Star Group, L.P. 13F holders
71 funds reported a position in Star Group, L.P. in their 13F for the quarter ended 30 June 2026, together 13.7 million shares worth $176.5 million. Against the quarter before, 6 opened a position, 16 added, 16 trimmed and 4 sold out; together they sold a net 11,681 shares. The largest holders: Hartree Partners, LP, Bandera Partners LLC and Summit Trail Advisors, LLC.
Funds holding71+2 on Q1 2026
Shares they held13.7Mworth $176.5 million
Net sold on the quarter11,681 sharesabout $150,057 at the funds' values
Funds buying to selling22 to 20opened or added, to cut or sold
Opened 6Added 16Held 33Trimmed 16Sold out 4
What each fund did in SGU against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SGU in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 15 reported a position in Star Group, L.P.: 1 opened one, 1 added, 2 trimmed and 2 sold out, a net 14,773 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | +19,530 | 19,530 | new | 13F |
| Parsons Capital Management Inc. | -1,200 | 50,806 | trimmed | 13F |
| SBI Securities Co., Ltd. | -71 | 284 | trimmed | 13F |
| Roxbury Financial LLC | +29 | 10,009 | added | 13F |
| Mgo One Seven LLC | -20,063 | 0 | sold out | 13F |
| Washington Trust Co | -13,000 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in Star Group, L.P. in a 13F for the quarter ended 30 June 2026. The largest: Renaissance Technologies, 881,007 shares worth $11.3 million, 0.0% of its reported book. In the quarter, 1 fund added or opened a position and 2 trimmed or sold out; together they sold a net 8,810 shares, about $113,120 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies | 881,007 | $11.3 million | 0.0% | -29,101 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 73,480 | $943,483 | 0.0% | +21,750 | added | 30 June 2026 | 13F |
| Millennium Management | 27,356 | $351,251 | 0.0% | -1,459 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 135 | $1,733 | 0.0% | no change | held | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Hartree Partners, LP | 3,400,907 | 24.76% | $43.7 million | 9.39% | no change | 13F |
| Bandera Partners LLC | 2,745,360 | 19.99% | $35.3 million | 12.42% | no change | 13F |
| Summit Trail Advisors, LLC | 2,030,000 | 14.78% | $26.1 million | 0.33% | +8,000 | 13F |
| Lubar & Co., Inc | 1,295,985 | 9.44% | $16.6 million | 13.16% | no change | 13F |
| Oakcliff Capital Partners, LP | 1,099,239 | 8.00% | $14.1 million | 5.26% | no change | 13F |
| Renaissance Technologies LLC | 881,007 | 6.41% | $11.3 million | 0.02% | -29,101 | 13F |
| JPMorgan Chase & Co. | 605,766 | 4.41% | $7.9 million | 0.00% | -54,099 | 13F |
| Joel Isaacson & Co., LLC | 192,003 | 1.40% | $2.5 million | 0.07% | +35 | 13F |
| Blackstone Inc. | 165,910 | 1.21% | $2.1 million | 0.01% | -7,719 | 13F |
| Doliver Advisors, LP | 139,939 | 1.02% | $1.8 million | 0.41% | no change | 13F |
| Arrowstreet Capital, Limited Partnership | 132,086 | 0.96% | $1.7 million | 0.00% | +3,006 | 13F |
| Crossingbridge Advisors, LLC | 100,000 | 0.73% | $1.3 million | 0.24% | -9,777 | 13F |
| Morgan Stanley | 79,901 | 0.58% | $1.0 million | 0.00% | -152 | 13F |
| Brown Advisory Inc. | 73,524 | 0.54% | $944,048 | 0.00% | -353 | 13F |
| Citadel Advisors LLC | 73,480 | 0.53% | $943,483 | 0.00% | +21,750 | 13F |
