Contrarian Capital Management, L.l.c.
Contrarian Capital Management, L.l.c. reported 19 stocks worth $306M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RJET (29.9%), GGB (25.2%) and TX (13.8%). Compared with Q1 2026, the fund opened new positions in FUN, added to FUTU, CZR and VNOM, trimmed RJET and sold out of HSBC, BABA and CNR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RJET Republic Awys Hldgs Inc | $91.3M | 29.9% | 4.3M | −98K (−2%) | 3 of 8 | |
| 2 |  GGB Gerdau SA | $77M | 25.2% | 19.1M | No change | 8 of 8 | |
| 3 |  TX Ternium SA | $42.4M | 13.8% | 992K | No change | 8 of 8 | |
| 4 |  FUTU Futu Hldgs Ltd | $36.4M | 11.9% | 389K | +86K (+28%) | 2 of 8 | |
| 5 |  AERO Grupo Aeromexico Sab DE CV | $12.1M | 4.0% | 671K | No change | 3 of 8 | |
| 6 |  BIDU Baidu Inc F | $11.7M | 3.8% | 102K | No change | 4 of 8 | |
| 7 |  CZR Caesars Entertainment Inc NE | $5.7M | 1.9% | 189K | +27K (+17%) | 8 of 8 | |
| 8 |  M Macys Inc | $4.7M | 1.5% | 200K | No change | 8 of 8 | |
| 9 |  VNOM Viper Energy Inc CL A | $4.7M | 1.5% | 110K | +25K (+29%) | 4 of 8 | |
| 10 |  PCG Pg&E Corp | $3.4M | 1.1% | 200K | No change | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Contrarian Capital Management, L.l.c. 13F FAQ
What does Contrarian Capital Management, L.l.c. own?
Contrarian Capital Management, L.l.c. reported 19 stocks worth $306M in its 13F filing for Q2 2026, filed Aug 14, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Contrarian Capital Management, L.l.c. buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 3 added to, 2 trimmed and 3 sold out. New positions include FUN. It sold all of HSBC, BABA and CNR.
When will Contrarian Capital Management, L.l.c. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Contrarian Capital Management, L.l.c.'s portfolio worth?
The Q2 2026 filing reports $306M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.