David Bauer

Lubar & Co., Inc

Assets Managed

$119.036M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 2d ago

Growth Rate

-11.33%(2Q avg: 132.14%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lubar & Co., Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3 positions.

Assets under management

The assets under management (AUM) of Lubar & Co., Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 119.036M in assets, with a quarterly growth rate of -11.33% and a 2-quarter average growth rate of 132.14%. The portfolio is managed by David Bauer, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value
HNRG Hallador Energy Co Recent Activity	74.57%	$88.759M 5.452M shares@ $16.28 avg price
SGU Star Group Lp Recent Activity	13.37%	$15.915M 1.296M shares@ $12.29 avg price
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	12.07%	$14.363M 20 shares@ $718140.0 avg price

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