Contrarius Investment Management Ltd PYPL PAYPAL HLDGS INC

Ownership history in Contrarius Investment Management Ltd  ·  7 quarters on record

AI Ownership Summary

Contrarius Investment Management Ltd reported PAYPAL HLDGS INC (PYPL) in 7 quarterly 13F filings from 2024 Q1 through 2024 Q3. Peak portfolio weight reached 0.83% in 2024 Q1. The latest visible filing shows PYPL at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PYPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Contrarius Investment Management Ltd's position in PAYPAL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

PYPL was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Contrarius Investment Management Ltd held PYPL — position size vs. price
% of Fund (quarterly)    PYPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 166,831 -6,765 -3.9% 0.74% $13.0M 2024-11-14 (Est.) $85.05
2024 Q2 REDUCED 18.9% +34.5% 173,596 -40,495 -18.9% 0.63% $10.1M 2024-08-13 $64.55
2024 Q1 ADDED 214,091 +165,834 +343.6% 0.83% $14.3M 2024-05-10 $62.39
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Contrarius Investment Management Ltd and PYPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Contrarius Investment Management Ltd reported owning PYPL?

Contrarius Investment Management Ltd reported PYPL across 3 quarterly 13F filings, from 2024 Q1 through 2024 Q3.

What was the largest reported PYPL position in Contrarius Investment Management Ltd's portfolio?

The largest reported portfolio weight for PYPL was 0.83% in 2024 Q1.

What is the latest reported PYPL position on this page?

The most recent filing on this page is 2024 Q3, when Contrarius Investment Management Ltd reported 166,831 shares, equal to 0.74% of portfolio, with an estimated market value of $13.0M.

What does the chart on this PYPL ownership page compare?

The chart compares Contrarius Investment Management Ltd's quarterly PYPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Contrarius Investment Management Ltd time their PYPL position?

Based on 13F filing dates vs. subsequent PYPL price moves, Contrarius Investment Management Ltd correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on PYPL relative to SPY over the holding period was +9.9%.

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