Belfer Management LLC

data from 30/09/2025

Capitalization

$ 7.200 M 10.12 %

Average holding period

8 ans

Performance

$ 2.439 M 51.39 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Belfer Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CPNG COUPANG INC 25.10% 1.807 M $ 56114 2022/09/30 125.695 K $ 7.48 %
2025/09/30 HG HAMILTON INSURANCE GROUP LTD. CMN 8.30% 597.378 K $ 24088 2023/12/31 76.599 K $ 14.71 %
2025/09/30 GLD SPDR GOLD TRUST ETF 5.98% 430.487 K $ 1211 2022/09/30 61.325 K $ 16.61 %
2025/09/30 LMT LOCKHEED MARTIN CORPORATION CMN 5.60% 403.266 K $ 808 2022/09/30 29.144 K $ 7.79 %
2025/09/30 WES WESTERN MIDSTREAM PARTNERS LP 5.39% 387.954 K $ 9874 2022/12/31 5.825 K $ 1.52 %
2025/09/30 MPLX MPLX LP 5.32% 383.037 K $ 7668 2023/03/31 -11.962 K $ -3.03 %
2025/09/30 ET ENERGY TRANSFER OPERATING LP 5.17% 372.374 K $ 21700 2022/09/30 -21.048 K $ -5.35 %
2025/09/30 LH LABCORP HOLDINGS INC. 4.95% 356.717 K $ 1243 2024/06/30 30.515 K $ 9.35 %
2025/09/30 AVTR AVANTOR INC 4.41% 317.759 K $ 25461 2022/09/30 -24.951 K $ -7.28 %
2025/09/30 SHW SHERWIN-WILLIAMS CO CMN 4.28% 308.366 K $ 891 2022/09/30 2.902 K $ 0.84 %
2025/09/30 ORI OLD REPUBLIC INTL CORP CMN 3.50% 252.342 K $ 5942 2024/09/30 23.946 K $ 10.48 %
2025/09/30 ULTA ULTA BEAUTY INC CMN 3.28% 236.491 K $ 433 2025/06/30 34.176 K $ 16.89 %
2025/09/30 DLTR DOLLAR TREE STORES, INC. CMN 3.24% 233.007 K $ 2469 2025/06/30 -11.530 K $ -4.72 %
2025/09/30 GOOGL ALPHABET INC-CL A 3.21% 230.833 K $ 950 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC CMN CLASS A 3.07% 221.183 K $ 301 2023/09/30 -2.251 K $ -0.50 %
2025/09/30 Z ZILLOW GROUP, INC. CMN SERIES C 2.98% 214.672 K $ 2786 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRBG COREBRIDGE FINANCIAL, INC. CMN 2.95% 212.030 K $ 6616 2024/03/31 -24.857 K $ -9.72 %
2025/09/30 HUM HUMANA INC. 2.80% 201.940 K $ 776 2025/09/30 0.000 $ 0.00 %
2025/09/30 CLOV CLOVER HEALTH INVESTMENTS CO 0.46% 33.008 K $ 10787 2022/09/30 2.912 K $ 9.68 %