StockDriftsStockDriftsTop 14 Belfer Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | 17.03% | 53.9K | $1.0M | +3.62%(+1.89K) | $15.14(+22.61%) | 2026-03-31 | |
| HG | HAMILTON INSURANCE GROUP LTD. CMN | 9.31% | 18.7K | $556K | -16.52%(-3.69K) | $15.03(+129.14%) | 2026-03-31 | |
| GLD | SPDR GOLD TRUST ETF | 8.38% | 1.2K | $501K | +3.65%(+41) | $173.49(+117.96%) | 2026-03-31 | |
| WES | WESTERN MIDSTREAM PARTNERS LP | 8.33% | 12.1K | $498K | +19.70%(+1.99K) | $28.93(+50.94%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORPORATION CMN | 7.85% | 777 | $469K | +3.74%(+28) | $420.11(+29.94%) | 2026-03-31 | |
| MPLX | MPLX LP | 7.47% | 7.8K | $447K | -0.25%(-20) | $34.29(+66.72%) | 2026-03-31 | |
| LH | LABCORP HOLDINGS INC. | 5.19% | 1.2K | $310K | +3.66%(+41) | $192.89(+48.78%) | 2026-03-31 | |
| SHW | SHERWIN-WILLIAMS CO CMN | 4.59% | 856 | $274K | +3.63%(+30) | $220.85(+59.60%) | 2026-03-31 | |
| GOOGL | ALPHABET INC-CL A | 4.39% | 913 | $262K | +3.63%(+32) | $212.84(+69.10%) | 2026-03-31 | |
| DLTR | DOLLAR TREE STORES, INC. CMN | 4.35% | 2.4K | $260K | +3.62%(+83) | $86.96(+42.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.03% | +40.61% |
| Top 20 Holdings Unweighted | +17.47% | +62.10% |
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