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CIK: 0001473033
Total reported value
$126.4M
$126.4M
3 檔
106.2%
During the Q4 2025 filing period, Lubar & Co., Inc (CIK: 0001473033) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $126.4M across 3 reported positions.
In Q4 2025, Lubar & Co., Inc adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HNRG | Hallador Energy Co | Stock-Other | 77.33% | +0.43% | +95.50% | |
| 2 | SGU | Star Group LP | Stock-Other | 11.43% | -0.21% | +3.29% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 11.24% | -0.22% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HNRG | Hallador Energy Co | +65.9% | +95.50% | Add |
| 2 | SGU | Star Group LP | -21.6% | +3.29% | Add |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 4 | FTSM | First Trust Enh Short Mat Fd | — | EXIT | Sold out |
| 5 | BMO | Bank Of Montreal | — | EXIT | Sold out |
| 6 | 0E41 | Enlink Midstream LLC | — | EXIT | Sold out |
| 7 | USMV | Ishares Msci USA Min Vol Fac | — | EXIT | Sold out |
According to official SEC Form 13F filings, Lubar & Co., Inc reported a total U.S. public equity portfolio value of $126.4M across 3 disclosed positions in Q4 2025.
During Q4 2025, Lubar & Co., Inc's top holdings by market value included HNRG (77.3%)、SGU (11.4%)、BRK-A (11.2%). The largest single position, HNRG, represented 77.3% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HNRG, SGU, BRK-A) accounted for 106.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
BRK-A
市值: $15.1M
Top Position Liquidated / Trimmed
FTSM
前期市值: $6.7M
In Q4 2025, Lubar & Co., Inc made 7 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 0 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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