Belfer Management LLC
- SEC CIK
- 0001481957
- Latest filing
- Aug 7, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Mar 28, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 14
- +2 vs. Q3 2023
- Portfolio value
- $4.73M
- +$874.0K (+22.6%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CPNGCoupang, Inc. | CL A | 54,892 | $888.7K | 18.8% | 00.0% | Unchanged | History |
| AVTRAvantor, Inc. | COM | 24,907 | $568.6K | 12.0% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 1,269 | $395.9K | 8.4% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 827 | $374.6K | 7.9% | 00.0% | Unchanged | History |
| HGHamilton Insurance Group, Ltd. | CL B | 23,563 | $352.3K | 7.4% | +23,563 | New | History |
| LHLabcorp Holdings Inc. | COM NEW | 1,310 | $297.7K | 6.3% | 00.0% | Unchanged | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 20,963 | $289.3K | 6.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,096 | $288.5K | 6.1% | 00.0% | Unchanged | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 9,539 | $279.1K | 5.9% | 00.0% | Unchanged | History |
| MPLXMPLX LP | COM UNIT REP LTD | 7,408 | $272.0K | 5.7% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 686 | $242.7K | 5.1% | 00.0% | Unchanged | History |
| CCICrown Castle Inc. | REIT | 2,026 | $233.4K | 4.9% | +2,026 | New | History |
| GLDSPDR Gold Trust | ETF | 1,185 | $226.5K | 4.8% | 00.0% | Unchanged | History |
| CLOVClover Health Investments, Corp. | COM CL A | 26,209 | $25.0K | 0.5% | 00.0% | Unchanged | History |