1y return+37.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $109 against $133 in the S&P 500.2
Standard General L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BALYBallys Corporation | $445.3M | 92.7% | |
| MDIAMediaco Hldg Inc | $34.9M | 7.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BALYBallys Corporation | March 31, 2025 | +11.5% | $445.3M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +42.7% | +14.8% |
| March 31, 2026 | −39.6% | −4.6% |
| December 31, 2025 | +37.6% | +2.4% |
| September 30, 2025 | +16.0% | +7.8% |
| June 30, 2025 | −20.5% | +10.5% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | −11.7% | +5.4% |
| June 30, 2024 | −14.0% | +4.0% |
| March 31, 2024 | +1.1% | +10.0% |
| December 31, 2023 | +2.1% | +11.2% |
| September 30, 2023 | −17.5% | −3.6% |
| June 30, 2023 | −11.3% | +8.3% |
| March 31, 2023 | −9.9% | +7.0% |
| December 31, 2022 | −2.5% | +7.1% |
| September 30, 2022 | −3.6% | −5.3% |
| June 30, 2022 | −26.1% | −16.5% |
| March 31, 2022 | −7.4% | −4.9% |
| December 31, 2021 | −19.2% | +10.7% |
| September 30, 2021 | −5.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Standard General L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1409888&type=13F-HR&dateb=&owner=include&count=40CIK 1409888
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1409888/000117266126003654/Filed August 14, 2026 · accession 0001172661-26-003654