Sponsored

The Analysis of Contrarius Group Holdings Ltd's Holdings & P&L

Currently, Contrarius Group Holdings Ltd holds 39 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in BTI (+2.8M shares, valued at $165.1M), PM (+772.4K shares, valued at $127.7M), KHC (+4.2M shares, valued at $95.4M); decreased their positions in ORCL (-861.2K shares, valued at $126.7M), N/A (-7.2M shares, valued at $64.6M), TSM (-178.5K shares, valued at $60.3M); initiated new positions in BTI (+2.8M shares, valued at $165.1M), KHC (+4.2M shares, valued at $95.4M), MO (+1.3M shares, valued at $84.2M).

1M P&L

+236.9M+12.84%

3M P&L

+367.5M+21.44%

HY P&L

+499.9M+31.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors268.1M

15.4%

2Communication Equipment237.2M

13.6%

3Auto Manufacturers233.0M

13.4%

Top Industries by Stock Count

1Semiconductors4 stocks

10.3%

2Internet Content & Information3 stocks

7.7%

3Oil & Gas Drilling3 stocks

7.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SATS ECHOSTAR CORP1.9M shares-13.73%2026-03-312026-05-11

TSLA TESLA INC559.1K shares7.90%2026-03-312026-05-11

BTI BRITISH AMERN TOB PLC2.8M sharesnew addition2026-03-312026-05-11

PM PHILIP MORRIS INTL INC822.8K shares1532.63%2026-03-312026-05-11

KHC KRAFT HEINZ CO4.2M sharesnew addition2026-03-312026-05-11

ALPHABET INC ALPHABET INC300.6K shares1.01%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC1.5M shares357.64%2026-03-312026-05-11

TAP MOLSON COORS BEVERAGE CO2.0M shares175.71%2026-03-312026-05-11

Sponsored

MO ALTRIA GROUP INC1.3M sharesnew addition2026-03-312026-05-11

KDP KEURIG DR PEPPER INC2.8M sharesnew addition2026-03-312026-05-11

PEP PEPSICO INC472.5K sharesnew addition2026-03-312026-05-11

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP7.9M shares-47.47%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC1.5M sharesnew addition2026-03-312026-05-11

STZ CONSTELLATION BRANDS INC189.4K sharesnew addition2026-03-312026-05-11

BIDU BAIDU INC230.2K shares-30.48%2026-03-312026-05-11

NTLA INTELLIA THERAPEUTICS INC1.9M shares167.58%2026-03-312026-05-11

Sponsored

COIN COINBASE GLOBAL INC136.3K shares-57.86%2026-03-312026-05-11

BABA ALIBABA GROUP HLDG LTD179.9K shares-15.14%2026-03-312026-05-11

JD JD.COM INC639.3K shares-18.21%2026-03-312026-05-11

CRCL CIRCLE INTERNET GROUP INC177.1K shares-68.53%2026-03-312026-05-11

RIG TRANSOCEAN LTD2.5M shares49.75%2026-03-312026-05-11

SDRL SEADRILL LTD319.0K shares29.08%2026-03-312026-05-11

CVE CENOVUS ENERGY INC513.5K sharesnew addition2026-03-312026-05-11

MOS MOSAIC CO502.8K sharesnew addition2026-03-312026-05-11

Sponsored

BEAM BEAM THERAPEUTICS INC533.4K sharesnew addition2026-03-312026-05-11

NE NOBLE CORP PLC227.2K shares8.19%2026-03-312026-05-11

ORCL ORACLE CORP69.2K shares-92.56%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC220.9K sharesnew addition2026-03-312026-05-11

AMR ALPHA METALLURGICAL RESOUR I48.7K shares-16.79%2026-03-312026-05-11

CF CF INDUSTRIES HOLD76.7K sharesnew addition2026-03-312026-05-11

OVV OVINTIV INC164.6K sharesnew addition2026-03-312026-05-11

NVO NOVO-NORDISK A S227.0K shares-75.61%2026-03-312026-05-11

Sponsored

CROX CROCS INC97.6K shares-79.46%2026-03-312026-05-11

NTR NUTRIEN LTD93.6K sharesnew addition2026-03-312026-05-11

RRC RANGE RES CORP149.9K sharesnew addition2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MFG LTD19.4K shares-90.18%2026-03-312026-05-11

