Star Group LPSGU

13F holders, Q1 2025 (March 31)
64holders −1
4new positions
5sold out
3famous investors
$13.18avg. 13F price*

At the end of Q1 2025, 64 institutions reported holding Star Group LP (SGU) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Bandera Partners LLC ($45.4M), Hartree Partners, LP ($43.7M) and Oakcliff Capital Partners, LP ($14.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Star Group LP
CUSIP
85512C105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 69Q1 2024Q2 2024: 63Q2 2024Q3 2024: 64Q3 2024Q4 2024: 65Q4 2024Q1 2025: 64Q1 2025Q2 2025: 66Q2 2025Q3 2025: 65Q3 2025Q4 2025: 67Q4 2025Q1 2026: 69Q1 2026Q2 2026: 71Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$2.9M
Exits5$219K

All 13F filers, Q4 2024 → Q1 2025: 583,143 shares bought and 142,893 shares sold, net +440,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 64 holders

Bandera Partners LLC 16.34% No change 3,445,360 $45.4M
Hartree Partners, LP 15.85% Add +6.1% 3,314,616 $43.7M
Oakcliff Capital Partners, LP 7.63% No change 1,099,239 $14.5M
Renaissance Technologies 0.02% Reduce -1.3% 950,245 $12.5M
Brown Advisory Inc. 0.02% Reduce -1.8% 950,160 $12.5M
JPMorgan Chase & Co. 0.00% Add +23.9% 766,267 $10.1M
Joel Isaacson & Co., LLC 0.11% New 191,832 $2.5M
Blackstone Inc. 0.01% No change 153,090 $2.0M
Locust Wood Capital Advisers, LLC 0.07% Reduce -8.6% 150,535 $2.0M
Doliver Advisors, LP 0.52% No change 140,089 $1.8M
Morgan Stanley 0.00% Reduce -6.4% 79,957 $1.1M
Wells Fargo & Company 0.00% Reduce -29.3% 61,286 $808K
Parsons Capital Management Inc. 0.04% No change 53,506 $705K
UBS Group AG 0.00% Add +23.5% 51,072 $673K
Victory Capital Management Inc. 0.00% No change 48,224 $636K
Two Sigma Investments, LP 0.00% Reduce -1.4% 46,361 $611K
Commonwealth Equity Services, LLC 0.00% Reduce -15.7% 34,496 $455K
Arrowstreet Capital, Limited Partnership 0.00% Add +9.1% 33,948 $447K
Two Sigma Advisers, LP 0.00% Reduce -0.3% 30,900 $407K
&partners 0.00% No change 28,000 $374K
Acadian Asset Management LLC 0.00% Reduce -38.8% 28,409 $373K
Citadel Advisors 0.00% Add +26.4% 20,562 $271K
Cove Street Capital, LLC 0.38% No change 18,500 $244K
Mgo One Seven LLC 0.01% Add +4.9% 18,035 $238K
Gsa Capital Partners LLP 0.02% Reduce -12.2% 17,959 $237K
Goldman Sachs Group Inc. 0.00% New 17,494 $231K
StoneX Group Inc. 0.01% Add +0.4% 15,065 $199K
Marquette Asset Management, LLC 0.03% No change 15,000 $198K
BlackRock, Inc. 0.00% Add +15.1% 14,058 $185K
LPL Financial LLC 0.00% Reduce -24.7% 13,500 $178K
Monograph Wealth Advisors, LLC 0.02% No change 13,444 $177K
Clear Harbor Asset Management, LLC 0.01% No change 13,000 $171K
American Century Companies Inc. 0.00% Reduce -0.4% 12,895 $170K
Cary Street Partners Financial LLC 0.01% No change 12,450 $164K
Millennium Management 0.00% Reduce -58.0% 12,281 $162K
MTM Investment Management, LLC 0.06% Add +0.0% 12,127 $161K
Susquehanna International Group, LLP 0.00% Add +17.9% 12,075 $159K
Ameriprise Financial Inc. 0.00% New 11,402 $150K
Roxbury Financial LLC 0.12% Add +0.7% 9,661 $126K
US Bancorp \de 0.00% No change 9,000 $119K
Bank of America Corp. 0.00% Add +3.5% 5,384 $71K
HM Payson & Co. 0.00% No change 5,000 $66K
Spire Wealth Management 0.00% No change 4,837 $64K
Principal Securities, Inc. 0.00% No change 5,005 $58K
High Note Wealth, LLC 0.01% No change 3,845 $51K
Colonial Trust Advisors 0.00% No change 3,500 $46K
Jones Financial Companies LLLP 0.00% No change 2,339 $31K
Crews Bank & Trust 0.00% No change 2,182 $29K
Osaic Holdings, Inc. 0.00% No change 1,847 $24K
Citigroup Inc. 0.00% Add +6.0% 1,699 $22K
Hollencrest Capital Management 0.00% No change 1,639 $22K
TD Waterhouse Canada Inc. 0.00% No change 1,400 $18K
Vermillion & White Wealth Management Group, LLC 0.01% Add +1.4% 1,220 $16K
MorganRosel Wealth Management, LLC 0.00% New 1,000 $13K
Comerica Bank 0.00% No change 1,000 $13K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,000 $13K
Sound Income Strategies, LLC 0.00% Add +1.2% 861 $11K
Barclays PLC 0.00% No change 550 $7K
FMR LLC 0.00% No change 500 $7K
SBI Securities Co., Ltd. 0.00% Add +76.8% 403 $5K
Farther Finance Advisors, LLC 0.00% No change 300 $4K
Royal Bank of Canada 0.00% Reduce -55.3% 259 $3K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% No change 100 $1K
Huntington National Bank 0.00% No change 1 $13

"% of holder's portfolio" is SGU's weight in each manager's 13F, not the share of Star Group LP the manager owns.