Hartree Partners’s Star Group SGU Stock Holding History

Hartree Partners’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	$41.8M	Hold	3,400,907	–	–	8.95%	1
2025 Q4	$40.3M	Hold	3,400,907	–	–	14.57%	1
2025 Q3	$40.2M	Hold	3,400,907	–	–	13.84%	1
2025 Q2	$39.8M	Buy	3,400,907 +86,291	+3%	+$1.06M	11.19%	1
2025 Q1	$43.7M	Buy	3,314,616 +191,363	+6%	+$2.39M	15.7%	1
2024 Q4	$36M	Hold	3,123,253	–	–	13.34%	1
2024 Q3	$36.7M	Hold	3,123,253	–	–	8.41%	1
2024 Q2	$33.2M	Hold	3,123,253	–	–	8.31%	3
2024 Q1	$31.3M	Hold	3,123,253	–	–	8.11%	5
2023 Q4	$36M	Hold	3,123,253	–	–	13.01%	2
2023 Q3	$37.6M	Hold	3,123,253	–	–	14.98%	2
2023 Q2	$42.7M	Buy	3,123,253 +253,160	+9%	+$3.47M	21.23%	1
2023 Q1	$37.2M	Buy	2,870,093 +1,700,228	+145%	+$21M	23.92%	2
2022 Q4	$14.1M	Buy	+1,169,865	New	+$10.8M	12.01%	2

Other funds holding SGU

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

STA

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

Lubar & Co Milwaukee, Wisconsin $126M AUM

OCP

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

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

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

JIC

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Hartree Partners's SGU Position: Q1 2026 in Review

Hartree Partners held its Star Group (SGU) position steady in Q1 2026 at 3,400,907 shares worth $41.8M. The position accounts for 8.95% of the portfolio, ranked #1.

Hartree Partners first reported a position in SGU in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.7M in Q1 2025. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

Hartree Partners held 3,400,907 shares of Star Group worth $41.8M as of Q1 2026.
Hartree Partners left its Star Group share count unchanged in Q1 2026.
Star Group made up 8.95% of Hartree Partners's portfolio in Q1 2026, its #1 holding.
Hartree Partners first reported a position in Star Group in Q4 2022 and has held it in 14 quarters since.
Hartree Partners's Star Group position peaked at $43.7M in Q1 2025.
69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

Based on Hartree Partners's 13F filing for Q1 2026, filed 12 May 2026.