— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Lubar & Co., Inc

833 EAST MICHIGAN STREET SUITE 1500, MILWAUKEE, WI 53202 • 414-291-9000

Q1 2026 · Filed 2026-04-24
Market Value
$119M
Holdings
3
-3
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HNRG 74.56% 0.00% +74.56% $89M
SGU 13.37% 0.00% +13.37% $16M
BRK-A 12.07% 0.00% +12.07% $14M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Energy 87.9%
Financial Services 12.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $14M 12.1%
Small Cap 2 $105M 87.9%

Portfolio Analytics

Avg Market Cap
$349.7B
Median Market Cap
$846M
Avg P/E
18.5
Median P/E
14.5
Avg Dividend Yield
0.02%
Avg Beta
0.37
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HNRG 74.56% 5,452,019 $89M $16.28 -$15M
2 SGU 13.37% 1,295,985 $16M $12.28 $570K
3 BRK-A 12.07% 20 $14M $718,140.00 -$733K
View SEC EDGAR Filings for Lubar & Co., Inc →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms