Q2 2026 13F · SEC CIK 2054801

Contrarius Group Holdings Ltd

Investment managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.2B
Reported positions: 34
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Contrarius Group Holdings Ltd is an investment manager that reported 34 positions worth $2.2B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Tesla Inc (TSLA, 12.5%), EchoStar Corp (ECHO, 12.0%), Intel Corp (INTC, 11.4%).

Contrarius Group Holdings Ltd holdings all 34 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Contrarius Group Holdings Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TSLATesla Inc	12.5%	11.8%	643,163	+15.0%	$270.5M
ECHOEchoStar Corp	12.0%	12.5%	2,557,855	+35.9%	$259.6M
INTCIntel Corp	11.4%	New	1,773,028	—	$247.6M
SPCXSpace Exploration Techn Corp	6.8%	New	860,709	—	$147.1M
SONYSony Group Corp	6.4%	New	6,899,554	—	$138.4M
NVDANvidia Corporation	5.7%	New	622,243	—	$124.5M
KDPKeurig Dr Pepper Inc	4.9%	4.2%	3,262,484	+17.0%	$106.8M
TSMTaiwan Semiconductor Manufac	4.9%	0.4%	221,093	+1037.6%	$105.6M
ASMLAsml Hldg NV	4.8%	New	52,827	—	$105.1M
DELLDell Technologies Inc	4.7%	New	236,463	—	$102.0M
AMDAdvanced Micro Devices Inc	4.6%	New	172,552	—	$100.2M
MUMicron Technology Inc	2.9%	New	54,113	—	$62.5M
BEAMBeam Therapeutics Inc	2.6%	0.7%	1,614,538	+202.7%	$55.4M
BIDUBaidu Inc	1.8%	1.5%	343,344	+49.2%	$39.2M
BABAAlibaba Group Hldg Ltd	1.8%	1.3%	396,320	+120.2%	$38.0M
NTLAIntellia Therapeutics Inc	1.5%	1.4%	1,955,228	+2.3%	$33.1M
TEMTempus Ai Inc	1.5%	New	554,750	—	$32.1M
FOXFox Corp	1.3%	New	582,585	—	$27.3M
RBLXRoblox Corp	1.0%	New	404,316	—	$22.0M
COINCoinbase Global Inc	0.9%	1.3%	133,503	-2.0%	$19.5M
OKTAOkta Inc	0.8%	New	130,607	—	$17.8M
METAMeta Platforms Inc	0.8%	New	29,797	—	$16.8M
NVONovo-Nordisk A S	0.7%	0.5%	327,154	+44.2%	$15.7M
ZMZoom Communications Inc	0.6%	New	161,720	—	$14.0M
CRCLCircle Internet Group Inc	0.6%	1.0%	216,104	+22.0%	$13.5M
BTIBritish Amern Tob PLC	0.6%	9.3%	206,521	-92.7%	$12.8M
LULULululemon Athletica Inc	0.5%	New	96,214	—	$11.0M
PSKYParamount Skydance Corp	0.4%	4.0%	986,733	-87.6%	$9.7M
GOOGLAlphabet Inc	0.4%	4.9%	23,128	-92.3%	$8.3M
STZConstellation Brands Inc	0.4%	1.6%	56,151	-70.3%	$7.8M
WWWw Intl Inc	0.2%	0.2%	307,168	+0.0%	$4.9M
NKENike Inc	0.1%	New	32,865	—	$1.3M
ORCLOracle Corp	0.0%	0.6%	186	-99.7%	$27K
HPEHewlett Packard Enterprise C	0.0%	New	138	—	$6K

What Contrarius Group Holdings Ltd bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +45.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.2B	34
Q1 2026	$1.8B	39
Q4 2025	$2.1B	44
Q3 2025	$2.2B	52
Q2 2025	$1.8B	57
Q1 2025	$1.5B	49
Q4 2024	$1.6B	42

Questions about Contrarius Group Holdings Ltd's portfolio

What stocks does Contrarius Group Holdings Ltd own?

Contrarius Group Holdings Ltd's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 34 positions worth $2.2B. The largest are Tesla Inc (TSLA) at 12.5%, EchoStar Corp (ECHO) at 12.0%, Intel Corp (INTC) at 11.4%, Space Exploration Techn Corp (SPCX) at 6.8% and Sony Group Corp (SONY) at 6.4%.

What did Contrarius Group Holdings Ltd buy last quarter?

In Q2 2026, Contrarius Group Holdings Ltd added a new position in Intel Corp (INTC), a new position in Space Exploration Techn Corp (SPCX), a new position in Sony Group Corp (SONY), a new position in Nvidia Corporation (NVDA), a new position in Asml Hldg NV (ASML), Taiwan Semiconductor Manufac (TSM) (+1037.6% shares), Beam Therapeutics Inc (BEAM) (+202.7% shares) and Alibaba Group Hldg Ltd (BABA) (+120.2% shares), compared with its Q1 2026 filing.

What did Contrarius Group Holdings Ltd sell last quarter?

In Q2 2026, Contrarius Group Holdings Ltd sold all of Philip Morris Intl Inc (PM), sold all of Kraft Heinz Co (KHC), sold all of Mondelez International (MDLZ), sold all of Molson Coors Beverage Co (TAP), sold all of Altria Group Inc (MO), Oracle Corp (ORCL) (-99.7% shares), British Amern Tob PLC (BTI) (-92.7% shares) and Alphabet Inc (GOOGL) (-92.3% shares), compared with its Q1 2026 filing.

When is Contrarius Group Holdings Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Contrarius Group Holdings Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.