Top 3 Lubar & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HNRG | Hallador Energy Company | 70.54% | 5.45M | $75.6M | +0.00%(+0) | $19.31(-39.60%) | 2026-09-30 | |
| SGU | Star Group L.P. | 15.52% | 1.30M | $16.6M | +0.00%(+0) | $11.84(+10.69%) | 2026-09-30 | |
| BRK.A | Berkshire Hathaway Inc. | 13.94% | 20 | $14.9M | +0.00%(+0) | $754500.00(+5.86%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -9.77% | -26.54% | -10.87% | -43.75% |
| Top 20 Holdings Unweighted | +2.62% | +8.08% | +0.46% | +2.32% |
Lubar & CO INC reports $107.20M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are HNRG (70.5%), SGU (15.5%) and BRK.A (13.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -26.54% on a three-year cumulative basis. Figures reflect the Q3 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