SGU · Star Group, L.P. · Shareholders & Ownership

$13.10 +0.06 (+0.46%) Q2 2026 earnings call transcript

Market Cap

$436.72M

32.81M

Volume · Nov 4 49.17K Avg daily vol (3M) 22.27K

Every disclosed holder of SGU in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SGU

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	71	13,712,992	41.79%	Yes
Insiders (Forms 3, 4, 5)	2	21,903	0.07%	Yes
13D/G-only blocks	1	2,020,000	6.16%	Yes
Remaining	—	17,056,321	51.98%	Rest
Registered funds (N-PORT, not summed)	9	133,359	0.41%	No

Shares outstanding: 32,811,216, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SGU

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Hartree Partners, LP 13F CIK 1597857 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,400,907	10.37%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Hartree Partners, LP Insider CIK 1597857 · Aug 6, 2025 10% Owner, issuer-wide, not summed	3,400,907	10.37%	—	Aug 6, 2025	10% Owner, issuer-wide, not summed
2	Bandera Partners LLC 13F CIK 1399386 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,745,360	8.37%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Bandera Partners LLC Insider CIK 1399386 · May 30, 2025 10% Owner, issuer-wide, not summed	2,956,670	9.01%	-700,000	May 30, 2025	10% Owner, issuer-wide, not summed
3	Summit Trail Advisors, LLC 13F CIK 1698478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,030,000	6.19%	+8,000	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Stephen M. Lessing 13G CIK 1909305 · Unknown · May 16, 2024 Rule 13d-1(d), exempt investor, unconfirmed, last confirmed May 16, 2024	2,020,000	6.16%	—	May 16, 2024	Rule 13d-1(d), exempt investor, unconfirmed, last confirmed May 16, 2024
5	Lubar & Co., Inc 13F CIK 1473033 · Unknown · Sep 30, 2026	1,295,985	3.95%	0	Sep 30, 2026
6	Oakcliff Capital Partners, LP 13F CIK 1657335 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,099,239	3.35%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	881,007	2.69%	-29,101	Jun 30, 2026	carried, not yet filed for the newest quarter
8	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	605,766	1.85%	-54,099	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Joel Isaacson & Co., LLC 13F CIK 1599330 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	192,003	0.59%	+35	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Blackstone Inc. 13F CIK 1393818 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	165,910	0.51%	-7,719	Jun 30, 2026	carried, not yet filed for the newest quarter
11	DOLIVER ADVISORS, LP 13F CIK 938077 · Registered investment adviser · Sep 30, 2026	139,939	0.43%	0	Sep 30, 2026
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	132,086	0.40%	+3,006	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Crossingbridge Advisors, LLC 13F CIK 1770024 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	100,000	0.30%	-9,777	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	79,901	0.24%	-152	Jun 30, 2026	carried, not yet filed for the newest quarter
15	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	73,524	0.22%	-353	Jun 30, 2026	carried, not yet filed for the newest quarter
16	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	73,480	0.22%	+21,750	Jun 30, 2026	carried, not yet filed for the newest quarter
17	RiverPark Strategic Income Fund Fund S000080182 · Registered fund · Jun 30, 2026 Trust for Professional Managers, not summed	62,645	0.19%	0	Jun 30, 2026	Trust for Professional Managers, not summed
18	PARSONS CAPITAL MANAGEMENT INC/RI 13F CIK 1018674 · Registered investment adviser · Sep 30, 2026	50,806	0.15%	-1,200	Sep 30, 2026
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	50,472	0.15%	+13,291	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	27,310	0.08%	+5,506	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
20	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	47,803	0.15%	+675	Jun 30, 2026	carried, not yet filed for the newest quarter
21	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Sep 30, 2026	44,470	0.14%	+268	Sep 30, 2026
22	Maridea Wealth Management LLC 13F CIK 2056245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,815	0.13%	+42,815	Jun 30, 2026	carried, not yet filed for the newest quarter
23	GSA CAPITAL PARTNERS LLP 13F CIK 1362033 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,541	0.11%	+5	Jun 30, 2026	carried, not yet filed for the newest quarter
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	32,004	0.10%	-3,850	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,356	0.08%	-1,459	Jun 30, 2026	carried, not yet filed for the newest quarter
26	GREENWOOD GEARHART LLC 13F CIK 1084683 · Registered investment adviser · Sep 30, 2026	26,300	0.08%	0	Sep 30, 2026
27	&PARTNERS 13F CIK 107136 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	25,500	0.08%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Hyperion Capital Advisors LP 13F CIK 1794499 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,400	0.08%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	23,517	0.07%	-4,934	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Destinations Global Fixed Income Opportunities Fund Fund S000056108 · Registered fund · Aug 31, 2026 Brinker Capital Destinations Trust, not summed	23,422	0.07%	-2,471	Aug 31, 2026	Brinker Capital Destinations Trust, not summed
31	Round Rock Advisors LLC 13F CIK 1846991 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,961	0.06%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Concurrent Investment Advisors, LLC 13F CIK 2001015 · Registered investment adviser · Sep 30, 2026	19,530	0.06%	+19,530	Sep 30, 2026
33	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,501	0.06%	+15,601	Jun 30, 2026	carried, not yet filed for the newest quarter
34	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	19,145	0.06%	+6,390	Jun 30, 2026	carried, not yet filed for the newest quarter
35	StoneX Group Inc. 13F CIK 913760 · Unknown · Sep 30, 2026	16,934	0.05%	+1,834	Sep 30, 2026
36	Baxter Scott Insider CIK 1360006 · Aug 13, 2025 Director, issuer-wide	15,000	0.05%	—	Aug 13, 2025	Director, issuer-wide
37	Marquette Asset Management, LLC 13F CIK 1395067 · Unknown · Sep 30, 2026	15,000	0.05%	0	Sep 30, 2026
38	Clear Harbor Asset Management, LLC 13F CIK 1511857 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,000	0.04%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
39	CARY STREET PARTNERS FINANCIAL LLC 13F CIK 1475045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,450	0.04%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Kingsview Wealth Management, LLC 13F CIK 1791965 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,408	0.04%	-400	Jun 30, 2026	carried, not yet filed for the newest quarter
41	MTM Investment Management, LLC 13F CIK 1831416 · Registered investment adviser · Sep 30, 2026	12,139	0.04%	+2	Sep 30, 2026
42	AlphaCentric Real Income Fund Fund S000071674 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	11,462	0.03%	-9,777	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
43	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,436	0.03%	+11,436	Jun 30, 2026	carried, not yet filed for the newest quarter
44	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,347	0.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Roxbury Financial LLC 13F CIK 2054149 · Registered investment adviser · Sep 30, 2026	10,009	0.03%	+29	Sep 30, 2026
46	Wilkinson Global Asset Management LLC 13F CIK 1764000 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,000	0.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
47	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,000	0.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Avantis U.S. Small Cap Equity ETF Fund S000074835 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	7,186	0.02%	-4,534	Aug 31, 2026	American Century ETF Trust, not summed
49	Hammond Jeffrey S Insider CIK 1770901 · Nov 5, 2025 Chief Operating Officer, issuer-wide	6,903	0.02%	+105	Nov 5, 2025	Chief Operating Officer, issuer-wide
50	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,545	0.02%	+13	Jun 30, 2026	carried, not yet filed for the newest quarter

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 81 holders

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Key facts CIK 1002590 CUSIP 85512C105 13F (30d) 16 filings 16 filers