2026 Q2 Portfolio Activity
In 2026 Q2, Lubar & Co., Inc maintained a portfolio of 3 distinct positions.
Position History
hover any row below to update
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Lubar & Co., Inc
AUM $110M
Total Positions
3
Quarter
2026 Q2
Top Holding
HNRG (75.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
Lubar & Co., Inc Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HNRG
Hallador Energy...
|
Energy | 74.99% | 74.56% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
5,452,019 | $94,810,610 |
$13.29
+11.1%
|
2010 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | ||
|
SGU
Star Group L.P.
|
Energy | 13.16% | 13.37% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,295,985 | $16,640,447 |
$270.29
-94.6%
|
2011 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | ||
|
BRK/A
Berkshire Hatha...
|
Financial Services | 11.85% | 12.07% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
20 | $14,977,000 |
$754800.00
+3.4%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 |
Showing 1-3 of 3 holdings