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Institutional Holdings
SGUOwnership Summary
Institutions Holding
5
Total Shares Held
2,403,031
Total Value Held
$30,855,209
Quarter
2026-06-30
Active Positions
Increased Positions
1
3,270 shares
Decreased Positions
0
0 shares
Held Positions
2
1,300,522 shares
New Positions
1
1,099,239 shares
Sold Out Positions
1
2,745,360 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Lubar & Co., Inc | 1,295,985 | $16,640,447 | Unchanged | 13.16% | 2026-06-30 |
| Oakcliff Capital Partners, LP | 1,099,239 | $14,114,229 | New position | 5.26% | 2026-06-30 |
| Spire Wealth Management | 4,537 | $58,255 | Unchanged | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 3,270 | $42,278 | ▲ +31 | 0.00% | 2026-06-30 |
| Bandera Partners LLC | 0 | $0 | Sold out | 2026-06-30 |