Belfer Management LLC
- SEC CIK
- 0001481957
- Latest filing
- Aug 7, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Mar 28, 2024. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 10
- −2 vs. Q1 2023
- Portfolio value
- $3.77M
- −$92.6K (−2.4%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CPNGCoupang, Inc. | CL A | 54,892 | $955.1K | 25.4% | 00.0% | Unchanged | History |
| AVTRAvantor, Inc. | COM | 24,907 | $511.6K | 13.6% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 827 | $380.5K | 10.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 1,269 | $337.0K | 8.9% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | COM NEW | 1,310 | $316.0K | 8.4% | 00.0% | Unchanged | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 20,963 | $266.2K | 7.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,487 | $265.0K | 7.0% | 00.0% | Unchanged | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 9,539 | $253.0K | 6.7% | 00.0% | Unchanged | History |
| MPLXMPLX LP | COM UNIT REP LTD | 7,408 | $251.4K | 6.7% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,096 | $231.6K | 6.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.