Contrarius Group Holdings Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Contrarius Group Holdings Ltd reported 39 stock positions worth $1.8 billion. Its top holding was Echostar Class A (ECHO) at 12.5% of the portfolio, followed by Tesla (TSLA, 11.8%) and British American Tob-SP ADR (BTI, 9.3%). Compared with Q4 2025, it opened 15 new positions, sold out of 20, added to 9 and reduced 14. The biggest buy was a new position in British American Tob-SP ADR (BTI) and the biggest sale Oracle (ORCL, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- Hamilton, D0
- CIK
- 0002054801
- Portfolio Value
- $1.8B (Q1 2026)
- SEC Filing
- 0001999371-26-010459 ↗ filed May 11, 2026
Holdings Value
Holdings 39 stocks · $1.8B
| ECHO Echostar Corp. Class A | 12.48% | 1,882,224 | $220.4M | Reduce -13.7% |
| TSLA Tesla Inc. | 11.77% | 559,134 | $207.9M | Add +7.9% |
| BTI British American Tob-SP ADR | 9.35% | 2,823,441 | $165.1M | New |
| PM Philip Morris International | 7.70% | 822,766 | $136.0M | Add +1532.6% |
| KHC The Kraft Heinz Co. | 5.40% | 4,242,061 | $95.4M | New |
| GOOGL Alphabet Inc. Class A | 4.90% | 300,603 | $86.4M | Add +1.0% |
| MDLZ Mondelez International Inc. Class A | 4.83% | 1,480,120 | $85.3M | Add +357.6% |
| TAP Molson Coors Beverage Co. Class B | 4.81% | 1,971,886 | $84.9M | Add +175.7% |
| MO Altria Group Inc. | 4.77% | 1,275,522 | $84.2M | New |
| KDP Keurig Dr Pepper Inc. | 4.16% | 2,787,899 | $73.4M | New |
| PEP Pepsico Inc. | 4.16% | 472,477 | $73.4M | New |
| PSKY Paramount Skydance Class B | 4.05% | 7,926,149 | $71.5M | Reduce -47.5% |
| WBD Warner Bros Discovery Inc. | 2.33% | 1,496,154 | $41.1M | New |
| STZ Constellation Brands Inc. Class A | 1.61% | 189,372 | $28.4M | New |
| BIDU Baidu Inc. - Spon ADR | 1.45% | 230,190 | $25.6M | Reduce -30.5% |
| NTLA Intellia Therapeutics Inc. | 1.39% | 1,911,839 | $24.5M | Add +167.6% |
| COIN Coinbase Global Inc. Class A | 1.35% | 136,263 | $23.8M | Reduce -57.9% |
| BABA Alibaba Group Holding-SP ADR | 1.28% | 179,941 | $22.6M | Reduce -15.1% |
| JD Jd.com Inc.-ADR | 1.07% | 639,327 | $18.9M | Reduce -18.2% |
| CRCL Circle Internet Group Inc. | 0.96% | 177,067 | $16.9M | Reduce -68.5% |
| RIG Transocean Ltd. | 0.93% | 2,470,095 | $16.4M | Add +49.8% |
| SDRL Seadrill Limited | 0.82% | 318,958 | $14.5M | Add +29.1% |
| CVE Cenovus Energy Inc. | 0.77% | 513,537 | $13.6M | New |
| MOS The Mosaic Co. | 0.73% | 502,751 | $12.8M | New |
| BEAM Beam Therapeutics Inc. | 0.72% | 533,443 | $12.7M | New |
| NE Noble Corp. PLC | 0.63% | 227,247 | $11.2M | Add +8.2% |
| ORCL Oracle Corp. | 0.58% | 69,189 | $10.2M | Reduce -92.6% |
| PYPL PayPal Holdings Inc. | 0.57% | 220,923 | $10.0M | New |
| AMR Alpha Metallurgical Resource | 0.57% | 48,660 | $10.0M | Reduce -16.8% |
| CF CF Industries Holdings Inc. | 0.56% | 76,715 | $10.0M | New |
| OVV Ovintiv Inc. | 0.55% | 164,559 | $9.8M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.47% | 226,951 | $8.3M | Reduce -75.6% |
| CROX Crocs Inc. | 0.46% | 97,571 | $8.1M | Reduce -79.5% |
| NTR Nutrien Ltd. | 0.40% | 93,641 | $7.1M | New |
| RRC Range Resources Corp. | 0.38% | 149,945 | $6.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 19,435 | $6.6M | Reduce -90.2% |
| EQT Eqt Corp. | 0.37% | 102,753 | $6.5M | Reduce -7.3% |
| WW WW International Inc.-New filed as WW INTL INC | 0.24% | 307,168 | $4.2M | Reduce -3.0% |
| QVCAQ QVC Group Inc. | 0.09% | 702,768 | $1.5M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| ORCL Oracle Corp. | Reduce -92.6% | 0.58% | −8.22 |
| PSKY Paramount Skydance Class B | Reduce -47.5% | 4.05% | −5.76 |
| MU Micron Technology Inc. | Sold out | 0.00% | −5.70 |
