Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. (CIK 1050417) reported $306.1M across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RJET ($91.3M, 29.85%), GGB ($77.0M, 25.17%), TX ($42.4M, 13.85%), FUTU ($36.4M, 11.90%), AERO ($12.1M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RJET | REPUBLIC AWYS HLDGS INC | $91.3M | 29.85% | 4.3M | Trimmed |
| 2 | GGB | GERDAU SA | $77.0M | 25.17% | 19.1M | Hold |
| 3 | TX | TERNIUM SA | $42.4M | 13.85% | 992,413 | Hold |
| 4 | FUTU | FUTU HLDGS LTD | $36.4M | 11.90% | 388,611 | Added |
| 5 | AERO | GRUPO AEROMEXICO SAB DE CV | $12.1M | 3.95% | 671,207 | Hold |
| 6 | BIDU | BAIDU INC | $11.7M | 3.81% | 102,139 | Hold |
| 7 | CZR | CAESARS ENTERTAINMENT INC NE | $5.7M | 1.87% | 189,287 | Added |
| 8 | M | MACYS INC | $4.7M | 1.54% | 200,000 | Hold |
| 9 | VNOM | VIPER ENERGY INC | $4.7M | 1.52% | 110,000 | Added |
| 10 | PCG | PG&E CORP | $3.4M | 1.10% | 200,000 | Hold |
| 11 | WY | WEYERHAEUSER CO | $2.9M | 0.94% | 120,000 | Hold |
| 12 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | $2.5M | 0.83% | 1.0M | Trimmed |
| 13 | NCMI | NATIONAL CINEMEDIA INC | $2.3M | 0.74% | 596,231 | Hold |
| 14 | NE | NOBLE CORP PLC | $2.2M | 0.73% | 60,000 | Hold |
| 15 | FUN | SIX FLAGS ENTERTAINMENT CORP | $2.1M | 0.70% | 100,000 | New |
| 16 | AMBP | ARDAGH METAL PACKAGING S A | $2.0M | 0.64% | 413,706 | Hold |
| 17 | CNTY | CENTURY CASINOS INC | $1.1M | 0.37% | 889,144 | Hold |
| 18 | CLF | CLEVELAND-CLIFFS INC NEW | $1.1M | 0.35% | 115,000 | Hold |
| 19 | WW | WW INTL INC | $448,894 | 0.15% | 28,091 | Hold |
| 20 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 21 | CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | Exited |
| 22 | HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30