Contrarian Capital Management, L.L.C. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Contrarian Capital Management, L.L.C. disclosed 19 US equity positions worth $306.1m in its Q2 2026 13F filing. The largest position was RJET at 29.8% of the reported book, followed by GGB and TX. Against the Q1 2026 filing, it opened 1 new position, added to 3 and reduced 2 among the top 19 holdings.
What did Contrarian Capital Management, L.L.C. own in Q2 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | RJET REPUBLIC AWYS HLDGS INC | 29.8% | $91.3m | 4,347,756 | -2% | reduced | |
| 2 | GGB GERDAU SA | Basic Materials | 25.2% | $77.0m | 19,069,112 | 0% | held |
| 3 | TX TERNIUM SA | Basic Materials | 13.8% | $42.4m | 992,413 | 0% | held |
| 4 | FUTU FUTU HLDGS LTD | Financial Services | 11.9% | $36.4m | 388,611 | 28% | added |
| 5 | GRUPO AEROMEXICO SAB DE CV | 3.9% | $12.1m | 671,207 | 0% | held | |
| 6 | BIDU BAIDU INC | Communication Services | 3.8% | $11.7m | 102,139 | 0% | held |
| 7 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 1.9% | $5.7m | 189,287 | 17% | added |
| 8 | M MACYS INC | Consumer Cyclical | 1.5% | $4.7m | 200,000 | 0% | held |
| 9 | VNOM VIPER ENERGY INC | Energy | 1.5% | $4.7m | 110,000 | 29% | added |
| 10 | PCG PG&E CORP | Utilities | 1.1% | $3.4m | 200,000 | 0% | held |
| 11 | WY WEYERHAEUSER CO | Real Estate | 0.9% | $2.9m | 120,000 | 0% | held |
| 12 | CCO CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 0.8% | $2.5m | 1,044,257 | -56% | reduced |
| 13 | NCMI NATIONAL CINEMEDIA INC | 0.7% | $2.3m | 596,231 | 0% | held | |
| 14 | NOBLE CORP PLC | 0.7% | $2.2m | 60,000 | 0% | held | |
| 15 | FUN SIX FLAGS ENTERTAINMENT CORP | Consumer Cyclical | 0.7% | $2.1m | 100,000 | – | new |
| 16 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 0.6% | $2.0m | 413,706 | 0% | held |
| 17 | CNTY CENTURY CASINOS INC | 0.4% | $1.1m | 889,144 | 0% | held | |
| 18 | CLF CLEVELAND-CLIFFS INC NEW | Basic Materials | 0.4% | $1.1m | 115,000 | 0% | held |
| 19 | WW INTL INC | 0.1% | $448.9k | 28,091 | 0% | held |
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.