Lubar & Co., Inc
Portfolio value QoQ: +6.2% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%3
Effective number of positions1.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
New positions0
Increased0
Decreased0
Closed0
Portfolio value
$126.4M
Positions
3
As of
June 30, 2026 Data as of Q2 2026
Performance vs S&P 500
Tracked Q4 2025–Q2 2026
-6.0%
S&P 500 total return (same window)
+8.7%
Excess return
-14.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 3 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| HNRG | $94,810,610 | 74.99% | 5,452,019 | $6,051,741 | |||
| SGU | $16,640,447 | 13.16% | 1,295,985 | $725,751 | |||
| BRK-A | $14,977,000 | 11.85% | 20 | $614,200 | |||
| No matches | |||||||