Simplex Trading’s Star Group SGU Stock Holding History

Simplex Trading’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 Q1	$14.7K	Buy	+1,200	New	+$15.2K	﹤0.01%	7010
2025 Q2	–	Sell	-100	Closed	-$1K	–	9632
2025 Q1	$1K	Hold	100	–	–	﹤0.01%	8304
2024 Q4	$1K	Buy	+100	New	+$1.18K	﹤0.01%	8314
2024 Q2	–	Sell	-100	Closed	-$1K	–	9700
2024 Q1	$1K	Buy	+100	New	+$1.11K	﹤0.01%	8639
2023 Q1	–	Sell	-100	Closed	-$1K	–	10016
2022 Q4	$1K	Buy	+100	New	+$925	﹤0.01%	8918
2022 Q3	–	Sell	-5,100	Closed	-$46K	–	10785
2022 Q2	$46K	Buy	5,100 +3,100	+155%	+$32K	﹤0.01%	6619
2022 Q1	$22K	Buy	+2,000	New	+$20.9K	﹤0.01%	8158
2021 Q2	–	Sell	-110	Closed	-$116K	–	10638
2021 Q1	$116K	Buy	+110	New	+$1.09K	﹤0.01%	5546

Other funds holding SGU

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $119M AUM

OCP

Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Simplex Trading's SGU Position: Q1 2026 in Review

Simplex Trading opened a new position in Star Group (SGU) in Q1 2026: 1,154 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #7042 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SGU as recently as Q2 2022.

Simplex Trading first reported a position in SGU in Q3 2015 and has held it in 14 quarters since. The position peaked at $46K in Q1 2022. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

Simplex Trading held 1,154 shares of Star Group worth $14.2K as of Q1 2026.
Star Group was a new Simplex Trading position in Q1 2026.
Star Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7042 holding.
Simplex Trading first reported a position in Star Group in Q3 2015 and has held it in 14 quarters since.
Simplex Trading's Star Group position peaked at $46K in Q1 2022.
69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.