Contrarian Capital Management, L.L.C. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Contrarian Capital Management, L.L.C. disclosed 21 US equity positions worth $356.7m in its Q1 2026 13F filing. The largest position was RJET at 20.1% of the reported book, followed by GGB and FUTU.
What did Contrarian Capital Management, L.L.C. own in Q1 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RJET REPUBLIC AWYS HLDGS INC | 20.1% | $71.5m | 4,446,210 | – | ||
| 2 | GGB GERDAU SA | Basic Materials | 19.3% | $68.8m | 19,069,112 | – | |
| 3 | FUTU FUTU HLDGS LTD | Financial Services | 11.6% | $41.4m | 302,451 | – | |
| 4 | TX TERNIUM SA | Basic Materials | 11.2% | $39.8m | 992,413 | – | |
| 5 | HSBC HSBC HLDGS PLC | Financial Services | 11.1% | $39.7m | 481,063 | – | |
| 6 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 10.8% | $38.4m | 305,862 | – | |
| 7 | BIDU BAIDU INC | Communication Services | 3.2% | $11.4m | 102,139 | – | |
| 8 | GRUPO AEROMEXICO SAB DE CV | 2.6% | $9.4m | 671,207 | – | ||
| 9 | CCO CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 1.6% | $5.6m | 2,351,871 | – | |
| 10 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 1.2% | $4.3m | 162,163 | – | |
| 11 | VNOM VIPER ENERGY INC | Energy | 1.1% | $4.0m | 85,000 | – | |
| 12 | M MACYS INC | Consumer Cyclical | 1.0% | $3.6m | 200,000 | – | |
| 13 | PCG PG&E CORP | Utilities | 1.0% | $3.5m | 200,000 | – | |
| 14 | CNR CORE NATURAL RESOURCES INC | Energy | 0.9% | $3.3m | 31,567 | – | |
| 15 | NOBLE CORP PLC | 0.8% | $2.9m | 60,000 | – | ||
| 16 | WY WEYERHAEUSER CO | Real Estate | 0.8% | $2.9m | 120,000 | – | |
| 17 | NCMI NATIONAL CINEMEDIA INC | 0.5% | $1.8m | 596,231 | – | ||
| 18 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 0.5% | $1.7m | 413,706 | – | |
| 19 | CNTY CENTURY CASINOS INC | 0.3% | $1.2m | 889,144 | – | ||
| 20 | CLF CLEVELAND-CLIFFS INC NEW | Basic Materials | 0.3% | $971.8k | 115,000 | – | |
| 21 | WW INTL INC | 0.1% | $386.0k | 28,091 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.