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Contrarius Group Holdings Ltd

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13F filer, CIK 2054801, Hamilton, Bermuda

Contrarius Group Holdings Ltd reported $1,765,835,231 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 70.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-010459

Period
2026-03-31
Reported value
$1.77B
Holdings
39
Top 10 weight
70.16%
New
15
Sold out
20

Part of the filer group Contrarius Group Holdings Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BTInew+2,823,441$165M
PMadded+772,371$128M
KHCnew+4,242,061$95.4M
MOnew+1,275,522$84.2M
KDPnew+2,787,899$73.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ORCLreduced-861,242-$127M
MUexited-411,597-$117M
FOXexited-1,470,886-$95.5M
DELLexited-692,598-$87.2M
LULUexited-415,963-$86.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001999371-26-010459, largest first. % of portfolio is the value over $1,765,835,231, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,294,117 shares; 2025Q4: 2,181,728 shares; 2026Q1: 1,882,224 shares 1,882,224$220M12.48%-299,504Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 415,550 shares; 2025Q1: 611,257 shares; 2025Q2: 553,875 shares; 2025Q3: 532,721 shares; 2025Q4: 518,188 shares; 2026Q1: 559,134 shares 559,134$208M11.77%+40,946Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,823,441 shares 2,823,441$165M9.35%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,187 shares; 2025Q1: 37,928 shares; 2025Q2: 33,561 shares; 2025Q3: 38,028 shares; 2025Q4: 50,395 shares; 2026Q1: 822,766 shares 822,766$136M7.7%+772,371Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,242,061 shares 4,242,061$95.4M5.4%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400,625 shares; 2025Q1: 26,635 shares; 2025Q2: 25,991 shares; 2025Q3: 123,469 shares; 2025Q4: 297,602 shares; 2026Q1: 300,603 shares 300,603$86.4M4.9%+3,001Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323,421 shares; 2026Q1: 1,480,120 shares 1,480,120$85.3M4.83%+1,156,699Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715,210 shares; 2026Q1: 1,971,886 shares 1,971,886$84.9M4.81%+1,256,676Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,251 shares; 2025Q1: 61,383 shares; 2025Q2: 46,289 shares; 2025Q3: 44,301 shares; 2025Q4: not reported; 2026Q1: 1,275,522 shares 1,275,522$84.2M4.77%newTimeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,787,899 shares 2,787,899$73.4M4.16%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,037 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472,477 shares 472,477$73.4M4.16%newTimeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,866,475 shares; 2025Q4: 15,088,097 shares; 2026Q1: 7,926,149 shares 7,926,149$71.5M4.05%-7,161,948Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,982,000 shares; 2025Q1: 14,950,694 shares; 2025Q2: 14,925,370 shares; 2025Q3: 11,803,203 shares; 2025Q4: not reported; 2026Q1: 1,496,154 shares 1,496,154$41.1M2.33%newTimeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,372 shares 189,372$28.4M1.61%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 324,141 shares; 2025Q1: 220,688 shares; 2025Q2: 148,544 shares; 2025Q3: 891,749 shares; 2025Q4: 331,123 shares; 2026Q1: 230,190 shares 230,190$25.6M1.45%-100,933Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,011,863 shares; 2025Q1: 2,021,040 shares; 2025Q2: 1,552,508 shares; 2025Q3: 5,889,936 shares; 2025Q4: 714,480 shares; 2026Q1: 1,911,839 shares 1,911,839$24.5M1.39%+1,197,359Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186,884 shares; 2025Q1: 229,559 shares; 2025Q2: 242,679 shares; 2025Q3: 242,376 shares; 2025Q4: 323,327 shares; 2026Q1: 136,263 shares 136,263$23.8M1.35%-187,064Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 398,865 shares; 2025Q1: 234,607 shares; 2025Q2: 155,726 shares; 2025Q3: 365,117 shares; 2025Q4: 212,054 shares; 2026Q1: 179,941 shares 179,941$22.6M1.28%-32,113Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,033,788 shares; 2025Q1: 705,921 shares; 