Contrarius Group Holdings Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CG Contrarius Group Holdings Ltd | Institutional Filer | ▼ 14.35% | $1.77B | 39 |
Current Portfolio Holdings
Showing all 39 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SATS | EchoStar Corporation | Technology | 1.9M | $220.4M | 12.48% |
| 2 | TSLA | Tesla, Inc. | Consumer Cyclical | 559K | $207.9M | 11.77% |
| 3 | BTI | British American Tobacco p.l.c. | Consumer Defensive | 2.8M | $165.1M | 9.35% |
| 4 | PM | Philip Morris International Inc. | Consumer Defensive | 823K | $136.0M | 7.70% |
| 5 | KHC | The Kraft Heinz Company | Consumer Defensive | 4.2M | $95.4M | 5.40% |
| 6 | GOOGL | Alphabet Inc. | Technology | 301K | $86.4M | 4.90% |
| 7 | MDLZ | Mondelez International, Inc. | Consumer Defensive | 1.5M | $85.3M | 4.83% |
| 8 | TAP | Molson Coors Beverage Company | Consumer Defensive | 2.0M | $84.9M | 4.81% |
| 9 | MO | Altria Group, Inc. | Consumer Defensive | 1.3M | $84.2M | 4.77% |
| 10 | KDP | Keurig Dr Pepper Inc. | Consumer Defensive | 2.8M | $73.4M | 4.16% |
| 11 | PEP | PepsiCo, Inc. | Consumer Defensive | 472K | $73.4M | 4.16% |
| 12 | PSKY | Paramount Skydance Corporation Class B Common Stock | Communication Services | 7.9M | $71.5M | 4.05% |
| 13 | WBD | Warner Bros. Discovery, Inc. | Communication Services | 1.5M | $41.1M | 2.33% |
| 14 | STZ | Constellation Brands, Inc. | Consumer Defensive | 189K | $28.4M | 1.61% |
| 15 | BIDU | Baidu, Inc. | Communication Services | 230K | $25.6M | 1.45% |
Showing 1 to 15 of 39 holdings