Contrarius Group Holdings Ltd holds a focused book of 39 stocks worth $1.8B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened British American Tob-SP ADR and trimmed Echostar Corp-A. Their largest long position is Echostar Corp-A at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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/2054801/holdings"
Use Arkolith to show Contrarius Group Holdings Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: focused 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 | Echostar Corp CL A | $220.4M | 1.88M | 12.5% | ▼−14% Reduced · −300K sh | |
| 2 | Tesla Inc COM | $207.9M | 559.1K | 11.8% | ▲+7.9% Added · +41K sh | |
| 3 | British Amern Tob PLC SPONSORED ADR | $165.1M | 2.82M | 9.3% | ▲New New position | |
| 4 | Philip Morris Intl Inc COM | $136.0M | 822.8K | 7.7% | ▲16× Added · +772K sh | |
| 5 | Kraft Heinz Co COM | $95.4M | 4.24M | 5.4% | ▲New New position | |
| 6 | Alphabet Inc CAP STK CL A | $86.4M | 300.6K | 4.9% | ▲+1.0% Added · +3K sh | |
| 7 | Mondelez Intl Inc CL A | $85.3M | 1.48M | 4.8% | ▲+358% Added · +1.2M sh | |
| 8 | Molson Coors Beverage Co CL B | $84.9M | 1.97M | 4.8% | ▲+176% Added · +1.3M sh | |
| 9 | Altria Group Inc COM | $84.2M | 1.28M | 4.8% | ▲New New position | |
| 10 | Keurig DR Pepper Inc COM | $73.4M | 2.79M | 4.2% | ▲New New position | |
| 11 | Pepsico Inc COM | $73.4M | 472.5K | 4.2% | ▲New New position | |
| 12 | Paramount Skydance Corp COM CL B | $71.5M | 7.93M | 4.0% | ▼−47% Reduced · −7.2M sh | |
| 13 | Warner Bros Discovery Inc COM SER A | $41.1M | 1.50M | 2.3% | ▲New New position | |
| 14 | Constellation Brands Inc CL A | $28.4M | 189.4K | 1.6% | ▲New New position | |
| 15 | Baidu Inc SPON ADR REP A | $25.6M | 230.2K | 1.5% | ▼−30% Reduced · −101K sh | |
| 16 | Intellia Therapeutics Inc COM | $24.5M | 1.91M | 1.4% | ▲+168% Added · +1.2M sh | |
| 17 | Coinbase Global Inc COM CL A | $23.8M | 136.3K | 1.3% | ▼−58% Reduced · −187K sh | |
| 18 | Alibaba Group Hldg Ltd SPONSORED ADS | $22.6M | 179.9K | 1.3% | ▼−15% Reduced · −32K sh | |
| 19 | Jd.com Inc SPON ADS CL A | $18.9M | 639.3K | 1.1% | ▼−18% Reduced · −142K sh | |
| 20 | Circle Internet Group Inc COM CL A | $16.9M | 177.1K | 1.0% | ▼−69% Reduced · −386K sh | |
| 21 | Transocean Ltd REGISTERED SHS | $16.4M | 2.47M | 0.9% | ▲+50% Added · +821K sh | |
| 22 | Seadrill Ltd COM | $14.5M | 319.0K | 0.8% | ▲+29% Added · +72K sh | |
| 23 | Cenovus Energy Inc COM | $13.6M | 513.5K | 0.8% | ▲New New position | |
| 24 | Mosaic Co COM | $12.8M | 502.8K | 0.7% | ▲New New position | |
| 25 | Beam Therapeutics Inc COM | $12.7M | 533.4K | 0.7% | ▲New New position | |
| 26 | Noble Corp PLC ORD SHS A | $11.2M | 227.2K | 0.6% | ▲+8.2% Added · +17K sh | |
| 27 | Oracle Corp COM | $10.2M | 69.2K | 0.6% | ▼−93% Reduced · −861K sh | |
| 28 | PayPal Hldgs Inc COM | $10.0M | 220.9K | 0.6% | ▲New New position | |
| 29 | Alpha Metallurgical Resour I COM | $10.0M | 48.7K | 0.6% | ▼−17% Reduced · −10K sh | |
| 30 | CF Industries Hold COM | $10.0M | 76.7K | 0.6% | ▲New New position | |
| 31 | Ovintiv Inc COM | $9.8M | 164.6K | 0.6% | ▲New New position | |
| 32 | Novo-Nordisk A S ADR | $8.3M | 227.0K | 0.5% | ▼−76% Reduced · −703K sh | |
| 33 | Crocs Inc COM | $8.1M | 97.6K | 0.5% | ▼−79% Reduced · −377K sh | |
| 34 | Nutrien Ltd COM | $7.1M | 93.6K | 0.4% | ▲New New position | |
| 35 | Range Res Corp COM | $6.8M | 149.9K | 0.4% | ▲New New position | |
| 36 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $6.6M | 19.4K | 0.4% | ▼−90% Reduced · −178K sh | |
| 37 | Eqt Corp COM | $6.5M | 102.8K | 0.4% | ▼−7.3% Reduced · −8K sh | |
| 38 | WW Intl Inc COM NEW | $4.2M | 307.2K | 0.2% | ▼−3.0% Reduced · −9K sh | |
| 39 | QVC Group Inc COM SER A NEW | $1.5M | 702.8K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 47 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 55 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 60 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 65 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 56 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 48 | $1.6B | 13F-HR |
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.