LC

Lubar & Co Portfolio holdings

AUM $134M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$15.3M
3 +$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 88.76%
2 Financials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HNRG icon
1
Hallador Energy
HNRG
$873M
$104M 77.33%
+5,452,019
SGU icon
2
Star Group
SGU
$429M
$15.3M 11.43%
+1,295,985
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.06T
$15.1M 11.25%
+20