CIK: 0001473033
Total reported value
$119.0M
Reporting period: 2026-03-31 · Number of holdings: 3
Lubar & Co., Inc disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $119.0M and a quarterly turnover rate of 12.9%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "L"
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Terms of Use for AI
AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/lubar-co-inc
Trim HNRG
0.0% -$15.0M
Add SGU
0.0% $570.2K
Add BRK-A
0.0% -$733.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HNRG | Hallador Energy Co | Stock-Other | 74.56% | -2.76% | — | |
| 2 | SGU | Star Group LP | Stock-Other | 13.37% | +1.94% | — | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 12.07% | +0.83% | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 0% of reported portfolio value with available pricing
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 3 | $119.0M | 13 | |
| 2025-12-31 | 3 | $134.2M | 100 | |
| 2020-12-31 | 6 | $35.7M | 58 | |
| 2020-09-30 | 6 | $48.7M | 10 | |
| 2020-06-30 | 6 | $44.4M | 38 | |
| 2020-03-31 | 11 | $34.6M | 88 | |
| 2019-12-31 | 9 | $82.3M | 21 | |
| 2019-09-30 | 9 | $95.3M | 14 | |
| 2019-06-30 | 8 | $99.2M | 15 | |
| 2019-03-31 | 8 | $111.6M | 12 | |
| 2018-12-31 | 13 | $107.3M | 22 | |
| 2018-09-30 | 13 | $128.7M | 51 | |
| 2018-06-30 | 12 | $82.6M | 8 | |
| 2018-03-31 | 11 | $76.5M | 15 | |
| 2017-12-31 | 10 | $83.9M | 38 | |
| 2017-09-30 | 12 | $87.4M | 9 | |
| 2017-06-30 | 12 | $93.5M | 6 | |
| 2017-03-31 | 12 | $96.2M | 22 | |
| 2016-12-31 | 11 | $90.0M | 12 | |
| 2016-09-30 | 10 | $80.8M | 55 | |
| 2016-06-30 | 14 | $71.9M | 9 | |
| 2016-03-31 | 14 | $73.8M | 14 | |
| 2015-12-31 | 13 | $82.4M | 19 | |
| 2015-09-30 | 16 | $96.5M | 56 | |
| 2015-06-30 | 21 | $170.5M | 61 | |
| 2015-03-31 | 14 | $140.5M | 19 | |
| 2014-12-31 | 15 | $159.0M | 19 | |
| 2014-09-30 | 16 | $173.7M | 14 | |
| 2014-06-30 | 16 | $181.0M | 49 | |
| 2014-03-31 | 40 | $119.9M | 100 | |
| 2013-12-31 | 41 | $128.6M | 30 | |
| 2013-09-30 | 41 | $107.1M | 16 | |
| 2013-06-30 | 40 | $95.0M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGU | Star Group LP | +1.9% | — | Unchanged |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.8% | — | Unchanged |
| 3 | HNRG | Hallador Energy Co | -2.8% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-03 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-23 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-28 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-21 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-29 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-25 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-16 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-23 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-30 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2019-01-28 | Amendment | View on EDGAR |
| 2018-09-30 | 2018-10-26 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-26 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-30 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-07 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-01 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-08 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-25 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-01 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-07 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-04 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-04 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-09 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-11 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-12 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-07 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-13 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-13 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-12 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-12 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-12 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0000925824
Total reported value
$119.0M
32 stks
2021-09-30
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0002129940
Total reported value
$119.0M
57 stks
2025-12-31
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001499266
Total reported value
$119.1M
73 stks
2017-12-31
Stale — no recent filing
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001347504
Total reported value
$6.2M
3 stks
2021-09-30
Stale — no recent filing
2 of the top 5 holdings overlap, including Star Group LP
CIK 0000035442
Total reported value
$8.5B
1,564 stks
2026-03-31
1 of the top 5 holdings overlap, including Berkshire Hathaway Inc-cl A
CIK 0000040417
Total reported value
$1.5B
69 stks
2026-03-31
1 of the top 5 holdings overlap, including Berkshire Hathaway Inc-cl A