EdgeMarket › What Contrarius Group Holdings Ltd reported owning
What Contrarius Group Holdings Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.8BPositions
39Quarter
2026-03-31Shown below
39largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
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| TSLA Tesla, Inc. | 207.9M | 11.8% | 559.1K | 362.86 | +12.0% |
| BTI British American Tobacco p.l.c. | 165.1M | 9.3% | 2.8M | 56.21 | -4.7% |
| PM Philip Morris International Inc. | 136.0M | 7.7% | 822.8K | 188.23 | +8.9% |
| KHC Kraft Heinz Co | 95.4M | 5.4% | 4.2M | 25.58 | -6.7% |
| GOOGL Alphabet Inc. | 86.4M | 4.9% | 300.6K | 344.82 | +73.0% |
| MDLZ Mondelez International, Inc. | 85.3M | 4.8% | 1.5M | 64.45 | +2.0% |
| TAP MOLSON COORS BEVERAGE CO | 84.9M | 4.8% | 2.0M | 42.94 | -16.3% |
| MO ALTRIA GROUP, INC. | 84.2M | 4.8% | 1.3M | 66.09 | -2.2% |
| KDP Keurig Dr Pepper Inc. | 73.4M | 4.2% | 2.8M | 32.04 | -8.9% |
| PEP PEPSICO INC | 73.4M | 4.2% | 472.5K | 143.48 | -4.8% |
| PSKY Paramount Skydance Corp | 71.5M | 4.0% | 7.9M | 10.35 | -26.0% |
| WBD Warner Bros. Discovery, Inc. | 41.1M | 2.3% | 1.5M | 28.55 | +147.4% |
| STZ CONSTELLATION BRANDS, INC. | 28.4M | 1.6% | 189.4K | 135.66 | -18.4% |
| BIDU Baidu, Inc. | 25.6M | 1.5% | 230.2K | 93.21 | +7.4% |
| NTLA Intellia Therapeutics, Inc. | 24.5M | 1.4% | 1.9M | 12.84 | +25.8% |
| COIN Coinbase Global, Inc. | 23.8M | 1.3% | 136.3K | 186.49 | -38.7% |
| BABA Alibaba Group Holding Ltd | 22.6M | 1.3% | 179.9K | 119.34 | -0.1% |
| JD JD.com, Inc. | 18.9M | 1.1% | 639.3K | 29.37 | -5.8% |
| CRCL Circle Internet Group, Inc. | 16.9M | 1.0% | 177.1K | 87.98 | -36.2% |
| RIG Transocean Ltd. | 16.4M | 0.9% | 2.5M | 5.92 | +111.4% |
| SDRL SEADRILL Ltd | 14.5M | 0.8% | 319.0K | 47.29 | +62.0% |
| CVE CENOVUS ENERGY INC. | 13.6M | 0.8% | 513.5K | 32.93 | +119.8% |
| MOS MOSAIC CO | 12.8M | 0.7% | 502.8K | 24.41 | -24.8% |
| BEAM Beam Therapeutics Inc. | 12.7M | 0.7% | 533.4K | 29.76 | +85.3% |
| NE Noble Corp plc | 11.2M | 0.6% | 227.2K | 46.27 | +73.9% |
| ORCL ORACLE CORP | 10.2M | 0.6% | 69.2K | 146.47 | -37.7% |
| PYPL PayPal Holdings, Inc. | 10.0M | 0.6% | 220.9K | 61.55 | -9.6% |
| AMR Alpha Metallurgical Resources, Inc. | 10.0M | 0.6% | 48.7K | 210.01 | +50.6% |
| CF CF Industries Holdings, Inc. | 10.0M | 0.6% | 76.7K | 129.60 | +51.7% |
| OVV Ovintiv Inc. | 9.8M | 0.6% | 164.6K | 66.82 | +71.2% |
| NVO NOVO NORDISK A S | 8.3M | 0.5% | 227.0K | 46.74 | -13.9% |
| CROX Crocs, Inc. | 8.1M | 0.5% | 97.6K | 122.11 | +45.9% |
| NTR Nutrien Ltd. | 7.1M | 0.4% | 93.6K | 75.27 | +32.0% |
| RRC RANGE RESOURCES CORP | 6.8M | 0.4% | 149.9K | 41.06 | +24.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.6M | 0.4% | 19.4K | 418.95 | +83.3% |
| EQT EQT Corp | 6.5M | 0.4% | 102.8K | 53.72 | +4.6% |
| WW WW INTERNATIONAL, INC. | 4.2M | 0.2% | 307.2K | 15.71 | -53.1% |
| QVCAQ Old QVC Group, Inc. | 1.5M | 0.1% | 702.8K | 0.34 | -95.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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