What smart money is saying about Star Group
SGU
No fund has written a full thesis on Star Group in our archive, but 1 fund letter reports a position in it — most recently Brown Advisory US Small Cap Blend Fund in September 2025.
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1
Reported positions
0
Bought
2
Sold
1
Letter
Position history
Every position in Star Group on record in the archive was reported in Q3 2025, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- September 2025
“Activity levels reflected the volatility during the quarter. We made four new investments across multiple sectors. We also sold six investments. Kadant Inc. (KAI) and Star Group (SGU) were sold due to valuation.”
Star Group - September 2025
“We sold our remaining position in Star Group LP (SGU) as the company's capital allocation began to shift more towards mergers and acquisitions (M&A) and away from the consistent share repurchases we have seen in the past.”
Star Group
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