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.
Contrarius Group Holdings Ltd (CIK 2054801) reported $1.77B across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SATS ($220.4M, 12.48%), TSLA ($207.9M, 11.77%), BTI ($165.1M, 9.35%), PM ($136.0M, 7.70%), KHC ($95.4M, 5.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | $220.4M | 12.48% | 1.9M | Trimmed |
| 2 | TSLA | TESLA INC | $207.9M | 11.77% | 559,134 | Added |
| 3 | BTI | BRITISH AMERN TOB PLC | $165.1M | 9.35% | 2.8M | New |
| 4 | PM | PHILIP MORRIS INTL INC | $136.0M | 7.70% | 822,766 | Added |
| 5 | KHC | KRAFT HEINZ CO | $95.4M | 5.40% | 4.2M | New |
| 6 | GOOGL | ALPHABET INC | $86.4M | 4.90% | 300,603 | Added |
| 7 | MDLZ | MONDELEZ INTL INC | $85.3M | 4.83% | 1.5M | Added |
| 8 | TAP | MOLSON COORS BEVERAGE CO | $84.9M | 4.81% | 2.0M | Added |
| 9 | MO | ALTRIA GROUP INC | $84.2M | 4.77% | 1.3M | New |
| 10 | KDP | KEURIG DR PEPPER INC | $73.4M | 4.16% | 2.8M | New |
| 11 | PEP | PEPSICO INC | $73.4M | 4.16% | 472,477 | New |
| 12 | PSKY | PARAMOUNT SKYDANCE CORP | $71.5M | 4.05% | 7.9M | Trimmed |
| 13 | WBD | WARNER BROS DISCOVERY INC | $41.1M | 2.33% | 1.5M | New |
| 14 | STZ | CONSTELLATION BRANDS INC | $28.4M | 1.61% | 189,372 | New |
| 15 | BIDU | BAIDU INC | $25.6M | 1.45% | 230,190 | Trimmed |
| 16 | NTLA | INTELLIA THERAPEUTICS INC | $24.5M | 1.39% | 1.9M | Added |
| 17 | COIN | COINBASE GLOBAL INC | $23.8M | 1.35% | 136,263 | Trimmed |
| 18 | BABA | ALIBABA GROUP HLDG LTD | $22.6M | 1.28% | 179,941 | Trimmed |
| 19 | JD | JD.COM INC | $18.9M | 1.07% | 639,327 | Trimmed |
| 20 | CRCL | CIRCLE INTERNET GROUP INC | $16.9M | 0.96% | 177,067 | Trimmed |
| 21 | RIG | TRANSOCEAN LTD | $16.4M | 0.93% | 2.5M | Added |
| 22 | SDRL | SEADRILL LTD | $14.5M | 0.82% | 318,958 | Added |
| 23 | CVE | CENOVUS ENERGY INC | $13.6M | 0.77% | 513,537 | New |
| 24 | MOS | MOSAIC CO | $12.8M | 0.73% | 502,751 | New |
| 25 | BEAM | BEAM THERAPEUTICS INC | $12.7M | 0.72% | 533,443 | New |
Source: SEC Form 13F filings · as of 2026-03-31