Contrarius Group Holdings Ltd
Hamilton, D0 · CIK 2054801 · 13F filing filed 2026-08-11
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyHamilton
$2.2bn
reported value
+22.9% vs Q1 2026
34positions
74.1%in top 10
17 new
10 added
6 reduced
22 sold out
vs Q1 2026
This report includes the holdings of 3 other managers that share the investment decisions:
- Contrarius Holdings Ltd – reports through this filing
- Contrarius Investment Management (Bermuda) Ltd – reports through this filing
- Contrarius Investment Management Ltd – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| TESLA INC TSLA | $270.5m12.47% | Added +84.0k |
| ECHOSTAR CORP ECHO | $259.6m11.96% | Added +675.6k |
| INTEL CORP INTC | $247.6m11.41% | New |
| SPACE EXPLORATION TECHN CORP SPCX | $147.1m6.78% | New |
| SONY GROUP CORP SONY | $138.4m6.38% | New |
| NVIDIA CORPORATION NVDA | $124.5m5.74% | New |
| KEURIG DR PEPPER INC KDP | $106.8m4.92% | Added +474.6k |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $105.6m4.87% | Added +201.7k |
| ASML HOLDING N V ASML | $105.1m4.84% | New |
| DELL TECHNOLOGIES INC DELL | $102.0m4.70% | New |
| ADVANCED MICRO DEVICES INC AMD | $100.2m4.62% | New |
| MICRON TECHNOLOGY INC MU | $62.5m2.88% | New |
| BEAM THERAPEUTICS INC BEAM | $55.4m2.55% | Added +1.1m |
| BAIDU INC BIDU | $39.2m1.81% | Added +113.2k |
| ALIBABA GROUP HLDG LTD BABA | $38.0m1.75% | Added +216.4k |
| INTELLIA THERAPEUTICS INC NTLA | $33.1m1.52% | Added +43.4k |
| TEMPUS AI INC TEM | $32.1m1.48% | New |
| FOX CORP FOX | $27.3m1.26% | New |
| ROBLOX CORP RBLX | $22.0m1.01% | New |
| COINBASE GLOBAL INC COIN | $19.5m0.90% | Reduced -2.8k |
| OKTA INC OKTA | $17.8m0.82% | New |
| META PLATFORMS INC META | $16.8m0.77% | New |
| NOVO-NORDISK A S NVO | $15.7m0.72% | Added +100.2k |
| ZOOM COMMUNICATIONS INC ZM | $14.0m0.64% | New |
| CIRCLE INTERNET GROUP INC CRCL | $13.5m0.62% | Added +39.0k |
| BRITISH AMERN TOB PLC BTI | $12.8m0.59% | Reduced -2.6m |
| LULULEMON ATHLETICA INC LULU | $11.0m0.51% | New |
| PARAMOUNT SKYDANCE CORP SKYD | $9.7m0.45% | Reduced -6.9m |
| ALPHABET INC GOOGL | $8.3m0.38% | Reduced -277.5k |
| CONSTELLATION BRANDS INC STZ | $7.8m0.36% | Reduced -133.2k |
| WW INTL INC WW | $4.9m0.23% | Unchanged |
| NIKE INC NKE | $1.3m0.06% | New |
| ORACLE CORP ORCL | $27.3k0.00% | Reduced -69.0k |
| HEWLETT PACKARD ENTERPRISE C HPE | $6.2k0.00% | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| PHILIP MORRIS INTL INC PM | $136.0m822.8k shares |
| KRAFT HEINZ CO KHC | $95.4m4.2m shares |
| MONDELEZ INTL INC MDLZ | $85.3m1.5m shares |
| MOLSON COORS BEVERAGE CO TAP | $84.9m2.0m shares |
| ALTRIA GROUP INC MO | $84.2m1.3m shares |
| PEPSICO INC PEP | $73.4m472.5k shares |
| WARNER BROS DISCOVERY INC WBD | $41.1m1.5m shares |
| JD.COM INC JD | $18.9m639.3k shares |
| TRANSOCEAN LTD RIG | $16.4m2.5m shares |
| SEADRILL LTD SDRL | $14.5m319.0k shares |
| CENOVUS ENERGY INC CVE | $13.6m513.5k shares |
| MOSAIC CO NEW MOS | $12.8m502.8k shares |
| NOBLE CORP PLC NE | $11.2m227.2k shares |
| PAYPAL HLDGS INC PYPL | $10.0m220.9k shares |
| ALPHA METALLURGICAL RESOUR I AMR | $10.0m48.7k shares |
| CF INDS HLDGS INC CF | $10.0m76.7k shares |
| OVINTIV INC OVV | $9.8m164.6k shares |
| CROCS INC CROX | $8.1m97.6k shares |
| NUTRIEN LTD NTR | $7.1m93.6k shares |
| RANGE RES CORP RRC | $6.8m149.9k shares |
| EQT CORP EQT | $6.5m102.8k shares |
| QVC GROUP INC QVCGA | $1.5m702.8k shares |