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Belfer Management LLC
Belfer Management LLC is a diversified family investment firm based in New York, New York. It was founded in 2000 by Robert Belfer and is now led by CEO Laurence Belfer. The firm serves as the private investment office for the Belfer family, managing a wide range of investments on their behalf. As a family office, it focuses primarily on stewardship, wealth preservation, and growth for the family, rather than for external clients. The team is small and operates from its headquarters in Midtown Manhattan.
Investment Strategy
Belfer Management LLC pursues a diversified investment approach, managing the Belfer family's holdings across public equities and other assets. The firm aims for strategic long-term growth and preservation of wealth by investing in a carefully selected portfolio with a focus on risk management and value creation. Its holdings typically include positions in large-cap equities, energy, and technology, reflecting a conservative, family-centric approach.
Latest 13F Filing Activity
Belfer Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 16 equity positions with a total 13F market value of $7M. The fund increased holdings in Coupang Inc., Dollar Tree Stores, Inc. CMN, Ulta Beauty Inc. CMN among other positions. Belfer Management LLC reduced exposure to Avantor Inc., Clover Health Investments Co., Corebridge Financial, Inc. CMN among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CPNG | COUPANG INC | 25.71% | $1.7M | 56,114 | $16.67 | $29.96 | +$450.6K |
H HG | HAMILTON INSURANCE GROUP LTD. CMN | 7.97% | $520.8K | 24,088 | $15.04 | $21.62 | +$21.4K |
M META | META PLATFORMS INC CMN CLASS A | 6.86% | $448.4K | 607 | $305.58 | $738.09 | +$98.2K |
M MPLX | MPLX LP | 6.04% | $395.0K | 7,668 | $34.74 | $51.51 | -$15.4K |
E ET | ENERGY TRANSFER OPERATING LP | 6.02% | $393.4K | 21,700 | $11.49 | $18.13 | -$10.0K |
Industry Allocation
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