Lubar & Co., Inc

data from 31/12/2020

Capitalization

$ 35.742 M -26.65 %

Average holding period

23 ans

Performance

$ 77.574 B 103 089.62 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Lubar & Co., Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/12/31 SGU Star Group L.P. 33.03% 11.806 M $ 1254662 2012/12/31 -426.585 K $ -3.49 %
2020/12/31 FTSM MFC First TR Exchange Traded FD IV (FTSM) 18.88% 6.748 M $ 112397 2018/09/30 8.322 K $ 0.03 %
2020/12/31 BMO Bank of Montreal 16.75% 5.985 M $ 78718 2013/09/30 1.387 M $ 30.17 %
2020/12/31 ENLC EnLink Midstream LLC 14.34% 5.126 M $ 1381596 2014/03/31 1.879 M $ 57.87 %
2020/12/31 HNRG Hallador Energy Company 11.47% 4.099 M $ 2788685 2012/12/31 2.281 M $ 125.49 %
2020/12/31 USMV iShares MSCI Low Volatility (USMV) 5.53% 1.978 M $ 29136 2019/12/31 120.914 K $ 6.51 %