AI Portfolio Summary
In 2026 Q1, Lubar & Co., Inc maintained a portfolio of 3 distinct positions.
Total Positions
3
Quarter
2026 Q1
Top Holding
HNRG (74.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
| 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 | 74.56% | 77.33% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
5,452,019 | $88,758,869 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SGU
Star Group L.P.
|
Energy | 13.37% | 11.43% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
1,295,985 | $15,914,696 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BRK/A
Berkshire Hatha...
|
Financial Services | 12.07% | 11.24% |
#3
Prev: #3
|
6.0 | no change | no change |
P
S
|
20 | $14,362,800 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-3 of 3 holdings