Security key
85512C105
- Type / Class
- Equity / Common Units
- Shares outstanding
- 33,929,230
- Total 13F shares
- 13,747,975
- Share change
- +2,248,958
- Total reported value
- $168,963,150
- Put/Call ratio
- 183%
- Price per share
- $12.28
- Number of holders
- 69
- Value change
- +$27,635,133
- Number of buys
- 26
- Number of sells
- 18
Report period
Q1 2026
Institutions
69
Top holders
10
SGU full security history
Previous quarter: Q4 2025
STAR GROUP, L.P. SEC filings
STAR GROUP, L.P. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 85512C105
Recent filing periods:
Top shareholders of SGU - STAR GROUP, L.P. - Common Units (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Hartree Partners, LP |
13D/G
3/4/5
13F
|
10%+ Owner · Company |
9.8%
|
3,400,907
|
$42,851,428 | $0 | 31 Mar 2025 | |
| Bandera Partners LLC |
13D/G
3/4/5
13F
|
Gramm Jefferson · Other*, 10%+ Owner · Company |
8.7%
|
2,951,843
|
$34,920,303 | $0 | 30 Jun 2025 | |
| C. Scott Baxter |
3/4/5
|
Director |
0.04%
|
15,000
|
$176,850 | +$176,850 | 13 Aug 2025 | |
| Jeffrey S. Hammond |
3/4/5
|
Chief Operating Officer |
0.02%
|
5,739
|
$57,623 | +$2,496 | 05 Nov 2025 | |
| Lubar & Co., Inc |
13F
|
Company |
3.8%
|
1,295,985
|
$15,344,462 | — | 31 Dec 2025 | |
| Oakcliff Capital Partners, LP |
13F
|
Company |
3.2%
|
1,099,239
|
$13,014,990 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
2.7%
|
899,827
|
$10,653,952 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.9%
|
657,956
|
$7,790,199 | — | 31 Dec 2025 | |
| Joel Isaacson & Co., LLC |
13F
|
Company |
0.57%
|
191,935
|
$2,272,513 | — | 31 Dec 2025 | |
| Blackstone Inc. |
13F
|
Company |
0.51%
|
173,629
|
$2,055,767 | — | 31 Dec 2025 | |
| DOLIVER ADVISORS, LP |
13F
|
Company |
0.41%
|
139,939
|
$1,656,878 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.33%
|
112,536
|
$1,332,426 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.24%
|
82,559
|
$977,501 | — | 31 Dec 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.22%
|
74,003
|
$876,196 | — | 31 Dec 2025 | |
| PARSONS CAPITAL MANAGEMENT INC/RI |
13F
|
Company |
0.16%
|
52,806
|
$625,224 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.12%
|
42,128
|
$498,795 | — | 31 Dec 2025 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
0.11%
|
37,533
|
$444,000 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.11%
|
36,671
|
$434,185 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.1%
|
34,013
|
$402,710 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.09%
|
31,891
|
$377,589 | — | 31 Dec 2025 | |
| &PARTNERS |
13F
|
Company |
0.08%
|
25,500
|
$301,920 | — | 31 Dec 2025 | |
| Hyperion Capital Advisors LP |
13F
|
Company |
0.07%
|
25,400
|
$300,736 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.07%
|
22,168
|
$262,469 | — | 31 Dec 2025 | |
| Round Rock Advisors LLC |
13F
|
Company |
0.06%
|
20,961
|
$248,178 | — | 31 Dec 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.06%
|
20,778
|
$244,000 | — | 31 Dec 2025 | |
| Atom Investors LP |
13F
|
Company |
0.06%
|
20,586
|
$243,738 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.05%
|
17,169
|
$203,279 | — | 31 Dec 2025 | |
| StoneX Group Inc. |
13F
|
Company |
0.04%
|
15,001
|
$177,612 | — | 31 Dec 2025 | |
| Marquette Asset Management, LLC |
13F
|
Company |
0.04%
|
15,000
|
$177,600 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
14,426
|
$170,804 | — | 31 Dec 2025 | |
| Walleye Capital LLC |
13F
|
Company |
0.04%
|
14,241
|
$168,613 | — | 31 Dec 2025 | |
| Clear Harbor Asset Management, LLC |
13F
|
Company |
0.04%
|
13,000
|
$153,920 | — | 31 Dec 2025 | |
| Kingsview Wealth Management, LLC |
13F
|
Company |
0.04%
|
12,808
|
$151,647 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.04%
|
12,697
|
$150,332 | — | 31 Dec 2025 | |
| CARY STREET PARTNERS FINANCIAL LLC |
13F
|
Company |
0.04%
|
12,450
|
$147,408 | — | 31 Dec 2025 | |
| MTM Investment Management, LLC |
13F
|
Company |
0.04%
|
12,133
|
$143,657 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.04%
|
12,034
|
$142,483 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.03%
|
11,352
|
$134,406 | — | 31 Dec 2025 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.03%
|
10,392
|
$123,041 | — | 31 Dec 2025 | |
| Wilkinson Global Asset Management LLC |
13F
|
Company |
0.03%
|
10,000
|
$118,400 | — | 31 Dec 2025 | |
| Roxbury Financial LLC |
13F
|
Company |
0.03%
|
9,864
|
$116,795 | — | 31 Dec 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
0.03%
|
9,000
|
$106,560 | — | 31 Dec 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.02%
|
6,774
|
$80,201 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.02%
|
5,337
|
$63,197 | — | 31 Dec 2025 | |
| HM PAYSON & CO |
13F
|
Company |
0.01%
|
5,000
|
$59,200 | — | 31 Dec 2025 | |
| Spire Wealth Management |
13F
|
Company |
0.01%
|
4,537
|
$53,718 | — | 31 Dec 2025 | |
| High Note Wealth, LLC |
13F
|
Company |
0.01%
|
3,845
|
$45,525 | — | 31 Dec 2025 | |
| Colonial Trust Advisors |
13F
|
Company |
0.01%
|
3,500
|
$41,440 | — | 31 Dec 2025 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0.01%
|
3,139
|
$37,163 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.01%
|
2,647
|
$31,340 | — | 31 Dec 2025 |
Institutional Holders of STAR GROUP, L.P. - Common Units (SGU) as of Q1 2026
As of 31 Mar 2026,
STAR GROUP, L.P. - Common Units (SGU) was held by
69 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,747,975 shares.
The largest 10 holders included
Hartree Partners, LP, Bandera Partners LLC, Summit Trail Advisors, LLC, Lubar & Co., Inc, Oakcliff Capital Partners, LP, RENAISSANCE TECHNOLOGIES LLC, JPMORGAN CHASE & CO, Joel Isaacson & Co., LLC, Blackstone Inc., and DOLIVER ADVISORS, LP.
This page lists
69
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
67
Q1 2026 holders
69
Holder diff
2
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.