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Lubar & Co., Inc Portfolio

$107.2M across 3 positions as of 2026-09-30, with 100% of it in the ten largest. 4 quarters on file.

How the reported portfolio did

Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.

Every manager →
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 8
QuarterPortfolioS&P 500
Jun 30, 2026 to Sep 30, 2026—+2.1%
Mar 31, 2026 to Jun 30, 2026—+14.8%
Dec 31, 2025 to Mar 31, 2026—-4.6%
Dec 31, 2020 to Mar 31, 2021—+6.0%
Sep 30, 2020 to Dec 31, 2020+4.8%+11.6%
Jun 30, 2020 to Sep 30, 2020+1.9%+8.6%
Mar 31, 2020 to Jun 30, 2020+4.5%+19.6%
Dec 31, 2019 to Mar 31, 2020-11.1%-19.9%

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
Hallador Energy Company$75.6M70.5%5,452,019
Star Group L.P.$16.6M15.5%1,295,985
BRK.ABerkshire Hathaway Inc$14.9M13.9%20

Quarter ending 2026-09-30.

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