Contrarian Capital Management, L.L.C.
Net seller this quarter
$306M
19
-$70.8M
94.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RJET | $91.3M | 29.85% | 9.47% | -2.2% | Q4 2025 |
 GGB | $77M | 25.17% | 2.66% | Not reported | Q2 2016 |
 TX | $42.4M | 13.85% | 0.05% | Not reported | Q3 2016 |
 FUTU | $36.4M | 11.90% | 0.10% | +28.5% | Q1 2026 |
 AERO | $12.1M | 3.95% | 0.05% | Not reported | Q4 2025 |
 BIDU | $11.7M | 3.81% | Not reported | Not reported | Q3 2025 |
 CZR | $5.71M | 1.87% | 0.09% | +16.7% | Q4 2017 |
 M | $4.71M | 1.54% | 0.08% | Not reported | Q4 2020 |
| VNOM | $4.66M | 1.52% | Not reported | +29.4% | Q4 2021 |
 PCG | $3.36M | 1.10% | 0.01% | Not reported | Q1 2025 |
 WY | $2.87M | 0.94% | 0.02% | Not reported | Q4 2025 |
 CCO | $2.53M | 0.83% | 0.21% | -55.6% | Q2 2019 |
 NCMI | $2.27M | 0.74% | 0.64% | Not reported | Q3 2023 |
 NE | $2.24M | 0.73% | 0.04% | Not reported | Q2 2021 |
 FUN | $2.13M | 0.70% | 0.10% | New | Q2 2026 |
 AMBP | $1.96M | 0.64% | 0.07% | Not reported | Q4 2022 |
 CNTY | $1.14M | 0.37% | 3.16% | Not reported | Q4 2020 |
 CLF | $1.08M | 0.35% | 0.02% | Not reported | Q1 2018 |
 WW | $449K | 0.15% | 0.28% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| RJET | $71.5M | 20.06% | 9.75% | Not reported | Q4 2025 |
| GGB | $68.8M | 19.30% | 2.66% | Not reported | Q2 2016 |
| FUTU | $41.4M | 11.60% | 0.07% | New | Q1 2026 |
| TX | $39.8M | 11.17% | 0.05% | Not reported | Q3 2016 |
 HSBC | $39.7M | 11.13% | 0.00% | -62.0% | Q4 2024 |
 BABA | $38.4M | 10.76% | 0.02% | +84.5% | Q3 2025 |
| BIDU | $11.4M | 3.19% | Not reported | Not reported | Q3 2025 |
| AERO | $9.4M | 2.64% | 0.05% | Not reported | Q4 2025 |
| CCO | $5.57M | 1.56% | 0.47% | Not reported | Q2 2019 |
| CZR | $4.29M | 1.20% | 0.08% | +29.7% | Q4 2017 |
| VNOM | $3.99M | 1.12% | Not reported | +99.9% | Q4 2021 |
| M | $3.62M | 1.01% | 0.08% | Not reported | Q4 2020 |
| PCG | $3.51M | 0.99% | 0.01% | Not reported | Q1 2025 |
 CNR | $3.31M | 0.93% | 0.06% | Not reported | Q1 2025 |
| NE | $2.94M | 0.83% | 0.04% | Not reported | Q2 2021 |
| WY | $2.93M | 0.82% | 0.02% | +57.9% | Q4 2025 |
| NCMI | $1.82M | 0.51% | 0.64% | -19.4% | Q3 2023 |
| AMBP | $1.68M | 0.47% | 0.07% | Not reported | Q4 2022 |
| CNTY | $1.24M | 0.35% | 3.12% | Not reported | Q4 2020 |
| CLF | $972K | 0.27% | 0.02% | Not reported | Q1 2018 |
| WW | $386K | 0.11% | 0.28% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| HSBC | $99.6M | 26.23% | 0.01% | Not reported | Q4 2024 |
| RJET | $81.7M | 21.51% | 9.73% | New | Q4 2025 |
| GGB | $70.4M | 18.53% | 2.66% | Not reported | Q2 2016 |
| TX | $37.9M | 9.98% | 0.05% | Not reported | Q3 2016 |
| BABA | $24.3M | 6.40% | 0.00% | +15.3% | Q3 2025 |
| AERO | $14.7M | 3.88% | 0.05% | New | Q4 2025 |
| BIDU | $13.3M | 3.52% | Not reported | Not reported | Q3 2025 |
