&Partners’s Star Group SGU Stock Holding History

&Partners’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	$327K	Hold	25,500	–	–	﹤0.01%	2087
2026 Q1	$313K	Hold	25,500	–	–	﹤0.01%	1967
2025 Q4	$302K	Hold	25,500	–	–	﹤0.01%	1907
2025 Q3	$302K	Hold	25,500	–	–	﹤0.01%	1746
2025 Q2	$298K	Sell	25,500 -2,500	-9%	-$30.7K	﹤0.01%	1626
2025 Q1	$374K	Hold	28,000	–	–	﹤0.01%	1289
2024 Q4	$323K	Hold	28,000	–	–	﹤0.01%	1293
2024 Q3	$329K	Buy	+28,000	New	+$318K	0.01%	1055

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

Lubar & Co Milwaukee, Wisconsin $126M AUM

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

&Partners's SGU Position: Q2 2026 in Review

&Partners held its Star Group (SGU) position steady in Q2 2026 at 25,500 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

&Partners first reported a position in SGU in Q3 2024 and has held it in 8 quarters since. The position peaked at $374K in Q1 2025. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

&Partners held 25,500 shares of Star Group worth $327K as of Q2 2026.
&Partners left its Star Group share count unchanged in Q2 2026.
Star Group made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2087 holding.
&Partners first reported a position in Star Group in Q3 2024 and has held it in 8 quarters since.
&Partners's Star Group position peaked at $374K in Q1 2025.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.