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New Mountain Vantage Advisers, L.L.C. 13F Filings, Portfolio & Analysis

CIK: 0001388805
New York 787 Seventh Avenue 49Th Floor
Zip Code: 10019
Latest Portfolio Value
$4.33 B
+28.24%
Total Holdings
4
-7
Latest Report Date
Q2 2022
Top 10 Concentration
100.00%

New Mountain Vantage Advisers, L.L.C. — Portfolio Overview & Company Profile

New Mountain Vantage Advisers, L.L.C. (CIK: 0001388805) is a financial institution headquartered at 787 Seventh Avenue, 49Th Floor, New York, New York 10019. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2022-06-30), the institution manages a portfolio valued at $4.33 B, comprising 4 distinct securities. Over its filing history, it has submitted 40 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2022 — Top-10 concentration: 100.0%. Quarterly turnover: 1.8%. ▲ 1 new, +0 added, −0 reduced, ×8 exited.

Portfolio Summary (Q2 2022)

Top Buys

Q2 2022
1. R1 Rcm
+$1.76 B

Asset Allocation

Stocks/ETFs
+28.24%
$4.33 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2022)

Name Shares Market Value Weight Change Activity
Signify Health
N/A
139.61 M $1.93 B 44.49%
R1 Rcm
N/A
94.37 M $1.76 B 40.72% ▲ 94,373,743 New Buy
14 M $435.4 M 10.05%
30.33 M $204.71 M 4.73%

Historical Portfolio Charts