Contrarius Group
Contrarius Investment Management · SEC CIK 2054801
Contrarian by name and by construction.
Q1 2026
Latest 13F
$1.77B
Filed US book
39
Positions
Largest holdings, as filed
Top 15 of 39 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| ECHOSTAR CORP | ECHO | $220.35M | 12.5% |
| TESLA INC | TSLA | $207.86M | 11.8% |
| BRITISH AMERN TOB PLC | BTI | $165.09M | 9.3% |
| PHILIP MORRIS INTL INC | PM | $136.04M | 7.7% |
| KRAFT HEINZ CO | KHC | $95.40M | 5.4% |
| ALPHABET INC | GOOGL | $86.44M | 4.9% |
| MONDELEZ INTL INC | MDLZ | $85.31M | 4.8% |
| MOLSON COORS BEVERAGE CO | TAP | $84.91M | 4.8% |
| ALTRIA GROUP INC | MO | $84.17M | 4.8% |
| KEURIG DR PEPPER INC | KDP | $73.41M | 4.2% |
| PEPSICO INC | PEP | $73.37M | 4.2% |
| PARAMOUNT SKYDANCE CORP | PSKY | $71.49M | 4.0% |
| WARNER BROS DISCOVERY INC | WBD | $41.08M | 2.3% |
| CONSTELLATION BRANDS INC | STZ | $28.41M | 1.6% |
| BAIDU INC | BIDU | $25.65M | 1.4% |
Inside the app: the full book for Contrarius Investment Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.