13F

Investor

CONTINENTAL ADVISORS LLC

CIK 0001277779 · filed 2026-05-15 · SEC filing

13F book

$195.9M

Positions

40

5 new · 1 sold

Largest name

6.1%

Viatris Inc · VTRS

Est. mark

−$3.58M

Price effect on 35 names still held. Flow $10.7M.
NameTickerSharesValueWeightEst. markChange
Viatris IncVTRS888.8K$12M6.1%$942.1KCut$707.5K
Western Un Co1.33M$11.6M5.9%−$634KAdded$1.46M
Pfizer IncPFE386.4K$10.9M5.5%$1.23MCut$867.8K
Teva Pharmaceutical Inds Ltd242.1K$7.29M3.7%−$263.9KCut−$1.7M
Federated Hermes, Inc.FHI116.4K$6.6M3.4%$539.9KCut$45.2K
Truist Finl Corp139.7K$6.42M3.3%−$452.5KCut−$1.51M
Capital One Finl Corp33.4K$6.09M3.1%−$1.88MAdded−$1.49M
Uber Technologies, IncUBER78.5K$5.65M2.9%−$768.2KHeld
Citigroup Inc48.4K$5.49M2.8%−$158.9KCut−$800.7K
DENTSPLY SIRONA Inc.XRAY448.6K$5.2M2.7%$76.3KCut−$763.8K
Wells Fargo Co New63.6K$5.06M2.6%−$864.4KCut−$1.1M
Kraft Heinz CoKHC224.5K$5.05M2.6%New
Regions Financial Corp New175K$4.57M2.3%−$171.5KCut−$225.7K
Perrigo Co PlcPRGO418.5K$4.49M2.3%−$956KAdded$309.5K
Las Vegas Sands CorpLVS81.8K$4.41M2.3%−$917.3KHeld
Bristol-Myers Squibb Co69.8K$4.23M2.2%$468KCut$198.3K
Gilead Sciences, Inc.GILD28.4K$3.95M2.0%$471.7KCut−$80.6K
Alps Etf Tr74.7K$3.93M2.0%$419.9KCut$372.9K
Brookdale Sr Living Inc287.4K$3.93M2.0%$830.6KCut$172.4K
Fiserv IncFISV69K$3.85M2.0%New
Spdr Series Trust27.7K$3.54M1.8%$160.7KHeld
Baxter Intl Inc203.6K$3.42M1.7%−$146.5KAdded$2.21M
Jpmorgan Chase & Co.10.7K$3.16M1.6%−$301.2KHeld
Equitable Hldgs Inc82.5K$3.06M1.6%New
Northern Tr Corp21.7K$3.03M1.5%$64.7KCut−$495.4K
Ishares Inc40.8K$2.85M1.5%$103.2KHeld
Barrick Mng Corp61.5K$2.51M1.3%−$169.6KCut−$705.3K
Goldman Sachs Group Inc2.89K$2.45M1.2%−$95.5KCut−$447.1K
Invesco Ltd.IVZ97.7K$2.37M1.2%−$193.4KHeld
Select Sector Spdr Tr38K$2.33M1.2%$628.9KCut−$936K
Southstate Bk Corp22K$2.04M1.0%−$29.4KAdded$294.4K
Fidelity National Financial, Inc.FNF41K$1.9M1.0%New
Shell Plc18.5K$1.72M0.9%$361.5KCut−$961.1K
Repay Hldgs Corp651.5K$1.69M0.9%−$644.8KAdded−$547.6K
Davita Inc.DVA11K$1.69M0.9%New
Alight Inc1.74M$1.01M0.5%−$1.28MAdded−$816K
Riverview Bancorp IncRVSB86K$473K0.2%$41.3KHeld
United Cmnty Bks Blairsvle G14.8K$467.1K0.2%$4.01KCut−$94.8K
First Bancorp N C8K$450.8K0.2%$44.5KCut−$185.6K
Huntington Bancshares Inc26.1K$407.8K0.2%−$44.3KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.