account_balance
Investment manager · 13F filer · SEC CIK 1481957
Belfer Management LLC
Reported value$5.94Mas of Sep 30, 2026
Positions16 3 new, 3 sold out
Top 10 weight75.3%CPNG alone is 13%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CPNGCoupang, Inc.
12.6%
HGHamilton Insurance Group, Ltd.
9.2%Trimmed −2%
WESWestern Midstream Partners, LP
7.5%
GLDSPDR Gold Trust
7.5%
MPLXMPLX LP
7.4%
ETEnergy Transfer LP
7.4%
LMTLockheed Martin Corp
6.7%
LHLabcorp Holdings Inc.
6.0%
AVTRAvantor, Inc.
5.7%
GOOGLAlphabet Inc.
5.3%
DHRDanaher Corp
5.1%New
SHWSherwin Williams Co
4.7%
CPNGCoupang, Inc.
12.6%
HGHamilton Insurance Group, Ltd.
9.2%Trimmed −2%
WESWestern Midstream Partners, LP
7.5%
GLDSPDR Gold Trust
7.5%
MPLXMPLX LP
7.4%
ETEnergy Transfer LP
7.4%
LMTLockheed Martin Corp
6.7%
LHLabcorp Holdings Inc.
6.0%
AVTRAvantor, Inc.
5.7%
GOOGLDHR5.1%SHW4.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CPNG Coupang, Inc. 12.6% HeldHG Hamilton Insurance Group, Ltd. 9.2% Trimmed −2%WES Western Midstream Partners, LP 7.5% HeldGLD SPDR Gold Trust 7.5% HeldMPLX MPLX LP 7.4% HeldET Energy Transfer LP 7.4% HeldLMT Lockheed Martin Corp 6.7% HeldLH Labcorp Holdings Inc. 6.0% HeldAVTR Avantor, Inc. 5.7% HeldGOOGL Alphabet Inc. 5.3% HeldDHR Danaher Corp 5.1% NewSHW Sherwin Williams Co 4.7% Held
What changed
Biggest moves since Jun 30, 2026
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