SGUNYSERetail-Retail Stores, NECFiscal year ends September 30
STAR GROUP, L.P.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$13.10+0.01 (+0.08%)
Close on Oct 19, 2026
- Market cap
- $430.14M
- P/E (TTM)
- 4.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
41.9%
14M of 33M shares
Institutional holders
72
8 new, 4 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $1.26K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Hartree Partners, LP | 3,400,907 | 9.80% | 13G (passive) amendment | Mar 31, 2025 |
| Gramm Jefferson | 2,951,843 | 8.70% | 13G (passive) amendment | Jun 30, 2025 |
| Stephen M. Lessing | 2,020,000 | 5.73% | 13G (passive) amendment | May 16, 2024 |
| Summit Trail Advisors, LLC | 2,010,000 | 5.60% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SGU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Hartree Partners, LP | 3,400,907 | 10.37% | $43.67M | – | 9.31% |
| Bandera Partners LLC | 2,745,360 | 8.37% | $35.25M | – | 12.42% |
| Summit Trail Advisors, LLC | 2,030,000 | 6.19% | $26.07M | +8,000 | 0.33% |
| Lubar & Co., Inc | 1,295,985 | 3.95% | $16.64M | – | 13.16% |
| Oakcliff Capital Partners, LP | 1,099,239 | 3.35% | $14.11M | – | 5.26% |
| Renaissance Technologies LLC | 881,007 | 2.69% | $11.31M | −29,101 | 0.02% |
| JPMorgan Chase & Co | 605,766 | 1.85% | $7.86M | −54,099 | 0.00% |
| Joel Isaacson & Co., LLC | 192,003 | 0.59% | $2.47M | +35 | 0.07% |
| Blackstone Inc. | 165,910 | 0.51% | $2.13M | −7,719 | 0.01% |
| Doliver Advisors, LP | 139,939 | 0.43% | $1.80M | – | 0.41% |
| Arrowstreet Capital, Limited Partnership | 132,086 | 0.40% | $1.70M | +3,006 | 0.00% |
| Crossingbridge Advisors, LLC | 100,000 | 0.30% | $1.28M | −9,777 | 0.23% |
| Morgan Stanley | 79,901 | 0.24% | $1.03M | −152 | 0.00% |
| Brown Advisory Inc | 73,524 | 0.22% | $944.05K | −353 | 0.00% |
| Citadel Advisors LLC | 73,480 | 0.22% | $943.48K | +21,750 | 0.00% |
| Parsons Capital Management Inc/Ri | 52,006 | 0.16% | $667.76K | −800 | 0.03% |
| Goldman Sachs Group Inc | 50,472 | 0.15% | $648.06K | +13,291 | 0.00% |
| Wells Fargo & Company/Mn | 47,803 | 0.15% | $613.80K | +675 | 0.00% |
| Commonwealth Equity Services, LLC | 44,202 | 0.13% | $567.56K | +261 | 0.00% |
| Maridea Wealth Management LLC | 42,815 | 0.13% | $549.75K | New | 0.06% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 72 | 14M | 41.9% | 8 / 19 | 16 / 4 | 0M | 0M |
| Q1 2026 | 69 | 14M | 41.9% | 9 / 19 | 12 / 6 | 2M | 0M |
| Q4 2025 | 67 | 11M | 35.0% | 9 / 19 | 16 / 6 | 1M | 1M |
| Q3 2025 | 65 | 11M | 34.3% | 5 / 14 | 16 / 6 | 1M | 1M |
| Q2 2025 | 66 | 11M | 33.7% | 5 / 19 | 21 / 3 | 0M | 1M |
| Q1 2025 | 64 | 12M | 36.5% | 4 / 16 | 14 / 5 | 1M | 0M |
| Q4 2024 | 65 | 12M | 35.1% | 10 / 8 | 22 / 8 | 0M | 1M |
| Q3 2024 | 64 | 12M | 37.7% | 8 / 18 | 13 / 5 | 0M | 0M |
| Q2 2024 | 63 | 12M | 37.5% | 9 / 12 | 16 / 14 | 0M | 1M |
| Q1 2024 | 69 | 13M | 39.8% | 6 / 17 | 15 / 6 | 0M | 0M |
| Q4 2023 | 69 | 13M | 40.0% | 7 / 18 | 12 / 2 | 1M | 0M |
| Q3 2023 | 66 | 12M | 36.2% | 3 / 20 | 13 / 6 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SGU | Value | % of fund | As of |
|---|---|---|---|---|---|
| RiverPark Strategic Income Fund | 62,645 | 0.19% | $804.36K | 0.13% | Jun 30, 2026 |
| Destinations Global Fixed Income Opportunities Fund | 25,893 | 0.08% | $324.96K | 0.05% | May 31, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 21,804 | 0.07% | $279.96K | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Equity ETF | 11,720 | 0.04% | $147.09K | 0.01% | May 31, 2026 |
