CONTRARIUS GROUP HOLDINGS LTD

PrivateCIK: 2054801
Location

HAMILTON, D0

39
Positions
$1.77B
Total AUM (reported)
38.35M
Total Shares

Allocation by class

TOTAL AUM$1.77B39 positions
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 333.6%4–1036.6%11–2523.6%Rest6.2%TOP 1070.2%0%100%
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

DFND
CL A
Shares1.88M
TypeSH
Market value$220.35M
12.48%
Sole
1.88M
Shared
0.00
None
0.00

TESLA INC

DFND
COM
Shares559.13K
TypeSH
Market value$207.86M
11.77%
Sole
559.13K
Shared
0.00
None
0.00

BRITISH AMERN TOB PLC

DFND
SPONSORED ADR
Shares2.82M
TypeSH
Market value$165.09M
9.35%
Sole
2.82M
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

DFND
COM
Shares822.77K
TypeSH
Market value$136.04M
7.70%
Sole
822.77K
Shared
0.00
None
0.00

KRAFT HEINZ CO

DFND
COM
Shares4.24M
TypeSH
Market value$95.40M
5.40%
Sole
4.24M
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL A
Shares300.60K
TypeSH
Market value$86.44M
4.90%
Sole
300.60K
Shared
0.00
None
0.00

MONDELEZ INTL INC

DFND
CL A
Shares1.48M
TypeSH
Market value$85.31M
4.83%
Sole
1.48M
Shared
0.00
None
0.00

MOLSON COORS BEVERAGE CO

DFND
CL B
Shares1.97M
TypeSH
Market value$84.91M
4.81%
Sole
1.97M
Shared
0.00
None
0.00

ALTRIA GROUP INC

DFND
COM
Shares1.28M
TypeSH
Market value$84.17M
4.77%
Sole
1.28M
Shared
0.00
None
0.00

KEURIG DR PEPPER INC

DFND
COM
Shares2.79M
TypeSH
Market value$73.41M
4.16%
Sole
2.79M
Shared
0.00
None
0.00

PEPSICO INC

DFND
COM
Shares472.48K
TypeSH
Market value$73.37M
4.16%
Sole
472.48K
Shared
0.00
None
0.00

PARAMOUNT SKYDANCE CORP

DFND
COM CL B
Shares7.93M
TypeSH
Market value$71.49M
4.05%
Sole
7.93M
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

DFND
COM SER A
Shares1.50M
TypeSH
Market value$41.08M
2.33%
Sole
1.50M
Shared
0.00
None
0.00

CONSTELLATION BRANDS INC

DFND
CL A
Shares189.37K
TypeSH
Market value$28.41M
1.61%
Sole
189.37K
Shared
0.00
None
0.00

BAIDU INC

DFND
SPON ADR REP A
Shares230.19K
TypeSH
Market value$25.65M
1.45%
Sole
230.19K
Shared
0.00
None
0.00

INTELLIA THERAPEUTICS INC

DFND
COM
Shares1.91M
TypeSH
Market value$24.51M
1.39%
Sole
1.91M
Shared
0.00
None
0.00

COINBASE GLOBAL INC

DFND
COM CL A
Shares136.26K
TypeSH
Market value$23.79M
1.35%
Sole
136.26K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

DFND
SPONSORED ADS
Shares179.94K
TypeSH
Market value$22.58M
1.28%
Sole
179.94K
Shared
0.00
None
0.00

JD.COM INC

DFND
SPON ADS CL A
Shares639.33K
TypeSH
Market value$18.90M
1.07%
Sole
639.33K
Shared
0.00
None
0.00

CIRCLE INTERNET GROUP INC

DFND
COM CL A
Shares177.07K
TypeSH
Market value$16.89M
0.96%
Sole
177.07K
Shared
0.00
None
0.00

TRANSOCEAN LTD

DFND
REGISTERED SHS
Shares2.47M
TypeSH
Market value$16.38M
0.93%
Sole
2.47M
Shared
0.00
None
0.00

SEADRILL LTD

DFND
COM
Shares318.96K
TypeSH
Market value$14.51M
0.82%
Sole
318.96K
Shared
0.00
None
0.00

CENOVUS ENERGY INC

DFND
COM
Shares513.54K
TypeSH
Market value$13.58M
0.77%
Sole
513.54K
Shared
0.00
None
0.00

MOSAIC CO

DFND
COM
Shares502.75K
TypeSH
Market value$12.82M
0.73%
Sole
502.75K
Shared
0.00
None
0.00

BEAM THERAPEUTICS INC

DFND
COM
Shares533.44K
TypeSH
Market value$12.71M
0.72%
Sole
533.44K
Shared
0.00
None
0.00
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