New Mountain Vantage Advisers, L.L.C. 13F Holdings · last filed Q2 2022
New Mountain Vantage Advisers, L.L.C. reported 4 securities worth $4.33B in its SEC 13F filing for Q2 2022 (period ended 2022-06-30). Top holdings: SGFY (44.49%), RCM (40.72%), AVTR (10.05%). Among its top 25 positions this quarter: 1 new, 8 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGFY | SIGNIFY HEALTH INC | $1.93B | 44.49% | 139.6M | Hold |
| 2 | RCM | R1 RCM INC | $1.76B | 40.72% | 94.4M | New |
| 3 | AVTR | AVANTOR INC | $435.4M | 10.05% | 14.0M | Hold |
| 4 | ALIT | ALIGHT INC | $204.7M | 4.73% | 30.3M | Hold |
| 5 | CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | Exited |
| 6 | FCNCA | FIRST CTZNS BANCSHARES INC N | $0 | 0.00% | 0 | Exited |
| 7 | FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | Exited |
| 8 | FISV | FISERV INC | $0 | 0.00% | 0 | Exited |
| 9 | LBRDK | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | Exited |
| 10 | LKQ | LKQ CORP | $0 | 0.00% | 0 | Exited |
| 11 | LSXMA | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | Exited |
| 12 | WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR