Institutional Manager · CIK 0001407718
New Mountain Capital, L.L.C.
New York, NY · File #028-13539
Latest AUM
$160.4M
Positions
1
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | AVANTOR INC | AVTR | 0 | $0 | -$14.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $160.4M
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $174.7M
- 13F HOLDINGS REPORTQ/E Jun 20251 pos · $188.4M
- 13F HOLDINGS REPORTQ/E Mar 20251 pos · $226.9M
- 13F HOLDINGS REPORTQ/E Dec 20241 pos · $295.0M
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $1.71B
- 13F HOLDINGS REPORTQ/E Jun 20242 pos · $1.49B
- 13F HOLDINGS REPORTQ/E Mar 20242 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $1.84B
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AVANTOR INC | AVTR | 14,000,000 | $160.4M | 100.00% |