Contrarius Group Holdings as of Sept. 30, 2025
Portfolio Holdings for Contrarius Group Holdings
Contrarius Group Holdings holds 52 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 10.7 | $237M | 533k | 444.72 | |
| Warner Bros Discovery Com Ser A (WBD) | 10.4 | $231M | 12M | 19.53 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 8.5 | $187M | 9.9M | 18.92 | |
| Fox Corp Cl B Com (FOX) | 6.2 | $136M | 2.4M | 57.29 | |
| Baidu Spon Adr Rep A (BIDU) | 5.3 | $118M | 892k | 131.77 | |
| Intellia Therapeutics (NTLA) | 4.6 | $102M | 5.9M | 17.27 | |
| Echostar Corp Cl A (SATS) | 4.5 | $99M | 1.3M | 76.36 | |
| Dell Technologies CL C (DELL) | 4.2 | $93M | 654k | 141.77 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.1 | $91M | 325k | 279.29 | |
| Micron Technology (MU) | 4.1 | $90M | 538k | 167.32 | |
| NVIDIA Corporation (NVDA) | 3.7 | $83M | 443k | 186.58 | |
| Coinbase Global Com Cl A (COIN) | 3.7 | $82M | 242k | 337.49 | |
| Intel Corporation (INTC) | 3.4 | $74M | 2.2M | 33.55 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.0 | $65M | 365k | 178.73 | |
| Meta Platforms Cl A (META) | 2.9 | $63M | 86k | 734.38 | |
| Advanced Micro Devices (AMD) | 2.7 | $60M | 370k | 161.79 | |
| Beam Therapeutics (BEAM) | 1.7 | $37M | 1.5M | 24.27 | |
| Jd.com Spon Ads Cl A (JD) | 1.6 | $36M | 1.0M | 34.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $30M | 124k | 243.10 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.8 | $18M | 270k | 64.81 | |
| Barrick Mng Corp Com Shs (B) | 0.8 | $17M | 511k | 32.77 | |
| Unity Software (U) | 0.7 | $15M | 384k | 40.04 | |
| Marvell Technology (MRVL) | 0.6 | $13M | 158k | 84.07 | |
| Roku Com Cl A (ROKU) | 0.6 | $13M | 130k | 100.13 | |
| Alpha Metallurgical Resources (AMR) | 0.5 | $12M | 74k | 164.09 | |
| Caesars Entertainment (CZR) | 0.5 | $12M | 432k | 27.02 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.5 | $11M | 85k | 132.17 | |
| Sea Sponsored Ads (SE) | 0.5 | $11M | 63k | 178.73 | |
| Cleveland-cliffs (CLF) | 0.5 | $11M | 896k | 12.20 | |
| Paypal Holdings (PYPL) | 0.5 | $11M | 162k | 67.06 | |
| Ww Intl Com New (WW) | 0.5 | $10M | 376k | 27.36 | |
| Snap Cl A (SNAP) | 0.5 | $10M | 1.3M | 7.71 | |
| Valaris Cl A (VAL) | 0.4 | $9.7M | 200k | 48.77 | |
| Qvc Group Com Ser A New (QVCGA) | 0.4 | $9.5M | 703k | 13.49 | |
| Crocs (CROX) | 0.4 | $9.4M | 112k | 83.55 | |
| EQT Corporation (EQT) | 0.4 | $9.2M | 169k | 54.43 | |
| Seadrill 2021 (SDRL) | 0.4 | $9.1M | 301k | 30.21 | |
| Qxo Com New (QXO) | 0.4 | $8.8M | 462k | 19.06 | |
| Block Cl A (XYZ) | 0.4 | $8.6M | 120k | 72.27 | |
| Digitalocean Hldgs (DOCN) | 0.4 | $7.9M | 232k | 34.16 | |
| Penn National Gaming (PENN) | 0.3 | $7.4M | 384k | 19.26 | |
| Noble Corp Ord Shs A (NE) | 0.3 | $7.0M | 249k | 28.28 | |
| Applovin Corp Com Cl A (APP) | 0.3 | $7.0M | 9.8k | 718.54 | |
| Transocean Registered Shs (RIG) | 0.3 | $6.2M | 2.0M | 3.12 | |
| Philip Morris International (PM) | 0.3 | $6.2M | 38k | 162.20 | |
| Amazon (AMZN) | 0.2 | $5.2M | 24k | 219.57 | |
| Grab Holdings Class A Ord (GRAB) | 0.2 | $4.8M | 804k | 6.02 | |
| Pagseguro Digital Com Cl A (PAGS) | 0.2 | $4.0M | 397k | 10.00 | |
| Hewlett Packard Enterprise (HPE) | 0.2 | $3.7M | 150k | 24.56 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.2 | $3.6M | 155k | 23.34 | |
| Altria (MO) | 0.1 | $2.9M | 44k | 66.06 | |
| Walt Disney Company (DIS) | 0.1 | $2.8M | 25k | 114.50 |
