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	$1.16 Million 24.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WES ET MPLX 3 stocks	$1.08 Million 23.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVTR SHW 2 stocks	$911,554 19.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$388,075 8.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$301,176 6.49% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI 1 stocks	$263,059 5.67% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs GLD 1 stocks	$256,035 5.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CRBG 1 stocks	$252,320 5.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CLOV 1 stocks	$32,404 0.7% of portfolio	-	-	-	-	0 Calls 0 Puts

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