Standard General L.P. Portfolio Holdings

Q3 2025•3 long positions•$416.2M portfolio value

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Bally's BALY	Gambling, Resorts & Casinos Consumer Cyclical	$370.3M 88.98%	-$26.6M Sold	67.91% 33.4M shares	35.8M → 33.4M −$26.6M	-6.71%	$545.3M Small Cap	Q1 2019 Held for 6y 8m
2 Mediaco Holding Inc. MDIA	Broadcasting Communication Services	$45.0M 10.81%	-$2.7M Sold	43.26% 35.4M shares	37.5M → 35.4M −$2.7M	-5.61%	$104.0M Micro Cap	Q1 2020 Held for 5y 8m
3 Turning Point Brands TPB	Tobacco Consumer Defensive	$869.6K 0.209%	—	0.049% 8.8K shares	—	—	$1.8B Small Cap	Q2 2016 Held for 9y 5m

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Bally's BALY	Gambling, Resorts & Casinos Consumer Cyclical	$370.3M 88.98%	-$26.6M Sold	67.91% 33.4M shares	35.8M → 33.4M −$26.6M	-6.71%	$545.3M Small Cap	Q1 2019 Held for 6y 8m
2 Mediaco Holding Inc. MDIA	Broadcasting Communication Services	$45.0M 10.81%	-$2.7M Sold	43.26% 35.4M shares	37.5M → 35.4M −$2.7M	-5.61%	$104.0M Micro Cap	Q1 2020 Held for 5y 8m
3 Turning Point Brands TPB	Tobacco Consumer Defensive	$869.6K 0.209%	—	0.049% 8.8K shares	—	—	$1.8B Small Cap	Q2 2016 Held for 9y 5m

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