Institutions / New Mountain Vantage Advisers, L.L.C.
New Mountain Vantage Advisers, L.L.C.
CIK 1388805 · Institution · as of Dec 31, 2021
Portfolio value
$3.06B
Positions
11
As of
Dec 31, 2021
Portfolio trend
Portfolio value
$3.06B-26.2%Positions
11+10.0%Top holdings
Dec 31, 2021
| Company | Value | % of portfolio |
|---|---|---|
| Signify Health Inc | $1.99B | 65.0% |
| Avantor, Inc. | $589.96M | 19.3% |
| Alight, Inc. / Delaware | $327.84M | 10.7% |
| Liberty Media Corp Del | $32.12M | 1.1% |
| Fiserv Inc | $27.65M | 0.9% |
| Willis Towers Watson PLC | $27.14M | 0.9% |
| Cit Group Inc | $19.16M | 0.6% |
| Fidelity National Information Services, Inc. | $17.30M | 0.6% |
| Comcast Corp | $12.68M | 0.4% |
| Liberty Broadband Corp | $10.04M | 0.3% |
| Lkq Corp | $6.86M | 0.2% |
Activity
Dec 31, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 5 quarters of holdings.