Continental General Insurance Co.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Continental General Insurance Co. reported 8 stock positions worth $478.1 million. Its top holding was Geo (GEO) at 30.4% of the portfolio, followed by Alpha Metallurgical Resource (AMR, 22.2%) and Daqo New Energy Corp.-ADR (DQ, 18.6%). Compared with Q1 2026, it sold out of 2, added to 3 and reduced 3. The biggest buy was Citizens (CIA, shares +4%) and the biggest sale Bleichroeder Acquis II Class A (BBCQ, shares −64%).

Most Recent 13F
Q2 2026
Location
Austin, TX
CIK
0000024046
Portfolio Value
$478.1M (Q2 2026)
SEC Filing
0000921895-26-002104 ↗ filed Aug 13, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $383.6M Q1 2024 Q2 2024: $255.6M Q2 2024 Q3 2024: $347.3M Q3 2024 Q4 2024: $270.6M Q4 2024 Q1 2025: $288.7M Q1 2025 Q2 2025: $389.1M Q2 2025 Q3 2025: $514.2M Q3 2025 Q4 2025: $468.1M Q4 2025 Q1 2026: $692.7M Q1 2026 Q2 2026: $478.1M $478.1M Q2 2026

Holdings 8 stocks · $478.1M
GEO The Geo Group Inc. 30.44% 4,925,578 $145.6M Reduce -13.7%
AMR Alpha Metallurgical Resource 22.22% 644,025 $106.2M No change
DQ Daqo New Energy Corp.-ADR 18.61% 6,644,786 $89.0M No change
GRPN Groupon Inc. 12.48% 2,479,085 $59.6M Reduce -31.5%
SOC Sable Offshore Corp. 9.11% 14,139,408 $43.5M Add +3.2%
CIA Citizens Inc. 3.18% 2,647,918 $15.2M Add +3.8%
JRVR James River Group Holdings I 2.40% 2,607,587 $11.5M Add +3.5%
BBCQ Bleichroeder Acquis II Class A 1.57% 725,139 $7.5M Reduce -63.7%
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.5M (not counted above)
SecurityClassShares / PrincipalValueChange
BBCQW Bleichroeder Acquisition Cor *W EXP 12/23/203 666,666$1.5MNo change

Total filed on the 13F, all lines: $479.6M.

Portfolio Sells Q1 2026 → Q2 2026
BBCQ Bleichroeder Acquis II Class A Reduce -63.7% 1.57% −1.33
BITF Bitfarms Ltd./Canada Sold out 0.00% −0.46
MRLN Merlin Inc. Sold out 0.00% −0.25
GRPN Groupon Inc. Reduce -31.5% 12.48% +6.26
GEO The Geo Group Inc. Reduce -13.7% 30.44% +16.59

Portfolio Buys Q1 2026 → Q2 2026
CIA Citizens Inc. Add +3.8% 3.18% +1.33
JRVR James River Group Holdings I Add +3.5% 2.40% +0.11
SOC Sable Offshore Corp. Add +3.2% 9.11% −23.57

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$478.1MGEO, AMR, DQ, GRPN, SOC
Q1 2026 10$692.7MSOC, DQ, AMR, GEO, GRPN
Q4 2025 6$468.1MDQ, AMR, GEO, GRPN, CIA
Q3 2025 9$514.2MDQ, AMR, GEO, GRPN, BTG
Q2 2025 11$389.1MGRPN, GEO, DQ, AMR, RAIL
Q1 2025 9$288.7MDQ, AMR, GRPN, MRLN, DOLE
Q4 2024 5$270.6MAMR, DQ, BACQU, RAIL, 23ANDME HOLDING CO
Q3 2024 6$347.3MAMR, DQ, PWSC, RAIL, MNR
Q2 2024 6$255.6MAMR, DQ, RAIL, BABA, MNR
Q1 2024 7$383.6MAMR, DQ, BABA, MNR, RAIL