Comparing Standard General L.P.'s Q3 and Q4 2022 13F Holdings

Investment management company Standard General L.P. recently released their third-quarter and fourth-quarter 2022 13F holdings report. The report shows the changes in their holdings, including shares and value, for several companies. In this blog post, we will examine the report and analyze the changes in the holdings of companies such as TEGNA INC, BALLYS CORPORATION, MEDIACO HLDG INC, NATIONAL CINEMEDIA INC, TURNING PT BRANDS INC, and CUMULUS MEDIA INC.

TEGNA INC

The report shows that Standard General L.P. held the same number of shares (10613149) in TEGNA INC in both the third quarter and fourth quarter of 2022. However, the value of these shares increased from $219,480 to $224,892 - a change of 2.5%.

BALLYS CORPORATION

Standard General L.P. decreased their holdings in BALLYS CORPORATION by 5.1% from 11064849 shares to 10589849 shares. The value of these shares also decreased from $218,641 to $205,231 - a change of -6.1%.

MEDIACO HLDG INC

The 13F holdings report shows that Standard General L.P. increased their holdings in MEDIACO HLDG INC from 13469399 shares in Q3 to 16798127 shares in Q4 - a change of 24.7%. However, the value of these shares decreased from $24,514 to $19,292 - a change of -21.3%.

NATIONAL CINEMEDIA INC

There was no change in the number of shares held by Standard General L.P. in NATIONAL CINEMEDIA INC between Q3 and Q4 2022, with both quarters showing 12932382 shares. However, the value of these shares decreased from $8,425 in Q3 to $2,845 in Q4 - a significant change of -66.2%.

TURNING PT BRANDS INC

Standard General L.P.'s holdings in TURNING PT BRANDS INC decreased significantly from 1635402 shares in Q3 to only 66346 shares in Q4 - a change of -95.9%. There was also a decrease in the value of these shares, from $34,720 to $1,435 - a change of -95.9%.

CUMULUS MEDIA INC

The report shows that Standard General L.P. had holdings of 739,865 shares in CUMULUS MEDIA INC in Q3. However, there was no mention of holdings for CUMULUS MEDIA INC in Q4, indicating that their holdings were completely divested.

Conclusion

The third and fourth quarter 13F holdings report for Standard General L.P. shows significant changes in holdings, with some companies remaining relatively stable while others saw significant decreases or increases. The report is an important tool for investors and analysts to track changes in holdings and gain insight into investing strategies.