What is the 13F Pro Quality Score for SGU?

13F Pro ranks STAR GROUP, L.P. (SGU) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SGU's current score at https://13fpro.ai/company/SGU (free sign-up required for the full ranking).

Which hedge funds own the most SGU stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SGU include Hartree Partners,, Bandera Partners, Summit Trail Advisors,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/SGU as soon as new 13F filings post.

Where does 13F Pro source SGU data?

All STAR GROUP, L.P. fundamentals and ownership data come directly from SEC EDGAR. STAR GROUP, L.P. files with the SEC under CIK 1002590. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SGU in?

STAR GROUP, L.P. (SGU) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives SGU's revenue?

Per STAR GROUP, L.P.'s latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Installations and services ($259.3M, +1.3% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/SGU.

What are SGU's largest expenses?

STAR GROUP, L.P.'s latest 10-Q reports these as the largest expense items: Cost of product ($876.2M, +9.5% YoY); Delivery and branch expenses ($338.7M, +7.5% YoY); Cost of installations and services ($239.6M, +2.8% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (nine months ended June 30, 2026).

How often is SGU research updated on 13F Pro?

SGU's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

STAR GROUP, L.P.(SGU)Stock Analysis

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SEC EDGAR: CIK 1002590 SGU stock profile & AI dashboard →

13F Pro Quality Score

50.3/100

Rank #1,610 of 2,962 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

35.5/100

Profitability

50.6/100

Balance Sheet

83.2/100

Earnings Quality

23.8/100

Free Cash Flow

35.6/100

Institutional Flow

29.3/100

Revenue Scale

62.1/100

Dilution Risk

94.7/100

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Why SGU Scores 50/100

exact factor attribution · 2026-09-11

SGU's composite is driven by capital efficiency and shareholder dilution, held back by revenue growth and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+3.3 pts

83th pct

Shareholder dilution

+2.2 pts

95th pct

Scale

+1.8 pts

62th pct

Earnings growth

+1.5 pts

81th pct

Profitability

+0.1 pts

51th pct

Institutional flow

-1.0 pts

29th pct

Free cash flow

-2.2 pts

36th pct

Earnings quality

-2.6 pts

24th pct

Revenue growth

-2.9 pts

36th pct

Latest change (2026-08-05): 74 → 42 · ↓ Capital efficiency 98→27; ↓ Profit margin 74→27

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in SGU

Events flagged as statistical outliers against SGU's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-05
SGU quality score dropped 32 points (74→42) on a new filing
View source filing →

SGU Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for STAR GROUP, L.P. (SGU), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores SGU at 50.3/100 on a 32-signal composite quality model, placing it at rank #1,610 of 2,962 stocks — the bottom half of the AI-ranked universe. SGU scores in the top quartile across balance sheet strength (83.2). Areas of concern include earnings quality (23.8) and institutional flow (29.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), STAR GROUP, L.P. reports quarterly revenue of $358.1M, net income of $-28.0M, free cash flow of $115.8M. Top institutional holders of SGU by reported 13-F value include Hartree Partners, Bandera Partners, Summit Trail Advisors, based on the most recent SEC filings. SGU trades on the NYSE exchange and files with the SEC under CIK 1002590. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SGU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for STAR GROUP, L.P. directly from SEC EDGAR. STAR GROUP, L.P.'s 13F Pro composite quality score has ranged between 42 and 56 since 2024, currently 50.3 — a stable long-term trajectory across 55 quarterly and live scoring snapshots.

✦

Fun facts about STAR GROUP, L.P.

Quirks, history, and lore behind SGU — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. master limited partnership · listed on NYSE · operates in the energy distribution space · headquartered in New York.
2
The Numbers
Annual revenue in the low billions of dollars, with a business that is highly seasonal — cold winters are basically a gift from the sky.
3
The History
The partnership traces its roots back decades in the northeast United States, growing through acquisitions of smaller regional distributors into one of the largest of its kind.
4
The Secret
Its core product isn't gasoline or natural gas piped through walls — it's delivered by truck, right to your tank, making it a last-mile fuel logistics operation.
5
The Lore
As an MLP, it passes most of its cash flow directly to unitholders, making it a darling of income investors who like their dividends the way they like their homes: warm.
6
The Giveaway
One of the largest retail home heating oil distributors in the United States, serving hundreds of thousands of customers who dread a New England cold snap — but love the delivery truck.

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What's Driving SGU's Business? Latest 10-Q Breakdown

AI-extracted from STAR GROUP, L.P.'s 10-Q filed 2026-08-05 — Q3 FY2026 (nine months ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Nine-month net income surged to $116.1M (+13.6% YoY) on $1.66B total sales (+8.3% YoY), driven by colder weather, margin expansion, and derivative gains despite Q3 quarterly loss of $28M.

Biggest Revenue Drivers

Installations and services$259.3M+1.3% YoY

Price increases and expanded service offerings; installations $100.7M, service contracts and billable calls $158.6M.

Biggest Revenue Drivers

Total revenue: $1,664.0M+8.3% YoY

Installations and services$259.3M+1.3% YoY

Price increases and expanded service offerings; installations $100.7M, service contracts and billable calls $158.6M.

Largest Expense Items

Cost of product$876.2M+9.5% YoY

Wholesale product cost increased $0.1954/gallon; offset by higher selling prices.

Delivery and branch expenses$338.7M+7.5% YoY

Insurance costs up $11.3M due to adverse claims; weather hedge contract loss $5.0M; extreme weather drove $7.7M in direct operating cost increases.