| CCO | $5.2M | 1.37% | 0.47% | -6.7% | Q2 2019 |
| M | $4.41M | 1.16% | 0.08% | Not reported | Q4 2020 |
| PCG | $3.21M | 0.85% | 0.01% | Not reported | Q1 2025 |
 UNIT | $3.11M | 0.82% | 0.19% | -2.4% | Q3 2025 |
| CZR | $2.92M | 0.77% | 0.06% | -14.1% | Q4 2017 |
| NCMI | $2.88M | 0.76% | 0.79% | Not reported | Q3 2023 |
| CNR | $2.79M | 0.74% | 0.06% | -85.6% | Q1 2025 |
| WY | $1.8M | 0.47% | 0.01% | New | Q4 2025 |
| AMBP | $1.7M | 0.45% | 0.07% | +335.5% | Q4 2022 |
| NE | $1.69M | 0.45% | 0.04% | Not reported | Q2 2021 |
| VNOM | $1.64M | 0.43% | Not reported | +32.4% | Q4 2021 |
 VAL | $1.58M | 0.42% | 0.05% | Not reported | Q2 2021 |
| CLF | $1.53M | 0.40% | 0.02% | Not reported | Q1 2018 |
| CNTY | $1.18M | 0.31% | 3.09% | Not reported | Q4 2020 |
 ADV | $880K | 0.23% | 7.66% | -41.2% | Q2 2022 |
| WW | $821K | 0.22% | 0.28% | Not reported | Q3 2025 |
| EEX | $416K | 0.11% | 0.05% | -89.4% | Q2 2022 |
| Q3 2025 | |||||
| HSBC | $89.8M | 22.67% | 0.01% | Not reported | Q4 2024 |
| GGB | $59.1M | 14.92% | 2.65% | Not reported | Q2 2016 |
 BUR | $48.4M | 12.21% | 1.85% | +58.2% | Q1 2025 |
 VALE | $38.6M | 9.73% | 0.11% | Not reported | Q2 2016 |
| TX | $34.5M | 8.70% | 0.05% | Not reported | Q3 2016 |
| BABA | $25.7M | 6.48% | 0.00% | New | Q3 2025 |
| CNR | $18.3M | 4.62% | 0.43% | Not reported | Q1 2025 |
| BIDU | $13.5M | 3.40% | Not reported | New | Q3 2025 |
 ASTL | $7.24M | 1.83% | 1.94% | -43.0% | Q4 2021 |
| EEX | $4.47M | 1.13% | 0.44% | +12.1% | Q2 2022 |
| CCO | $3.98M | 1.01% | 0.51% | +73.6% | Q2 2019 |
| CZR | $3.93M | 0.99% | 0.07% | +21.8% | Q4 2017 |
| M | $3.59M | 0.90% | 0.07% | Not reported | Q4 2020 |
| NCMI | $3.34M | 0.84% | 0.79% | Not reported | Q3 2023 |
| PCG | $3.02M | 0.76% | 0.01% | Not reported | Q1 2025 |
| UNIT | $2.78M | 0.70% | 0.19% | New | Q3 2025 |
 BV | $2.64M | 0.67% | 0.21% | -4.6% | Q2 2022 |
| ADV | $2.6M | 0.66% | 0.52% | +5.5% | Q2 2022 |
| CNTY | $2.32M | 0.59% | 3.00% | Not reported | Q4 2020 |
 PBI | $1.81M | 0.46% | 0.09% | -0.6% | Q2 2022 |
| NE | $1.7M | 0.43% | 0.04% | Not reported | Q2 2021 |
| VAL | $1.53M | 0.39% | 0.05% | Not reported | Q2 2021 |
| CLF | $1.4M | 0.35% | 0.02% | Not reported | Q1 2018 |
| VNOM | $1.23M | 0.31% | Not reported | Not reported | Q4 2021 |
 NATL | $1.12M | 0.28% | 0.04% | -1.7% | Q4 2023 |
 PRKS | $1.11M | 0.28% | 0.04% | -4.4% | Q2 2022 |
| WW | $769K | 0.19% | 0.28% | New | Q3 2025 |
 VYX | $602K | 0.15% | 0.03% | +2.1% | Q2 2022 |
 UNFI | $545K | 0.14% | 0.02% | New | Q3 2025 |
 SKIL | $540K | 0.14% | 0.48% | +20.3% | Q3 2022 |
 MBC | $435K | 0.11% | 0.03% | +37.5% | Q4 2024 |
 SABR | $412K | 0.10% | 0.06% | -68.1% | Q3 2024 |
| AMBP | $379K | 0.10% | 0.02% | +5.6% | Q4 2022 |
 MAT | $370K | 0.09% | 0.01% | +10.0% | Q3 2024 |
 HSIC | $332K | 0.08% | 0.00% | New | Q3 2025 |