Contrarius Group Holdings LTD
Contrarius Group Holdings Ltd is an alternative asset management firm headquartered in St. Helier, Jersey, with a focus on global equity markets. Founded in 2008, the group typically manages long-only and long/short equity funds. The firm serves institutional and high-net-worth clients and also oversees Contrarius Investment Management. As of 2025, it manages over $1.77 billion in assets across its strategies. Employee count is not publicly disclosed, but boutique asset managers of this size are typically staffed with 20–50 employees.
Investment Strategy
Contrarius Group Holdings Ltd focuses primarily on value-driven, contrarian equity investing. The firm employs a fundamental, research-intensive investment process and often seeks opportunities in underappreciated or out-of-favor sectors and securities. Its portfolio appears concentrated in global equities, including both developed and emerging markets, and features significant positions in sectors such as technology, media, and consumer discretionary. Contrarius typically avoids index-hugging, instead aiming for alpha through differentiated, often contrarian, views and concentrated bets.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PARA | PARAMOUNT GLOBAL | 10.13% | $179.4M | 13,909,438 | $10.46 | $12.90 | +$13.1M |
T TSLA | TESLA INC | 9.94% | $175.9M | 553,875 | $357.52 | $317.66 | +$17.5M |
W WBD | WARNER BROS DISCOVERY INC | 9.66% | $171.0M | 14,925,370 | $10.57 | $11.46 | +$10.6M |
N NVDA | NVIDIA CORPORATION | 7.31% | $129.5M | 819,451 | $115.32 | $157.99 | +$53.1M |
C COIN | COINBASE GLOBAL INC | 4.80% | $85.1M | 242,679 | $240.45 | $350.49 | +$45.5M |