DOSSIER · 13F-HR · Q1 2026
Contrarius Group Holdings Ltd
$1.8B in tracked AUM across 47 positions as of Q1 2026.
CG
CIK 0002054801 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Contrarius Group Holdings Ltd manages a concentrated portfolio valued at approximately $1.36 billion as of the reporting period ended September 30, 2025. The firm has adopted a high-conviction strategy, evidenced by the relatively low number of holdings (40) and significant concentration in top positions. Over the quarter, the portfolio saw substantial growth, increasing in value by 24.3% from $1.09 billion. This capital appreciation likely resulted from a combination of ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.