SGU
Star Group LP
2 super-investors hold SGU worth a combined $14M. The largest position: Bryan Lawrence at 6.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 49 — ranked #50 of 724 scored stocks.
Why super-investors own SGU
Bryan Lawrence is effectively the sole conviction holder here, with SGU representing 6.0% of his portfolio and roughly $13M of the cohort's combined $14M exposure. Joel Greenblatt holds a nominal position worth just over $635K, amounting to a rounding error in his portfolio. No one added, trimmed, started, or exited in 2026Q1, and the cohort count has sat unchanged at either one or two managers for eight consecutive quarters — suggesting this is a stable, idiosyncratic Lawrence thesis rather than a stock attracting broader super-investor attention. Interest is neither rising nor fading; it is simply static.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bryan Lawrence | 6.0% | 37q | $13M | 1,099,239 |
| 2 | Joel Greenblatt | 0.0% | 19q | $635K | 51,730 |
Owners of SGU also hold
Long US equity 13F-HR filings only. CUSIP 85512C105. Not investment advice.