New Mountain Vantage Advisers as of Dec. 31, 2017
Portfolio Holdings for New Mountain Vantage Advisers
New Mountain Vantage Advisers holds 38 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dxc Technology (DXC) | 5.5 | $72M | 762k | 94.90 | |
| First Data | 5.5 | $72M | 4.3M | 16.71 | |
| Nexstar Broadcasting (NXST) | 4.0 | $53M | 676k | 78.20 | |
| Intercontinental Exchange (ICE) | 3.9 | $52M | 732k | 70.56 | |
| PPG Industries (PPG) | 3.8 | $50M | 426k | 116.82 | |
| Macquarie Infrastructure Company | 3.6 | $47M | 732k | 64.20 | |
| Expedia (EXPE) | 3.5 | $47M | 388k | 119.77 | |
| IAC/InterActive | 3.5 | $46M | 379k | 122.28 | |
| Synchrony Financial (SYF) | 3.3 | $43M | 1.1M | 38.61 | |
| Vantiv Inc Cl A | 3.2 | $43M | 582k | 73.55 | |
| Liberty Media Corp Delaware Com A Siriusxm | 3.2 | $43M | 1.1M | 39.66 | |
| Liberty Ventures - Ser A | 3.2 | $42M | 770k | 54.24 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $41M | 39k | 1053.40 | |
| Equity Commonwealth (EQC) | 3.0 | $40M | 1.3M | 30.51 | |
| Ally Financial (ALLY) | 3.0 | $40M | 1.4M | 29.16 | |
| Liberty Global Inc Com Ser A | 2.8 | $37M | 1.0M | 35.84 | |
| Bellerophon Therapeutics | 2.8 | $37M | 15M | 2.46 | |
| Graphic Packaging Holding Company (GPK) | 2.8 | $37M | 2.4M | 15.45 | |
| Lions Gate Entmnt Corp cl b non vtg | 2.8 | $37M | 1.2M | 31.74 | |
| Genesee & Wyoming | 2.7 | $36M | 453k | 78.73 | |
| Apollo Global Management 'a' | 2.5 | $33M | 985k | 33.47 | |
| Cit | 2.5 | $32M | 656k | 49.23 | |
| Western Gas Partners | 2.4 | $31M | 653k | 48.09 | |
| Pinnacle Foods Inc De | 2.3 | $30M | 509k | 59.47 | |
| Universal Health Services (UHS) | 2.3 | $30M | 262k | 113.35 | |
| Transcanada Corp | 2.2 | $29M | 597k | 48.64 | |
| Oaktree Cap | 2.1 | $27M | 646k | 42.10 | |
| Hca Holdings (HCA) | 2.0 | $27M | 306k | 87.84 | |
| Adient (ADNT) | 1.9 | $25M | 314k | 78.70 | |
| Cognizant Technology Solutions (CTSH) | 1.6 | $20M | 287k | 71.02 | |
| Lions Gate Entmnt Corp cl a vtg (LGF.A) | 1.5 | $20M | 588k | 33.81 | |
| Ddr Corp | 1.2 | $16M | 1.8M | 8.96 | |
| SPX Corporation | 1.1 | $15M | 468k | 31.39 | |
| Builders FirstSource (BLDR) | 1.1 | $14M | 655k | 21.79 | |
| Twenty-first Century Fox | 1.1 | $14M | 410k | 34.53 | |
| FMC Corporation (FMC) | 1.1 | $14M | 147k | 94.66 | |
| Aetna | 1.0 | $14M | 75k | 180.39 | |
| Ares Capital Corporation (ARCC) | 1.0 | $13M | 821k | 15.72 |
