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 24.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET WES MPLX 3 stocks	$1.18 Million 21.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVTR SHW 2 stocks	$1.02 Million 18.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$485,663 8.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$341,925 6.18% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI 1 stocks	$319,413 5.78% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs GLD 1 stocks	$289,437 5.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CRBG 1 stocks	$252,667 4.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ORI 1 stocks	$206,938 3.74% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CLOV 1 stocks	$74,291 1.34% of portfolio	-	-	-	-	0 Calls 0 Puts

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