Belfer Management LLC — 13F holdings

Belfer Management LLC reported 16 holdings worth $6.03M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. CPNG COUPANG INC — $937K (15.5%)
2. HG HAMILTON INSURANCE GROUP LTD — $576K (9.6%)
3. WES WESTERN MIDSTREAM PARTNERS L — $441K (7.3%)
4. MPLX MPLX LP — $441K (7.3%)
5. GLD SPDR GOLD TR — $429K (7.1%)
6. ET ENERGY TRANSFER L P — $424K (7.0%)
7. LMT LOCKHEED MARTIN CORP — $396K (6.6%)
8. GOOGL ALPHABET INC — $326K (5.4%)
9. LH LABCORP HOLDINGS INC — $325K (5.4%)
10. SHW SHERWIN WILLIAMS CO — $295K (4.9%)