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Lubar & Co., Inc
833 EAST MICHIGAN STREET SUITE 1500, MILWAUKEE, WI 53202 • 414-291-9000
Market Value
$126M
+6.2%
Holdings
3
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| HNRG | 74.99% | 74.56% | +0.43% | $95M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Energy | 87.9% |
| Financial Services | 12.1% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $15M | 11.8% |
| Small Cap | 2 | $111M | 88.2% |
Portfolio Analytics
Avg Market Cap
$362.2B
Median Market Cap
$636M
Avg P/E
137.0
Median P/E
12.7
Avg Dividend Yield
0.02%
Avg Beta
0.41
# Stocks
3
# ETFs / Funds
0