Belfer Management as of Dec. 31, 2023
Portfolio Holdings for Belfer Management
Belfer Management holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang (CPNG) | 18.8 | $889k | 55k | 16.19 | |
| Avantor (AVTR) | 12.0 | $569k | 25k | 22.83 | |
| Sherwin-Williams Company (SHW) | 8.4 | $396k | 1.3k | 311.99 | |
| Lockheed Martin Corporation (LMT) | 7.9 | $375k | 827.00 | 452.98 | |
| Hamilton Insurance Group Ltd. Cmn Cl B Com (HG) | 7.4 | $352k | 24k | 14.95 | |
| Laboratory Corp. of America Holdings (LH) | 6.3 | $298k | 1.3k | 227.22 | |
| Energy Transfer Operating Com Units Lp (ET) | 6.1 | $289k | 21k | 13.80 | |
| salesforce (CRM) | 6.1 | $289k | 1.1k | 263.21 | |
| Western Midstream Partners Com Units Lp (WES) | 5.9 | $279k | 9.5k | 29.26 | |
| MPLX Com Units Lp (MPLX) | 5.7 | $272k | 7.4k | 36.72 | |
| Meta Platforms Inc Cmn Class A Cl A Com (META) | 5.1 | $243k | 686.00 | 353.85 | |
| Crown Castle Intl (CCI) | 4.9 | $233k | 2.0k | 115.18 | |
| Spdr Gold Trust Etf Etf (GLD) | 4.8 | $227k | 1.2k | 191.12 | |
| Clover Health Investments Corp Com Cl A (CLOV) | 0.5 | $25k | 26k | 0.95 |
