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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001050417

CONTRARIAN CAPITAL MANAGEMENT, L.L.C.

Greenwich, CT · File #028-10718

Latest AUM
$379.7M
Positions
24
Top-10 Concentration
93.4%
Filings
12

Sector Allocation

Materials
28.9%$109.8M
Real Estate
1.3%$4.9M
Energy
1.2%$4.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1HSBC HLDGS PLCHBCYF1,265,656$99.6M26.23%
2REPUBLIC AWYS HLDGS INC5904794084,446,210$81.7M21.51%
3GERDAU SAGGB19,069,112$70.4M18.53%
4TERNIUM SATX992,413$37.9M9.98%
5ALIBABA GROUP HLDG LTDBBAAY165,787$24.3M6.40%
6GRUPO AEROMEXICO SAB DE CV40054J109671,207$14.7M3.88%
7BAIDU INCBAIDF102,139$13.3M3.52%
8CLEAR CHANNEL OUTDOOR HLDGSCCO2,351,871$5.2M1.37%
9MACYS INC55616P104200,000$4.4M1.16%
10PG&E CORPPCG-PX200,000$3.2M0.85%
11UNITI GROUP LLCUNIT443,810$3.1M0.82%
12CAESARS ENTERTAINMENT INC NE12769G100125,000$2.9M0.77%
13NATIONAL CINEMEDIA INCNCMI739,899$2.9M0.76%
14CORE NATURAL RESOURCES INCCNR31,567$2.8M0.74%
15WEYERHAEUSER CO MTN BEWY76,019$1.8M0.47%
16ARDAGH METAL PACKAGING S AAMPWF413,706$1.7M0.45%
17NOBLE CORP PLCNE-WT60,000$1.7M0.45%
18VIPER ENERGY INCVNOM42,516$1.6M0.43%
19VALARIS LTDVAL-WT31,434$1.6M0.42%
20CLEVELAND-CLIFFS INC NEWCLF115,000$1.5M0.40%