Institutional Manager · CIK 0001473033
Lubar & Co., Inc
MILWAUKEE, WI · File #028-14255
Latest AUM
$134.2M
Positions
3
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | Hallador Energy Company | HNRG | +5,452,019 | +$103.8M | $0 |
| NEW | Star Group L.P. | SGU | +1,295,985 | +$15.3M | $0 |
| NEW | Berkshire Hathaway Inc. | BRK-A | +20 | +$15.1M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $134.2M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Hallador Energy Company | HNRG | 5,452,019 | $103.8M | 77.33% |
| 2 | Star Group L.P. | SGU | 1,295,985 | $15.3M | 11.43% |
| 3 | Berkshire Hathaway Inc. | BRK-A | 20 | $15.1M | 11.24% |