Contrarius Group Holdings Ltd Top Holdings and 13F Report (2026) About Contrarius Group Holdings LtdInvestment ActivityContrarius Group Holdings Ltd has $1.77 billion in total holdings as of March 31, 2026.Contrarius Group Holdings Ltd owns shares of 39 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 52.84% of the portfolio was purchased this quarter.About 60.41% of the portfolio was sold this quarter.This quarter, Contrarius Group Holdings Ltd has purchased 44 new stocks and bought additional shares in 9 stocks.Contrarius Group Holdings Ltd sold shares of 14 stocks and completely divested from 20 stocks this quarter.Largest Holdings EchoStar $220,351,964Tesla $207,858,065British American Tobacco $165,086,596Philip Morris International $136,036,131Kraft Heinz $95,403,952 Largest New Holdings this Quarter 110448107 - British American Tobacco $165,086,596 Holding500754106 - Kraft Heinz $95,403,952 Holding02209S103 - Altria Group $84,171,697 Holding49271V100 - Keurig Dr Pepper $73,405,381 Holding713448108 - PepsiCo $73,370,953 Holding Largest Purchases this Quarter British American Tobacco 2,823,441 shares (about $165.09M)Philip Morris International 772,371 shares (about $127.70M)Kraft Heinz 4,242,061 shares (about $95.40M)Altria Group 1,275,522 shares (about $84.17M)Keurig Dr Pepper 2,787,899 shares (about $73.41M) Largest Sales this Quarter Oracle 861,242 shares (about $126.70M)PARAMOUNT SKYDANCE CORP 7,161,948 shares (about $64.60M)Taiwan Semiconductor Manufacturing 178,493 shares (about $60.32M)CIRCLE INTERNET GROUP INC 385,611 shares (about $36.79M)EchoStar 299,504 shares (about $35.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofContrarius Group Holdings Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSATSEchoStar$220,351,964$35,062,933 â–¼-13.7%1,882,22412.5%Computer and TechnologyTSLATesla$207,858,065$15,221,676 â–²7.9%559,13411.8%Auto/Tires/TrucksBTIBritish American Tobacco$165,086,596$165,086,596 â–²New Holding2,823,4419.3%Consumer StaplesPMPhilip Morris International$136,036,131$127,703,822 â–²1,532.6%822,7667.7%Consumer StaplesKHCKraft Heinz$95,403,952$95,403,952 â–²New Holding4,242,0615.4%Consumer StaplesGOOGLAlphabet$86,441,399$862,968 â–²1.0%300,6034.9%Computer and TechnologyMDLZMondelez International$85,314,117$66,672,131 â–²357.6%1,480,1204.8%Consumer StaplesTAPMolson Coors Beverage$84,909,411$54,112,468 â–²175.7%1,971,8864.8%Consumer StaplesMOAltria Group$84,171,697$84,171,697 â–²New Holding1,275,5224.8%Consumer StaplesKDPKeurig Dr Pepper$73,405,381$73,405,381 â–²New Holding2,787,8994.2%Consumer StaplesPEPPepsiCo$73,370,953$73,370,953 â–²New Holding472,4774.2%Consumer StaplesPARAMOUNT SKYDANCE CORP$71,493,864$64,600,771 â–¼-47.5%7,926,1494.0%COM CL BWBDWarner Bros. Discovery$41,084,389$41,084,389 â–²New Holding1,496,1542.3%Consumer DiscretionarySTZConstellation Brands$28,405,800$28,405,800 â–²New Holding189,3721.6%Consumer StaplesBIDUBaidu$25,647,770$11,245,955 