Lubar & Co., Inc holds a concentrated book of 3 stocks worth $126.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Fiserv Inc. Their largest long position is Hallador Energy Co at 75% of the equity book. Cloning the disclosed picks since 2020 would be +197% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1473033/holdings"
Use Arkolith to show Lubar & Co., Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 12.4 points over this window.
Growth of $10,000 cloning Lubar & Co., Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
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Other tracked managers holding the same core names as Lubar & Co., Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 14 / 3 | $40.0B |
| MORGAN STANLEY | 14 / 3 | $16.4B |
| ROYAL BANK OF CANADA | 14 / 3 | $11.8B |
| JPMORGAN CHASE & CO | 14 / 3 | $9.7B |
| WELLS FARGO & COMPANY/MN | 14 / 3 | $7.8B |
| UBS Group AG | 14 / 3 | $6.4B |
| LPL Financial LLC | 14 / 3 | $3.9B |
| AMERIPRISE FINANCIAL INC | 14 / 3 | $3.4B |
Ranked by how many of Lubar & Co., Inc's top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hallador Energy Company COM | $94.8M | 5.45M | 75.0% | —Held | |
| 2 | Star Group L.P. UNIT | $16.6M | 1.30M | 13.2% | —Held | |
| 3 | Berkshire Hathaway Inc. CL A | $15.0M | 20 | 11.8% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 3 | $126.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 3 | $119.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 3 | $134.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 6 | $35.7M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 23, 2020 | 6 | $48.7M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 28, 2020 | 6 | $44.4M | 13F-HR |
| Q1 2020 | Mar 31, 2020 | Apr 21, 2020 | 11 | $34.6M | 13F-HR |
| Q4 2019 | Dec 31, 2019 | Jan 29, 2020 | 9 | $82.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.