Continental General Insurance Co.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Continental General Insurance Co. reported 10 stock positions worth $692.7 million. Its top holding was Sable Offshore (SOC) at 32.7% of the portfolio, followed by Daqo New Energy Corp.-ADR (DQ, 20.4%) and Alpha Metallurgical Resource (AMR, 19.1%). Compared with Q4 2025, it opened 4 new positions and added to 4. The biggest buy was Sable Offshore (SOC, shares +2041%).

Most Recent 13F
Q2 2026
Location
Austin, TX
CIK
0000024046
Portfolio Value
$692.7M (Q1 2026)
SEC Filing
0000921895-26-001317 ↗ filed May 14, 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 $692.7M Q1 2026 Q2 2026: $478.1M Q2 2026

Holdings 10 stocks · $692.7M
SOC Sable Offshore Corp. 32.68% 13,705,110 $226.4M Add +2041.1%
DQ Daqo New Energy Corp.-ADR 20.40% 6,644,786 $141.3M No change
AMR Alpha Metallurgical Resource 19.08% 644,025 $132.2M No change
GEO The Geo Group Inc. 13.85% 5,709,302 $96.0M Add +21.9%
GRPN Groupon Inc. 6.22% 3,620,590 $43.1M Add +23.6%
BBCQ Bleichroeder Acquis II Class A 2.89% 2,000,000 $20.0M New
JRVR James River Group Holdings I 2.29% 2,520,242 $15.9M New
CIA Citizens Inc. 1.85% 2,551,649 $12.8M Add +17.2%
BITF Bitfarms Ltd./Canada 0.46% 1,650,152 $3.2M New
MRLN Merlin Inc. 0.25% 239,872 $1.8M New
Other holdings (1): bonds, preferreds, convertibles and warrants · $634K (not counted above)
SecurityClassShares / PrincipalValueChange
BBCQW Bleichroeder Acquisition Cor *W EXP 12/23/203 666,666$634KNew

Total filed on the 13F, all lines: $693.4M.

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
SOC Sable Offshore Corp. Add +2041.1% 32.68% +31.45
BBCQ Bleichroeder Acquis II Class A New 2.89% +2.89
JRVR James River Group Holdings I New 2.29% +2.29
BITF Bitfarms Ltd./Canada New 0.46% +0.46
MRLN Merlin Inc. New 0.25% +0.25
CIA Citizens Inc. Add +17.2% 1.85% −0.39
GEO The Geo Group Inc. Add +21.9% 13.85% −2.28
GRPN Groupon Inc. Add +23.6% 6.22% −4.80

Notes & Other Activity Q4 2025 → Q1 2026
BACQR Inflection Point Acquisition RIGHT 11/04/2026 Sold out 2,398,726 $1.8Mbefore exit
BBCQW Bleichroeder Acquisition Cor *W EXP 12/23/203 New 666,666 $634K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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