DOSSIER · 13F-HR · Q1 2026

Standard General L.P.

$336M in tracked AUM across 2 positions as of Q1 2026.

SG
CIK 0001409888 · last filed Mar 31, 2026
Total AUM
$336M
as of Q1 2026
Holdings
2
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

Standard General L.P. presents a highly concentrated, high-conviction investment portfolio as of the reporting period ending September 30, 2025. With a total market value of approximately $416.15 million spread across only three holdings, the fund exhibits an extreme lack of diversification typical of activist or deep-value special situation strategies. The portfolio experienced a positive growth of 8.3% in value over the quarter, rising from $384.15 million, driven prima...

Key Holdings

The portfolio is dominated overwhelmingly by Bally’s Corporation, which constitutes 88.98% of the total portfolio value ($370.29 million). Standard General holds a massive 33.36 million shares, signaling a controlling or highly influential stake. This suggests that Standard General is not merely a passive investor but is likely actively involved in the strategic direction of the company.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BALY
BALLYS CORPORATION
$313M32.5M93.1%
02
MDIA
MEDIACO HLDG INC
$23M35.4M6.9%

Filing history

2026Q1Mar 31
$336M 39.7%
2 positionsView →
2025Q4Dec 31
$558M 34.1%
3 positionsView →
2025Q3Sep 30
$416M 8.3%
3 positionsView →
2025Q2Jun 30
$384M 20.5%
3 positionsLocked
2025Q1Mar 31
$483M 138.4%
3 positionsLocked
2024Q4Dec 31
$203M 12.6%
3 positionsLocked
2024Q3Sep 30
$232M 11.7%
3 positionsLocked
2024Q2Jun 30
$263M 67.1%
3 positionsLocked
2024Q1Mar 31
$157M 0.4%
3 positionsLocked
2023Q4Dec 31
$157M 2.1%
3 positionsLocked
2023Q3Sep 30
$153M 18.5%
3 positionsLocked
2023Q2Jun 30
$188M 54.0%
4 positionsLocked
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