Cost of installations and services$239.6M+2.8% YoY

Installation costs down 2.3% to $80.0M; service expense up 5.5% to $159.6M due to colder temperatures and propane tank installations.

Margins: Home heating oil and propane per-gallon gross margin expanded $0.1174/gal (+6.9% YoY) to $1.8230/gal on favorable cost-to-price realization. However, service gross profit declined $5.7M due to extreme weather impacts and higher service demand; combined installation and service margin compressed $3.2M year-over-year despite installation improvement.

Watch Items from the Filing

Net customer attrition of 2.7% (11,000 accounts) for nine months ended June 30, 2026; 1.0% loss to natural gas and electric conversions; colder-than-expected weather may reverse as heating season ends.
As of July 31, 2026, home heating oil costs at $4.12/gallon (NYMEX), up $1.72/gallon YoY; severe backwardation discourage inventory holding; renewal rates for price-protected customers expected to decline materially at higher renewal prices.
Q3 FY2026 quarterly net loss of $28.0M; Adjusted EBITDA loss of $17.7M in seasonally weak quarter driven by $8.0M derivative fair-value charge and $8.3M delivery/branch expense increase.
Accounts receivable of $160.1M as of June 30, 2026, includes $20.2M increase in budget-plan balances from prior year; company anticipates slowing collections as customers respond to higher product prices.
Interest rate swaps hedge 41% of $173.3M variable-rate term loan at June 30, 2026; effective rate 6.7% vs. 7.1% prior year; Availability on revolving facility $229.9M and company in compliance with all covenants.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$358.1M

Net Income

Q2 2026

$-28.0M

Free Cash Flow

Q2 2026

$115.8M

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+1.0% YoY

$1.78BFY 2025

FY22 $2.01BFY23 $1.95BFY24 $1.77BFY25 $1.78B

Net Income

+108.7% YoY

$73.5MFY 2025

FY22 $35.3MFY23 $31.9MFY24 $35.2MFY25 $73.5M

Operating Income

+87.3% YoY

$114.5MFY 2025

FY22 $60.5MFY23 $62.5MFY24 $61.1MFY25 $114.5M

Total Assets

-0.2% YoY

$937.3MFY 2025

FY22 $912.5MFY23 $875.5MFY24 $939.6MFY25 $937.3M

Total Debt

-9.0% YoY

$209.1MFY 2025

FY22 $196.7MFY23 $168.6MFY24 $229.8MFY25 $209.1M

Op. Cash Flow

-36.1% YoY

$71.0MFY 2025

FY22 $33.9MFY23 $123.7MFY24 $111.0MFY25 $71.0M

Free Cash Flow

-44.2% YoY

$56.0MFY 2025

FY22 $15.2MFY23 $114.6MFY24 $100.3MFY25 $56.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.78B +1.0%	$1.77B -9.6%	$1.95B -2.7%	$2.01B +34.0%	$1.50B +2.0%	$1.47B
Net Income	$73.5M +108.7%	$35.2M +10.3%	$31.9M -9.5%	$35.3M -59.8%	$87.7M +56.9%	$55.9M
Operating Income	$114.5M +87.3%	$61.1M -2.3%	$62.5M +3.5%	$60.5M -53.6%	$130.2M +40.0%	$93.0M
Total Assets	$937.3M -0.2%	$939.6M +7.3%	$875.5M -4.1%	$912.5M +6.9%	$853.9M +1.8%	$838.6M
Total Debt	$209.1M -9.0%	$229.8M +36.3%	$168.6M -14.3%	$196.7M +44.4%	$136.2M +0.3%	$135.8M
Operating Cash Flow	$71.0M -36.1%	$111.0M -10.3%	$123.7M +264.7%	$33.9M -50.8%	$68.9M -60.8%	$175.7M
Free Cash Flow	$56.0M -44.2%	$100.3M -12.5%	$114.6M +654.0%	$15.2M -71.7%	$53.8M -66.7%	$161.5M

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Available Research

13F Pro tracks comprehensive data for STAR GROUP, L.P. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SGU

Hartree Partners, LP
$43.7M3,400,907 sh
Bandera Partners LLC
$35.3M2,745,360 sh
Summit Trail Advisors, LLC
$26.1M2,030,000 sh
Lubar & Co., Inc
$16.6M1,295,985 sh
Oakcliff Capital Partners, LP
$14.1M1,099,239 sh
RENAISSANCE TECHNOLOGIES LLC
$11.3M881,007 sh
JPMORGAN CHASE & CO
$7.9M605,766 sh
Joel Isaacson & Co., LLC
$2.5M192,003 sh
Blackstone Inc.
$2.1M165,910 sh
DOLIVER ADVISORS, LP
$1.8M139,939 sh

Fund	Value	Shares
Hartree Partners, LP	$43.7M	3,400,907
Bandera Partners LLC	$35.3M	2,745,360
Summit Trail Advisors, LLC	$26.1M	2,030,000
Lubar & Co., Inc	$16.6M	1,295,985
Oakcliff Capital Partners, LP	$14.1M	1,099,239
RENAISSANCE TECHNOLOGIES LLC	$11.3M	881,007
JPMORGAN CHASE & CO	$7.9M	605,766
Joel Isaacson & Co., LLC	$2.5M	192,003
Blackstone Inc.	$2.1M	165,910
DOLIVER ADVISORS, LP	$1.8M	139,939

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Is SGU a good stock to buy?

13F Pro's AI-powered analysis of STAR GROUP, L.P. (SGU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SGU are available on the SGU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SGU is classified as a small company.

Which hedge funds own SGU?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SGU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of STAR GROUP, L.P.'s investment landscape.