Catherine Avery Investment Management’s Star Group SGU Stock Holding History

Catherine Avery Investment Management’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	$10.4K	Buy	+808	New	+$10.3K	﹤0.01%	117

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

Catherine Avery Investment Management's SGU Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Star Group (SGU) in Q2 2026: 808 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #117 among its holdings.

72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Catherine Avery Investment Management held 808 shares of Star Group worth $10.4K as of Q2 2026.
Star Group was a new Catherine Avery Investment Management position in Q2 2026.
Star Group made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #117 holding.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.