| FOX Fox Corp. Class B | Sold out | 0.00% | −4.63 |
| DELL Dell Technologies -C | Sold out | 0.00% | −4.23 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −4.19 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −3.96 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -90.2% | 0.37% | −2.55 |
| COIN Coinbase Global Inc. Class A | Reduce -57.9% | 1.35% | −2.20 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -75.6% | 0.47% | −1.82 |
| CROX Crocs Inc. | Reduce -79.5% | 0.46% | −1.51 |
| CRCL Circle Internet Group Inc. | Reduce -68.5% | 0.96% | −1.21 |
| U Unity Software Inc. | Sold out | 0.00% | −1.17 |
| QXO Qxo Inc. | Sold out | 0.00% | −0.74 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.67 |
| BIDU Baidu Inc. - Spon ADR | Reduce -30.5% | 1.45% | −0.65 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.55 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.55 |
| TIGR Up Fintech Holding Ltd. - ADR | Sold out | 0.00% | −0.50 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.49 |
| COTY Coty Inc. Class A | Sold out | 0.00% | −0.49 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.48 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.43 |
| VAL Valaris Ltd. | Sold out | 0.00% | −0.41 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.40 |
| TEM Tempus AI Inc. Class A | Sold out | 0.00% | −0.39 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.33 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.31 |
| BABA Alibaba Group Holding-SP ADR | Reduce -15.1% | 1.28% | −0.23 |
| WW WW International Inc.-New | Reduce -3.0% | 0.24% | −0.21 |
| JD Jd.com Inc.-ADR | Reduce -18.2% | 1.07% | −0.02 |
| AMR Alpha Metallurgical Resource | Reduce -16.8% | 0.57% | −0.00 |
| EQT Eqt Corp. | Reduce -7.3% | 0.37% | +0.08 |
| ECHO Echostar Corp. Class A | Reduce -13.7% | 12.48% | +0.98 |
Portfolio Buys Q4 2025 → Q1 2026
| BTI British American Tob-SP ADR | New | 9.35% | +9.35 |
| PM Philip Morris International | Add +1532.6% | 7.70% | +7.31 |
| KHC The Kraft Heinz Co. | New | 5.40% | +5.40 |
| MO Altria Group Inc. | New | 4.77% | +4.77 |
| KDP Keurig Dr Pepper Inc. | New | 4.16% | +4.16 |
| PEP Pepsico Inc. | New | 4.16% | +4.16 |
| MDLZ Mondelez International Inc. Class A | Add +357.6% | 4.83% | +3.99 |
| TAP Molson Coors Beverage Co. Class B | Add +175.7% | 4.81% | +3.19 |
| WBD Warner Bros Discovery Inc. | New | 2.33% | +2.33 |
| STZ Constellation Brands Inc. Class A | New | 1.61% | +1.61 |
| NTLA Intellia Therapeutics Inc. | Add +167.6% | 1.39% | +1.08 |
| CVE Cenovus Energy Inc. | New | 0.77% | +0.77 |
| MOS The Mosaic Co. | New | 0.73% | +0.73 |
| BEAM Beam Therapeutics Inc. | New | 0.72% | +0.72 |
| RIG Transocean Ltd. | Add +49.8% | 0.93% | +0.60 |
| PYPL PayPal Holdings Inc. | New | 0.57% | +0.57 |
| CF CF Industries Holdings Inc. | New | 0.56% | +0.56 |
| OVV Ovintiv Inc. | New | 0.55% | +0.55 |
| TSLA Tesla Inc. | Add +7.9% | 11.77% | +0.47 |
| SDRL Seadrill Limited | Add +29.1% | 0.82% | +0.41 |
| NTR Nutrien Ltd. | New | 0.40% | +0.40 |
| RRC Range Resources Corp. | New | 0.38% | +0.38 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 4.90% | +0.38 |
| NE Noble Corp. PLC | Add +8.2% | 0.63% | +0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 34 | $2.2B | TSLA, ECHO, INTC, SPCX, SONY |
| Q1 2026 | 39 | $1.8B | ECHO, TSLA, BTI, PM, KHC |
| Q4 2025 | 44 | $2.1B | ECHO, TSLA, PSKY, ORCL, MU |
| Q3 2025 | 52 | $2.2B | TSLA, WBD, PSKY, FOX, BIDU |
| Q2 2025 | 57 | $1.8B | PARAA, TSLA, WBD, NVDA, COIN |
| Q1 2025 | 49 | $1.5B | PARAA, WBD, TSLA, NVDA, FOX |
| Q4 2024 | 42 | $1.6B | WBD, TSLA, PARAA, META, AMZN |