CONTRARIUS GROUP HOLDINGS LTD 13F Portfolio
CONTRARIUS GROUP HOLDINGS LTD runs CONTRARIUS GROUP HOLDINGS LTD and currently holds 34 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $2.17B. Their top holdings are TSLA, SATS, INTC, SPCX, SONY. The top five represent 49.0% of reported portfolio weight. CONTRARIUS GROUP HOLDINGS LTD ranks #710 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CONTRARIUS GROUP HOLDINGS LTD initiated 8 new positions. They added to 19 existing positions. They trimmed 6 positions. Their current best-performing preview position is BEAM with returns of +44.02%.
Portfolio Value
$2.17B
Alpha Score
38.1
#710 of 1000
Holdings
34
CONTRARIUS GROUP HOLDINGS LTD Current 13F Holdings
Reported holdings from CONTRARIUS GROUP HOLDINGS LTD's latest SEC 13F filing, ranked by portfolio weight.
34 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TSLA TESLA INC | 12.46% | $366.67 | $382.70 | +4.37% | Added +15.03% |
 SATS ECHOSTAR CORP | 11.96% | $92.68 | $86.98 | -6.15% | Added +35.90% |
 INTC INTEL CORP | 11.41% | $139.63 | $104.70 | -25.02% | New Buy |
SP SPCX SPACE EXPLORATION TECHN CORP | 6.78% | $170.86 | $162.57 | -4.85% | New Buy |
 SONY SONY GROUP CORP | 6.38% | $20.06 | $24.12 | +20.24% | New Buy |
 NVDA NVIDIA CORPORATION | 5.74% | $200.09 | $229.28 | +14.59% | Added +100.00% |
 KDP KEURIG DR PEPPER INC | 4.92% | $27.26 | $31.76 | +16.51% | Added +17.02% |
 TSM TAIWAN SEMICONDUCTOR MFG LTD | 4.87% | $455.50 | $453.28 | -0.49% | Added +1037.60% |
 ASML ASML HOLDING N V | 4.84% | $1,989.44 | $1,780.34 | -10.51% | Added +100.00% |
 DELL DELL TECHNOLOGIES INC | 4.70% | $431.46 | $586.28 | +35.88% | Added +100.00% |
Showing 1-10 of 34