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Contrarius Group Holdings Ltd
Contrarius Group Holdings Ltd is an institution, managing $2.2B across 52 long positions as of Q3 2025 with 34% Technology concentration and 63% concentrated in top 10 holdings.
- Portfolio Value
- $2.2B
- Positions
- 52
- Top Holding
- TSLA at 10.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Contrarius Group Holdings Ltd's portfolio (62.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $236.9M | 10.72% | -$9.4M Sold | 0.02% 532.7K shares | |
Entertainment Communication Services | $230.5M | 10.44% | -$61.0M Sold | 0.48% 11.8M shares | |
Unknown Unknown | $186.7M | 8.45% | +$186.7M New | 0.90% 9.9M shares | |
Entertainment Communication Services | $135.9M | 6.15% | +$67.4M Bought | 0.53% 2.4M shares | |
Unknown Unknown | $117.5M | 5.32% | +$97.9M Bought | — 891.7K shares | |
Biotechnology Healthcare | $101.7M | 4.60% | +$74.9M Bought | 5.49% 5.9M shares | |
Communication Equipment Technology | $98.8M | 4.47% | +$98.8M New | 0.45% 1.3M shares | |
Computer Hardware Technology | $92.7M | 4.20% | +$26.7M Bought | 0.10% 654.0K shares | |
Semiconductors Technology | $90.9M | 4.11% | -$6.0M Sold | — 325.4K shares | |
Semiconductors Technology | $90.0M | 4.07% | -$4.6M Sold | 0.05% 537.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Contrarius Group Holdings Ltd's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Contrarius Group Holdings Ltd
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