Top 3 Lubar & Co., Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HNRG | Hallador Energy Company | 74.99% | 5.45M | $94.8M | +0.00%(+0) | $19.31(-20.54%) | 2026-06-30 | |
| SGU | Star Group L.P. | 13.16% | 1.30M | $16.6M | +0.00%(+0) | $11.84(+6.99%) | 2026-06-30 | |
| BRK.A | Berkshire Hathaway Inc. | 11.85% | 20 | $15.0M | +0.00%(+0) | $754500.00(+4.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -9.04% | -24.74% | -6.30% | -27.78% |
| Top 20 Holdings Unweighted | +0.18% | +0.53% | +2.84% | +15.01% |
Lubar & Co., Inc reports $126.43M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are HNRG (75.0%), SGU (13.2%) and BRK.A (11.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -24.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Lubar & Co., Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1473033). View Lubar & Co., Inc’s 13F filings on SEC