Please ensure Javascript is enabled for purposes of website accessibility Contrarian Fund - Janus Henderson Investors - US Institutional
For Institutional Investors in the US

Contrarian Fund Holdings

Full Portfolio Holdings

(As of March 31, 2025)

% OF INVESTMENTS
Surgery Partners Inc 5.84
Capital One Financial Corp 5.53
Intercontinental Exchange Inc 5.22
Oracle Corp 5.20
Caesars Entertainment Inc 4.48
PNC Financial Services Group Inc 4.47
UnitedHealth Group Inc 4.37
Western Alliance Bancorp 4.06
Amazon.com Inc 4.01
Hong Kong Exchanges & Clearing Ltd 3.36
Chart Industries Inc 3.29
Howmet Aerospace Inc 3.20
Taiwan Semiconductor Manufacturing Co Ltd (ADR) 2.99
Flutter Entertainment PLC 2.91
Dell Technologies Inc 2.82
Madrigal Pharmaceuticals Inc 2.71
3M Co 2.65
Freeport-McMoRan Inc 2.46
Globus Medical Inc 2.38
Monster Beverage Corp 2.36
Argenx SE (ADR) 2.31
HubSpot Inc 2.30
Marvell Technology Inc 2.24
Vertiv Holdings Co 2.11
Lantheus Holdings Inc 1.96
Alibaba Group Holding Ltd (ADR) 1.93
Cullen/Frost Bankers Inc 1.82
Core & Main Inc 1.72
Sportradar Group AG 1.49
Mid-America Apartment Communities Inc 1.25
Builders FirstSource Inc 1.16
Sotera Health Co 1.05
Beauty Health Co, 1.25%, 10/01/26 0.99
Ferguson Enterprises Inc/DE 0.82
Vaxcyte Inc 0.54
AST SpaceMobile Inc 0.34
Beauty Health Co 0.25
ORCL US 17Apr25 Put (AMERICAN PHYSICAL) GS OTC 125 0.00
Cash & Equivalents 1.41
Janus Henderson publishes this listing of securities held as of the most recently available disclosure period, which varies depending on the portfolio. Any portion of holdings may be excluded from publication when deemed in the best interest of the portfolio. Securities are reported at market value.
The portfolio data and its presentation here is based on the investment book of record and may differ from the accounting book of record and complete schedules of investments in regulatory filings due to differing accounting and reporting standards.