Contrarius Group Holdings as of Dec. 31, 2025
Portfolio Holdings for Contrarius Group Holdings
Contrarius Group Holdings holds 44 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Echostar Corp Cl A (SATS) | 11.5 | $237M | 2.2M | 108.70 | |
| Tesla Motors (TSLA) | 11.3 | $233M | 518k | 449.72 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 9.8 | $202M | 15M | 13.40 | |
| Oracle Corporation (ORCL) | 8.8 | $181M | 930k | 194.91 | |
| Micron Technology (MU) | 5.7 | $118M | 412k | 285.41 | |
| Fox Corp Cl B Com (FOX) | 4.6 | $96M | 1.5M | 64.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $93M | 298k | 313.00 | |
| Dell Technologies CL C (DELL) | 4.2 | $87M | 693k | 125.88 | |
| Lululemon Athletica (LULU) | 4.2 | $86M | 416k | 207.81 | |
| NVIDIA Corporation (NVDA) | 4.0 | $82M | 438k | 186.50 | |
| Coinbase Global Com Cl A (COIN) | 3.5 | $73M | 323k | 226.14 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $60M | 198k | 303.89 | |
| Novo-nordisk A S Adr (NVO) | 2.3 | $47M | 930k | 50.88 | |
| Circle Internet Group Com Cl A (CRCL) | 2.2 | $45M | 563k | 79.30 | |
| Baidu Spon Adr Rep A (BIDU) | 2.1 | $43M | 331k | 130.66 | |
| Crocs (CROX) | 2.0 | $41M | 475k | 85.52 | |
| Molson Coors Beverage CL B (TAP) | 1.6 | $33M | 715k | 46.68 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.5 | $31M | 212k | 146.58 | |
| Unity Software (U) | 1.2 | $24M | 546k | 44.17 | |
| Jd.com Spon Ads Cl A (JD) | 1.1 | $22M | 782k | 28.70 | |
| Mondelez Intl Cl A (MDLZ) | 0.8 | $17M | 323k | 53.83 | |
| Qxo Com New (QXO) | 0.7 | $15M | 793k | 19.29 | |
| Meta Platforms Cl A (META) | 0.7 | $14M | 21k | 660.09 | |
| Alpha Metallurgical Resources (AMR) | 0.6 | $12M | 59k | 199.88 | |
| Biogen Idec (BIIB) | 0.6 | $11M | 65k | 175.99 | |
| Roku Com Cl A (ROKU) | 0.5 | $11M | 104k | 108.49 | |
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.5 | $10M | 1.1M | 9.56 | |
| Caesars Entertainment (CZR) | 0.5 | $10M | 434k | 23.39 | |
| Coty Com Cl A (COTY) | 0.5 | $10M | 3.3M | 3.08 | |
| Sofi Technologies (SOFI) | 0.5 | $9.9M | 377k | 26.18 | |
| Ww Intl Com New (WW) | 0.4 | $9.2M | 317k | 29.21 | |
| Advanced Micro Devices (AMD) | 0.4 | $8.8M | 41k | 214.16 | |
| Seadrill 2021 (SDRL) | 0.4 | $8.5M | 247k | 34.60 | |
| Valaris Cl A (VAL) | 0.4 | $8.5M | 169k | 50.40 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $8.2M | 157k | 52.44 | |
| Philip Morris International (PM) | 0.4 | $8.1M | 50k | 160.40 | |
| Tempus Ai Cl A (TEM) | 0.4 | $8.0M | 135k | 59.05 | |
| Qvc Group Com Ser A New (QVCGA) | 0.4 | $7.4M | 703k | 10.46 | |
| Transocean Registered Shs (RIG) | 0.3 | $6.8M | 1.6M | 4.13 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $6.7M | 6.3k | 1069.86 | |
| Snap Cl A (SNAP) | 0.3 | $6.5M | 800k | 8.07 | |
| Intellia Therapeutics (NTLA) | 0.3 | $6.4M | 715k | 8.99 | |
| EQT Corporation (EQT) | 0.3 | $5.9M | 111k | 53.60 | |
| Noble Corp Ord Shs A (NE) | 0.3 | $5.9M | 210k | 28.24 |
