Continental General Insurance Co.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Continental General Insurance Co. reported 7 stock positions worth $383.6 million. Its top holding was Alpha Metallurgical Resource (AMR) at 52.3% of the portfolio, followed by Daqo New Energy Corp.-ADR (DQ, 34.8%) and Alibaba Group Holding-SP ADR (BABA, 6.9%). Compared with Q4 2023, it opened 3 new positions, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Daqo New Energy Corp.-ADR (DQ) and the biggest sale an exit from Startek (SRT).
- Most Recent 13F
- Q2 2026
- Location
- Austin, TX
- CIK
- 0000024046
- Portfolio Value
- $383.6M (Q1 2024)
- SEC Filing
- 0000921895-24-001214 ↗ filed May 15, 2024
Holdings Value
Holdings 7 stocks · $383.6M
| AMR Alpha Metallurgical Resource | 52.28% | 605,449 | $200.5M | Add +2.5% |
| DQ Daqo New Energy Corp.-ADR | 34.75% | 4,735,329 | $133.3M | New |
| BABA Alibaba Group Holding-SP ADR | 6.94% | 368,042 | $26.6M | New |
| MNR Mach Natural Resources LP | 4.10% | 815,215 | $15.7M | Reduce -1.2% |
| RAIL Freightcar America Inc. | 1.59% | 1,583,533 | $6.1M | No change |
| SDIG Stronghold Digital Mining-A | 0.17% | 156,224 | $648K | No change |
| CQQQ Invesco China Technology ETF | 0.17% | 20,000 | $641K | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $478.1M | GEO, AMR, DQ, GRPN, SOC |
| Q1 2026 | 10 | $692.7M | SOC, DQ, AMR, GEO, GRPN |
| Q4 2025 | 6 | $468.1M | DQ, AMR, GEO, GRPN, CIA |
| Q3 2025 | 9 | $514.2M | DQ, AMR, GEO, GRPN, BTG |
| Q2 2025 | 11 | $389.1M | GRPN, GEO, DQ, AMR, RAIL |
| Q1 2025 | 9 | $288.7M | DQ, AMR, GRPN, MRLN, DOLE |
| Q4 2024 | 5 | $270.6M | AMR, DQ, BACQU, RAIL, 23ANDME HOLDING CO |
| Q3 2024 | 6 | $347.3M | AMR, DQ, PWSC, RAIL, MNR |
| Q2 2024 | 6 | $255.6M | AMR, DQ, RAIL, BABA, MNR |
| Q1 2024 | 7 | $383.6M | AMR, DQ, BABA, MNR, RAIL |