Filed: 5/11/2026ACC: 0001999371-26-010459
📋 What this filing means
CONTRARIUS GROUP HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $1.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$1.77B
Total AUM (reported)
38.35M
Total Shares
Allocation by class
COM$826.75M46.8%
CL A$334.07M18.9%
SPONSORED ADR$165.09M9.3%
CAP STK CL A$86.44M4.9%
CL B$84.91M4.8%
COM CL B$71.49M4.0%
COM SER A$41.08M2.3%
Portfolio Concentration
Top 3$593.30M33.6%
4–10$645.68M36.6%
11–25$416.68M23.6%
Rest$110.17M6.2%
Top 3 weight
33.6%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 38.35M
Sole
Full voting authority
38.35M
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
Other39
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
ECHOSTAR CORP
DFNDShares1.88M
TypeSH
Market value$220.35M
12.48%
Sole
1.88M
Shared
0.00
None
0.00
TESLA INC
DFNDShares559.13K
TypeSH
Market value$207.86M
11.77%
Sole
559.13K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
DFNDShares2.82M
TypeSH
Market value$165.09M
9.35%
Sole
2.82M
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
DFNDShares822.77K
TypeSH
Market value$136.04M
7.70%
Sole
822.77K
Shared
0.00
None
0.00
KRAFT HEINZ CO
DFNDShares4.24M
TypeSH
Market value$95.40M
5.40%
Sole
4.24M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares300.60K
TypeSH
Market value$86.44M
4.90%
Sole
300.60K
Shared
0.00
None
0.00
MONDELEZ INTL INC
DFNDShares1.48M
TypeSH
Market value$85.31M
4.83%
Sole
1.48M
Shared
0.00
None
0.00
MOLSON COORS BEVERAGE CO
DFNDShares1.97M
TypeSH
Market value$84.91M
4.81%
Sole
1.97M
Shared
0.00
None
0.00
ALTRIA GROUP INC
DFNDShares1.28M
TypeSH
Market value$84.17M
4.77%
Sole
1.28M
Shared
0.00
None
0.00
KEURIG DR PEPPER INC
DFNDShares2.79M
TypeSH
Market value$73.41M
4.16%
Sole
2.79M
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares472.48K
TypeSH
Market value$73.37M
4.16%
Sole
472.48K
Shared
0.00
None
0.00
PARAMOUNT SKYDANCE CORP
DFNDShares7.93M
TypeSH
Market value$71.49M
4.05%
Sole
7.93M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares1.50M
TypeSH
Market value$41.08M
2.33%
Sole
1.50M
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
DFNDShares189.37K
TypeSH
Market value$28.41M
1.61%
Sole
189.37K
Shared
0.00
None
0.00
BAIDU INC
DFNDShares230.19K
TypeSH
Market value$25.65M
1.45%
Sole
230.19K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
DFNDShares1.91M
TypeSH
Market value$24.51M
1.39%
Sole
1.91M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares136.26K
TypeSH
Market value$23.79M
1.35%
Sole
136.26K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares179.94K
TypeSH
Market value$22.58M
1.28%
Sole
179.94K
Shared
0.00
None
0.00
JD.COM INC
DFNDShares639.33K
TypeSH
Market value$18.90M
1.07%
Sole
639.33K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
DFNDShares177.07K
TypeSH
Market value$16.89M
0.96%
Sole
177.07K
Shared
0.00
None
0.00
TRANSOCEAN LTD
DFNDShares2.47M
TypeSH
Market value$16.38M
0.93%
Sole
2.47M
Shared
0.00
None
0.00
SEADRILL LTD
DFNDShares318.96K
TypeSH
Market value$14.51M
0.82%
Sole
318.96K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
DFNDShares513.54K
TypeSH
Market value$13.58M
0.77%
Sole
513.54K
Shared
0.00
None
0.00
MOSAIC CO
DFNDShares502.75K
TypeSH
Market value$12.82M
0.73%
Sole
502.75K
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
DFNDShares533.44K
TypeSH
Market value$12.71M
0.72%
Sole
533.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ECHOSTAR CORPDFND | CL A | 1.88M | SH | $220.35M 12.48% | 1.88M | 0.00 | 0.00 |
TESLA INCDFND | COM | 559.13K | SH | $207.86M 11.77% | 559.13K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCDFND | SPONSORED ADR | 2.82M | SH | $165.09M 9.35% | 2.82M | 0.00 | 0.00 |
PHILIP MORRIS INTL INCDFND | COM | 822.77K | SH | $136.04M 7.70% | 822.77K | 0.00 | 0.00 |
KRAFT HEINZ CODFND | COM | 4.24M | SH | $95.40M 5.40% | 4.24M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 300.60K | SH | $86.44M 4.90% | 300.60K | 0.00 | 0.00 |
MONDELEZ INTL INCDFND | CL A | 1.48M | SH | $85.31M 4.83% | 1.48M | 0.00 | 0.00 |
MOLSON COORS BEVERAGE CODFND | CL B | 1.97M | SH | $84.91M 4.81% | 1.97M | 0.00 | 0.00 |
ALTRIA GROUP INCDFND | COM | 1.28M | SH | $84.17M 4.77% | 1.28M | 0.00 | 0.00 |
KEURIG DR PEPPER INCDFND | COM | 2.79M | SH | $73.41M 4.16% | 2.79M | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 472.48K | SH | $73.37M 4.16% | 472.48K | 0.00 | 0.00 |
PARAMOUNT SKYDANCE CORPDFND | COM CL B | 7.93M | SH | $71.49M 4.05% | 7.93M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 1.50M | SH | $41.08M 2.33% | 1.50M | 0.00 | 0.00 |
CONSTELLATION BRANDS INCDFND | CL A | 189.37K | SH | $28.41M 1.61% | 189.37K | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 230.19K | SH | $25.65M 1.45% | 230.19K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCDFND | COM | 1.91M | SH | $24.51M 1.39% | 1.91M | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 136.26K | SH | $23.79M 1.35% | 136.26K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 179.94K | SH | $22.58M 1.28% | 179.94K | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADS CL A | 639.33K | SH | $18.90M 1.07% | 639.33K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCDFND | COM CL A | 177.07K | SH | $16.89M 0.96% | 177.07K | 0.00 | 0.00 |
TRANSOCEAN LTDDFND | REGISTERED SHS | 2.47M | SH | $16.38M 0.93% | 2.47M | 0.00 | 0.00 |
SEADRILL LTDDFND | COM | 318.96K | SH | $14.51M 0.82% | 318.96K | 0.00 | 0.00 |
CENOVUS ENERGY INCDFND | COM | 513.54K | SH | $13.58M 0.77% | 513.54K | 0.00 | 0.00 |
MOSAIC CODFND | COM | 502.75K | SH | $12.82M 0.73% | 502.75K | 0.00 | 0.00 |
BEAM THERAPEUTICS INCDFND | COM | 533.44K | SH | $12.71M 0.72% | 533.44K | 0.00 | 0.00 |
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