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Contrarius Group Holdings’s Micron Technology MU Stock Holding History

Contrarius Group Holdings’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-411,597
Closed -$117M – 50
2025
Q4 		$117M Sell
411,597
-126,048
-23% -$28.9M 5.7% 5
2025
Q3 		$90M Sell
537,645
-27,371
-5% -$3.5M 4.07% 10
2025
Q2 		$69.6M Buy
+565,016
New +$52.8M 3.93% 8

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Contrarius Group Holdings's MU Position: Q1 2026 in Review

Contrarius Group Holdings sold out of Micron Technology (MU) in Q1 2026, closing a stake of 411,597 shares — an estimated $117M sold.

Contrarius Group Holdings first reported a position in MU in Q2 2025 and held it in 3 quarters. The position peaked at $117M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Contrarius Group Holdings reported no remaining Micron Technology position as of Q1 2026 after selling out during the quarter.
  • Contrarius Group Holdings sold 411,597 Micron Technology shares in Q1 2026, an estimated $117M.
  • Contrarius Group Holdings first reported a position in Micron Technology in Q2 2025 and held it in 3 quarters.
  • Contrarius Group Holdings's Micron Technology position peaked at $117M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Contrarius Group Holdings's 13F filing for Q1 2026, filed 11 May 2026.