Belfer Management LLC reported 16 holdings worth US$6.03M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Belfer Management LLC reported 16 holdings worth US$6.03M as of Jun 30, 2026. Largest: Coupang, Inc., Hamilton Insurance Group, Ltd. and Western Midstream Partners, Lp. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$6.03M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Coupang, Inc. | 53,943 | US$937K | 15.5% |
| Hamilton Insurance Group, Ltd. | 16,984 | US$576K | 9.6% |
| Western Midstream Partners, Lp | 10,081 | US$441K | 7.3% |
| Mplx Lp | 7,829 | US$441K | 7.3% |
| Energy Transfer Lp | 22,155 | US$424K | 7.0% |
| Lockheed Martin Corporation | 777 | US$396K | 6.6% |
| Alphabet Inc (google) Class C | 913 | US$326K | 5.4% |
| Labcorp Holdings Inc. | 1,162 | US$325K | 5.4% |
| Sherwin-williams Company (the) | 856 | US$295K | 4.9% |
| Pool Corporation | 1,283 | US$276K | 4.6% |
| Humana Inc. | 640 | US$254K | 4.2% |
| Air Products And Chemicals, Inc. | 828 | US$243K | 4.0% |
| Dollar Tree, Inc. | 1,855 | US$224K | 3.7% |
| Old Republic International Corporation | 5,480 | US$224K | 3.7% |
| Avantor, Inc. | 22,317 | US$221K | 3.7% |
| Ulta Beauty, Inc. | 0 | US$0 | 0.00% |