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	$1.35 Million 24.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WES ET MPLX 3 stocks	$1.08 Million 19.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVTR SHW 2 stocks	$1.02 Million 18.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$485,663 8.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$341,925 6.3% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI 1 stocks	$319,413 5.89% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs GLD 1 stocks	$289,437 5.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CRBG 1 stocks	$252,667 4.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ORI 1 stocks	$206,938 3.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CLOV 1 stocks	$74,291 1.37% of portfolio	-	-	-	-	0 Calls 0 Puts

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