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CIK: 0001481957
Total reported value
$6.0M
$6.0M
14 檔
49.9%
During the Q1 2025 filing period, Belfer Management LLC (CIK: 0001481957) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.0M across 14 reported positions.
In Q1 2025, Belfer Management LLC displayed an active expansion posture, initiating 14 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | Stock-Consumer Disc | 21.37% | -1.50% | +1.70% | |
| 2 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 8.67% | +0.25% | +1.70% | |
| 3 | AVTR | Avantor Inc | Stock-Healthcare | 8.06% | +0.73% | +14.34% | |
| 4 | MPLX | Mplx LP | Stock-Energy | 7.13% | -0.16% | -0.84% | |
| 5 | WES | Western Midstream Partners L | Stock-Energy | 7.02% | -1.02% | -0.83% | |
| 6 | ✓ | Stock-Other | 7.01% | — | -0.83% | ||
| 7 | LMT | Lockheed Martin CORP | Stock-Industrials | 6.56% | -1.29% | +1.68% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.08% | — | +1.68% | |
| 9 | SHW | Sherwin-williams Co/the | Stock-Materials | 6.07% | +0.30% | +1.73% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 6.06% | -1.27% | +1.68% | |
| 11 | LH | Labcorp Holdings Inc | Stock-Healthcare | 5.41% | +0.20% | +1.75% | |
| 12 | CRBG | Corebridge Financial Inc | Stock-Financials | 4.83% | — | +1.70% | |
| 13 | ORI | Old Republic Intl CORP | Stock-Financials | 4.05% | +0.06% | +1.71% | |
| 14 | CLOV | Clover Health Investments Co | Stock-Other | 1.67% | — | +1.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | — | NEW | New buy |
| 2 | ✓ | Hamilton Insurance Group LTD | — | NEW | New buy |
| 3 | AVTR | Avantor Inc | — | NEW | New buy |
| 4 | MPLX | Mplx LP | — | NEW | New buy |
| 5 | WES | Western Midstream Partners L | — | NEW | New buy |
| 6 | ✓ | — | NEW | New buy | |
| 7 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 10 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 11 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 12 | CRBG | Corebridge Financial Inc | — | NEW | New buy |
| 13 | ORI | Old Republic Intl CORP | — | NEW | New buy |
| 14 | CLOV | Clover Health Investments Co | — | NEW | New buy |
According to official SEC Form 13F filings, Belfer Management LLC reported a total U.S. public equity portfolio value of $6.0M across 14 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including CPNG, HAMILTON INSURANCE GROUP LTD, AVTR) accounted for 49.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
CPNG
市值: $1.2M
During Q1 2025, Belfer Management LLC's top holdings by market value included CPNG (21.4%)、HAMILTON INSURANCE GROUP LTD (8.7%)、AVTR (8.1%). The largest single position, CPNG, represented 21.4% of total portfolio value.
In Q1 2025, Belfer Management LLC made 14 total portfolio adjustments, initiating 14 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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