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LC

Lubar & Co Portfolio holdings

AUM $119M
This Fund
S&P 500
This Quarter Est. Return
-10.9%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
-$15.2M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Utilities 74.56%
2 Energy 13.37%
3 Financials 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HNRG icon
1
Hallador Energy
HNRG
$773M
$88.8M 74.56%
5,452,019
– –
SGU icon
2
Star Group
SGU
$428M
$15.9M 13.37%
1,295,985
– –
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.05T
$14.4M 12.07%
20
– –

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