Lubar & Co., Inc HNRG Hallador Energy Company COM

Ownership history in Lubar & Co., Inc  ·  43 quarters on record

AI Ownership Summary

Lubar & Co., Inc reported Hallador Energy Company COM (HNRG) in 43 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 77.33% in 2025 Q4. The latest visible filing shows HNRG at 74.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HNRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lubar & Co., Inc's position in Hallador Energy Company COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HNRG was reported at 74.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
77.33% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lubar & Co., Inc held HNRG — position size vs. price
% of Fund (quarterly)    HNRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,452,019 0% 74.56% $88.8M 2026-04-24 $15.97
2025 Q4 ADDED 5,452,019 +2,663,334 +95.5% 77.33% $103.8M 2026-02-03 $18.56
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lubar & Co., Inc and HNRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lubar & Co., Inc reported owning HNRG?

Lubar & Co., Inc reported HNRG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported HNRG position in Lubar & Co., Inc's portfolio?

The largest reported portfolio weight for HNRG was 77.33% in 2025 Q4.

What is the latest reported HNRG position on this page?

The most recent filing on this page is 2026 Q1, when Lubar & Co., Inc reported 5,452,019 shares, equal to 74.56% of portfolio, with an estimated market value of $88.8M.

What does the chart on this HNRG ownership page compare?

The chart compares Lubar & Co., Inc's quarterly HNRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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