Atom Investors’s Star Group SGU Stock Holding History

Atom Investors’s Portfolio SGU Stock Details SGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-23,368	Closed	-$287K	–	993
2026 Q1	$287K	Buy	23,368 +2,782	+14%	+$35.2K	0.02%	556
2025 Q4	$244K	Buy	20,586 +2,110	+11%	+$25K	0.02%	474
2025 Q3	$219K	Buy	+18,476	New	+$216K	0.02%	498

Other funds holding SGU

Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $126M AUM

OCP

Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Atom Investors's SGU Position: Q2 2026 in Review

Atom Investors sold out of Star Group (SGU) in Q2 2026, closing a stake of 23,368 shares — an estimated $287K sold.

Atom Investors first reported a position in SGU in Q3 2025 and held it in 3 quarters. The position peaked at $287K in Q1 2026. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Atom Investors reported no remaining Star Group position as of Q2 2026 after selling out during the quarter.
Atom Investors sold 23,368 Star Group shares in Q2 2026, an estimated $287K.
Atom Investors first reported a position in Star Group in Q3 2025 and held it in 3 quarters.
Atom Investors's Star Group position peaked at $287K in Q1 2026.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.