Jim Simons
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Jim Simons’s Star Group SGU Stock Holding History

Jim Simons’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 		$11.2M Buy
910,108
+10,281
+1% +$130K 0.02% 920
2025
Q4 		$10.7M Sell
899,827
-28,618
-3% -$339K 0.02% 885
2025
Q3 		$11M Sell
928,445
-13,148
-1% -$154K 0.01% 1048
2025
Q2 		$11M Sell
941,593
-8,652
-0.9% -$106K 0.01% 1011
2025
Q1 		$12.5M Sell
950,245
-12,500
-1% -$156K 0.02% 886
2024
Q4 		$11.1M Sell
962,745
-12,100
-1% -$142K 0.02% 951
2024
Q3 		$11.4M Sell
974,845
-23,600
-2% -$268K 0.02% 973
2024
Q2 		$10.6M Buy
998,445
+2,800
+0.3% +$30.1K 0.02% 890
2024
Q1 		$9.98M Buy
995,645
+22,300
+2% +$248K 0.02% 987
2023
Q4 		$11.2M Sell
973,345
-9,200
-0.9% -$112K 0.02% 888
2023
Q3 		$11.8M Sell
982,545
-9,600
-1% -$119K 0.02% 822
2023
Q2 		$13.6M Sell
992,145
-4,000
-0.4% -$54.9K 0.02% 872
2023
Q1 		$12.9M Sell
996,145
-58,296
-6% -$721K 0.02% 948
2022
Q4 		$12.7M Sell
1,054,441
-87,904
-8% -$813K 0.02% 962
2022
Q3 		$9.29M Sell
1,142,345
-121,600
-10% -$1.14M 0.01% 1074
2022
Q2 		$11.6M Sell
1,263,945
-47,300
-4% -$488K 0.01% 1022
2022
Q1 		$14.6M Buy
1,311,245
+28,900
+2% +$302K 0.02% 920
2021
Q4 		$13.8M Sell
1,282,345
-51,500
-4% -$550K 0.02% 904
2021
Q3 		$13.6M Sell
1,333,845
-80,000
-6% -$867K 0.02% 862
2021
Q2 		$15.8M Buy
1,413,845
+47,200
+3% +$515K 0.02% 883
2021
Q1 		$14.5M Sell
1,366,645
-44,510
-3% -$441K 0.02% 968
2020
Q4 		$13.3M Buy
1,411,155
+65,200
+5% +$626K 0.01% 979
2020
Q3 		$13.1M Sell
1,345,955
-39,700
-3% -$370K 0.01% 972
2020
Q2 		$12.2M Buy
1,385,655
+93,300
+7% +$736K 0.01% 1115
2020
Q1 		$9.95M Buy
1,292,355
+128,039
+11% +$1.12M 0.01% 1167
2019
Q4 		$11M Buy
1,164,316
+88,400
+8% +$830K 0.01% 1384
2019
Q3 		$10.2M Buy
1,075,916
+96,015
+10% +$920K 0.01% 1381
2019
Q2 		$9.79M Buy
979,901
+134,300
+16% +$1.3M 0.01% 1433
2019
Q1 		$8.12M Buy
845,601
+63,897
+8% +$609K 0.01% 1500
2018
Q4 		$7.3M Sell
781,704
-42,064
-5% -$404K 0.01% 1501
2018
Q3 		$8.05M Sell
823,768
-86,725
-10% -$836K 0.01% 1493
2018
Q2 		$8.92M Buy
910,493
+38,124
+4% +$367K 0.01% 1426
2018
Q1 		$8.16M Buy
872,369
+734,240
+532% +$7.3M 0.01% 1500
2017
Q4 		$1.49M Buy
138,129
+11,522
+9% +$123K ﹤0.01% 2493
2017
Q3 		$1.44M Buy
126,607
+5,084
+4% +$54.7K ﹤0.01% 2437
2017
Q2 		$1.32M Sell
121,523
-8,629
-7% -$85.3K ﹤0.01% 2468
2017
Q1 		$1.2M Buy
130,152
+66,824
+106% +$673K ﹤0.01% 2476
2016
Q4 		$681K Sell
63,328
-2,072
-3% -$20.4K ﹤0.01% 2678
2016
Q3 		$631K Sell
65,400
-4,667
-7% -$42.1K ﹤0.01% 2744
2016
Q2 		$622K Buy
70,067
+57,972
+479% +$498K ﹤0.01% 2721
2016
Q1 		$102K Buy
+12,095
New +$92.8K ﹤0.01% 3211
2015
Q2 		– Sell
-62,200
Closed -$460K – 3357
2015
Q1 		$460K Buy
62,200
+5,033
+9% +$34.4K ﹤0.01% 2626
2014
Q4 		$349K Sell
57,167
-47,433
-45% -$290K ﹤0.01% 2534
2014
Q3 		$597K Buy
104,600
+32,918
+46% +$199K ﹤0.01% 2248
2014
Q2 		$444K Buy
+71,682
New +$454K ﹤0.01% 2367
2014
Q1 		– Sell
-43,812
Closed -$230K – 2993
2013
Q4 		$230K Buy
+43,812
New +$236K ﹤0.01% 2579

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
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
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
OCP
Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jim Simons's SGU Position: Q1 2026 in Review

Jim Simons increased its Star Group (SGU) stake by 1.1% in Q1 2026, buying an estimated $130K and bringing the position to 910,108 shares worth $11.2M. The position accounts for 0.02% of the portfolio, ranked #920.

Jim Simons first reported a position in SGU in Q4 2013 and has held it in 46 quarters since. The position peaked at $15.8M in Q2 2021. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

  • Jim Simons held 910,108 shares of Star Group worth $11.2M as of Q1 2026.
  • Jim Simons bought 10,281 Star Group shares in Q1 2026, an estimated $130K.
  • Star Group made up 0.02% of Jim Simons's portfolio in Q1 2026, its #920 holding.
  • Jim Simons first reported a position in Star Group in Q4 2013 and has held it in 46 quarters since.
  • Jim Simons's Star Group position peaked at $15.8M in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.