Belfer Management LLC Portfolio Holdings by Sector

Belfer Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CPNG 1 stocks	$1.23 Million 24.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy MPLX WES ET 3 stocks	$1.22 Million 24.63% of portfolio	-	3	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVTR SHW 2 stocks	$813,652 16.45% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$377,440 7.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$350,115 7.08% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs GLD 1 stocks	$348,948 7.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CRBG 1 stocks	$278,196 5.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ORI 1 stocks	$233,032 4.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CLOV 1 stocks	$96,183 1.94% of portfolio	1	-	-	-	0 Calls 0 Puts

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