Lubar
MILWAUKEE, WIfiles as Lubar & Co., Inc
$126m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.4% of the portfolio this quarter.
Value
$126m
Stocks
3
Top 10 share
100.0%
Turnover
0.4%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 11.8%
- Value
- $15m
- Shares
- 20
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Hallador EnergyHNRG | 75.0% | $95m | 5,452,019 | Held |
| Star Group, L.P.SGU | 13.2% | $17m | 1,295,985 | Held |
| Berkshire Hathaway INC DELBRK-A | 11.8% | $15m | 20 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is down 5.8% since 31 December 2025.
Where the money is
Utilities75.0%
Retail & consumer13.2%
Other11.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.