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CIK: 0001481957
Total reported value
$6.0M
$6.0M
16 檔
57.0%
In Q2 2025, Belfer Management LLC's U.S. equity holdings reached a combined market value of $6.0M, distributed across 16 disclosed stock positions.
During Q2 2025, Belfer Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including CPNG, HAMILTON INSURANCE GROUP LTD, META) accounted for 57.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | Stock-Consumer Disc | 25.71% | -1.50% | — | |
| 2 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 7.97% | +0.25% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.86% | — | — | |
| 4 | MPLX | Mplx LP | Stock-Energy | 6.04% | -0.16% | — | |
| 5 | ✓ | Stock-Other | 6.02% | — | — | ||
| 6 | WES | Western Midstream Partners L | Stock-Energy | 5.84% | -1.02% | — | |
| 7 | LMT | Lockheed Martin CORP | Stock-Industrials | 5.72% | -1.29% | -4.38% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 5.65% | -1.27% | — | |
| 9 | SHW | Sherwin-williams Co/the | Stock-Materials | 5.26% | +0.30% | — | |
| 10 | AVTR | Avantor Inc | Stock-Healthcare | 5.24% | +0.73% | -11.06% | |
| 11 | LH | Labcorp Holdings Inc | Stock-Healthcare | 4.99% | +0.20% | -7.17% | |
| 12 | CRBG | Corebridge Financial Inc | Stock-Financials | 3.91% | — | -18.24% | |
| 13 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 3.74% | -0.63% | — | |
| 14 | ORI | Old Republic Intl CORP | Stock-Financials | 3.49% | +0.06% | — | |
| 15 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 3.09% | -3.64% | EXIT | |
| 16 | CLOV | Clover Health Investments Co | Stock-Other | 0.46% | — | -59.74% |
According to official SEC Form 13F filings, Belfer Management LLC reported a total U.S. public equity portfolio value of $6.0M across 16 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Belfer Management LLC's top holdings by market value included CPNG (25.7%)、HAMILTON INSURANCE GROUP LTD (8.0%)、META (6.9%). The largest single position, CPNG, represented 25.7% of total portfolio value.
In Q2 2025, Belfer Management LLC made 0 total portfolio adjustments, initiating 0 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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