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Contrarius Group Holdings’s Dell DELL Stock Holding History

Contrarius Group Holdings’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102M Buy
+236,463
New +$68.4M 4.7% 10
2026
Q1 		– Sell
-692,598
Closed -$87.2M – 46
2025
Q4 		$87.2M Buy
692,598
+38,555
+6% +$5.43M 4.23% 8
2025
Q3 		$92.7M Buy
654,043
+188,413
+40% +$24.4M 4.2% 8
2025
Q2 		$57.1M Buy
465,630
+398,121
+590% +$40.7M 3.22% 14
2025
Q1 		$6.15M Buy
+67,509
New +$7.14M 0.42% 37

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Contrarius Group Holdings's DELL Position: Q2 2026 in Review

Contrarius Group Holdings opened a new position in Dell (DELL) in Q2 2026: 236,463 shares worth $102M. The stake represents 4.7% of the portfolio and ranks #10 among its holdings. This is a return to the name: Contrarius Group Holdings previously reported a position in DELL as recently as Q4 2025.

Contrarius Group Holdings first reported a position in DELL in Q1 2025 and has held it in 5 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Contrarius Group Holdings held 236,463 shares of Dell worth $102M as of Q2 2026.
  • Dell was a new Contrarius Group Holdings position in Q2 2026.
  • Dell made up 4.7% of Contrarius Group Holdings's portfolio in Q2 2026, its #10 holding.
  • Contrarius Group Holdings first reported a position in Dell in Q1 2025 and has held it in 5 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Contrarius Group Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.