Contrarius Group Holdings Ltd

Q2 2025 13F-HR Detailed Holdings

Location
Hamilton, D0
Holdings as of
6/30/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
65
Total value ($000)
$1,770,704
Net value change ($000)
New positions
57
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PARAV 179,432
TSLA 175,944
WBD 171,045
NVDA 129,465
COIN 85,057
TSM 78,561
CZR 73,338
MU 69,638
EL 68,340
ASML 68,333
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Contrarius Investment Management Ltd 028-13714
2 Contrarius Investment Management (Bermuda) Ltd 028-14796
3 Contrarius Holdings Ltd 028-24890