Belfer Management as of Sept. 30, 2023
Portfolio Holdings for Belfer Management
Belfer Management holds 12 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang (CPNG) | 24.2 | $933k | 55k | 17.00 | |
| Avantor (AVTR) | 13.6 | $525k | 25k | 21.08 | |
| Lockheed Martin Corporation (LMT) | 8.8 | $338k | 827.00 | 408.73 | |
| Sherwin-Williams Company (SHW) | 8.4 | $324k | 1.3k | 255.13 | |
| Energy Transfer Operating Com Units Lp (ET) | 7.6 | $294k | 21k | 14.03 | |
| MPLX Com Units Lp (MPLX) | 6.8 | $264k | 7.4k | 35.57 | |
| Laboratory Corp. of America Holdings (LH) | 6.8 | $263k | 1.3k | 200.99 | |
| Western Midstream Partners Com Units Lp (WES) | 6.7 | $260k | 9.5k | 27.23 | |
| salesforce (CRM) | 5.8 | $222k | 1.1k | 202.84 | |
| Meta Platforms Inc Cmn Class A Cl A Com (META) | 5.3 | $206k | 686.00 | 300.12 | |
| Spdr Gold Trust Etf Etf (GLD) | 5.3 | $203k | 1.2k | 171.40 | |
| Clover Health Investments Corp Com Cl A (CLOV) | 0.7 | $28k | 26k | 1.08 |
