Lubar & Co., Inc
CIK
1473033
Location
MILWAUKEE, WI
Portfolio Value
Small
$104,673,564
Diversification
Highly concentrated
Filing Date
Global Rank
#5,261
/ 8,232
▲ 14
Top Industry
Utilities - Independent Power Producers
84.8%
3Y Alpha vs SPY
-12.8%
Period ended 2 months ago
Filed Apr 24, 2026 · 50d
6 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+26.3%
SPY
+76.5%
Annualised alpha
-12.8%
Max drawdown
−26.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
84.8%
−2.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,422
Highly concentrated−335
Portfolio Trend
6 quarters · across all stocks
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$104,673,564 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HNRG |
Hallador Energy Co
Utilities
|
Held | 5,452,019 | $88,758,869 | 84.80% | |
| SGU |
Star Group, L.P.
Energy
|
Held | 1,295,985 | $15,914,695 | 15.20% |