— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

CONTINENTAL GENERAL INSURANCE CO

Q2 2025 · Filed 2025-08-13
Market Value
$385M
+45.5%
Holdings
10
+3
New Purchases
3
Added To
2
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
30.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GEO 24.29% 4.23% +20.06% $94M
GRPN 25.46% 16.20% +9.26% $98M
AMBC 2.25% 0.00% +2.25% $9M
DJT 0.48% 0.00% +0.48% $2M
CIA 0.39% 0.00% +0.39% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DQ 23.51% 40.85% -17.34% $91M
AMR 17.69% 28.67% -10.98% $68M
DOLE 2.55% 6.24% -3.69% $10M
RAIL 2.79% 3.02% -0.22% $11M
BITF 0.59% 0.80% -0.21% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $163M 42.5%
Small Cap 5 $209M 54.4%
Micro Cap 2 $12M 3.2%

Portfolio Analytics

Avg Market Cap
$1.3B
Median Market Cap
$1.3B
Avg P/E
16.2
Median P/E
12.4
Avg Dividend Yield
0.00%
Avg Beta
1.37
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GRPN 25.46% 2,929,832 $98M $33.45 $55M +647,100 +28.4%
2 GEO 24.29% 3,904,474 $94M $23.95 $82M +3,521,589 +919.8%
3 DQ 23.51% 5,966,202 $91M $15.17 -$18M
4 AMR 17.69% 605,449 $68M $112.48 -$8M
5 RAIL 2.79% 1,247,976 $11M $8.62 $3M -195,222 -13.5%
6 DOLE 2.55% 700,654 $10M $13.99 -$7M -441,102 -38.6%
7 AMBC 2.25% 1,218,349 $9M $7.10 +1,218,349 NEW
8 BITF 0.59% 2,695,233 $2M $0.84 $140K
9 DJT 0.48% 101,956 $2M $18.04 +101,956 NEW
10 CIA 0.39% 431,373 $2M $3.49 +431,373 NEW

New Positions

SymbolValue% Port
AMBC $9M 2.25%
DJT $2M 0.48%
CIA $2M 0.39%
View SEC EDGAR Filings for CONTINENTAL GENERAL INSURANCE CO →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms