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STAR GROUP, L.P. hedge fund holdings

SGUNYSE
$12.90+0.02 (+0.16% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SGU · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+8.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251614$3.23M$14.1M64Aug 14, 2025
Q3 20251313$9.19M$7.21M64Nov 14, 2025
Q4 20252013$787K$12.6M64Feb 14, 2026
Q1 20261810$28.3M$716K66May 15, 2026
Q2 20261310$2.14M$1.84M70Aug 14, 2026

Quarterly action breakdown

Q2 2026
70 filers
New position
7
$1.18M+91.7K sh
Increased
6
$967K+75.3K sh
Reduced
8
-$1.54M-120K sh
Out / sold
2
-$303K-23.6K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Maridea Wealth Management LLCNew Buy+$550K$550K0.06%Aug 6, 2026
Mgo One Seven LLCNew Buy+$258K$258K0.00%Jul 31, 2026
WASHINGTON TRUST CoNew Buy+$167K$167K0.01%Aug 3, 2026
Crossingbridge Advisors, LLCReduce 8.91%-$126K$1.28M0.23%Aug 13, 2026
Summit Trail Advisors, LLCAdded 0.40%+$103K$26.1M0.33%Aug 11, 2026
Greenwood Gearhart LLCAdded 28.29%+$74.5K$338K0.02%Jul 24, 2026
Catherine Avery Investment Management LLCNew Buy+$10.4K$10.4K0.00%Jul 27, 2026
Silver Grove Financial Group, Inc.New Buy+$6.29K$6.29K0.00%Aug 13, 2026
Kingsview Wealth Management, LLCReduce 3.12%-$5.14K$159K0.00%Aug 19, 2026
Roxbury Financial LLCAdded 0.71%+$899$128K0.10%Jul 1, 2026
Joel Isaacson & Co., LLCAdded 0.02%+$449$2.47M0.07%Aug 4, 2026
Napier Financial, LLCAdded 1.55%+$244$16K0.00%Jul 31, 2026
MTM Investment Management, LLCAdded 0.02%+$26$156K0.04%Aug 3, 2026

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