| AlphaCentric Real Income Fund | 11,462 | 0.03% | $147.17K | 0.34% | Jun 30, 2026 |
| Avantis U.S. Equity ETF | 932 | 0.00% | $11.70K | 0.00% | May 31, 2026 |
| Innovator U.S. Small Cap Managed 10 Buffer ETF | 744 | 0.00% | $9.33K | 0.09% | Jul 31, 2026 |
| Knights of Columbus U.S. ALL CAP INDEX FUND | 152 | 0.00% | $1.91K | 0.00% | Jul 31, 2026 |
| Global X MLP ETF | 100 | 0.00% | $1.26K | 0.00% | May 31, 2026 |
| Avantis U.S. Small Cap Equity Fund | 45 | 0.00% | $565 | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey S. Hammond | Chief Operating Officer | 6,415 | 0.02% | Feb 2, 2026 |
| Scott Baxter | Director | 15,000 | 0.05% | Aug 14, 2025 |
| Hartree Partners, LP | 10% owner | 3,400,907 | 10.37% | Sep 4, 2025 |
| Partners LLC Bandera | 10% owner | 2,745,360 | 8.37% | Jun 3, 2025 |
| Jefferson Gramm | 10% owner | 3,445,360 | 10.50% | Jun 3, 2025 |
| Gregory Bylinsky | 10% owner | 5,323,509 | 16.22% | Jun 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeffrey S. Hammond Chief Operating Officer | Nov 5, 2025 | Buy | +104.86 | $11.99 | $1.26K | 6,903 |
| Scott Baxter Director | Aug 13, 2025 | Buy | +15,000 | $11.79 | $176.85K | 15,000 |
| Jeffrey S. Hammond Chief Operating Officer | Aug 6, 2025 | Buy | +104.15 | $11.89 | $1.24K | 6,798 |
| Jeffrey S. Hammond Chief Operating Officer | Aug 6, 2025 | Buy | +104.15 | $11.89 | $1.24K | 6,798 |
| Partners LLC Bandera 10% owner | May 30, 2025 | Sale | −700,000 | $12.04 | $8.43M | 2,745,360 |
| Jeffrey S. Hammond Chief Operating Officer | May 7, 2025 | Buy | +97.22 | $12.55 | $1.22K | 6,694 |
| Jeffrey S. Hammond Chief Operating Officer | May 7, 2025 | Buy | +97.22 | $12.55 | $1.22K | 6,694 |
| Jeffrey S. Hammond Chief Operating Officer | Feb 5, 2025 | Buy | +89.74 | $12.51 | $1.12K | 6,597 |
| Jeffrey S. Hammond Chief Operating Officer | Feb 5, 2025 | Buy | +89.74 | $12.51 | $1.12K | 6,597 |
| Jeffrey S. Hammond Chief Operating Officer | Nov 6, 2024 | Buy | +92.25 | $12.00 | $1.11K | 6,507 |
| Jeffrey S. Hammond Chief Operating Officer | Nov 6, 2024 | Buy | +92.25 | $12.00 | $1.11K | 6,507 |
| Jeffrey S. Hammond Chief Operating Officer | Aug 7, 2024 | Buy | +97.14 | $11.22 | $1.09K | 6,415 |
| Jeffrey S. Hammond Chief Operating Officer | May 8, 2024 | Buy | +91.37 | $11.75 | $1.07K | 6,318 |
| Jeffrey S. Hammond Chief Operating Officer | Feb 1, 2024 | Buy | +85.54 | $11.67 | $998 | 6,226 |
| Jeffrey S. Hammond Chief Operating Officer | Oct 31, 2023 | Buy | +84.96 | $11.58 | $984 | 6,141 |
| Jeffrey S. Hammond Chief Operating Officer | Aug 1, 2023 | Buy | +71.61 | $13.58 | $972 | 6,056 |
| Jefferson Gramm 10% owner | Jun 15, 2023 | Sale | −712 | $15.06 | $10.72K | 3,445,360 |
| Jefferson Gramm 10% owner | Jun 14, 2023 | Sale | −15,588 | $15.09 | $235.22K | 3,446,072 |
| Jefferson Gramm 10% owner | Jun 13, 2023 | Sale | −2,258 | $15.08 | $34.05K | 3,461,660 |
| Jefferson Gramm 10% owner | Jun 12, 2023 | Sale | −1,199 | $15.02 | $18.01K | 3,463,918 |
| Jeffrey S. Hammond Chief Operating Officer | May 3, 2023 | Buy | +69.55 | $13.82 | $961 | 5,984 |
| Jeffrey S. Hammond Chief Operating Officer | Feb 1, 2023 | Buy | +74.9 | $11.89 | $891 | 5,915 |
| Jeffrey S. Hammond Chief Operating Officer | Nov 9, 2022 | Buy | +100.39 | $8.72 | $875 | 5,840 |
| Bryan H. Lawrence Director | Aug 29, 2022 | Other | −427,734 | – | – | 0 |
