2026 Q1 Portfolio Activity
In 2026 Q1, CONTINENTAL GENERAL INSURANCE CO maintained a portfolio of 12 distinct positions. The most significant new addition was BLEICHROEDER ACQUISITI CORP, now representing 2.89% of the total fund value. They heavily accumulated shares in SABLE OFFSHORE CORP, increasing the position by 2041.1%.
Position History
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Total Positions
12
Quarter
2026 Q1
Top Holding
SOC (32.7%)
Top 10 Concentration
99.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
CONTINENTAL GENERAL INSURANCE CO Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SOC
SABLE OFFSHORE ...
|
Energy | 32.65% | 1.23% |
#1
5
Prev: #6
|
9.0 |
—
|
13,065,004 | 2041.1% |
P
S
|
13,705,110 | $226,408,417 |
$16.17
-16.1%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
DQ
DAQO NEW ENERGY...
|
Technology | 20.38% | 41.71% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
6,644,786 | $141,334,598 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMR
ALPHA METALLURG...
|
Basic Materials | 19.07% | 27.39% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
644,025 | $132,199,012 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GEO
GEO GROUP INC
|
Industrials | 13.84% | 16.07% |
#4
1
Prev: #3
|
7.0 |
—
|
1,024,828 | 21.9% |
P
S
|
5,709,302 | $95,973,367 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GRPN
GROUPON INC
|
Communication Services | 6.21% | 10.98% |
#5
1
Prev: #4
|
5.5 |
—
|
690,758 | 23.6% |
P
S
|
3,620,590 | $43,085,021 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
N/A
BLEICHROEDER AC...
|
|
Unknown | 2.89% | — |
#6
Prev: #—
|
4.7 |
—
|
2,000,000 | — |
NEW
|
2,000,000 | $20,040,000 | — | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
JRVR
JAMES RIV GROUP...
|
Financial Services | 2.29% | — |
#7
Prev: #—
|
4.4 |
—
|
2,520,242 | — |
NEW
|
2,520,242 | $15,877,525 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CIA
CITIZENS INC
|
Financial Services | 1.85% | 2.24% |
#8
3
Prev: #5
|
2.7 |
—
|
374,955 | 17.2% |
P
S
|
2,551,649 | $12,834,794 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BITF
BITFARMS LTD
|
Financial Services | 0.46% | — |
#9
Prev: #—
|
3.7 |
—
|
1,650,152 | — |
NEW
|
1,650,152 | $3,217,796 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
N/A
MERLIN INC
|
|
Unknown | 0.25% | — |
#10
Prev: #—
|
3.6 |
—
|
239,872 | — |
NEW
|
239,872 | $1,763,059 | — | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
N/A
BLEICHROEDER AC...
|
|
Unknown | 0.09% | — |
#11
Prev: #—
|
3.5 |
—
|
666,666 | — |
NEW
|
666,666 | $634,066 | — | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
BACQR
INFLECTION POIN...
|
Unknown | 0.00% | 0.38% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-2,398,726 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-12 of 12 holdings