$1.87 Billion is the total value of New Mountain Capital, L.L.C.'s 3 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| R1 RCM INC | $1,416,131,704 | +54.3% | 94,408,780 | 0.0% | 75.67% | +350.5% | ||
| AVTR | AVANTOR INC | $295,960,000 | +0.2% | 14,000,000 | 0.0% | 15.82% | +192.6% | |
| ALIT | Sell | ALIGHT INC | $159,291,841 | -21.7% | 17,295,531 | -31.4% | 8.51% | +128.5% |
| SGFY | Exit | SIGNIFY HEALTH INC | $0 | – | -139,614,806 | -100.0% | -74.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| R1 RCM INC | 5 | Q3 2023 | 79.6% |
| AVANTOR INC | 5 | Q3 2023 | 16.0% |
| ALIGHT INC | 5 | Q3 2023 | 8.5% |
| SIGNIFY HEALTH INC | 2 | Q4 2022 | 74.1% |
View New Mountain Capital, L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 4 | 2022-10-28 |
| APP ORDR | 2022-08-30 |
| 13F-NT | 2022-08-15 |
| APP NTC | 2022-08-04 |
View New Mountain Capital, L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.