Belfer Management as of Sept. 30, 2024
Portfolio Holdings for Belfer Management
Belfer Management holds 15 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang (CPNG) | 21.9 | $1.4M | 55k | 24.55 | |
| Avantor (AVTR) | 10.5 | $648k | 25k | 25.87 | |
| Lockheed Martin Corporation (LMT) | 7.9 | $486k | 831.00 | 584.43 | |
| Hamilton Ins Group Cl B (HG) | 7.4 | $458k | 24k | 19.34 | |
| Western Midstream Partners Com Units Lp (WES) | 6.2 | $381k | 10k | 38.26 | |
| Sherwin-Williams Company (SHW) | 6.1 | $376k | 984.00 | 381.85 | |
| Energy Transfer Operating Com Units Lp (ET) | 5.7 | $351k | 22k | 16.05 | |
| MPLX Com Units Lp (MPLX) | 5.6 | $344k | 7.7k | 44.46 | |
| Meta Platforms Inc Cmn Class A Cl A Com (META) | 5.5 | $342k | 597.00 | 572.74 | |
| Crown Castle Intl (CCI) | 5.2 | $319k | 2.7k | 118.61 | |
| Labcorp Holdings (LH) | 4.8 | $294k | 1.3k | 223.54 | |
| Spdr Gold Trust Etf Etf (GLD) | 4.7 | $289k | 1.2k | 243.02 | |
| Corebridge Financial, Inc. Cmn Cl B Com (CRBG) | 4.1 | $253k | 8.7k | 29.16 | |
| Old Republic International Corporation (ORI) | 3.4 | $207k | 5.8k | 35.42 | |
| Clover Health Investments Corp Com Cl A (CLOV) | 1.2 | $74k | 26k | 2.82 |
