Contrarius Global Equity Fund’s Thoughts on Paramount Skydance Corporation (PSKY)?

21 hours ago 1

Soumya Eswaran

Tue, December 30, 2025 astatine 6:44 AM CST 3 min read

Contrarius Investment Management, an concern absorption company, released its third-quarter capitalist missive for the “Contrarius Global Equity Fund”. A transcript of the missive tin beryllium downloaded here. The fund’s capitalist people returned 30.9% successful the September 4th compared to 7.3% for the benchmark MSCI World Index, including reinvested nett income, and 5.5% for the Average Global Equity Fund. The fund’s concern doctrine is autarkic of benchmark considerations, truthful the portfolios typically deviate from the benchmark World Index. Additionally, delight reappraisal the fund’s apical 5 holdings to spot its starring picks successful 2025.

In its third-quarter 2025 capitalist letter, Contrarius Global Equity Fund highlighted stocks specified arsenic Paramount Skydance Corporation (NASDAQ:PSKY). Paramount Skydance Corporation (NASDAQ:PSKY) is simply a starring media and amusement company. The one-month instrumentality for Paramount Skydance Corporation (NASDAQ:PSKY) was -14.66%, and its shares gained 29.06% implicit the past 52 weeks. On December 29, 2025, Paramount Skydance Corporation (NASDAQ:PSKY) banal closed astatine $13.50 per share, with a marketplace capitalization of $14.893 billion.

Contrarius Global Equity Fund stated the pursuing regarding Paramount Skydance Corporation (NASDAQ:PSKY) successful its 3rd 4th 2025 capitalist letter:

"Importantly, portion determination has been immoderate rotation wrong the Fund, definite of the Fund’s holdings that person rerated are inactive regarded arsenic highly attractive. Our apical 3 positions astatine 30 September—Tesla, Warner Bros. Discovery and Paramount Skydance Corporation (NASDAQ:PSKY) (Paramount)—have been amongst our largest holdings for immoderate time. All 3 person been ample contributors to show implicit the past year. portion Warner Bros. Discovery and Paramount person besides performed good of late, they proceed to commercialized good beneath our estimation of their intrinsic value. Their much caller outperformance should beryllium seen successful the discourse of their underperformance implicit anterior years. While meaningful outperformers implicit the past year, some Warner Bros. Discovery and Paramount person been antagonistic contributors implicit 5 years. We judge that determination is substantially much worth successful both. Our Q2 2023 Quarterly Commentary discussed the concern lawsuit for some of these companies. In addition, portion not indispensable for our concern case, we judge that determination are meaningful catalysts successful the abbreviated to mean word from expected consolidation successful the US media sector."

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