Contrarius Group Holdings as of March 31, 2026
Portfolio Holdings for Contrarius Group Holdings
Contrarius Group Holdings holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Echostar Corp Cl A (SATS) | 12.5 | $220M | 1.9M | 117.07 | |
| Tesla Motors (TSLA) | 11.8 | $208M | 559k | 371.75 | |
| British Amern Tob Sponsored Adr (BTI) | 9.3 | $165M | 2.8M | 58.47 | |
| Philip Morris International (PM) | 7.7 | $136M | 823k | 165.34 | |
| Kraft Heinz (KHC) | 5.4 | $95M | 4.2M | 22.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $86M | 301k | 287.56 | |
| Mondelez Intl Cl A (MDLZ) | 4.8 | $85M | 1.5M | 57.64 | |
| Molson Coors Beverage CL B (TAP) | 4.8 | $85M | 2.0M | 43.06 | |
| Altria (MO) | 4.8 | $84M | 1.3M | 65.99 | |
| Keurig Dr Pepper (KDP) | 4.2 | $73M | 2.8M | 26.33 | |
| Pepsi (PEP) | 4.2 | $73M | 473k | 155.29 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 4.0 | $72M | 7.9M | 9.02 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.3 | $41M | 1.5M | 27.46 | |
| Constellation Brands Cl A (STZ) | 1.6 | $28M | 189k | 150.00 | |
| Baidu Spon Adr Rep A (BIDU) | 1.5 | $26M | 230k | 111.42 | |
| Intellia Therapeutics (NTLA) | 1.4 | $25M | 1.9M | 12.82 | |
| Coinbase Global Com Cl A (COIN) | 1.3 | $24M | 136k | 174.61 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.3 | $23M | 180k | 125.46 | |
| Jd.com Spon Ads Cl A (JD) | 1.1 | $19M | 639k | 29.57 | |
| Circle Internet Group Com Cl A (CRCL) | 1.0 | $17M | 177k | 95.41 | |
| Transocean Registered Shs (RIG) | 0.9 | $16M | 2.5M | 6.63 | |
| Seadrill 2021 (SDRL) | 0.8 | $15M | 319k | 45.50 | |
| Cenovus Energy (CVE) | 0.8 | $14M | 514k | 26.45 | |
| Mosaic (MOS) | 0.7 | $13M | 503k | 25.50 | |
| Beam Therapeutics (BEAM) | 0.7 | $13M | 533k | 23.83 | |
| Noble Corp Ord Shs A (NE) | 0.6 | $11M | 227k | 49.07 | |
| Oracle Corporation (ORCL) | 0.6 | $10M | 69k | 147.11 | |
| Paypal Holdings (PYPL) | 0.6 | $10M | 221k | 45.23 | |
| Alpha Metallurgical Resources (AMR) | 0.6 | $10M | 49k | 205.27 | |
| CF Industries Holdings (CF) | 0.6 | $10M | 77k | 129.84 | |
| Encana Corporation (OVV) | 0.6 | $9.8M | 165k | 59.36 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $8.3M | 227k | 36.75 | |
| Crocs (CROX) | 0.5 | $8.1M | 98k | 83.02 | |
| Nutrien (NTR) | 0.4 | $7.1M | 94k | 75.46 | |
| Range Resources (RRC) | 0.4 | $6.8M | 150k | 45.18 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $6.6M | 19k | 337.95 | |
| EQT Corporation (EQT) | 0.4 | $6.5M | 103k | 63.64 | |
| Ww Intl Com New (WW) | 0.2 | $4.2M | 307k | 13.74 | |
| Qvc Group Com Ser A New (QVCGA) | 0.1 | $1.5M | 703k | 2.17 |
