$174 Million is the total value of Lubar & Co., Inc's 16 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VUG | Sell | Vanguard Index Growth ETF (VUG)growth etf | $15,251,000 | -6.0% | 153,014 | -6.7% | 8.78% | -2.0% |
VIG | Sell | Vanguard Specialized Dividend Appreciation ETFdiv. apprec. etf | $357,000 | -94.8% | 11,584 | -94.7% | 0.21% | -94.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Hallador Energy Company | 31 | Q4 2020 | 28.2% |
Star Group L.P. | 31 | Q4 2020 | 33.0% |
Bank of Montreal | 30 | Q4 2020 | 16.7% |
EnLink Midstream Partners LLC | 28 | Q4 2020 | 50.3% |
Approach Resources, Inc. | 23 | Q4 2018 | 25.2% |
TCP Capital Corp. | 22 | Q3 2018 | 1.6% |
Vanguard Index Mid-Cap Value ETF (VOE) | 19 | Q4 2019 | 15.2% |
Vanguard Index Value ETF (VTV) | 14 | Q3 2017 | 12.2% |
Vanguard Index Growth ETF (VUG) | 12 | Q3 2017 | 12.4% |
iShares Core S&P Mid-Cap (IJH) | 12 | Q4 2019 | 7.9% |
View Lubar & Co., Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
SC 13D/A | 2024-02-27 |
13F-HR | 2021-02-05 |
13F-HR | 2020-10-23 |
13F-HR | 2020-07-28 |
13F-HR | 2020-04-21 |
13F-HR | 2020-01-29 |
13F-HR | 2019-10-25 |
13F-HR | 2019-07-16 |
13F-HR | 2019-04-23 |
13F-HR | 2019-01-30 |
View Lubar & Co., Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.