New Mountain Vantage Advisers as of March 31, 2019
Portfolio Holdings for New Mountain Vantage Advisers
New Mountain Vantage Advisers holds 26 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cit | 19.2 | $164M | 3.4M | 47.97 | |
| LKQ Corporation (LKQ) | 8.6 | $73M | 2.6M | 28.38 | |
| Comcast Corporation (CMCSA) | 6.5 | $56M | 1.4M | 39.98 | |
| Dxc Technology (DXC) | 6.4 | $54M | 846k | 64.31 | |
| Alphabet Inc Class A cs (GOOGL) | 5.1 | $44M | 37k | 1176.88 | |
| First Data | 4.9 | $42M | 1.6M | 26.27 | |
| Liberty Media Corp Delaware Com A Siriusxm | 4.2 | $36M | 931k | 38.18 | |
| Nexstar Broadcasting (NXST) | 3.9 | $33M | 308k | 108.37 | |
| Gci Liberty Incorporated | 3.4 | $29M | 521k | 55.61 | |
| LogMeIn | 3.3 | $28M | 354k | 80.10 | |
| eBay (EBAY) | 3.3 | $28M | 759k | 37.14 | |
| Worldpay Ord | 2.9 | $25M | 222k | 113.50 | |
| Perspecta | 2.9 | $25M | 1.2M | 20.22 | |
| Post Holdings Inc Common (POST) | 2.8 | $24M | 216k | 109.40 | |
| Lpl Financial Holdings (LPLA) | 2.8 | $24M | 339k | 69.65 | |
| Gray Television (GTN) | 2.5 | $22M | 1.0M | 21.36 | |
| Liberty Global Inc Com Ser A | 2.5 | $21M | 859k | 24.92 | |
| Booking Holdings (BKNG) | 1.9 | $17M | 9.5k | 1744.91 | |
| Macquarie Infrastructure Company | 1.8 | $16M | 380k | 41.22 | |
| IAC/InterActive | 1.8 | $15M | 72k | 210.11 | |
| Electronic Arts (EA) | 1.7 | $15M | 145k | 101.63 | |
| Bellerophon Therapeutics | 1.7 | $14M | 15M | 0.95 | |
| Antero Midstream Corp antero midstream (AM) | 1.6 | $14M | 988k | 13.78 | |
| Hilton Grand Vacations (HGV) | 1.5 | $13M | 412k | 30.85 | |
| Equity Commonwealth (EQC) | 1.5 | $13M | 387k | 32.69 | |
| Apollo Global Management 'a' | 1.4 | $12M | 431k | 28.25 |
