Contrarius-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "SE",
  "GRAB",
  "MTCH",
  "NTR",
  "MOS",
  "ABNB",
  "BABA",
  "GOOGL",
  "APP",
  "BIDU",
  "EXPE",
  "U",
  "META",
  "KGC",
  "DASH",
  "PYPL",
  "HPE",
  "PLTR",
  "PARA",
  "IBM",
  "NTLA",
  null,
  "FOX",
  "AMZN",
  "PDD",
  "DKNG",
  "WBD",
  "JD",
  "TCOM",
  "SNAP",
  "PENN",
  "ZM",
  null,
  null,
  "CZR",
  "COIN",
  "CRSP",
  "DIS",
  "TSLA",
  "PM",
  "MO"
]

Filing Details

13F-HR • 2024-09-30

SEC FilingSEC DataHachi Filing

Report Date: 2024-09-30
Filing Date: 2024-11-08
Total Holdings: 42
Total Value: 1757319
Accession Number: 0001999371-24-014395
Form Type: 13F-HR
CIK: contrarius-investment-management
Manager Name: Contrarius-Investment-Management

Data Enrichment

93% identified

39 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

42 positions • $1.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PINTEREST, INC.

PINS|72352L106

Shares:601.4K

Value:$19.5M

% of Portfolio:1107.8% ($19.5M/$1.8M)

Unity Software Inc.

U|91332U101

Shares:850.5K

Value:$19.2M

% of Portfolio:1094.8% ($19.2M/$1.8M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:166.8K

Value:$13.0M

% of Portfolio:740.8% ($13.0M/$1.8M)

Caesars Entertainment, Inc.

CZR|12769G100

Shares:272.9K

Value:$11.4M

% of Portfolio:648.1% ($11.4M/$1.8M)

AppLovin Corp

APP|03831W108

Shares:81.8K

Value:$10.7M

% of Portfolio:607.3% ($10.7M/$1.8M)

Match Group, Inc.

MTCH|57667L107

Shares:254.8K

Value:$9.6M

% of Portfolio:548.6% ($9.6M/$1.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:43.6K

Value:$9.6M

% of Portfolio:547.9% ($9.6M/$1.8M)

KINROSS GOLD CORP

KGC|496902404

Shares:941.0K

Value:$8.8M

% of Portfolio:501.2% ($8.8M/$1.8M)

Trip.com Group Ltd

TCOM|89677Q107

Shares:140.7K

Value:$8.4M

% of Portfolio:476.0% ($8.4M/$1.8M)

Grab Holdings Ltd

GRAB|G4124C109

Shares:2.1M

Value:$8.2M

% of Portfolio:464.2% ($8.2M/$1.8M)

PENN Entertainment, Inc.

PENN|707569109

Shares:383.5K

Value:$7.2M

% of Portfolio:411.6% ($7.2M/$1.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:43.0K

Value:$7.1M

% of Portfolio:405.7% ($7.1M/$1.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:141.2K

Value:$5.3M

% of Portfolio:299.0% ($5.3M/$1.8M)

Philip Morris International Inc.

PM|718172109

Shares:38.8K

Value:$4.7M

% of Portfolio:268.3% ($4.7M/$1.8M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:196.8K

Value:$4.0M

% of Portfolio:229.2% ($4.0M/$1.8M)

Walt Disney Co

DIS|254687106

Shares:31.8K

Value:$3.1M

% of Portfolio:174.2% ($3.1M/$1.8M)

Expedia Group, Inc.

EXPE|30212P303

Shares:20.5K

Value:$3.0M

% of Portfolio:172.4% ($3.0M/$1.8M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:54.4K

Value:$2.8M

% of Portfolio:157.9% ($2.8M/$1.8M)

Snap Inc

SNAP|83304A106

Shares:231.9K

Value:$2.5M

% of Portfolio:141.2% ($2.5M/$1.8M)

Nutrien Ltd.

