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Lubar & Co., Inc — 13F Holdings & Portfolio

CIK 1473033 · latest 13F-HR filed 2026-04-24

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$119.0M

Long-equity book

Holdings

3

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+0 / −0 / ↑0 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
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Top Trims

  • Hallador Energy Company-$15.0M -14.5%
Show all 1 →

New Positions

  • No new positions this quarter.
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Exited Positions

  • No exits this quarter.
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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Hallador Energy Company HNRG 40609P105 $88.8M 74.56% 5,452,019 SH
2 Star Group L.P. SGU 85512C105 $15.9M 13.37% 1,295,985 SH
3 Berkshire Hathaway Inc. BRK.A 084670108 $14.4M 12.07% 20 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $119.0M 3 0001140361-26-016498
2025-12-31 2026-02-03 $134.2M 3 0001140361-26-003445