Belfer Management
Latest statistics and disclosures from Belfer Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CPNG, HG, GLD, MPLX, WES, and represent 54.60% of Belfer Management's stock portfolio.
- Added to shares of these 3 stocks: MPLX, WES, ET.
- Reduced shares in these 10 stocks: , Z, CRBG, HUM, CPNG, HG, GLD, CLOV, LH, ORI.
- Sold out of its positions in CLOV, CRBG, META, HUM, Z.
- Belfer Management was a net seller of stock by $-1.2M.
- Belfer Management has $5.7M in assets under management (AUM), dropping by -20.76%.
- Central Index Key (CIK): 0001481957
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Portfolio Holdings for Belfer Management
Belfer Management holds 14 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coupang (CPNG) | 21.5 | $1.2M | -7% | 52k | 23.59 |
|
| Hamilton Ins Group Cl B (HG) | 10.9 | $624k | -7% | 22k | 27.90 |
|
| Spdr Gold Trust Etf Etf (GLD) | 7.8 | $445k | -7% | 1.1k | 396.48 |
|
| MPLX Com Units Lp (MPLX) | 7.3 | $419k | +2% | 7.8k | 53.37 |
|
| Western Midstream Partners Com Units Lp (WES) | 7.0 | $399k | +2% | 10k | 39.50 |
|
| Energy Transfer Operating Com Units Lp (ET) | 6.4 | $366k | +2% | 22k | 16.49 |
|
| Lockheed Martin Corporation (LMT) | 6.4 | $363k | -7% | 749.00 | 483.94 |
|
| Dollar Tree (DLTR) | 4.9 | $282k | -7% | 2.3k | 122.99 |
|
| Labcorp Holdings (LH) | 4.9 | $281k | -9% | 1.1k | 250.97 |
|
| Alphabet Inc-cl A Cl A Com (GOOGL) | 4.8 | $276k | -7% | 881.00 | 312.96 |
|
| Avantor (AVTR) | 4.7 | $271k | -7% | 24k | 11.46 |
|
| Sherwin-Williams Company (SHW) | 4.7 | $268k | -7% | 826.00 | 324.10 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.3 | $243k | -7% | 401.00 | 605.42 |
|
| Old Republic International Corporation (ORI) | 4.2 | $241k | -10% | 5.3k | 45.64 |
|
Past Filings by Belfer Management
SEC 13F filings are viewable for Belfer Management going back to 2010
- Belfer Management 2025 Q4 filed Feb. 3, 2026
- Belfer Management 2025 Q3 filed Oct. 28, 2025
- Belfer Management 2025 Q2 filed July 24, 2025
- Belfer Management 2025 Q1 filed May 12, 2025
- Belfer Management 2024 Q4 filed Feb. 7, 2025
- Belfer Management 2024 Q3 filed Nov. 12, 2024
- Belfer Management 2024 Q2 filed Aug. 7, 2024
- Belfer Management 2024 Q1 filed May 2, 2024
- Belfer Management 2022 Q3 restated filed March 28, 2024
- Belfer Management 2022 Q4 restated filed March 28, 2024
- Belfer Management 2023 Q1 restated filed March 28, 2024
- Belfer Management 2023 Q2 restated filed March 28, 2024
- Belfer Management 2023 Q3 restated filed March 28, 2024
- Belfer Management 2023 Q4 restated filed March 28, 2024
- Belfer Management 2023 Q4 filed Jan. 26, 2024
- Belfer Management 2023 Q3 filed Nov. 13, 2023