EQT CORP EQT CORP102.8K shares-7.28%2026-03-312026-05-11

WW INTL INC WW INTL INC307.2K shares-2.98%2026-03-312026-05-11

QVC GROUP INC QVC GROUP INC702.8K shares0.00%2026-03-312026-05-11

SATS

ECHOSTAR CORP

-13.73%

Shares1.9M

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

7.90%

Shares559.1K

Event2026-03-31

Filed2026-05-11

BTI

BRITISH AMERN TOB PLC

New

Shares2.8M

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

1532.63%

Shares822.8K

Event2026-03-31

Filed2026-05-11

KHC

KRAFT HEINZ CO

New

Shares4.2M

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.01%

Shares300.6K

Event2026-03-31

Filed2026-05-11

MDLZ

MONDELEZ INTL INC

357.64%

Shares1.5M

Event2026-03-31

Filed2026-05-11

TAP

MOLSON COORS BEVERAGE CO

175.71%

Shares2.0M

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-11

KDP

KEURIG DR PEPPER INC

New

Shares2.8M

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

New

Shares472.5K

Event2026-03-31

Filed2026-05-11

PARAMOUNT SKYDANCE CORP

-47.47%

Shares7.9M

Event2026-03-31

Filed2026-05-11

WBD

WARNER BROS DISCOVERY INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-11

STZ

CONSTELLATION BRANDS INC

New

Shares189.4K

Event2026-03-31

Filed2026-05-11

BIDU

BAIDU INC

-30.48%

Shares230.2K

Event2026-03-31

Filed2026-05-11

NTLA

INTELLIA THERAPEUTICS INC

167.58%

Shares1.9M

Event2026-03-31

Filed2026-05-11

COIN

COINBASE GLOBAL INC

-57.86%

Shares136.3K

Event2026-03-31

Filed2026-05-11

BABA

ALIBABA GROUP HLDG LTD

-15.14%

Shares179.9K

Event2026-03-31

Filed2026-05-11

JD.COM INC

-18.21%

Shares639.3K

Event2026-03-31

Filed2026-05-11

CRCL

CIRCLE INTERNET GROUP INC

-68.53%

Shares177.1K

Event2026-03-31

Filed2026-05-11

RIG

TRANSOCEAN LTD

49.75%

Shares2.5M

Event2026-03-31

Filed2026-05-11

SDRL

SEADRILL LTD

29.08%

Shares319.0K

Event2026-03-31

Filed2026-05-11

CVE

CENOVUS ENERGY INC

New

Shares513.5K

Event2026-03-31

Filed2026-05-11

MOS

MOSAIC CO

New

Shares502.8K

Event2026-03-31

Filed2026-05-11

BEAM

BEAM THERAPEUTICS INC

New

Shares533.4K

Event2026-03-31

Filed2026-05-11

NOBLE CORP PLC

8.19%

Shares227.2K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

-92.56%

Shares69.2K

Event2026-03-31

Filed2026-05-11

PYPL

PAYPAL HLDGS INC

New

Shares220.9K

Event2026-03-31

Filed2026-05-11

AMR

ALPHA METALLURGICAL RESOUR I

-16.79%

Shares48.7K

Event2026-03-31

Filed2026-05-11

CF INDUSTRIES HOLD

New

Shares76.7K

Event2026-03-31

Filed2026-05-11

OVV

OVINTIV INC

New

Shares164.6K

Event2026-03-31

Filed2026-05-11

NVO

NOVO-NORDISK A S

-75.61%

Shares227.0K

Event2026-03-31

Filed2026-05-11

CROX

CROCS INC

-79.46%

Shares97.6K

Event2026-03-31

Filed2026-05-11

NTR

NUTRIEN LTD

New

Shares93.6K

Event2026-03-31

Filed2026-05-11

RRC

RANGE RES CORP

New

Shares149.9K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-90.18%

Shares19.4K

Event2026-03-31

Filed2026-05-11

EQT CORP

-7.28%

Shares102.8K

Event2026-03-31

Filed2026-05-11

WW INTL INC

-2.98%

Shares307.2K

Event2026-03-31

Filed2026-05-11

QVC GROUP INC

0.00%

Shares702.8K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available