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Disclosery

Belfer Management LLC

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13F filer, CIK 1481957, New York, NY

Belfer Management LLC reported $5,757,316 across 14 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 84.04% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-25-018286

Changes against Q4 2024 are not shown: its report omitted holdings under a confidential treatment request (15 positions on file), so every position would read as new.

The filing omits holdings under a confidential treatment request (H8). A later amendment may add them.

Period
2025-03-31
Reported value
$5.76M
Holdings
14
Top 10 weight
84.04%
New
Sold out

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001140361-25-018286, largest first. % of portfolio is the value over $5,757,316, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,176 shares; 2024Q4: 55,176 shares; 2025Q1: 56,114 shares 56,114$1.23M21.37%The filing omitted confidential holdings, a later amendment may add them.Timeline
HGHAMILTON INSURANCE GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 23,685 shares; 2025Q1: 24,088 shares 24,088$499K8.67%The filing omitted confidential holdings, a later amendment may add them.Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,036 shares; 2024Q4: 25,036 shares; 2025Q1: 28,627 shares 28,627$464K8.06%The filing omitted confidential holdings, a later amendment may add them.Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 7,733 shares; 2025Q1: 7,668 shares 7,668$410K7.13%The filing omitted confidential holdings, a later amendment may add them.Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,957 shares; 2024Q4: 9,957 shares; 2025Q1: 9,874 shares 9,874$404K7.02%The filing omitted confidential holdings, a later amendment may add them.Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,882 shares; 2024Q4: 21,882 shares; 2025Q1: 21,700 shares 21,700$403K7.01%The filing omitted confidential holdings, a later amendment may add them.Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 831 shares; 2025Q1: 845 shares 845$377K6.56%The filing omitted confidential holdings, a later amendment may add them.Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 607 shares 607$350K6.08%The filing omitted confidential holdings, a later amendment may add them.Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 984 shares; 2025Q1: 1,001 shares 1,001$350K6.07%The filing omitted confidential holdings, a later amendment may add them.Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,191 shares; 2025Q1: 1,211 shares 1,211$349K6.06%The filing omitted confidential holdings, a later amendment may add them.Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,339 shares 1,339$312K5.41%The filing omitted confidential holdings, a later amendment may add them.Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,665 shares; 2025Q1: 8,812 shares 8,812$278K4.83%The filing omitted confidential holdings, a later amendment may add them.Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 5,842 shares; 2025Q1: 5,942 shares 5,942$233K4.05%The filing omitted confidential holdings, a later amendment may add them.Timeline
CLOVCLOVER HEALTH INVESTMENTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,344 shares; 2024Q4: 26,344 shares; 2025Q1: 26,792 shares 26,792$96.2K1.67%The filing omitted confidential holdings, a later amendment may add them.Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001140361-25-018286 base2025-05-12acceptance time not in the bulk data set