Belfer Management as of March 31, 2024
Portfolio Holdings for Belfer Management
Belfer Management holds 15 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang (CPNG) | 17.7 | $982k | 55k | 17.79 | |
| Avantor (AVTR) | 11.5 | $640k | 25k | 25.57 | |
| Sherwin-Williams Company (SHW) | 8.0 | $443k | 1.3k | 347.32 | |
| Lockheed Martin Corporation (LMT) | 6.8 | $378k | 831.00 | 454.77 | |
| Western Midstream Partners Com Units Lp (WES) | 6.4 | $354k | 10k | 35.55 | |
| Energy Transfer Operating Com Units Lp (ET) | 6.2 | $344k | 22k | 15.73 | |
| Meta Platforms Inc Cmn Class A Cl A Com (META) | 6.0 | $335k | 689.00 | 485.82 | |
| salesforce (CRM) | 6.0 | $332k | 1.1k | 301.18 | |
| Hamilton Ins Group Cl B (HG) | 5.9 | $330k | 24k | 13.93 | |
| MPLX Com Units Lp (MPLX) | 5.8 | $321k | 7.7k | 41.56 | |
| Laboratory Corp. of America Holdings | 5.2 | $288k | 1.3k | 218.52 | |
| Crown Castle Intl (CCI) | 5.1 | $285k | 2.7k | 105.81 | |
| Corebridge Financial, Inc. Cmn Cl B Com (CRBG) | 4.5 | $249k | 8.7k | 28.73 | |
| Spdr Gold Trust Etf Etf (GLD) | 4.4 | $245k | 1.2k | 205.69 | |
| Clover Health Investments Corp Com Cl A (CLOV) | 0.4 | $21k | 26k | 0.79 |