â–¼-30.5%230,1901.5%Computer and TechnologyNTLAIntellia Therapeutics$24,509,776$15,350,142 â–²167.6%1,911,8391.4%MedicalCOINCoinbase Global$23,792,882$32,663,244 â–¼-57.9%136,2631.3%FinanceBABAAlibaba Group$22,575,398$4,028,897 â–¼-15.1%179,9411.3%Retail/WholesaleJDJD.com$18,904,899$4,209,733 â–¼-18.2%639,3271.1%Retail/WholesaleCIRCLE INTERNET GROUP INC$16,893,962$36,791,144 â–¼-68.5%177,0671.0%COM CL ARIGTransocean$16,376,730$5,440,830 â–²49.8%2,470,0950.9%EnergySDRLSeadrill$14,512,589$3,269,812 â–²29.1%318,9580.8%EnergyCVECenovus Energy$13,582,109$13,582,109 â–²New Holding513,5370.8%EnergyMOSMosaic$12,820,151$12,820,151 â–²New Holding502,7510.7%Basic MaterialsBEAMBeam Therapeutics$12,711,947$12,711,947 â–²New Holding533,4430.7%MedicalNENoble$11,151,010$844,347 â–²8.2%227,2470.6%EnergyORCLOracle$10,178,394$126,697,313 â–¼-92.6%69,1890.6%Computer and TechnologyPYPLPayPal$9,992,347$9,992,347 â–²New Holding220,9230.6%Business ServicesAMRAlpha Metallurgical Resources$9,988,438$2,015,957 â–¼-16.8%48,6600.6%Basic MaterialsCFCF Industries$9,960,676$9,960,676 â–²New Holding76,7150.6%Basic MaterialsOVVOvintiv$9,768,222$9,768,222 â–²New Holding164,5590.6%EnergyNVONovo Nordisk A/S$8,340,449$25,850,537 â–¼-75.6%226,9510.5%MedicalCROXCrocs$8,100,344$31,335,067 â–¼-79.5%97,5710.5%Consumer DiscretionaryNTRNutrien$7,066,150$7,066,150 â–²New Holding93,6410.4%Basic MaterialsRRCRange Resources$6,774,515$6,774,515 â–²New Holding149,9450.4%EnergyTSMTaiwan Semiconductor Manufacturing$6,568,058$60,321,707 â–¼-90.2%19,4350.4%Computer and TechnologyEQTEQT$6,539,201$513,066 â–¼-7.3%102,7530.4%EnergyWW INTL INC$4,220,488$129,554 â–¼-3.0%307,1680.2%COM NEWQVC GROUP INC$1,525,0070.0%702,7680.1%COM SER A NEWMUMicron Technology$0$117,473,899 â–¼-100.0%00.0%Computer and TechnologyFOXFOX$0$95,504,628 â–¼-100.0%00.0%Consumer DiscretionaryDELLDell Technologies$0$87,184,237 â–¼-100.0%00.0%Computer and TechnologyLULUlululemon athletica$0$86,441,271 â–¼-100.0%00.0%Consumer DiscretionaryNVDANVIDIA$0$81,726,912 â–¼-100.0%00.0%Computer and TechnologyUUnity Software$0$24,096,016 â–¼-100.0%00.0%Computer and TechnologyQXO INC$0$15,290,913 â–¼-100.0%00.0%COM NEWMETAMeta Platforms$0$13,887,634 â–¼-100.0%00.0%Computer and TechnologyBIIBBiogen$0$11,430,902 â–¼-100.0%00.0%MedicalROKURoku$0$11,283,177 â–¼-100.0%00.0%Consumer DiscretionaryTIGRUP Fintech$0$10,242,823 â–¼-100.0%00.0%FinanceCZRCaesars Entertainment$0$10,147,330 â–¼-100.0%00.0%Consumer DiscretionaryCOTYCoty$0$10,135,458 â–¼-100.0%00.0%Consumer StaplesSOFISoFi Technologies$0$9,863,917 â–¼-100.0%00.0%FinanceAMDAdvanced Micro Devices$0$8,777,776 â–¼-100.0%00.0%Computer and TechnologyVALValaris$0$8,512,510 â–¼-100.0%00.0%EnergyCRSPCRISPR Therapeutics$0$8,212,366 â–¼-100.0%00.0%MedicalTEMPUS AI INC$0$7,973,285 â–¼-100.0%00.0%CL AASMLASML$0$6,718,721 â–¼-100.0%00.0%Computer and TechnologySNAPSnap$0$6,455,669 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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