Clear Harbor Asset Management’s Star Group SGU Stock Holding History

Clear Harbor Asset 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 Q1	$160K	Hold	13,000	–	–	0.01%	421
2025 Q4	$154K	Hold	13,000	–	–	0.01%	420
2025 Q3	$154K	Hold	13,000	–	–	0.01%	405
2025 Q2	$152K	Hold	13,000	–	–	0.01%	392
2025 Q1	$171K	Hold	13,000	–	–	0.01%	376
2024 Q4	$150K	Hold	13,000	–	–	0.01%	358
2024 Q3	$153K	Hold	13,000	–	–	0.01%	346
2024 Q2	$138K	Hold	13,000	–	–	0.01%	346
2024 Q1	$130K	Hold	13,000	–	–	0.01%	347
2023 Q4	$150K	Hold	13,000	–	–	0.01%	338
2023 Q3	$156K	Hold	13,000	–	–	0.02%	320
2023 Q2	$178K	Hold	13,000	–	–	0.02%	320
2023 Q1	$169K	Hold	13,000	–	–	0.02%	346
2022 Q4	$157K	Hold	13,000	–	–	0.02%	328
2022 Q3	$106K	Hold	13,000	–	–	0.01%	341
2022 Q2	$119K	Hold	13,000	–	–	0.02%	358
2022 Q1	$144K	Hold	13,000	–	–	0.02%	365
2021 Q4	$140K	Hold	13,000	–	–	0.02%	373
2021 Q3	$132K	Buy	+13,000	New	+$141K	﹤0.01%	355

Other funds holding SGU

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $119M AUM

Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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