Star Group LPSGU
13F holders, Q1 2026 (March 31)69holders +2
9new positions
6sold out
3famous investors
$12.29avg. 13F price*
At the end of Q1 2026, 69 institutions reported holding Star Group LP (SGU) in their 13F filings, up 2 from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were Hartree Partners, LP ($41.8M), Bandera Partners LLC ($33.7M) and Summit Trail Advisors, LLC ($24.8M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $27.5M |
| Exits | 6 | $434K |
All 13F filers, Q4 2025 → Q1 2026: 2,323,387 shares bought and 72,582 shares sold, net +2,250,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Hartree Partners, LP | 9.07% | No change | 3,400,907 | $41.8M |
| Bandera Partners LLC | 15.25% | No change | 2,745,360 | $33.7M |
| Summit Trail Advisors, LLC | 0.36% | New | 2,022,000 | $24.8M |
| Lubar & Co., Inc | 13.37% | No change | 1,295,985 | $15.9M |
| Oakcliff Capital Partners, LP | 5.96% | No change | 1,099,239 | $13.5M |
| Renaissance Technologies | 0.02% | Add +1.1% | 910,108 | $11.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 659,865 | $8.2M |
| Joel Isaacson & Co., LLC | 0.08% | Add +0.0% | 191,968 | $2.4M |
| Blackstone Inc. | 0.01% | No change | 173,629 | $2.1M |
| Doliver Advisors, LP | 0.39% | No change | 139,939 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +14.7% | 129,080 | $1.6M |
| Crossingbridge Advisors, LLC | 0.27% | New | 109,777 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 80,053 | $983K |
| Brown Advisory Inc. | 0.00% | Reduce -0.2% | 73,877 | $907K |
| Parsons Capital Management Inc. | 0.03% | No change | 52,806 | $648K |
| Citadel Advisors | 0.00% | New | 51,730 | $635K |
| Wells Fargo & Company | 0.00% | Add +11.9% | 47,128 | $579K |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.2% | 43,941 | $540K |
| Goldman Sachs Group Inc. | 0.00% | Add +16.6% | 37,181 | $457K |
| Gsa Capital Partners LLP | 0.03% | Reduce -2.7% | 36,536 | $449K |
| UBS Group AG | 0.00% | Reduce -2.2% | 35,854 | $440K |
| Millennium Management | 0.00% | Add +139.4% | 28,815 | $354K |
| LPL Financial LLC | 0.00% | Add +65.7% | 28,451 | $349K |
| &partners | 0.00% | No change | 25,500 | $313K |
| Hyperion Capital Advisors LP | 0.15% | No change | 25,400 | $312K |
| Atom Investors LP | 0.02% | Add +13.5% | 23,368 | $287K |
| AlphaCentric Advisors LLC | 0.26% | New | 21,239 | $261K |
| Round Rock Advisors LLC | 0.04% | No change | 20,961 | $257K |
| Greenwood Gearhart LLC | 0.01% | New | 20,500 | $252K |
| Marquette Asset Management, LLC | 0.03% | No change | 15,000 | $184K |
| StoneX Group Inc. | 0.01% | Reduce -0.0% | 15,000 | $184K |
| Clear Harbor Asset Management, LLC | 0.01% | No change | 13,000 | $160K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 12,808 | $157K |
| Jane Street Group, LLC | 0.00% | New | 12,755 | $157K |
| American Century Companies Inc. | 0.00% | No change | 12,697 | $156K |
| Cary Street Partners Financial LLC | 0.00% | No change | 12,450 | $153K |
| MTM Investment Management, LLC | 0.05% | Add +0.0% | 12,135 | $149K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.0% | 11,347 | $139K |
| Acadian Asset Management LLC | 0.00% | Reduce -48.9% | 10,624 | $129K |
| Wilkinson Global Asset Management LLC | 0.01% | No change | 10,000 | $123K |
| Roxbury Financial LLC | 0.11% | Add +0.5% | 9,910 | $122K |
| US Bancorp \de | 0.00% | No change | 9,000 | $111K |
| Fifth Third Bancorp | 0.00% | Reduce -26.6% | 7,627 | $94K |
| Osaic Holdings, Inc. | 0.00% | Add +3.6% | 5,532 | $68K |
| HM Payson & Co. | 0.00% | No change | 5,000 | $61K |
| Spire Wealth Management | 0.00% | No change | 4,537 | $56K |
| BNP Paribas Financial Markets | 0.00% | Add +69.7% | 4,492 | $55K |
| BlackRock, Inc. | 0.00% | Reduce -82.4% | 3,900 | $48K |
| High Note Wealth, LLC | 0.01% | No change | 3,845 | $47K |
| Colonial Trust Advisors | 0.00% | No change | 3,500 | $43K |
| Jones Financial Companies LLLP | 0.00% | Add +3.2% | 3,239 | $40K |
| Barclays PLC | 0.00% | Add +45.4% | 2,352 | $29K |
| Citigroup Inc. | 0.00% | Add +3.9% | 2,186 | $27K |
| Crews Bank & Trust | 0.00% | No change | 2,182 | $27K |
| Royal Bank of Canada | 0.00% | Add +0.1% | 2,164 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 1,639 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,400 | $17K |
| Napier Financial, LLC | 0.00% | New | 1,226 | $15K |
| Simplex Trading, LLC | 0.00% | New | 1,154 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,100 | $14K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,000 | $12K |
| Cwm, LLC | 0.00% | Reduce -3.7% | 1,000 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -10.8% | 357 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.1% | 205 | $3K |
| FMR LLC | 0.00% | No change | 135 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 130 | $2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | No change | 100 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +85.4% | 89 | $1K |
| Huntington National Bank | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is SGU's weight in each manager's 13F, not the share of Star Group LP the manager owns.