New Mountain Vantage Advisers

New Mountain Vantage Advisers as of Sept. 30, 2017

Portfolio Holdings for New Mountain Vantage Advisers

New Mountain Vantage Advisers holds 40 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dxc Technology (DXC) 4.8 $63M 735k 85.88
IAC/InterActive 4.5 $58M 497k 117.58
Intercontinental Exchange (ICE) 4.3 $56M 820k 68.70
Cit 4.3 $56M 1.1M 49.05
First Data 4.2 $55M 3.0M 18.04
Liberty Media Corp Delaware Com A Siriusxm 4.0 $52M 1.2M 41.90
PPG Industries (PPG) 3.7 $49M 448k 108.66
Synchrony Financial (SYF) 3.7 $49M 1.6M 31.05
Equity Commonwealth (EQC) 3.6 $47M 1.5M 30.40
Western Gas Partners 3.3 $43M 838k 51.28
Aetna 3.2 $42M 263k 159.01
Lions Gate Entmnt Corp cl b non vtg (LGF.B) 2.9 $38M 1.2M 31.79
Universal Health Services (UHS) 2.9 $38M 342k 110.94
Graphic Packaging Holding Company (GPK) 2.9 $37M 2.7M 13.95
Macquarie Infrastructure Company 2.8 $37M 508k 72.18
Alphabet Inc Class A cs (GOOGL) 2.6 $34M 35k 973.71
Ally Financial (ALLY) 2.5 $33M 1.4M 24.26
Liberty Ventures - Ser A 2.5 $32M 563k 57.55
Hca Holdings (HCA) 2.5 $32M 405k 79.59
FMC Corporation (FMC) 2.4 $32M 354k 89.31
Allergan 2.4 $31M 153k 204.95
Ddr Corp 2.4 $31M 3.4M 9.16
Apollo Global Management 'a' 2.4 $31M 1.0M 30.10
Regal Entertainment 2.2 $29M 1.8M 16.00
Cognizant Technology Solutions (CTSH) 2.2 $28M 391k 72.54
Oaktree Cap 2.1 $28M 596k 47.05
Liberty Expedia Holdings ser a 1.9 $25M 478k 53.11
Adient (ADNT) 1.8 $24M 280k 83.99
Shire 1.7 $22M 142k 153.14
Bellerophon Therapeutics 1.6 $20M 15M 1.33
Liberty Global 1.5 $20M 825k 23.76
American International (AIG) 1.4 $18M 297k 61.39
Lions Gate Entmnt Corp cl a vtg (LGF.A) 1.4 $18M 530k 33.45
Transcanada Corp 1.2 $16M 330k 49.43
Liberty Global Inc Com Ser A 1.2 $16M 471k 33.91
McKesson Corporation (MCK) 1.2 $16M 103k 153.61
Liberty Global Inc C 1.2 $16M 481k 32.70
Charter Communications Inc New Cl A cl a (CHTR) 1.1 $15M 41k 363.41
Ares Capital Corporation (ARCC) 0.7 $9.7M 590k 16.39
SPX Corporation 0.5 $5.9M 200k 29.34