BELFER MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 52K | $1.23M |
 | AVTR | 24K | $270.69K |
 | HG | 22K | $623.47K |
 | ET | 22K | $366.26K |
 | WES | 10K | $399.20K |
 | MPLX | 8K | $418.90K |
 | ORI | 5K | $241.37K |
 | DLTR | 2K | $281.77K |
 | LH | 1K | $281.34K |
 | GOOGL | 881 | $275.72K |
 | SHW | 826 | $267.71K |
 | LMT | 749 | $362.47K |
 | ULTA | 401 | $242.77K |
Coupang, Inc.
CPNG
Shares Held
52K
Value
$1.23M
Avantor, Inc.
AVTR
Shares Held
24K
Value
$270.69K
Hamilton Insurance Group, Ltd.
HG
Shares Held
22K
Value
$623.47K
Energy Transfer LP
ET
Shares Held
22K
Value
$366.26K
Western Midstream Partners, LP
WES
Shares Held
10K
Value
$399.20K
MPLX Lp
MPLX
Shares Held
8K
Value
$418.90K
Old Republic International Corporation
ORI
Shares Held
5K
Value
$241.37K
Dollar Tree, Inc.
DLTR
Shares Held
2K
Value
$281.77K
Labcorp Holdings Inc.
LH
Shares Held
1K
Value
$281.34K
Alphabet Inc.
GOOGL
Shares Held
881
Value
$275.72K
The Sherwin-Williams Company
SHW
Shares Held
826
Value
$267.71K
Lockheed Martin Corporation
LMT
Shares Held
749
Value
$362.47K
Ulta Beauty, Inc.
ULTA
Shares Held
401
Value
$242.77K