2025Q2: 513,120 shares; 2025Q3: 1,024,919 shares; 2025Q4: 781,692 shares; 2026Q1: 639,327 shares 639,327$18.9M1.07%-142,365Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562,678 shares; 2026Q1: 177,067 shares 177,067$16.9M0.96%-385,611Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,104,832 shares; 2025Q3: 1,983,291 shares; 2025Q4: 1,649,457 shares; 2026Q1: 2,470,095 shares 2,470,095$16.4M0.93%+820,638Timeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316,070 shares; 2025Q3: 300,622 shares; 2025Q4: 247,094 shares; 2026Q1: 318,958 shares 318,958$14.5M0.82%+71,864Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 513,537 shares 513,537$13.6M0.77%newTimeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 78,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 502,751 shares 502,751$12.8M0.73%newTimeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 126,470 shares; 2025Q2: not reported; 2025Q3: 1,533,269 shares; 2025Q4: not reported; 2026Q1: 533,443 shares 533,443$12.7M0.72%newTimeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286,730 shares; 2025Q3: 249,009 shares; 2025Q4: 210,040 shares; 2026Q1: 227,247 shares 227,247$11.2M0.63%+17,207Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 930,431 shares; 2026Q1: 69,189 shares 69,189$10.2M0.58%-861,242Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 953,036 shares; 2025Q1: 233,306 shares; 2025Q2: 178,307 shares; 2025Q3: 161,995 shares; 2025Q4: not reported; 2026Q1: 220,923 shares 220,923$9.99M0.57%newTimeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,022 shares; 2025Q4: 58,481 shares; 2026Q1: 48,660 shares 48,660$9.99M0.57%-9,821Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,715 shares 76,715$9.96M0.56%newTimeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164,559 shares 164,559$9.77M0.55%newTimeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 930,367 shares; 2026Q1: 226,951 shares 226,951$8.34M0.47%-703,416Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,143 shares; 2025Q1: 516,131 shares; 2025Q2: 650,355 shares; 2025Q3: 112,001 shares; 2025Q4: 475,011 shares; 2026Q1: 97,571 shares 97,571$8.1M0.46%-377,440Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,641 shares 93,641$7.07M0.4%newTimeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,873 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,945 shares 149,945$6.77M0.38%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346,865 shares; 2025Q3: 325,389 shares; 2025Q4: 197,928 shares; 2026Q1: 19,435 shares 19,435$6.57M0.37%-178,493Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 304,856 shares; 2025Q1: 209,347 shares; 2025Q2: 166,904 shares; 2025Q3: 169,172 shares; 2025Q4: 110,815 shares; 2026Q1: 102,753 shares 102,753$6.54M0.37%-8,062Timeline
WWWW INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376,431 shares; 2025Q4: 316,597 shares; 2026Q1: 307,168 shares 307,168$4.22M0.24%-9,429Timeline
QVCAQQVC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702,768 shares; 2025Q3: 702,768 shares; 2025Q4: 702,768 shares; 2026Q1: 702,768 shares 702,768$1.53M0.09%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MUMICRON TECHNOLOGY INC411,597$117Mshares
FOXFOX CORP1,470,886$95.5Mshares
DELLDELL TECHNOLOGIES INC692,598$87.2Mshares
LULULULULEMON ATHLETICA INC415,963$86.4Mshares
NVDANVIDIA CORPORATION438,214$81.7Mshares
UUNITY SOFTWARE INC545,529$24.1Mshares
QXOQXO INC792,686$15.3Mshares
METAMETA PLATFORMS INC21,039$13.9Mshares
BIIBBIOGEN INC64,952$11.4Mshares
ROKUROKU INC104,002$11.3Mshares
TIGRUP FINTECH HLDG LTD1,071,425$10.2Mshares
CZRCAESARS ENTERTAINMENT INC NE433,832$10.1Mshares
COTYCOTY INC3,290,733$10.1Mshares
SOFISOFI TECHNOLOGIES INC376,773$9.86Mshares
AMDADVANCED MICRO DEVICES INC40,987$8.78Mshares
VALVALARIS LTD168,899$8.51Mshares
CRSPCRISPR THERAPEUTICS AG156,605$8.21Mshares
TEMTEMPUS AI INC135,026$7.97Mshares
ASMLASML HLDG NV6,280$6.72Mshares
SNAPSNAP INC799,959$6.46Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001999371-26-010459 base2026-05-11acceptance time not in the bulk data set