L&
Lubar & Co., Inc
13F filer · CIK 0001473033Reported Jul 28, 2026
13F portfolio value$126MU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter$0Buys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 28, 20263 positions | |||||
| $94.8M | 74.99% | 11.56% | Not reported | Q2 2013 | |
| $16.6M | 13.16% | 3.95% | Not reported | Q2 2013 | |
| $15M | 11.85% | Not reported | Not reported | Q4 2025 | |
| Q1 2026Reported Apr 24, 20263 positions | |||||
| $88.8M | 74.56% | 11.57% | Not reported | Q2 2013 | |
| $15.9M | 13.37% | 3.94% | Not reported | Q2 2013 | |
| $14.4M | 12.07% | Not reported | Not reported | Q4 2025 | |
| Q4 2025Reported Feb 3, 20263 positions | |||||
| $104M | 77.33% | 12.44% | +95.5% | Q2 2013 | |
| $15.3M | 11.43% | 3.93% | +3.3% | Q2 2013 | |
| $15.1M | 11.24% | Not reported | New | Q4 2025 | |
| Q4 2020Reported Feb 5, 20214 positions | |||||
| $11.8M | 33.03% | 3.03% | Not reported | Q2 2013 | |
| $5.99M | 16.75% | 0.01% | Not reported | Q3 2013 | |
| EMENLCEnLink Midstream, LLC | $5.13M | 14.34% | 0.28% | Not reported | Q1 2014 |
| $4.1M | 11.47% | 9.11% | Not reported | Q2 2013 | |
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