Contrarius Group Holdings Ltd
13F filer · CIK 2054801 · Hamilton
Summary
Contrarius Group Holdings Ltd reported $2.17B across 34 positions in its 13F for 2026 Q2, filed Aug 11, 2026. The largest holdings are TSLA (12.5%), ECHO (12.0%), INTC (11.4%). Versus 2026 Q1, leaving options aside, it opened 17 new positions, added to 10, trimmed 6 and sold out of 22.
Reported value$2.17B
Positions34
Report period2026 Q2
FiledAug 11, 2026
New positions17
Added10
Trimmed6
Sold out22
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 12.5%Value $270.51MPrice $352.84Shares 643K +15.03%Since Jun 30 -16.11%
Weight 12.0%Value $259.62MPrice $89.89Shares 2.56M +35.90%Since Jun 30 -11.44%
Weight 11.4%Value $247.57MPrice $115.93Shares 1.77MSince Jun 30 -16.97%
Weight 6.8%Value $147.06MPrice $149.24Shares 861KSince Jun 30 -12.65%
Weight 6.4%Value $138.41MPrice $23.37Shares 6.90MSince Jun 30 +16.50%
Weight 5.7%Value $124.50MPrice $227.21Shares 622KSince Jun 30 +13.55%
Weight 4.9%Value $106.78MPrice $31.03Shares 3.26M +17.02%Since Jun 30 -5.19%
Weight 4.9%Value $105.59MPrice $456.94Shares 221K +1037.60%Since Jun 30 -4.32%
Weight 4.8%Value $105.10MPrice $1834Shares 53KSince Jun 30 -7.79%
Weight 4.7%Value $102.02MPrice $539.59Shares 236KSince Jun 30 +25.06%
Weight 4.6%Value $100.24MPrice $607.57Shares 173KSince Jun 30 +4.59%
Weight 2.9%Value $62.46MPrice $1065Shares 54KSince Jun 30 -7.73%
Weight 2.6%Value $55.41MPrice $24.52Shares 1.61M +202.66%Since Jun 30 -28.55%
Weight 1.8%Value $39.24MPrice $86.71Shares 343K +49.16%Since Jun 30 -24.13%
Weight 1.8%Value $38.04MPrice $107.74Shares 396K +120.25%Since Jun 30 +12.25%
Weight 1.5%Value $33.08MPrice $12.03Shares 1.96M +2.27%Since Jun 30 -28.90%
Weight 1.5%Value $32.14MPrice $82.58Shares 555KSince Jun 30 +42.55%
Weight 1.3%Value $27.29MPrice $55.83Shares 583KSince Jun 30 +19.19%
Weight 1.0%Value $21.99MPrice $41.18Shares 404KSince Jun 30 -24.27%
Weight 0.9%Value $19.52MPrice $190.02Shares 134K -2.03%Since Jun 30 +29.98%
Weight 0.8%Value $17.82MPrice $204.88Shares 131KSince Jun 30 +50.15%
Weight 0.8%Value $16.78MPrice $738.79Shares 30KSince Jun 30 +31.16%
Weight 0.7%Value $15.68MPrice $38.31Shares 327K +44.15%Since Jun 30 -20.09%
Weight 0.6%Value $13.96MPrice $88.36Shares 162KSince Jun 30 +2.37%
Weight 0.6%Value $13.53MPrice $83.70Shares 216K +22.05%Since Jun 30 +33.64%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 12.5% | $270.51M | -16.11% | +15.03% | Add | |
| 12.0% | $259.62M | -11.44% | +35.90% | Add | |
| 11.4% | $247.57M | -16.97% | — | New | |
| 6.8% | $147.06M | -12.65% | — | New | |
| 6.4% | $138.41M | +16.50% | — | New | |
| 5.7% | $124.50M | +13.55% | — | New | |
| 4.9% | $106.78M | -5.19% | +17.02% | Add | |
| 4.9% | $105.59M | -4.32% | +1037.60% | Add | |
| 4.8% | $105.10M | -7.79% | — | New | |
| 4.7% | $102.02M | +25.06% | — | New | |
| 4.6% | $100.24M | +4.59% | — | New | |
| 2.9% | $62.46M | -7.73% | — | New | |
| 2.6% | $55.41M | -28.55% | +202.66% | Add | |
| 1.8% | $39.24M | -24.13% | +49.16% | Add | |
| 1.8% | $38.04M | +12.25% | +120.25% | Add | |
| 1.5% | $33.08M | -28.90% | +2.27% | Add | |
| 1.5% | $32.14M | +42.55% | — | New | |
| 1.3% | $27.29M | +19.19% | — | New | |
| 1.0% | $21.99M | -24.27% | — | New | |
| 0.9% | $19.52M | +29.98% | -2.03% | Trim | |
| 0.8% | $17.82M | +50.15% | — | New | |
| 0.8% | $16.78M | +31.16% | — | New | |
| 0.7% | $15.68M | -20.09% | +44.15% | Add | |
| 0.6% | $13.96M | +2.37% | — | New | |
| 0.6% | $13.53M | +33.64% | +22.05% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.