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CIK: 0001473033
Total reported value
$107.2M
$107.2M
3 檔
117.9%
The Q2 2026 SEC filing reveals that Lubar & Co., Inc held a total portfolio value of $107.2M, covering 3 public equity positions.
During Q2 2026, Lubar & Co., Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including HNRG, SGU, BRK-A) accounted for 117.9% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HNRG | Hallador Energy Co | Stock-Other | 74.99% | -4.45% | — | |
| 2 | SGU | Star Group LP | Stock-Other | 13.16% | +2.36% | — | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 11.85% | +2.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HNRG | Hallador Energy Co | +0.4% | — | Unchanged |
| 2 | SGU | Star Group LP | -0.2% | — | Unchanged |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | Unchanged |
According to official SEC Form 13F filings, Lubar & Co., Inc reported a total U.S. public equity portfolio value of $107.2M across 3 disclosed positions in Q2 2026.
During Q2 2026, Lubar & Co., Inc's top holdings by market value included HNRG (75.0%)、SGU (13.2%)、BRK-A (11.8%). The largest single position, HNRG, represented 75.0% 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 Q2 2026, Lubar & Co., Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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