NTR|67077M108

Shares:48.6K

Value:$2.3M

% of Portfolio:132.9% ($2.3M/$1.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PINTEREST, INC.(PINScusip72352L106)	601.4K	QoQ +129.45% (+339.3K) YoY-	All Managers (Combined)	$19.5M	1107.8% ($19.5M/$1.8M)	QoQ +68.53% (+$8) YoY-
Unity Software Inc.(Ucusip91332U101)	850.5K	QoQ -3.74% (-33.1K) YoY-	All Managers (Combined)	$19.2M	1094.8% ($19.2M/$1.8M)	QoQ +33.91% (-$5) YoY-
PayPal Holdings, Inc.(PYPLcusip70450Y103)	166.8K	QoQ -3.89% (-6.8K) YoY-	All Managers (Combined)	$13.0M	740.8% ($13.0M/$1.8M)	QoQ +29.22% (-$3) YoY-
Caesars Entertainment, Inc.(CZRcusip12769G100)	272.9K	QoQ -4.55% (-13.0K) YoY-	All Managers (Combined)	$11.4M	648.1% ($11.4M/$1.8M)	QoQ +0.25% (-$0) YoY-
AppLovin Corp(APPcusip03831W108)	81.8K	QoQ -49.69% (-80.8K) YoY-	All Managers (Combined)	$10.7M	607.3% ($10.7M/$1.8M)	QoQ -21.09% (-$3) YoY-
Match Group, Inc.(MTCHcusip57667L107)	254.8K	QoQ -4.04% (-10.7K) YoY-	All Managers (Combined)	$9.6M	548.6% ($9.6M/$1.8M)	QoQ +19.51% (-$2) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	43.6K	QoQ -4.04% (-1.8K) YoY-	All Managers (Combined)	$9.6M	547.9% ($9.6M/$1.8M)	QoQ +22.66% (-$2) YoY-
KINROSS GOLD CORP(KGCcusip496902404)	941.0K	QoQ -4.54% (-44.8K) YoY-	All Managers (Combined)	$8.8M	501.2% ($8.8M/$1.8M)	QoQ +7.37% (-$1) YoY-
Trip.com Group Ltd(TCOMcusip89677Q107)	140.7K	QoQ -4.62% (-6.8K) YoY-	All Managers (Combined)	$8.4M	476.0% ($8.4M/$1.8M)	QoQ +20.58% (-$1) YoY-
Grab Holdings Ltd(GRABcusipG4124C109)	2.1M	QoQ NEW(+2.1M) YoY-	All Managers (Combined)	$8.2M	464.2% ($8.2M/$1.8M)	QoQ NEW(+$8) YoY-
PENN Entertainment, Inc.(PENNcusip707569109)	383.5K	QoQ +12.79% (+43.5K) YoY-	All Managers (Combined)	$7.2M	411.6% ($7.2M/$1.8M)	QoQ +9.92% (+$1) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	43.0K	QoQ -4.84% (-2.2K) YoY-	All Managers (Combined)	$7.1M	405.7% ($7.1M/$1.8M)	QoQ -13.35% (-$1) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	141.2K	QoQ NEW(+141.2K) YoY-	All Managers (Combined)	$5.3M	299.0% ($5.3M/$1.8M)	QoQ NEW(+$5) YoY-
Philip Morris International Inc.(PMcusip718172109)	38.8K	QoQ -16.85% (-7.9K) YoY-	All Managers (Combined)	$4.7M	268.3% ($4.7M/$1.8M)	QoQ -0.38% (-$0) YoY-
Hewlett Packard Enterprise Co(HPEcusip42824C109)	196.8K	QoQ -4.83% (-10.0K) YoY-	All Managers (Combined)	$4.0M	229.2% ($4.0M/$1.8M)	QoQ -8.01% (-$0) YoY-
Walt Disney Co(DIScusip254687106)	31.8K	QoQ -4.57% (-1.5K) YoY-	All Managers (Combined)	$3.1M	174.2% ($3.1M/$1.8M)	QoQ -7.55% (-$0) YoY-
Expedia Group, Inc.(EXPEcusip30212P303)	20.5K	QoQ -62.69% (-34.4K) YoY-	All Managers (Combined)	$3.0M	172.4% ($3.0M/$1.8M)	QoQ -56.17% (-$4) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	54.4K	QoQ -4.55% (-2.6K) YoY-	All Managers (Combined)	$2.8M	157.9% ($2.8M/$1.8M)	QoQ +6.93% (-$0) YoY-
Snap Inc(SNAPcusip83304A106)	231.9K	QoQ -4.04% (-9.8K) YoY-	All Managers (Combined)	$2.5M	141.2% ($2.5M/$1.8M)	QoQ -38.19% (-$2) YoY-
Nutrien Ltd.(NTRcusip67077M108)	48.6K	QoQ -4.82% (-2.5K) YoY-	All Managers (Combined)	$2.3M	132.9% ($2.3M/$1.8M)	QoQ -10.15% (-$0) YoY-