 | $87,246,031 | |
| XYZ | Block, Inc. | +4,621 | 882,071 | $59,213,426 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | −240,928 | 818,953 | $86,907,292 | |
| TSLA | Tesla, Inc. | −140,659 | 697,718 | $182,543,960 | |
| FOXA | Fox Corp | −135,532 | 2,083,693 | $80,847,288 | |
| JD | JD.com, Inc. | −89,727 | 2,861,625 | $114,465,000 | |
| APP | AppLovin Corp | −80,778 | 81,756 | $10,673,245 | |
| AMZN | Amazon Com Inc | −50,982 | 423,954 | $78,995,348 | |
| KGC | Kinross Gold Corp | −44,841 | 941,040 | $8,808,134 | |
| EXPE | Expedia Group, Inc. | −34,390 | 20,465 | $3,029,229 | |
| U | Unity Software Inc. | −33,083 | 850,525 | $19,238,875 | |
| META | Meta Platforms, Inc. | −21,610 | 260,495 | $149,117,757 | |
| CZR | Caesars Entertainment, Inc. | −13,020 | 272,869 | $11,389,552 | |
| MTCH | Match Group, Inc. | −10,744 | 254,785 | $9,641,064 | |
| HPE | Hewlett Packard Enterprise Co | −10,003 | 196,814 | $4,026,814 | |
| SNAP | Snap Inc | −9,779 | 231,905 | $2,481,383 | |
| PM | Philip Morris International Inc. | −7,873 | 38,836 | $4,714,690 | |
| COIN | Coinbase Global, Inc. | −7,694 | 212,335 | $37,831,726 | |
| TCOM | Trip.com Group Ltd | −6,824 | 140,740 | $8,364,178 | |
| PYPL | PayPal Holdings, Inc. | −6,765 | 166,831 | $13,017,822 | |
| MOS | Mosaic Co | −4,075 | 80,210 | $2,148,023 | |
| MO | Altria Group, Inc. | −2,597 | 54,359 | $2,774,483 | |
| NTR | Nutrien Ltd. | −2,462 | 48,614 | $2,336,388 | |
| GOOGL | Alphabet Inc. | −2,187 | 42,991 | $7,130,057 | |
| IBM | International Business Machines Corp | −1,836 | 43,555 | $9,629,139 | |
| DIS | Walt Disney Co | −1,525 | 31,825 | $3,061,246 | |
| DASH | DoorDash, Inc. | −777 | 15,589 | $2,225,017 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SDRL | SEADRILL Ltd | 200,766 | $10,339,449 | |
| NE | Noble Corp plc | 203,682 | $9,094,401 | |
| VAL | Valaris Ltd | 116,423 | $8,673,513 | |
| NBR | Nabors Industries Ltd | 112,894 | $8,033,537 | |
| RIG | Transocean Ltd. | 1,012,903 | $5,419,031 | |
| RRC | Range Resources Corp | 116,302 | $3,899,606 | |
| DOCU | Docusign, Inc. | 61,930 | $3,313,255 | |
| No positions match the current search. | ||||
39 tracked positions ·
$1,538,100,597 total
· filing declares
42 positions · $1,757,319
· as of Sep 30, 2024
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 697,718 | $182,543,960 | 11.87% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Added | 19,114,052 | $157,690,929 | 10.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 260,495 | $149,117,757 | 9.69% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
Reduced | 2,861,625 | $114,465,000 | 7.44% | |
| BIDU |
Baidu, Inc.
Communication Services
|
Added | 828,626 | $87,246,031 | 5.67% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Reduced | 818,953 | $86,907,292 | 5.65% | |
| FOXA |
Fox Corp
Communication Services
|
Reduced | 2,083,693 | $80,847,288 | 5.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 423,954 | $78,995,348 | 5.14% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
Added | 1,738,635 | $68,154,492 | 4.43% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 509,640 | $64,627,448 | 4.20% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Added | 903,469 | $63,007,928 | 4.10% | |
| XYZ |
Block, Inc.
Technology
|
Added | 882,071 | $59,213,426 | 3.85% | |
| NTLA |
Intellia Therapeutics, Inc.
Healthcare
|
Added | 2,047,218 | $42,070,329 | 2.74% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Reduced | 212,335 | $37,831,726 | 2.46% | |
| CRSP |
CRISPR Therapeutics AG
Healthcare
|
Added | 783,898 | $36,827,528 | 2.39% | |
| SE |
Sea Ltd
Consumer Cyclical
|
Added | 387,768 | $36,558,767 | 2.38% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
Added | 201,718 | $27,193,603 | 1.77% | |
| PINS |
Pinterest, Inc.
Communication Services
|
Added | 601,426 | $19,468,159 | 1.27% | |
| U |
Unity Software Inc.
Technology
|
Reduced | 850,525 | $19,238,875 | 1.25% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 166,831 | $13,017,822 | 0.85% | |
| CZR |
Caesars Entertainment, Inc.
Consumer Cyclical
|
Reduced | 272,869 | $11,389,552 | 0.74% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 81,756 | $10,673,245 | 0.69% | |
| MTCH |
Match Group, Inc.
Communication Services
|
Reduced | 254,785 | $9,641,064 | 0.63% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 43,555 | $9,629,139 | 0.63% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
Reduced | 941,040 | $8,808,134 | 0.57% | |
| TCOM |
Trip.com Group Ltd
Consumer Cyclical
|
Reduced | 140,740 | $8,364,178 | 0.54% | |
| GRAB |
Grab Holdings Ltd
Technology
|
NEW | 2,146,614 | $8,157,133 | 0.53% | |
| PENN |
PENN Entertainment, Inc.
Consumer Cyclical
|
Added | 383,537 | $7,233,507 | 0.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 42,991 | $7,130,057 | 0.46% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 141,226 | $5,253,607 | 0.34% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 38,836 | $4,714,690 | 0.31% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Reduced | 196,814 | $4,026,814 | 0.26% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 31,825 | $3,061,246 | 0.20% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Reduced | 20,465 | $3,029,229 | 0.20% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 54,359 | $2,774,483 | 0.18% | |
| SNAP |
Snap Inc
Communication Services
|
Reduced | 231,905 | $2,481,383 | 0.16% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Reduced | 48,614 | $2,336,388 | 0.15% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Reduced | 15,589 | $2,225,017 | 0.14% | |
| MOS |
Mosaic Co
Basic Materials
|
Reduced | 80,210 | $2,148,023 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.