StockDriftsStockDriftsTop 33 Contrarius Group Holdings LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | 12.47% | 643.2K | $270.5M | +15.03%(+84.03K) | $341.64(-2.87%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 11.96% | 2.56M | $259.6M | +35.90%(+675.63K) | $78.64(+12.98%) | 2026-06-30 | |
| INTC | INTEL CORP | 11.41% | 1.77M | $247.6M | new | $22.55(+331.08%) | 2026-06-30 | |
| SONY | SONY GROUP CORP | 6.38% | 6.90M | $138.4M | new | $19.99(+18.81%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.74% | 622.2K | $124.5M | new | $140.69(+56.69%) | 2026-06-30 | |
| KDP | KEURIG DR PEPPER INC | 4.92% | 3.26M | $106.8M | +17.02%(+474.58K) | $27.52(+5.28%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.87% | 221.1K | $105.6M | +1037.60%(+201.66K) | $379.35(+11.67%) | 2026-06-30 | |
| ASML | ASML HOLDING N V | 4.84% | 52.8K | $105.1M | new | $1516.65(+19.01%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 4.7% | 236.5K | $102.0M | new | $115.23(+281.03%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.62% | 172.6K | $100.2M | new | $326.82(+42.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.38% |
Contrarius Group Holdings LTD reports $2.17B in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are TSLA (12.5%), SATS (12.0%) and INTC (11.4%). The top 20 holdings account for 87.89% of reported assets. Its disclosed equity book has returned +34.78% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Contrarius Group Holdings LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054801). View Contrarius Group Holdings LTD’s 13F filings on SEC