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Contrarius Group Holdings - Q2 2026 13F Filings

CO

Contrarius Group Holdings LTD

CIK: 0002054801
Address: Bermuda Hamilton Victoria Place, 5Th Floor 31 Victoria Street
$2.17 B
Portfolio Value
34
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. INTC Intel Corporation
+$247.57 M
2. SPCX Space Exploration Technologies
+$147.06 M
3. SONY Sony Group Corporation
+$138.41 M
4. NVDA Nvidia Corporation
+$124.5 M
5. ASML Asml Holding Nv
+$105.1 M

Top Sells

Q2 2026
1. BTI British American Tobacco PLC
−$161.62 M
2. PM Philip Morris International
−$136.04 M
3. GOOGL Alphabet
−$99.16 M
4. KHC The Kraft Heinz Company
−$95.4 M
5. MDLZ Mondelez International
−$85.31 M

Asset Allocation

Stocks/ETFs
+22.90%
$2.17 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Contrarius Group Holdings Q2 2026 Filing Summary

Contrarius Group Holdings LTD filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 2.17 B reflecting a +22.90% change from the prior quarter, spanning 34 assets. The top 10 holdings comprised 74.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 22 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Contrarius Group Holdings’s Q2 2026 Filing

Contrarius Group Holdings submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Contrarius Group Holdings reported a managed portfolio value of 2.17 B, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Contrarius Group Holdings bought or sold during Q2 2026, please visit Contrarius Group Holdings's Portfolio Analysis page.