Contrarius Group Holdings Ltd Portfolio Stock Holdings
Contrarius Group Holdings Ltd disclosed 39 stock positions valued at approximately $1.8 billion in its latest SEC 13F filing. The largest holdings include ECHOSTAR CORP, TESLA INC, and BRITISH AMERN TOB PLC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 39
- Portfolio Value
- $1.8B
Holdings by Sector
Contrarius Group Holdings Ltd Portfolio Holdings in Q1 2026
36 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ECHOSTAR CORP | SATS | Technology | 12.48% | 1,882,224 | -299,504 | -13.73% | $220,351,964 |
| TESLA INC | TSLA | Consumer Cyclical | 11.77% | 559,134 | +40,946 | +7.90% | $207,858,065 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 9.35% | 2,823,441 | +2,823,441 | +100.00% | $165,086,596 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 7.70% | 822,766 | +772,371 | +1532.63% | $136,036,131 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 5.40% | 4,242,061 | +4,242,061 | +100.00% | $95,403,952 |
| ALPHABET INC | GOOGL | Communication Services | 4.90% | 300,603 | +3,001 | +1.01% | $86,441,399 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 4.83% | 1,480,120 | +1,156,699 | +357.64% | $85,314,117 |
| MOLSON COORS BEVERAGE CO | TAP | Consumer Defensive | 4.81% | 1,971,886 | +1,256,676 | +175.71% | $84,909,411 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 4.77% | 1,275,522 | +1,275,522 | +100.00% | $84,171,697 |
| KEURIG DR PEPPER INC | KDP | Consumer Defensive | 4.16% | 2,787,899 | +2,787,899 | +100.00% | $73,405,381 |
| PEPSICO INC | PEP | Consumer Defensive | 4.16% | 472,477 | +472,477 | +100.00% | $73,370,953 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 2.33% | 1,496,154 | +1,496,154 | +100.00% | $41,084,389 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 1.61% | 189,372 | +189,372 | +100.00% | $28,405,800 |
| BAIDU INC | BIDU | Communication Services | 1.45% | 230,190 | -100,933 | -30.48% | $25,647,770 |
| INTELLIA THERAPEUTICS INC | NTLA | Healthcare | 1.39% | 1,911,839 | +1,197,359 | +167.58% | $24,509,776 |
| COINBASE GLOBAL INC | COIN | Financial Services | 1.35% | 136,263 | -187,064 | -57.86% | $23,792,882 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 1.28% | 179,941 | -32,113 | -15.14% | $22,575,398 |
| JD.COM INC | JD | Consumer Cyclical | 1.07% | 639,327 | -142,365 | -18.21% | $18,904,899 |
| CIRCLE INTERNET GROUP INC | CRCL | Other | 0.96% | 177,067 | -385,611 | -68.53% | $16,893,962 |
| TRANSOCEAN LTD | H8817H100 | Other | 0.93% | 2,470,095 | +820,638 | +49.75% | $16,376,730 |
| SEADRILL LTD | G7997W102 | Other | 0.82% | 318,958 | +71,864 | +29.08% | $14,512,589 |
| CENOVUS ENERGY INC | CVE | Energy | 0.77% | 513,537 | +513,537 | +100.00% | $13,582,109 |
| MOSAIC CO | MOS | Basic Materials | 0.73% | 502,751 | +502,751 | +100.00% | $12,820,151 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 0.72% | 533,443 | +533,443 | +100.00% | $12,711,947 |
| NOBLE CORP PLC | NE | Energy and Utilities | 0.63% | 227,247 | +17,207 | +8.19% | $11,151,010 |
| ORACLE CORP | ORCL | Technology | 0.58% | 69,189 | -861,242 | -92.56% | $10,178,394 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.57% | 220,923 | +220,923 | +100.00% | $9,992,347 |
| ALPHA METALLURGICAL RESOUR I | AMR | Basic Materials | 0.57% | 48,660 | -9,821 | -16.79% | $9,988,438 |
| CF INDUSTRIES HOLD | CF | Basic Materials | 0.56% | 76,715 | +76,715 | +100.00% | $9,960,676 |
| OVINTIV INC | OVV | Energy | 0.55% | 164,559 | +164,559 | +100.00% | $9,768,222 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.47% | 226,951 | -703,416 | -75.61% | $8,340,449 |
| CROCS INC | CROX | Consumer Cyclical | 0.46% | 97,571 | -377,440 | -79.46% | $8,100,344 |
| NUTRIEN LTD | NTR | Basic Materials | 0.40% | 93,641 | +93,641 | +100.00% | $7,066,150 |
| RANGE RES CORP | RRC | Energy | 0.38% | 149,945 | +149,945 | +100.00% | $6,774,515 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.37% | 19,435 | -178,493 | -90.18% | $6,568,058 |
| EQT CORP | EQT | Energy | 0.37% | 102,753 | -8,062 | -7.28% | $6,539,201 |