Fund Universe

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☆Lubar & Co., Inc

CIK 0001473033 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.873
AUM ($M)
126
Positions
3
Turnover
0.00
Top-10 wt
100%
Herfindahl
0.594
History (qtrs)
3
Excess Return
not eligible

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Quarter
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Security type

Holdings · 3 positions · portfolio value $126M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆HNRG funds › Hallador Energy Company HOLD — 75.0% +0.4% 94.8 5,452,019 +0 2 —
☆SGU funds › Star Group L.P. HOLD — 13.2% -0.2% 16.6 1,295,985 +0 2 —
☆CUSIP:084670108 funds › Berkshire Hathaway Inc. HOLD — 11.8% -0.2% 15.0 20 +0 2 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 126 3 0.00 100% 0.594 0.873 — in
2026Q1 119 3 0.03 100% 0.588 0.844 — entered
2025Q4 134 3 0.00 100% 0.624 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status