| Parsons Capital Management Inc. | 52,006 | 0.38% | $667,758 | 0.03% | -800 | 13F |
| Goldman Sachs Group Inc. | 50,472 | 0.37% | $648,060 | 0.00% | +13,291 | 13F |
| Wells Fargo & Company | 47,803 | 0.35% | $613,797 | 0.00% | +675 | 13F |
| Commonwealth Equity Services, LLC | 44,202 | 0.32% | $567,560 | 0.00% | +261 | 13F |
| Maridea Wealth Management LLC | 42,815 | 0.31% | $549,745 | 0.06% | new | 13F |
| Gsa Capital Partners LLP | 36,541 | 0.27% | $469,000 | 0.03% | +5 | 13F |
| UBS Group AG | 32,004 | 0.23% | $410,931 | 0.00% | -3,850 | 13F |
| Millennium Management LLC | 27,356 | 0.20% | $351,251 | 0.00% | -1,459 | 13F |
| Greenwood Gearhart LLC | 26,300 | 0.19% | $337,692 | 0.02% | +5,800 | 13F |
| &partners | 25,500 | 0.19% | $327,420 | 0.00% | no change | 13F |
| Hyperion Capital Advisors LP | 25,400 | 0.18% | $326,136 | 0.15% | no change | 13F |
| LPL Financial LLC | 23,517 | 0.17% | $301,956 | 0.00% | -4,934 | 13F |
| Round Rock Advisors LLC | 20,961 | 0.15% | $269,139 | 0.04% | no change | 13F |
| Mgo One Seven LLC | 20,063 | 0.15% | $257,609 | 0.00% | new | 13F |
| BlackRock, Inc. | 19,501 | 0.14% | $250,393 | 0.00% | +15,601 | 13F |
| Jane Street Group, LLC | 19,145 | 0.14% | $245,822 | 0.00% | +6,390 | 13F |
| StoneX Group Inc. | 15,100 | 0.11% | $193,857 | 0.01% | +100 | 13F |
| Marquette Asset Management, LLC | 15,000 | 0.11% | $192,600 | 0.03% | no change | 13F |
| Clear Harbor Asset Management, LLC | 13,000 | 0.09% | $166,920 | 0.01% | no change | 13F |
| Washington Trust Co | 13,000 | 0.09% | $166,920 | 0.01% | new | 13F |
| Cary Street Partners Financial LLC | 12,450 | 0.09% | $159,858 | 0.00% | no change | 13F |
| Kingsview Wealth Management, LLC | 12,408 | 0.09% | $159,319 | 0.00% | -400 | 13F |
| MTM Investment Management, LLC | 12,137 | 0.09% | $155,842 | 0.04% | +2 | 13F |
| AlphaCentric Advisors LLC | 11,462 | 0.08% | $147,172 | 0.12% | -9,777 | 13F |
| NewEdge Advisors, LLC | 11,436 | 0.08% | $146,838 | 0.00% | new | 13F |
| Ameriprise Financial Inc. | 11,347 | 0.08% | $145,693 | 0.00% | no change | 13F |
| Wilkinson Global Asset Management LLC | 10,000 | 0.07% | $128,400 | 0.01% | no change | 13F |
| Roxbury Financial LLC | 9,980 | 0.07% | $128,148 | 0.10% | +70 | 13F |
| US Bancorp | 9,000 | 0.07% | $115,560 | 0.00% | no change | 13F |
| Osaic Holdings, Inc. | 5,545 | 0.04% | $71,202 | 0.00% | +13 | 13F |
| HM Payson & Co. | 5,000 | 0.04% | $64,200 | 0.00% | no change | 13F |
| Spire Wealth Management | 4,537 | 0.03% | $58,255 | 0.00% | no change | 13F |
| High Note Wealth, LLC | 3,845 | 0.03% | $49,370 | 0.01% | no change | 13F |
| BNP Paribas Financial Markets | 3,572 | 0.03% | $45,864 | 0.00% | -920 | 13F |
| Colonial Trust Advisors | 3,500 | 0.03% | $44,940 | 0.00% | no change | 13F |
The 50 largest of the 71 funds that reported a position in SGU in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on SGU
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 55,400 | $711,336 | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 15,500 | $199,020 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 13 November 2025 | 13G/A | Bandera Partners LLC and 5 others | 3.0 million | 8.7% | 30 June 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.