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MTM Investment Management’s Star Group SGU Stock Holding History

MTM Investment Management’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 		$156K Buy
12,137
+2
+0% +$25 0.04% 236
2026
Q1 		$149K Buy
12,135
+2
+0% +$25 0.05% 227
2025
Q4 		$144K Buy
12,133
+2
+0% +$24 0.05% 230
2025
Q3 		$144K Buy
12,131
+2
+0% +$23 0.05% 229
2025
Q2 		$142K Buy
12,129
+2
+0% +$25 0.05% 223
2025
Q1 		$161K Buy
12,127
+1
+0% +$13 0.06% 196
2024
Q4 		$140K Sell
12,126
-2,298
-16% -$27K 0.05% 196
2024
Q3 		$163K Buy
14,424
+2
+0% +$23 0.06% 197
2024
Q2 		$153K Sell
14,422
-2,698
-16% -$29K 0.06% 192
2024
Q1 		$172K Buy
17,120
+2
+0% +$22 0.07% 191
2023
Q4 		$197K Buy
17,118
+1
+0% +$12 0.09% 179
2023
Q3 		$206K Buy
17,117
+2
+0% +$25 0.1% 163
2023
Q2 		$234K Sell
17,115
-5,987
-26% -$82.1K 0.11% 162
2023
Q1 		$300K Sell
23,102
-7,986
-26% -$98.8K 0.15% 132
2022
Q4 		$375K Sell
31,088
-1,981
-6% -$18.3K 0.19% 113
2022
Q3 		$269K Buy
33,069
+16
+0% +$150 0.15% 136
2022
Q2 		$310K Buy
33,053
+15
+0% +$155 0.17% 123
2022
Q1 		$367K Buy
33,038
+14
+0% +$146 0.18% 119
2021
Q4 		$356K Buy
33,024
+13
+0% +$139 0.17% 120
2021
Q3 		$336K Buy
33,011
+12
+0% +$130 0.18% 111
2021
Q2 		$370K Buy
32,999
+13
+0% +$142 0.19% 112
2021
Q1 		$349K Buy
32,986
+13
+0% +$129 0.2% 111
2020
Q4 		$310K Buy
+32,973
New +$317K 0.19% 112

Other funds holding SGU

HP
Hartree Partners New York $469M AUM 46.64% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $32.9B AUM 23.66% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

MTM Investment Management's SGU Position: Q2 2026 in Review

MTM Investment Management increased its Star Group (SGU) stake by 0.02% in Q2 2026, buying an estimated $25 and bringing the position to 12,137 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #236.

MTM Investment Management first reported a position in SGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $375K in Q4 2022. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

  • MTM Investment Management held 12,137 shares of Star Group worth $156K as of Q2 2026.
  • MTM Investment Management bought 2 Star Group shares in Q2 2026, an estimated $25.
  • Star Group made up 0.04% of MTM Investment Management's portfolio in Q2 2026, its #236 holding.
  • MTM Investment Management first reported a position in Star Group in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's Star Group position peaked at $375K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.