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CONTINENTAL GENERAL INSURANCE CO

Q3 2025 · Filed 2025-11-13
Market Value
$514M
+33.6%
Holdings
11
+1
New Purchases
1
Added To
4
Closed
2
Reduced
1
Top 10 Concentration
100.0%
Turnover
27.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DQ 36.34% 23.51% +12.82% $187M
BTG 5.74% 0.00% +5.74% $30M
AMR 19.32% 17.69% +1.63% $99M
CIA 1.65% 0.39% +1.26% $8M
AMBC 3.35% 2.25% +1.11% $17M
BITF 1.48% 0.59% +0.89% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GRPN 13.30% 25.46% -12.15% $68M
GEO 16.95% 24.29% -7.34% $87M
DOLE 0.00% 2.55% -2.55% $0
RAIL 1.86% 2.79% -0.93% $10M
DJT 0.00% 0.48% -0.48% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $216M 42.0%
Small Cap 5 $280M 54.5%
Micro Cap 2 $18M 3.5%

Portfolio Analytics

Avg Market Cap
$1.7B
Median Market Cap
$1.3B
Avg P/E
15.2
Median P/E
11.4
Avg Dividend Yield
0.00%
Avg Beta
1.36
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DQ 36.34% 6,641,986 $187M $28.13 $96M +675,784 +11.3%
2 AMR 19.32% 605,449 $99M $164.09 $31M
3 GEO 16.95% 4,254,474 $87M $20.49 -$6M +350,000 +9.0%
4 GRPN 13.30% 2,929,832 $68M $23.35 -$30M
5 BTG 5.74% 5,964,422 $30M $4.95 +5,964,422 NEW
6 AMBC 3.35% 2,068,349 $17M $8.34 $9M +850,000 +69.8%
7 RAIL 1.86% 979,256 $10M $9.78 -$1M -268,720 -21.5%
8 CIA 1.65% 1,614,275 $8M $5.25 $7M +1,182,902 +274.2%
9 BITF 1.48% 2,695,233 $8M $2.82 $5M
10 DOLE —% -$10M -700,654 -100.0% SOLD
11 DJT —% -$2M -101,956 -100.0% SOLD

New Positions

SymbolValue% Port
BTG $30M 5.74%

Sold Out Positions

SymbolValue% Port
DOLE —%
DJT —%
View SEC EDGAR Filings for CONTINENTAL GENERAL INSURANCE CO →

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