Contrarius Investment Management 13F, Q4 2024
Contrarius Group · quarter ending 31 December 2024 · filed 11 February 2025 · SEC CIK 2054801
$1.63B
Filed US book
42
Positions
10.3%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 42 positions. Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| WARNER BROS DISCOVERY INC | WBD | $168.93M | 10.3% |
| TESLA INC | TSLA | $167.82M | 10.3% |
| PARAMOUNT GLOBAL | $146.23M | 8.9% | |
| META PLATFORMS INC | META | $120.27M | 7.4% |
| AMAZON COM INC | AMZN | $86.15M | 5.3% |
| BLOCK INC | XYZ | $82.07M | 5.0% |
| PAYPAL HLDGS INC | PYPL | $81.34M | 5.0% |
| ALPHABET INC | GOOGL | $75.84M | 4.6% |
| CELSIUS HLDGS INC | CELH | $75.53M | 4.6% |
| ZOOM COMMUNICATIONS INC | ZM | $72.85M | 4.5% |
| DRAFTKINGS INC NEW | DKNG | $58.40M | 3.6% |
| FOX CORP | FOX | $57.77M | 3.5% |
| COINBASE GLOBAL INC | COIN | $46.40M | 2.8% |
| JD.COM INC | JD | $35.84M | 2.2% |
| PENN ENTERTAINMENT INC | PENN | $34.99M | 2.1% |
| ALIBABA GROUP HLDG LTD | BABA | $33.82M | 2.1% |
| CAESARS ENTERTAINMENT INC NE | CZR | $32.40M | 2.0% |
| BAIDU INC | BIDU | $27.33M | 1.7% |
| TRIP COM GROUP LTD | TCOM | $24.55M | 1.5% |
| TENCENT MUSIC ENTMT GROUP | TME | $24.28M | 1.5% |
| SEA LTD | SE | $18.00M | 1.1% |
| ROBLOX CORP | RBLX | $17.56M | 1.1% |
| CRISPR THERAPEUTICS AG | $14.52M | 0.9% | |
| EQT CORP | EQT | $14.06M | 0.9% |
| INTELLIA THERAPEUTICS INC | NTLA | $11.80M | 0.7% |
This is the earliest Contrarius Investment Management 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0001839882-25-008208, filed by Contrarius Group Holdings Ltd. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.