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 (LH) | 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 |