BELFER MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 56K | $1.81M |
 | AVTR | 25K | $317.76K |
 | HG | 24K | $597.38K |
 | ET | 22K | $372.37K |
 | CLOV | 11K | $33.01K |
 | WES | 10K | $387.95K |
 | MPLX | 8K | $383.04K |
 | CRBG | 7K | $212.03K |
 | ORI | 6K | $252.34K |
 | Z | 3K | $214.67K |
 | DLTR | 2K | $233.01K |
 | LH | 1K | $356.72K |
 | GOOGL | 950 | $230.83K |
 | SHW | 891 | $308.37K |
 | LMT | 808 | $403.27K |
 | HUM | 776 | $201.94K |
 | ULTA | 433 | $236.49K |
 | META | 301 | $221.18K |
Coupang, Inc.
CPNG
Shares Held
56K
Value
$1.81M
Avantor, Inc.
AVTR
Shares Held
25K
Value
$317.76K
Hamilton Insurance Group, Ltd.
HG
Shares Held
24K
Value
$597.38K
Energy Transfer LP
ET
Shares Held
22K
Value
$372.37K
Clover Health Investments, Corp.
CLOV
Shares Held
11K
Value
$33.01K
Western Midstream Partners, LP
WES
Shares Held
10K
Value
$387.95K
MPLX Lp
MPLX
Shares Held
8K
Value
$383.04K
Corebridge Financial, Inc.
CRBG
Shares Held
7K
Value
$212.03K
Old Republic International Corporation
ORI
Shares Held
6K
Value
$252.34K
Zillow Group, Inc. Class C
Z
Shares Held
3K
Value
$214.67K
Dollar Tree, Inc.
DLTR
Shares Held
2K
Value
$233.01K
Labcorp Holdings Inc.
LH
Shares Held
1K
Value
$356.72K
Alphabet Inc.
GOOGL
Shares Held
950
Value
$230.83K
The Sherwin-Williams Company
SHW
Shares Held
891
Value
$308.37K
Lockheed Martin Corporation
LMT
Shares Held
808
Value
$403.27K
Humana Inc.
HUM
Shares Held
776
Value
$201.94K
Ulta Beauty, Inc.
ULTA
Shares Held
433
Value
$236.49K
Meta Platforms, Inc.
META
Shares Held
301
Value
$221.18K