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CONTINENTAL GENERAL INSURANCE CO

Q4 2025 · Filed 2026-02-13
Market Value
$468M
-9.0%
Holdings
10
-1
New Purchases
1
Added To
4
Closed
4
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMR 27.50% 19.32% +8.18% $129M
DQ 41.87% 36.34% +5.54% $196M
SOC 1.23% 0.00% +1.23% $6M
CIA 2.25% 1.65% +0.60% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BTG 0.00% 5.74% -5.74% $0
AMBC 0.00% 3.35% -3.35% $0
GRPN 11.02% 13.30% -2.28% $52M
RAIL 0.00% 1.86% -1.86% $0
BITF 0.00% 1.48% -1.48% $0
GEO 16.13% 16.95% -0.82% $76M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $204M 43.6%
Small Cap 5 $253M 54.1%
Micro Cap 2 $11M 2.2%

Portfolio Analytics

Avg Market Cap
$1.7B
Median Market Cap
$1.3B
Avg P/E
11.2
Median P/E
11.4
Avg Dividend Yield
0.00%
Avg Beta
0.99
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DQ 41.87% 6,644,786 $196M $29.50 $9M +2,800 +0.0%
2 AMR 27.50% 644,025 $129M $199.88 $29M +38,576 +6.4%
3 GEO 16.13% 4,684,474 $76M $16.12 -$12M +430,000 +10.1%
4 GRPN 11.02% 2,929,832 $52M $17.61 -$17M
5 CIA 2.25% 2,176,694 $11M $4.83 $2M +562,419 +34.8%
6 SOC 1.23% 640,106 $6M $9.02 +640,106 NEW
7 BTG —% -$30M -5,964,422 -100.0% SOLD
8 RAIL —% -$10M -979,256 -100.0% SOLD
9 BITF —% -$8M -2,695,233 -100.0% SOLD
10 AMBC —% -$17M -2,068,349 -100.0% SOLD

New Positions

SymbolValue% Port
SOC $6M 1.23%

Sold Out Positions

SymbolValue% Port
BTG —%
RAIL —%
BITF —%
AMBC —%
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