Lubar & Co’s Star Group SGU Stock Holding History

Lubar & Co’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 Q2	$16.6M	Hold	1,295,985	–	–	13.16%	2
2026 Q1	$15.9M	Hold	1,295,985	–	–	13.37%	2
2025 Q4	$15.3M	Buy	+1,295,985	New	+$15.3M	11.43%	2
2020 Q4	$11.8M	Hold	1,254,662	–	–	33.03%	1
2020 Q3	$12.2M	Hold	1,254,662	–	–	25.1%	2
2020 Q2	$11M	Hold	1,254,662	–	–	24.76%	2
2020 Q1	$9.66M	Hold	1,254,662	–	–	27.94%	2
2019 Q4	$11.9M	Hold	1,254,662	–	–	14.43%	2
2019 Q3	$11.9M	Hold	1,254,662	–	–	12.47%	2
2019 Q2	$12.5M	Hold	1,254,662	–	–	12.64%	4
2019 Q1	$12M	Hold	1,254,662	–	–	10.79%	4
2018 Q4	$11.7M	Hold	1,254,662	–	–	10.92%	4
2018 Q3	$12.3M	Hold	1,254,662	–	–	9.53%	4
2018 Q2	$12.3M	Hold	1,254,662	–	–	14.89%	3
2018 Q1	$11.7M	Hold	1,254,662	–	–	15.33%	3
2017 Q4	$13.5M	Buy	1,254,662 +1,054,662	+527%	+$11.3M	16.08%	3
2017 Q3	$2.27M	Hold	200,000	–	–	2.6%	9
2017 Q2	$2.17M	Hold	200,000	–	–	2.32%	9
2017 Q1	$1.84M	Hold	200,000	–	–	1.91%	9
2016 Q4	$2.15M	Hold	200,000	–	–	2.39%	8
2016 Q3	$1.93M	Hold	200,000	–	–	2.39%	8
2016 Q2	$1.78M	Hold	200,000	–	–	2.47%	12
2016 Q1	$1.68M	Hold	200,000	–	–	2.28%	11
2015 Q4	$1.49M	Hold	200,000	–	–	1.81%	12
2015 Q3	$1.7M	Hold	200,000	–	–	1.76%	12
2015 Q2	$1.77M	Hold	200,000	–	–	1.04%	17
2015 Q1	$1.48M	Hold	200,000	–	–	1.05%	7
2014 Q4	$1.22M	Hold	200,000	–	–	0.77%	10
2014 Q3	$1.14M	Hold	200,000	–	–	0.66%	10
2014 Q2	$1.24M	Hold	200,000	–	–	0.69%	11
2014 Q1	$1.17M	Hold	200,000	–	–	0.98%	7
2013 Q4	$1.05M	Hold	200,000	–	–	0.82%	7
2013 Q3	$984K	Hold	200,000	–	–	0.92%	7
2013 Q2	$978K	Buy	+200,000	New	+$959K	1.03%	6

Other funds holding SGU

Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return

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

OCP

Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lubar & Co's SGU Position: Q2 2026 in Review

Lubar & Co held its Star Group (SGU) position steady in Q2 2026 at 1,295,985 shares worth $16.6M. The position accounts for 13.16% of the portfolio, ranked #2.

Lubar & Co first reported a position in SGU in Q2 2013 and has held it in 34 quarters since. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Lubar & Co held 1,295,985 shares of Star Group worth $16.6M as of Q2 2026.
Lubar & Co left its Star Group share count unchanged in Q2 2026.
Star Group made up 13.16% of Lubar & Co's portfolio in Q2 2026, its #2 holding.
Lubar & Co first reported a position in Star Group in Q2 2013 and has held it in 34 quarters since.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Lubar & Co's 13F filing for Q2 2026, filed 28 Jul 2026.