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CONTINENTAL GENERAL INSURANCE CO

Q1 2026 · Filed 2026-05-14
Market Value
$677M
+44.7%
Holdings
10
New Purchases
4
Added To
4
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SOC 33.42% 1.23% +32.19% $226M
BBCQ 2.96% 0.00% +2.96% $20M
BITF 0.47% 0.00% +0.47% $3M
BACQ 0.26% 0.00% +0.26% $2M
BBCQW 0.09% 0.00% +0.09% $634K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DQ 20.86% 41.87% -21.01% $141M
AMR 19.51% 27.50% -7.98% $132M
GRPN 6.36% 11.02% -4.66% $43M
GEO 14.17% 16.13% -1.96% $96M
CIA 1.89% 2.25% -0.35% $13M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $228M 33.7%
Small Cap 6 $435M 64.2%
Micro Cap 2 $15M 2.2%

Portfolio Analytics

Avg Market Cap
$1.2B
Median Market Cap
$1.2B
Avg P/E
12.4
Median P/E
12.4
Avg Dividend Yield
—%
Avg Beta
0.95
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SOC 33.42% 13,705,110 $226M $16.52 $221M +13,065,004 +2041.1%
2 DQ 20.86% 6,644,786 $141M $21.27 -$55M
3 AMR 19.51% 644,025 $132M $205.27 $3M
4 GEO 14.17% 5,709,302 $96M $16.81 $20M +1,024,828 +21.9%
5 GRPN 6.36% 3,620,590 $43M $11.90 -$9M +690,758 +23.6%
6 BBCQ 2.96% 2,000,000 $20M $10.02 +2,000,000 NEW
7 CIA 1.89% 2,551,649 $13M $5.03 $2M +374,955 +17.2%
8 BITF 0.47% 1,650,152 $3M $1.95 +1,650,152 NEW
9 BACQ 0.26% 239,872 $2M $7.35 +239,872 NEW
10 BBCQW 0.09% 666,666 $634K $0.95 +666,666 NEW

New Positions

SymbolValue% Port
BBCQ $20M 2.96%
BITF $3M 0.47%
BACQ $2M 0.26%
BBCQW $634K 0.09%
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