| Bryan H. Lawrence Director | Aug 29, 2022 | Other | +162,015 | – | – | 1,263,863 |
| Jeffrey S. Hammond Chief Operating Officer | Aug 3, 2022 | Buy | +85.88 | $10.04 | $862 | 5,739 |
| Richard Ambury Chief Financial Officer | May 23, 2022 | Buy | +5,000 | $9.24 | $46.20K | 43,390 |
| Jeffrey M. Woosnam President and CEO, Director | May 23, 2022 | Buy | +5,000 | $9.22 | $46.10K | 15,000 |
| Jeffrey S. Hammond Chief Operating Officer | May 4, 2022 | Buy | +77.09 | $11.03 | $850 | 5,654 |
| Jeffrey S. Hammond Chief Operating Officer | Feb 2, 2022 | Buy | +74.45 | $10.53 | $784 | 5,576 |
| Bryan H. Lawrence Director | Dec 30, 2021 | Returned to company | −413,223 | $10.55 | $4.36M | 427,734 |
| Jeffrey S. Hammond Chief Operating Officer | Nov 10, 2021 | Buy | +68.55 | $11.29 | $774 | 5,502 |
| Paul A. Vermylen Jr Director | Nov 3, 2021 | Other | +24,844 | – | – | 274,831 |
| Paul A. Vermylen Jr Director | Nov 3, 2021 | Other | +8,239 | – | – | 218,515 |
| Paul A. Vermylen Jr Director | Nov 3, 2021 | Other | +8,239 | – | – | 852,614 |
| Paul A. Vermylen Jr Director | Nov 3, 2021 | Other | +8,239 | – | – | 218,520 |
| Paul A. Vermylen Jr Director | Nov 3, 2021 | Other | +8,239 | – | – | 852,619 |
| Paul A. Vermylen Jr Director | Nov 3, 2021 | Other | +24,844 | – | – | 274,844 |
| Bryan H. Lawrence Director | Nov 3, 2021 | Other | +413,223 | – | – | 840,957 |
| Jeffrey S. Hammond Chief Operating Officer | Aug 4, 2021 | Buy | +64.96 | $11.78 | $765 | 5,433 |
| Jeffrey S. Hammond Chief Operating Officer | May 12, 2021 | Buy | +68.41 | $11.04 | $755 | 5,369 |
| Jeffrey S. Hammond Chief Operating Officer | Feb 3, 2021 | Buy | +69.68 | $9.95 | $693 | 5,300 |
| Jeffrey S. Hammond Chief Operating Officer | Nov 11, 2020 | Buy | +69.85 | $9.79 | $684 | 5,230 |
| Richard Ambury Chief Financial Officer | Oct 26, 2020 | Gift | +38,390 | – | – | 38,390 |
| Richard Ambury Chief Financial Officer | Oct 26, 2020 | Gift | −38,390 | – | – | 0 |
| Henry D. Babcock Director | Oct 14, 2020 | Gift | −79,121 | – | – | 10,000 |
| Henry D. Babcock Director | Oct 14, 2020 | Gift | +79,121 | – | – | 94,121 |
| Jeffrey S. Hammond Chief Operating Officer | Aug 5, 2020 | Buy | +73.74 | $9.14 | $674 | 5,161 |
| Jeffrey S. Hammond Chief Operating Officer | Aug 5, 2020 | Buy | +73.74 | $9.14 | $674 | 5,161 |
| Daniel P. Donovan Director | May 18, 2020 | Buy | +997 | $7.58 | $7.56K | 25,000 |
| Daniel P. Donovan Director | May 15, 2020 | Buy | +1,453 | $7.36 | $10.69K | 24,003 |
| Richard Ambury Chief Financial Officer | May 14, 2020 | Buy | +2,000 | $7.32 | $14.64K | 38,390 |
| Jeffrey S. Hammond Chief Operating Officer | May 13, 2020 | Buy | +86.83 | $7.63 | $663 | 5,087 |
| Jeffrey S. Hammond Chief Operating Officer | May 13, 2020 | Buy | +86.83 | $7.63 | $663 | 5,087 |
| Jeffrey M. Woosnam President and CEO, Director | May 13, 2020 | Buy | +2,000 | $7.64 | $15.28K | 10,000 |
| Daniel P. Donovan Director | May 12, 2020 | Buy | +2,550 | $7.88 | $20.09K | 22,550 |
| Paul A. Vermylen Jr Director | May 12, 2020 | Buy | +20,000 | $7.86 | $157.20K | 250,000 |
| Daniel P. Donovan Director | May 11, 2020 | Buy | +4,100 | $7.74 | $31.73K | 20,000 |
| Joseph R. McDonald Chief Customer Officer | May 7, 2020 | Buy | +1,000 | $7.67 | $7.67K | 6,500 |
| Paul A. Vermylen Jr Director | Feb 18, 2020 | Buy | +10,149 | $8.94 | $90.73K | 230,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.