Lubar & Co., Inc
CIK 1473033 · View on SEC EDGAR ↗
- Portfolio value
- $126.4M
- Positions
- 3
- As of
- June 30, 2026
#7,892 of 9,443 by 13F value · top 83.6%
Portfolio value QoQ: +6.2% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 3
- Effective number of positions
- 1.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
- New positions
- 0
- Increased
- 0
- Decreased
- 0
- Closed
- 0
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Performance vs S&P 500
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.
Priceable coverage: 88.4% · Options excluded: 0.0%
Sector breakdown
Utilities
88.2%
Other/Unmapped
11.8%
Full portfolio 3 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| HNRG Hallador Energy Company - Common Stock | $94,810,610 | 74.99% | 5,452,019 | $6,051,741 | |||
| SGU Star Group L.P. Common Stock | $16,640,447 | 13.16% | 1,295,985 | $725,751 | |||
| BRKA | $14,977,000 | 11.85% | 20 | $614,200 | |||
| No matches | |||||||