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SG

Standard General Portfolio holdings

AUM $336M
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
-28.45%
1 Year Est. Return
-16.52%
3 Year Est. Return
+111.79%
5 Year Est. Return
-4.13%
10 Year Est. Return
+163.7%
AUM
$483M
AUM Growth
+$280M
Cap. Flow
+$450M
Cap. Flow %
93.15%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
BALY icon
Bally's
BALY
+$451M

Top Sells

Rank Stock Value
1
TPB icon
Turning Point Brands
TPB
+$1.09M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 91.04%
2 Communication Services 8.86%
3 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BALY icon
1
Bally's
BALY
$688M
$440M 91.04%
35,759,744
+26,909,895
+304% +$451M
MDIA icon
2
Mediaco Holding
MDIA
$83.1M
$42.8M 8.86%
37,531,996
– –
TPB icon
3
Turning Point Brands
TPB
$1.6B
$523K 0.11%
8,796
-17,550
-67% -$1.09M

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WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
LFP
Leeward Financial Partners Bellevue, Washington $336M AUM 20.94% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
SIC
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FIM
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S
Sanofi Paris, France $336M AUM 126.85% 1-Year Est. Return

Standard General's Q1 2025 Portfolio in Review

As of Q1 2025, Standard General held 3 positions worth $483M, up 138% from $203M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Standard General deployed $450M of net new capital in Q1 2025, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Consumer Discretionary at 91% of assets, up from 78% a quarter earlier, followed by Communication Services and Consumer Staples.

On the sell side, the largest reduction was Turning Point Brands, an estimated $1.09M trimmed.

  • Standard General added most to Bally's in Q1 2025, an estimated $451M increase.
  • Standard General's biggest Q1 2025 reduction was Turning Point Brands, cutting an estimated $1.09M.
  • Standard General's ten largest holdings make up 100% of its $483M portfolio in Q1 2025.
  • Standard General opened 0 new positions and closed 0 in Q1 2025.
  • Standard General's portfolio value rose 138% quarter-over-quarter to $483M.

Based on Standard General's 13F filing for Q1 2025, filed 15 May 2025.