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CIK: 0001481957
Total reported value
$6.0M
$6.0M
16 檔
52.0%
At the close of Q1 2026, Belfer Management LLC disclosed equity holdings valued at approximately $6.0M, spread across 16 reported holdings.
In Q1 2026, Belfer Management LLC displayed an active expansion posture, initiating 1 new positions and adding to 11 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CPNG, HAMILTON INSURANCE GROUP LTD, ) accounted for 52.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | Stock-Consumer Disc | 17.03% | -1.50% | +3.62% | |
| 2 | ✓ | Hamilton Insurance Group LTD | Stock-Other | 9.31% | +0.25% | -16.52% | |
| 3 | ✓ | Stock-Other | 8.87% | — | +23.73% | ||
| 4 | ET | Energy Transfer LP | Stock-Energy | 8.87% | -1.85% | — | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 8.38% | -1.27% | +3.65% | |
| 6 | WES | Western Midstream Partners L | Stock-Energy | 8.33% | -1.02% | +19.70% | |
| 7 | LMT | Lockheed Martin CORP | Stock-Industrials | 7.85% | -1.29% | +3.74% | |
| 8 | MPLX | Mplx LP | Stock-Energy | 7.47% | -0.16% | -0.25% | |
| 9 | LH | Labcorp Holdings Inc | Stock-Healthcare | 5.19% | +0.20% | +3.66% | |
| 10 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.59% | +0.30% | +3.63% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.39% | +1.02% | +3.63% | |
| 12 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 4.35% | -0.63% | +3.62% | |
| 13 | APD | Air Products & Chemicals Inc | Stock-Materials | 4.02% | — | — | |
| 14 | ORI | Old Republic Intl CORP | Stock-Financials | 3.66% | +0.06% | +3.61% | |
| 15 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 3.64% | -3.64% | EXIT | |
| 16 | AVTR | Avantor Inc | Stock-Healthcare | 2.93% | +0.73% | -5.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +2.5% | +23.73% | Add | |
| 2 | LMT | Lockheed Martin CORP | +1.5% | +3.74% | Add |
| 3 | WES | Western Midstream Partners L | +1.3% | +19.70% | Add |
| 4 | GLD | Spdr Gold Shares | +0.6% | +3.65% | Add |
| 5 | LH | Labcorp Holdings Inc | +0.3% | +3.66% | Add |
| 6 | MPLX | Mplx LP | +0.1% | -0.25% | Trim |
| 7 | SHW | Sherwin-williams Co/the | -0.1% | +3.63% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | -0.4% | +3.63% | Add |
| 9 | ORI | Old Republic Intl CORP | -0.6% | +3.61% | Add |
| 10 | DLTR | Dollar Tree Inc | -0.6% | +3.62% | Add |
| 11 | ULTA | Ulta Beauty Inc | -0.6% | +3.74% | Add |
| 12 | ✓ | Hamilton Insurance Group LTD | -1.6% | -16.52% | Trim |
| 13 | AVTR | Avantor Inc | -1.8% | -5.52% | Trim |
| 14 | CPNG | Coupang Inc | -4.5% | +3.62% | Add |
| 15 | APD | Air Products & Chemicals Inc | — | 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 16 disclosed positions in Q1 2026.
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Top New Position Initiated
APD
市值: $240.5K
Top Position Liquidated / Trimmed
HAMILTON INSURANCE GROUP LTD
前期市值: $623.5K
During Q1 2026, Belfer Management LLC's top holdings by market value included CPNG (17.0%)、HAMILTON INSURANCE GROUP LTD (9.3%)、 (8.9%). The largest single position, CPNG, represented 17.0% of total portfolio value.
In Q1 2026, Belfer Management LLC made 15 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 3 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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