Continental General Insurance Co.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Continental General Insurance Co. reported 5 stock positions worth $270.6 million. Its top holding was Alpha Metallurgical Resource (AMR) at 44.8% of the portfolio, followed by Daqo New Energy Corp.-ADR (DQ, 42.5%) and Bleichroeder Acquisition Cor (BACQU, 7.4%). Compared with Q3 2024, it opened 2 new positions, sold out of 3 and added to 1. The biggest buy was Daqo New Energy Corp.-ADR (DQ, shares +6%) and the biggest sale an exit from Powerschool Class A (PWSC).

Most Recent 13F
Q2 2026
Location
Austin, TX
CIK
0000024046
Portfolio Value
$270.6M (Q4 2024)
SEC Filing
0000921895-25-000374 ↗ filed Feb 13, 2025

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 $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 Q2 2026

Holdings 5 stocks · $270.6M

AMR Alpha Metallurgical Resource 44.77% 605,449 $121.2M No change
DQ Daqo New Energy Corp.-ADR 42.50% 5,916,202 $115.0M Add +5.8%
BACQU Bleichroeder Acquisition Cor 7.43% 2,000,000 $20.1M New
RAIL Freightcar America Inc. 5.24% 1,583,533 $14.2M No change
23ANDME HOLDING CO 0.06% 48,622 $158K New

Portfolio Sells Q3 2024 → Q4 2024

PWSC Powerschool Holdings Inc. Class A Sold out 0.00% −18.24
MNR Mach Natural Resources LP Sold out 0.00% −1.65
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −1.22

Portfolio Buys Q3 2024 → Q4 2024

DQ Daqo New Energy Corp.-ADR Add +5.8% 42.50% +9.69
BACQU Bleichroeder Acquisition Cor New 7.43% +7.43
23ANDME HOLDING CO New 0.06% +0.06

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