Belfer Management LLC
- SEC CIK
- 0001481957
- Latest filing
- Aug 7, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 15
- 0 vs. Q3 2024
- Portfolio value
- $6.28M
- +$105.4K (+1.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CPNGCoupang, Inc. | CL A | 55,176 | $1.35M | 21.6% | 00.0% | Unchanged | History |
| AVTRAvantor, Inc. | COM | 25,036 | $647.7K | 10.3% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 831 | $485.7K | 7.7% | 00.0% | Unchanged | History |
| HGHamilton Insurance Group, Ltd. | CL B | 23,685 | $458.1K | 7.3% | 00.0% | Unchanged | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 21,882 | $428.7K | 6.8% | 00.0% | Unchanged | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 9,957 | $382.6K | 6.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 984 | $375.7K | 6.0% | 00.0% | Unchanged | History |
| MPLXMPLX LP | COM UNIT REP LTD | 7,733 | $370.1K | 5.9% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 597 | $341.9K | 5.4% | 00.0% | Unchanged | History |
| CCICrown Castle Inc. | REIT | 2,693 | $319.4K | 5.1% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | Stock | 1,316 | $294.2K | 4.7% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,191 | $289.4K | 4.6% | 00.0% | Unchanged | History |
| CRBGCorebridge Financial, Inc. | COM | 8,665 | $252.7K | 4.0% | 00.0% | Unchanged | History |
| ORIOld Republic International Corp | COM | 5,842 | $206.9K | 3.3% | 00.0% | Unchanged | History |
| CLOVClover Health Investments, Corp. | COM CL A | 26,344 | $74.3K | 1.2% | 00.0% | Unchanged | History |