Managers / Q2 2025 · view latest →
CONTINENTAL GENERAL INSURANCE CO
CIK 0000024046 · 11001 LAKELINE BLVD., STE. 120, AUSTIN, TX, 78717 · 4023973200
Summary
Continental General Insurance Co reported $390M in U.S.-listed holdings across 12 positions for Q2 2025.
The portfolio is heavily concentrated: GRPN alone accounts for 25.1% of reported value.
Compared with Q1 2025, the fund opened 3 new positions and exited 1.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 73.0% · $285M
- ADR · 23.2% · $91M
- Other · 3.8% · $15M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| OSGAMBAC FINL GROUP INC | NEW | +1.22M | 1.22M | +$9M | $9M |
| DJTTRUMP MEDIA & TECHNOLOGY GRO | NEW | +102.0K | 102.0K | +$2M | $2M |
| CIACITIZENS INC | NEW | +431.4K | 431.4K | +$2M | $2M |
| GEGGEO GROUP INC NEW | ADDED | +3.52M | 3.90M | +$82M | $94M |
| VACASA INC | SOLD OUT | −771.8K | 0 | −$4M | $0 |
| BLEICHROEDER ACQUISITION COR | TRIMMED | −1.60M | 402.8K | −$16M | $4M |
| DOLE PLC | TRIMMED | −441.1K | 700.7K | −$7M | $10M |
| GRPNGROUPON INC | ADDED | +647.1K | 2.93M | +$55M | $98M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | GRPNGROUPON INChistory → | COM NEW | 25.14% | $98M | 2.93M |
| 2 | GEGGEO GROUP INC NEWhistory → | COM | 23.99% | $94M | 3.90M |
| 3 | DQDAQO NEW ENERGY CORPhistory → | SPNSRD ADS NEW | 23.22% | $91M | 5.97M |
| 4 | AMRALPHA METALLURGICAL RESOUR Ihistory → | COM | 17.47% | $68M | 605.4K |
| 5 | RAILFREIGHTCAR AMER INChistory → | COM | 2.76% | $11M | 1.25M |
| 6 | DOLE PLC | ORD SHS | 2.51% | $10M | 700.7K |
| 7 | OSGAMBAC FINL GROUP INChistory → | COM NEW | 2.22% | $9M | 1.22M |
| 8 | BLEICHROEDER ACQUISITION COR | SHS CL A · RIGHT 11/04/2026 | 1.24% | $5M | 2.40M |
| 9 | 1B2BITFARMS LTD | COM | 0.58% | $2M | 2.70M |
| 10 | DJTTRUMP MEDIA & TECHNOLOGY GRO | COM | 0.47% | $2M | 102.0K |
| 11 | CIACITIZENS INC | CL A | 0.39% | $2M | 431.4K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $693M | 11 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $470M | 7 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $516M | 10 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $390M | 12 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $289M | 10 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $271M | 5 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $347M | 6 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $256M | 6 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $384M | 7 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 3 additional managers.
- Continental Insurance Group, Ltd.028-24067
- Continental General Holdings LLC028-24066
- Gorzynski Michael028-24068
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.