Contrarian Capital Management, L.l.c. 13F holdings
Contrarian Capital Management, L.l.c. reported 19 positions with a total reported value of $306.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: REPUBLIC AWYS HLDGS INC (29.8%), GGB GERDAU SA (25.2%), TX TERNIUM SA (13.8%), FUTU FUTU HLDGS LTD (11.9%), AERO GRUPO AEROMEXICO SAB DE CV (3.9%). Against 2026-03-31 it opened 1 new position and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Contrarian Capital Management, L.l.c. files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
19 largest of 19 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| REPUBLIC AWYS HLDGS INC | 4,347,756 | $91.3M | 29.8% |
| GGB GERDAU SA | 19,069,112 | $77.0M | 25.2% |
| TX TERNIUM SA | 992,413 | $42.4M | 13.8% |
| FUTU FUTU HLDGS LTD | 388,611 | $36.4M | 11.9% |
| AERO GRUPO AEROMEXICO SAB DE CV | 671,207 | $12.1M | 3.9% |
| BIDU BAIDU INC | 102,139 | $11.7M | 3.8% |
| CZR CAESARS ENTERTAINMENT INC NE | 189,287 | $5.7M | 1.9% |
| M MACYS INC | 200,000 | $4.7M | 1.5% |
| VNOM VIPER ENERGY INC | 110,000 | $4.7M | 1.5% |
| PCG PG&E CORP | 200,000 | $3.4M | 1.1% |
| WY WEYERHAEUSER CO | 120,000 | $2.9M | 0.9% |
| CCO CLEAR CHANNEL OUTDOOR HLDGS | 1,044,257 | $2.5M | 0.8% |
| NCMI NATIONAL CINEMEDIA INC | 596,231 | $2.3M | 0.7% |
| NE NOBLE CORP PLC | 60,000 | $2.2M | 0.7% |
| FUN SIX FLAGS ENTERTAINMENT CORP | 100,000 | $2.1M | 0.7% |
| AMBP ARDAGH METAL PACKAGING S A | 413,706 | $2.0M | 0.6% |
| CNTY CENTURY CASINOS INC | 889,144 | $1.1M | 0.4% |
| CLF CLEVELAND-CLIFFS INC NEW | 115,000 | $1.1M | 0.4% |
| WW INTL INC | 28,091 | $448.9K | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FUN SIX FLAGS ENTERTAINMENT CORP | 100,000 | $2.1M | 0.7% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FUTU FUTU HLDGS LTD | 302,451 | 388,611 | +28.5% | $36.4M |
| VNOM VIPER ENERGY INC | 85,000 | 110,000 | +29.4% | $4.7M |
| CZR CAESARS ENTERTAINMENT INC NE | 162,163 | 189,287 | +16.7% | $5.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CCO CLEAR CHANNEL OUTDOOR HLDGS | 2,351,871 | 1,044,257 | -55.6% | $2.5M |
| REPUBLIC AWYS HLDGS INC | 4,446,210 | 4,347,756 | -2.2% | $91.3M |
CIK 1050417 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
