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.
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
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Contrarian Capital Management, L.L.C.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HHLR Advisors, LTD. | 2 / 21 | $502.0M |
| AI-Squared Management Ltd | 2 / 21 | $30.6M |
| Mountain Lake Investment Management LLC | 2 / 21 | $22.2M |
| Arini Capital Management Ltd | 2 / 21 | $134.8M |
| Gallagher Fiduciary Advisors, LLC | 3 / 21 | $330.5M |
| Covalis Capital LLP | 3 / 21 | $167.0M |
| DME Capital Management, LP | 2 / 21 | $311.1M |
| Think Investments LP | 2 / 21 | $71.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Contrarian Capital Management, L.L.C.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.