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Lub Liquidating Trust

LUBDelisted May 31, 2022
Industry
Retail-Eating Places
SEC CIK
0000016099

Lub Liquidating Trust was delisted on May 31, 2022; its insiders filed their last Form 4 on Jul 8, 2021; 31 institutions reported holding it in 13F filings for Q1 2022, worth $23.3M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Lub Liquidating Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
30
+1 vs. Q2 2021
Shares held
12.6M
+2.40M (+23.5%) vs. Q2 2021
Total value
$52.4M
+$13.2M (+33.6%) vs. Q2 2021
New holders
3
6 more added
Sold out
2
7 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LUB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 30 institutions
Q1 2021: 29 institutionsQ2 2021: 29 institutionsQ3 2021: 30 institutionsQ4 2021: 34 institutionsQ1 2022: 31 institutionsQ2 2022: 1 institutionQ3 2022: 1 institutionQ4 2022: 1 institutionQ1 2023: 1 institutionQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ3 2021: $52.4M
Q1 2021: $35.9MQ2 2021: $39.3MQ3 2021: $52.4MQ4 2021: $31.8MQ1 2022: $23.3MQ2 2022: $192.0KQ3 2022: $192.0KQ4 2022: $189.4KQ1 2023: $189.4KQ2 2023: $189.4KQ3 2023: $83.0KQ4 2023: $83.0KQ1 2024: $83.0KQ2 2024: $83.0KQ3 2024: $72.4KQ4 2024: $72.4KQ1 2025: $46.8KQ2 2025: $46.8KQ3 2025: $20.2KQ4 2025: $20.2KQ1 2026: $20.2KQ2 2026: $20.2K
Institutions holding LUB and their total value by quarter
QuarterHoldersValue
Q2 20261$20.2K
Q1 20261$20.2K
Q4 20251$20.2K
Q3 20251$20.2K
Q2 20251$46.8K
Q1 20251$46.8K
Q4 20241$72.4K
Q3 20241$72.4K
Q2 20241$83.0K
Q1 20241$83.0K
Q4 20231$83.0K
Q3 20231$83.0K
Q2 20231$189.4K
Q1 20231$189.4K
Q4 20221$189.4K
Q3 20221$192.0K
Q2 20221$192.0K
Q1 202231$23.3M
Q4 202134$31.8M
Q3 202130$52.4M
Q2 202129$39.3M
Q1 202129$35.9M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Lub Liquidating Trust; share changes are against Q2 2021.

Institutions holding LUB in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Hodges Capital Management Inc.4,342,314$18.1M1.34%+2,131,532+96.4%Added
Bandera Partners LLC2,859,926$12.0M4.82%00.0%Unchanged
Vanguard Group Inc2,129,697$8.90M0.00%+619,656+41.0%Added
Sunbelt Securities, Inc.1,051,095$3.99M0.72%00.0%Unchanged
BlackRock Inc.474,117$1.98M0.00%−3,868−0.8%Reduced
Renaissance Technologies LLC350,459$1.47M0.00%−35,820−9.3%Reduced
Boothbay Fund Management, LLC267,552$1.12M0.04%00.0%Unchanged
JBF Capital, Inc.182,260$762.0K0.16%00.0%Unchanged
Grace & White Inc160,725$672.0K0.13%−77,900−32.6%Reduced
Dimensional Fund Advisors LP118,533$495.0K0.00%−319,646−72.9%Reduced
State Street Corp92,187$385.0K0.00%00.0%Unchanged
Geode Capital Management, LLC92,147$385.0K0.00%+10,225+12.5%Added
S. Muoio & Co. LLC88,000$368.0K0.31%00.0%Unchanged
CSS LLC80,577$337.0K0.02%00.0%Unchanged
Bridgeway Capital Management, LLC78,100$326.0K0.01%00.0%Unchanged
Dynamic Advisor Solutions LLC66,933$280.0K0.02%+530+0.8%Added
Arrowstreet Capital, Limited Partnership44,474$186.0K0.00%+44,474New
Northern Trust Corp43,342$181.0K0.00%−1,245−2.8%Reduced
UBS Group AG22,755$95.0K0.00%+22,294+4,836.0%Added
Bank of New York Mellon Corp19,751$83.0K0.00%00.0%Unchanged
Morgan Stanley16,608$69.0K0.00%+9,029+119.1%Added
Citadel Advisors LLC14,199$59.0K0.00%+14,199New
Patron Partners Advisors, LLC11,331$47.0K0.03%00.0%Unchanged
Yakira Capital Management, Inc.10,520$44.0K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.9,500$40.0K0.00%00.0%Unchanged
US Bancorp9,174$38.0K0.00%00.0%Unchanged
Motco2,097$9.00K0.00%00.0%Unchanged
Bank of America Corp286$1.00K0.00%−115−28.7%Reduced
Wells Fargo & Company124$1.00K0.00%−6−4.6%Reduced
Tower Research Capital LLC (TRC)147$1.00K0.00%+147New
Ancora Advisors, LLC0$00.00%−9,700−100.0%Sold out
Advisory Services Network, LLC0$00.00%−100−100.0%Sold out