SGU

Star Group LP

+$33.6M

Net Activity

Institutions Holding

69

Popularity Rank

#5257

Avg Weight

0.66%

Total Value

$169.8M

Ownership Trend

69 institutions currently hold SGU, with 30 net buyers and 19 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

19

Net Buying Institutions

30

Key Holders

Key Holders

Top 5 by Value

HP
Hartree Partners, LP
$41.8M
BP
Bandera Partners LLC
$33.7M
ST
Summit Trail Advisors, LLC
$24.8M
L&
Lubar & Co., Inc
$15.9M
OC
Oakcliff Capital Partners, LP
$13.5M

Top 5 by Conviction

BP
Bandera Partners LLC
15.25%
L&
Lubar & Co., Inc
13.37%
HP
Hartree Partners, LP
8.95%
OC
Oakcliff Capital Partners, LP
5.96%
DA
Doliver Advisors, LP
0.39%
View all 69 holding institutions

Quarterly Activity

Recent Activity

+$57.6M

Total Buy Value

$4.3M

Total Sell Value

New buy10
Trim12
Add20
Sold out7

30

Net Buyers

19

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-16
2026-07-16

On July 16, 2026, Star Group, L.P. issued a press release declaring its quarterly distribution on all units for the fiscal third quarter ended June 30, 2026. The press release is attached as Exhibit 99.1 to this filing.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding STAR GROUP LP (SGU)?
Major stakeholders currently include Hartree Partners, LP ($41.8M), Bandera Partners LLC ($33.7M), Summit Trail Advisors, LLC ($24.8M). Based on the latest 13F filings, there are a total of 69 tracked investment funds and institutions maintaining positions in SGU.
What is the overall institutional sentiment toward SGU recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $33.6M, driven by 30 managers accumulating shares while 19 reduced their exposure.
Which institutions have been selling or reducing their SGU positions?
In the latest period, 12 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $4.3M.
Are there any notable investors adding SGU to their portfolios?
Yes, buying activity remains notable. 10 institutions opened new positions in {ticker}, and 20 existing holders added to their shares. The total reported buy value for the quarter amounted to $57.6M.

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