Contrarian Capital Management, L.L.C. holds a concentrated book of 21 stocks worth $356.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Futu Holdings Ltd-ADR and trimmed HSBC Holdings PLC-Spons ADR. Their largest long position is Republic Airways Holdings In at 20% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1050417/holdings"
Use Arkolith to show CONTRARIAN CAPITAL MANAGEMENT, L.L.C.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Republic Awys Hldgs Inc COM SHS | $71.5M | 4.45M | 20.1% | —Held | |
| 2 | Gerdau Sa SPON ADR REP PFD | $68.8M | 19.07M | 19.3% | —Held | |
| 3 | Futu Hldgs Ltd SPON ADS CL A | $41.4M | 302.5K | 11.6% | ▲New New position | |
| 4 | Ternium Sa SPONSORED ADS | $39.8M | 992.4K | 11.2% | —Held | |
| 5 | HSBC Hldgs PLC SPON ADR NEW | $39.7M | 481.1K | 11.1% | ▼−62% Reduced · −785K sh | |
| 6 | Alibaba Group Hldg Ltd SPONSORED ADS | $38.4M | 305.9K | 10.8% | ▲+84% Added · +140K sh | |
| 7 | Baidu Inc SPON ADR REP A | $11.4M | 102.1K | 3.2% | —Held | |
| 8 | Grupo Aeromexico SAB De CV SPONSORED ADS | $9.4M | 671.2K | 2.6% | —Held | |
| 9 | Clear Channel Outdoor Hldgs COM | $5.6M | 2.35M | 1.6% | —Held | |
| 10 | Caesars Entertainment Inc Ne COM | $4.3M | 162.2K | 1.2% | ▲+30% Added · +37K sh | |
| 11 | Viper Energy Inc CL A | $4.0M | 85.0K | 1.1% | ▲+100% Added · +42K sh | |
| 12 | Macys Inc COM | $3.6M | 200.0K | 1.0% | —Held | |
| 13 | PG&E Corp COM | $3.5M | 200.0K | 1.0% | —Held | |
| 14 | Core Natural Resources Inc COM SHS | $3.3M | 31.6K | 0.9% | —Held | |
| 15 | Noble Corp PLC ORD SHS A | $2.9M | 60.0K | 0.8% | —Held | |
| 16 | Weyerhaeuser Co COM NEW | $2.9M | 120.0K | 0.8% | ▲+58% Added · +44K sh | |
| 17 | National Cinemedia Inc COM NEW | $1.8M | 596.2K | 0.5% | ▼−19% Reduced · −144K sh | |
| 18 | Ardagh Metal Packaging S A SHS | $1.7M | 413.7K | 0.5% | —Held | |
| 19 | Century Casinos Inc COM | $1.2M | 889.1K | 0.3% | —Held | |
| 20 | Cleveland-Cliffs Inc New COM | $972K | 115.0K | 0.3% | —Held | |
| 21 | WW Intl Inc COM NEW | $386K | 28.1K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.