LUBAR & CO., INC

PrivateCIK: 1473033
Location

MILWAUKEE, WI

3
Positions
$119.04M
Total AUM (reported)
6.75M
Total Shares

Allocation by class

TOTAL AUM$119.04M3 positions
COM$88.76M74.6%
UNIT$15.91M13.4%
CL A$14.36M12.1%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$119.04M100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 6.75M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

6.75M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other3
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings3
Rows:

Hallador Energy Company

DFND
COM
Shares5.45M
TypeSH
Market value$88.76M
74.56%
Sole
0.00
Shared
5.45M
None
0.00

Star Group L.P.

DFND
UNIT
Shares1.30M
TypeSH
Market value$15.91M
13.37%
Sole
0.00
Shared
1.30M
None
0.00

Berkshire Hathaway Inc.

DFND
CL A
Shares20.00
TypeSH
Market value$14.36M
12.07%
Sole
0.00
Shared
20.00
None
0.00