Summit Trail Advisors’s Star Group SGU Stock Holding History

Summit Trail Advisors’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	$26.1M	Buy	2,030,000 +8,000	+0.4%	+$102K	0.33%	41
2026 Q1	$24.8M	Buy	+2,022,000	New	+$25.6M	0.36%	38

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

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

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

Summit Trail Advisors's SGU Position: Q2 2026 in Review

Summit Trail Advisors increased its Star Group (SGU) stake by 0.4% in Q2 2026, buying an estimated $102K and bringing the position to 2,030,000 shares worth $26.1M. The position accounts for 0.33% of the portfolio, ranked #41.

Summit Trail Advisors first reported a position in SGU in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Summit Trail Advisors held 2,030,000 shares of Star Group worth $26.1M as of Q2 2026.
Summit Trail Advisors bought 8,000 Star Group shares in Q2 2026, an estimated $102K.
Star Group made up 0.33% of Summit Trail Advisors's portfolio in Q2 2026, its #41 holding.
Summit Trail Advisors first reported a position in Star Group in Q1 2026 and has held it in 2 quarters since.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.