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CIK: 0001481957
Total reported value
$6.0M
$6.0M
14 檔
51.6%
During the Q4 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 Q4 2025, Belfer Management LLC adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including CPNG, HAMILTON INSURANCE GROUP LTD, GLD) accounted for 51.6% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
META
前期市值: $221.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | Stock-Consumer Disc | 21.53% | -1.50% | -7.23% | |
| 2 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 10.93% | +0.25% | -7.23% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 7.80% | -1.27% | -7.27% | |
| 4 | MPLX | Mplx LP | Stock-Energy | 7.34% | -0.16% | +2.36% | |
| 5 | WES | Western Midstream Partners L | Stock-Energy | 7.00% | -1.02% | +2.36% | |
| 6 | ✓ | Stock-Other | 6.42% | — | +2.35% | ||
| 7 | LMT | Lockheed Martin CORP | Stock-Industrials | 6.35% | -1.29% | -7.30% | |
| 8 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 4.94% | -0.63% | -7.21% | |
| 9 | LH | Labcorp Holdings Inc | Stock-Healthcare | 4.93% | +0.20% | -9.81% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.83% | +1.02% | -7.26% | |
| 11 | AVTR | Avantor Inc | Stock-Healthcare | 4.74% | +0.73% | -7.23% | |
| 12 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.69% | +0.30% | -7.30% | |
| 13 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 4.26% | -3.64% | EXIT | |
| 14 | ORI | Old Republic Intl CORP | Stock-Financials | 4.23% | +0.06% | -10.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Hamilton Insurance Group LTD | +2.6% | -7.23% | Trim |
| 2 | MPLX | Mplx LP | +2% | +2.36% | Add |
| 3 | GLD | Spdr Gold Shares | +1.8% | -7.27% | Trim |
| 4 | DLTR | Dollar Tree Inc | +1.7% | -7.21% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +1.6% | -7.26% | Trim |
| 6 | WES | Western Midstream Partners L | +1.6% | +2.36% | Add |
| 7 | ✓ | +1.3% | +2.35% | Add | |
| 8 | ULTA | Ulta Beauty Inc | +1% | -7.39% | Trim |
| 9 | LMT | Lockheed Martin CORP | +0.8% | -7.30% | Trim |
| 10 | ORI | Old Republic Intl CORP | +0.7% | -10.99% | Trim |
| 11 | SHW | Sherwin-williams Co/the | +0.4% | -7.30% | Trim |
| 12 | AVTR | Avantor Inc | +0.3% | -7.23% | Trim |
| 13 | LH | Labcorp Holdings Inc | 0% | -9.81% | Trim |
| 14 | CPNG | Coupang Inc | -3.6% | -7.23% | Trim |
| 15 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 16 | Z | Zillow Group Inc - C | — | EXIT | Sold out |
| 17 | CRBG | Corebridge Financial Inc | — | EXIT | Sold out |
| 18 | HUM | Humana Inc | — | EXIT | Sold out |
| 19 | CLOV | Clover Health Investments Co | — | EXIT | Sold out |
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 Q4 2025.
During Q4 2025, Belfer Management LLC's top holdings by market value included CPNG (21.5%)、HAMILTON INSURANCE GROUP LTD (10.9%)、GLD (7.8%). The largest single position, CPNG, represented 21.5% of total portfolio value.
In Q4 2025, Belfer Management LLC made 19 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 11 holdings, and fully liquidating 5 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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