CIM
Contrarius Investment Management Portfolio holdings
AUM
$1.76B
This Quarter Return
+5.5%
1 Year Return
+35.87%
3 Year Return
+112.13%
5 Year Return
+529%
10 Year Return
+904.62%
AUM
$1.29B
AUM Growth
+$1.29B
(+3.3%)
Cap. Flow
+$37.5M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
67.48%
Holding
46
New
9
Increased
17
Reduced
13
Closed
5
Top Buys
Top Sells
| 1 |
SOHU
Sohu.com
SOHU
|
$40.1M |
| 2 |
JRN
JOURNAL COMMUNICATIONS INC CL-A
JRN
|
$33M |
| 3 |
Gray Television
GTN
|
$19.4M |
| 4 |
AOL
AOL INC COMMON STOCK
AOL
|
$12M |
| 5 |
JNS
Janus Capital Group Inc
JNS
|
$12M |
Sector Composition
| 1 | Communication Services | 34.96% |
| 2 | Materials | 20.62% |
| 3 | Technology | 16.87% |
| 4 | Financials | 7.93% |
| 5 | Energy | 4.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
New York Times
NYT
$9.74B
| $161M | 12.5% | 11,769,498 +127,332 | +1% | +$1.74M |
|
2
Apple
AAPL
$3.45T
| $133M | 10.38% | 1,063,192 -19,346 | -2% | -$2.43M |
|
|
TWTR
3
DELISTED
Twitter, Inc.
TWTR
| $107M | 8.36% | 2,966,362 +178,264 | +6% | +$6.46M |
|
|
B
4
Barrick Mining Corporation
B
$45.4B
| $93.2M | 7.25% | 8,741,027 +1,969,770 | +29% | +$21M |
|
|
YOKU
5
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
| $73.2M | 5.7% | 2,985,579 +165,641 | +6% | +$4.06M |
|
|
SFUN
6
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
| $70.9M | 5.51% | 8,426,277 +1,872,170 | +29% | +$15.7M |
|
|
JNS
7
DELISTED
Janus Capital Group Inc
JNS
| $66.2M | 5.15% | 3,867,711 -699,441 | -15% | -$12M |
|
8
Kinross Gold
KGC
$25.5B
| $63.4M | 4.93% | 27,309,657 +4,427,356 | +19% | +$10.3M |
|
|
SWC
9
DELISTED
Stillwater Mining Co
SWC
| $58.5M | 4.55% | 5,047,599 +466,117 | +10% | +$5.4M |
|
10
IAC Inc
IAC
$2.94B
| $40.5M | 3.15% | 508,941 -67,324 | -12% | -$5.36M |
|
|
EJ
11
DELISTED
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
| $40.1M | 3.12% | 5,963,502 +3,093,970 | +108% | +$20.8M |
|
12
Freeport-McMoran
FCX
$63.7B
| $36.5M | 2.84% | 1,961,310 -207,881 | -10% | -$3.87M |
|
|
AUD
13
DELISTED
Audacy, Inc.
AUD
| $32.8M | 2.55% | 2,870,854 -121,372 | -4% | -$1.39M |
|
14
IAMGOLD
IAG
$5.35B
| $31.7M | 2.46% | 15,826,380 +493,523 | +3% | +$987K |
|
15
Teck Resources
TECK
$16.7B
| $31.3M | 2.43% | 3,155,098 +2,547,439 | +419% | +$25.2M |
|
|
SOHU
16
Sohu.com
SOHU
$483M
| $29.9M | 2.32% | 505,268 -677,939 | -57% | -$40.1M |
|
17
E.W. Scripps
SSP
$264M
| $26.5M | 2.06% | 1,158,831 -438,540 | -27% | -$10M |
|
18
Myriad Genetics
MYGN
$593M
| $26.4M | 2.06% | 777,833 +245,900 | +46% | +$8.36M |
|
19
Goldman Sachs
GS
$226B
| $20.8M | 1.62% | 99,722 -2,924 | -3% | -$611K |
|
20
TripAdvisor
TRIP
$2.02B
| $17.8M | 1.39% | +204,823 | New | +$17.8M |
|
|
LEJU
21
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
| $16.3M | 1.27% | 1,956,027 +685,018 | +54% | +$5.72M |
|
22
Sinclair Inc
SBGI
$1.01B
| $11.7M | 0.91% | 418,983 +77,870 | +23% | +$2.17M |
|
23
News Corp Class A
NWSA
$16.6B
| $11.4M | 0.89% | 781,114 +32,834 | +4% | +$479K |
|
24
American International
AIG
$45.1B
| $8.82M | 0.69% | 142,605 +72,006 | +102% | +$4.45M |
|
|
MNI
25
DELISTED
The McClatchy Company Class A Common Stock
MNI
| $7.01M | 0.55% | 6,493,431 | – | – |
|