Contrarius Group Holdings Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.77B
Q ending 2026-03-31
Prior quarter
$2.06B
Q ending 2025-12-31
Change
-14.3% QoQ · +20.7% YoY
Positions
39
reported holdings
Largest positions
All 39 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Echostar Corp | ECHO | Shares | $220.4M | 1.9M |
| Tesla Inc | TSLA | Shares | $207.9M | 559K |
| British Amern Tob Plc | BTI | Shares | $165.1M | 2.8M |
| Philip Morris Intl Inc | PM | Shares | $136.0M | 823K |
| Kraft Heinz Co | KHC | Shares | $95.4M | 4.2M |
| Alphabet Inc | GOOGL | Shares | $86.4M | 301K |
| Mondelez Intl Inc | MDLZ | Shares | $85.3M | 1.5M |
| Molson Coors Beverage Co | TAP | Shares | $84.9M | 2.0M |
| Altria Group Inc | MO | Shares | $84.2M | 1.3M |
| Keurig Dr Pepper Inc | KDP | Shares | $73.4M | 2.8M |
| Pepsico Inc | PEP | Shares | $73.4M | 472K |
| Paramount Skydance Corp | PSKY | Shares | $71.5M | 7.9M |
| Warner Bros Discovery Inc | WBD | Shares | $41.1M | 1.5M |
| Constellation Brands Inc | STZ | Shares | $28.4M | 189K |
| Baidu Inc | BIDU | Shares | $25.6M | 230K |
| Intellia Therapeutics Inc | NTLA | Shares | $24.5M | 1.9M |
| Coinbase Global Inc | COIN | Shares | $23.8M | 136K |
| Alibaba Group Hldg Ltd | BABA | Shares | $22.6M | 180K |
| Jd.Com Inc | JD | Shares | $18.9M | 639K |
| Circle Internet Group Inc | CRCL | Shares | $16.9M | 177K |
| Transocean Ltd | Shares | $16.4M | 2.5M | |
| Seadrill Ltd | Shares | $14.5M | 319K | |
| Cenovus Energy Inc | CVE | Shares | $13.6M | 514K |
| Mosaic Co | MOS | Shares | $12.8M | 503K |
| Beam Therapeutics Inc | BEAM | Shares | $12.7M | 533K |
| Noble Corp Plc | Shares | $11.2M | 227K | |
| Oracle Corp | ORCL | Shares | $10.2M | 69K |
| Paypal Hldgs Inc | PYPL | Shares | $10.0M | 221K |
| Alpha Metallurgical Resour I | AMR | Shares | $10.0M | 49K |
| Cf Industries Hold | CF | Shares | $10.0M | 77K |
| Ovintiv Inc | OVV | Shares | $9.8M | 165K |
| Novo-Nordisk A S | NVO | Shares | $8.3M | 227K |
| Crocs Inc | CROX | Shares | $8.1M | 98K |
| Nutrien Ltd | NTR | Shares | $7.1M | 94K |
| Range Res Corp | RRC | Shares | $6.8M | 150K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $6.6M | 19K |
| Eqt Corp | EQT | Shares | $6.5M | 103K |
| Ww Intl Inc | WW | Shares | $4.2M | 307K |
| Qvc Group Inc | QVCAQ | Shares | $1.5M | 703K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.