BELFER MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 54K | $1.02M |
 | ET | 27K | $530.40K |
 | AVTR | 22K | $174.97K |
 | HG | 19K | $556.49K |
 | WES | 12K | $498.06K |
 | MPLX | 8K | $446.82K |
 | ORI | 5K | $218.66K |
 | DLTR | 2K | $259.93K |
 | LH | 1K | $310.05K |
 | GOOGL | 913 | $262.49K |
 | SHW | 856 | $274.43K |
 | APD | 828 | $240.46K |
 | LMT | 777 | $469.35K |
 | ULTA | 416 | $217.35K |
Coupang, Inc.
CPNG
Shares Held
54K
Value
$1.02M
Energy Transfer LP
ET
Shares Held
27K
Value
$530.40K
Avantor, Inc.
AVTR
Shares Held
22K
Value
$174.97K
Hamilton Insurance Group, Ltd.
HG
Shares Held
19K
Value
$556.49K
Western Midstream Partners, LP
WES
Shares Held
12K
Value
$498.06K
MPLX Lp
MPLX
Shares Held
8K
Value
$446.82K
Old Republic International Corporation
ORI
Shares Held
5K
Value
$218.66K
Dollar Tree, Inc.
DLTR
Shares Held
2K
Value
$259.93K
Labcorp Holdings Inc.
LH
Shares Held
1K
Value
$310.05K
Alphabet Inc.
GOOGL
Shares Held
913
Value
$262.49K
The Sherwin-Williams Company
SHW
Shares Held
856
Value
$274.43K
Air Products and Chemicals, Inc.
APD
Shares Held
828
Value
$240.46K
Lockheed Martin Corporation
LMT
Shares Held
777
Value
$469.35K
Ulta Beauty, Inc.
ULTA
Shares Held
416
Value
$217.35K