Filed: 5/12/2025ACC: 0001999371-25-005829
📋 What this filing means
CONTRARIUS GROUP HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$1.46B
Total AUM (reported)
108.63M
Total Shares
Allocation by class
COM$582.52M39.8%
COM CL A$196.81M13.5%
COM SER A$167.49M11.4%
CLASS B COM$166.36M11.4%
COM NEW$82.00M5.6%
CL B COM$66.15M4.5%
SPONSORED ADS$64.00M4.4%
Portfolio Concentration
Top 3$485.19M33.2%
4–10$427.96M29.2%
11–25$403.56M27.6%
Rest$146.51M10.0%
Top 3 weight
33.2%
Top 10 weight
62.4%
Voting Authority Distribution
Total shares with voting rights: 108.63M
Sole
Full voting authority
108.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other49
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
PARAMOUNT GLOBAL
DFNDShares13.91M
TypeSH
Market value$166.36M
11.37%
Sole
13.91M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares14.95M
TypeSH
Market value$160.42M
10.96%
Sole
14.95M
Shared
0.00
None
0.00
TESLA INC
DFNDShares611.26K
TypeSH
Market value$158.41M
10.83%
Sole
611.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares704.76K
TypeSH
Market value$76.38M
5.22%
Sole
704.76K
Shared
0.00
None
0.00
FOX CORP
DFNDShares1.26M
TypeSH
Market value$66.15M
4.52%
Sole
1.26M
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
DFNDShares2.43M
TypeSH
Market value$60.63M
4.14%
Sole
2.43M
Shared
0.00
None
0.00
BARRICK GOLD CORP
DFNDShares3.03M
TypeSH
Market value$58.83M
4.02%
Sole
3.03M
Shared
0.00
None
0.00
PENN ENTERTAINMENT INC
DFNDShares3.60M
TypeSH
Market value$58.66M
4.01%
Sole
3.60M
Shared
0.00
None
0.00
CROCS INC
DFNDShares516.13K
TypeSH
Market value$54.81M
3.75%
Sole
516.13K
Shared
0.00
None
0.00
COTY INC
DFNDShares9.60M
TypeSH
Market value$52.50M
3.59%
Sole
9.60M
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
DFNDShares1.75M
TypeSH
Market value$51.71M
3.53%
Sole
1.75M
Shared
0.00
None
0.00
IAC INC
DFNDShares1.10M
TypeSH
Market value$50.59M
3.46%
Sole
1.10M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
DFNDShares1.22M
TypeSH
Market value$40.55M
2.77%
Sole
1.22M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares229.56K
TypeSH
Market value$39.54M
2.70%
Sole
229.56K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
DFNDShares1.99M
TypeSH
Market value$39.06M
2.67%
Sole
1.99M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares234.61K
TypeSH
Market value$31.02M
2.12%
Sole
234.61K
Shared
0.00
None
0.00
JD.COM INC
DFNDShares705.92K
TypeSH
Market value$29.03M
1.98%
Sole
705.92K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
DFNDShares656.63K
TypeSH
Market value$23.39M
1.60%
Sole
656.63K
Shared
0.00
None
0.00
BAIDU INC
DFNDShares220.69K
TypeSH
Market value$20.31M
1.39%
Sole
220.69K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares233.31K
TypeSH
Market value$15.22M
1.04%
Sole
233.31K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
DFNDShares2.02M
TypeSH
Market value$14.37M
0.98%
Sole
2.02M
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
DFNDShares733.13K
TypeSH
Market value$13.62M
0.93%
Sole
733.13K
Shared
0.00
None
0.00
PDD HOLDINGS INC
DFNDShares106.99K
TypeSH
Market value$12.66M
0.87%
Sole
106.99K
Shared
0.00
None
0.00
CRISPR THERAPEUTICS AG
DFNDShares331.97K
TypeSH
Market value$11.30M
0.77%
Sole
331.97K
Shared
0.00
None
0.00
EQT CORP
DFNDShares209.35K
TypeSH
Market value$11.19M
0.76%
Sole
209.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PARAMOUNT GLOBALDFND | CLASS B COM | 13.91M | SH | $166.36M 11.37% | 13.91M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 14.95M | SH | $160.42M 10.96% | 14.95M | 0.00 | 0.00 |
TESLA INCDFND | COM | 611.26K | SH | $158.41M 10.83% | 611.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 704.76K | SH | $76.38M 5.22% | 704.76K | 0.00 | 0.00 |
FOX CORPDFND | CL B COM | 1.26M | SH | $66.15M 4.52% | 1.26M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEDFND | COM | 2.43M | SH | $60.63M 4.14% | 2.43M | 0.00 | 0.00 |
BARRICK GOLD CORPDFND | COM | 3.03M | SH | $58.83M 4.02% | 3.03M | 0.00 | 0.00 |
PENN ENTERTAINMENT INCDFND | COM | 3.60M | SH | $58.66M 4.01% | 3.60M | 0.00 | 0.00 |
CROCS INCDFND | COM | 516.13K | SH | $54.81M 3.75% | 516.13K | 0.00 | 0.00 |
COTY INCDFND | COM CL A | 9.60M | SH | $52.50M 3.59% | 9.60M | 0.00 | 0.00 |
HIMS & HERS HEALTH INCDFND | COM CL A | 1.75M | SH | $51.71M 3.53% | 1.75M | 0.00 | 0.00 |
IAC INCDFND | COM NEW | 1.10M | SH | $50.59M 3.46% | 1.10M | 0.00 | 0.00 |
DRAFTKINGS INC NEWDFND | COM CL A | 1.22M | SH | $40.55M 2.77% | 1.22M | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 229.56K | SH | $39.54M 2.70% | 229.56K | 0.00 | 0.00 |
UNITY SOFTWARE INCDFND | COM | 1.99M | SH | $39.06M 2.67% | 1.99M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 234.61K | SH | $31.02M 2.12% | 234.61K | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADS CL A | 705.92K | SH | $29.03M 1.98% | 705.92K | 0.00 | 0.00 |
CELSIUS HLDGS INCDFND | COM NEW | 656.63K | SH | $23.39M 1.60% | 656.63K | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 220.69K | SH | $20.31M 1.39% | 220.69K | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 233.31K | SH | $15.22M 1.04% | 233.31K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCDFND | COM | 2.02M | SH | $14.37M 0.98% | 2.02M | 0.00 | 0.00 |
VICTORIAS SECRET AND CODFND | COMMON STOCK | 733.13K | SH | $13.62M 0.93% | 733.13K | 0.00 | 0.00 |
PDD HOLDINGS INCDFND | SPONSORED ADS | 106.99K | SH | $12.66M 0.87% | 106.99K | 0.00 | 0.00 |
CRISPR THERAPEUTICS AGDFND | NAMEN AKT | 331.97K | SH | $11.30M 0.77% | 331.97K | 0.00 | 0.00 |
EQT CORPDFND | COM | 209.35K | SH | $11.19M 0.76% | 209.35K | 0.00 | 0.00 |
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