New Mountain Vantage Advisers as of March 31, 2018
Portfolio Holdings for New Mountain Vantage Advisers
New Mountain Vantage Advisers holds 32 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Data | 8.0 | $97M | 6.1M | 16.00 | |
| Dxc Technology (DXC) | 6.0 | $73M | 724k | 100.53 | |
| Cit | 4.5 | $55M | 1.1M | 51.50 | |
| Liberty Media Corp Delaware Com A Siriusxm | 4.3 | $53M | 1.3M | 41.10 | |
| Nexstar Broadcasting (NXST) | 4.3 | $53M | 790k | 66.50 | |
| Gci Liberty Incorporated | 4.0 | $48M | 916k | 52.86 | |
| Equity Commonwealth (EQC) | 3.7 | $45M | 1.5M | 30.67 | |
| Genesee & Wyoming | 3.7 | $45M | 637k | 70.79 | |
| PPG Industries (PPG) | 3.6 | $45M | 398k | 111.60 | |
| Graphic Packaging Holding Company (GPK) | 3.6 | $44M | 2.9M | 15.35 | |
| Ally Financial (ALLY) | 3.4 | $42M | 1.5M | 27.15 | |
| Comcast Corporation (CMCSA) | 3.3 | $40M | 1.2M | 34.17 | |
| Macquarie Infrastructure Company | 3.0 | $37M | 1.0M | 36.93 | |
| Builders FirstSource (BLDR) | 3.0 | $36M | 1.8M | 19.84 | |
| Synchrony Financial (SYF) | 3.0 | $36M | 1.1M | 33.53 | |
| Lpl Financial Holdings (LPLA) | 2.9 | $36M | 585k | 61.07 | |
| FMC Corporation (FMC) | 2.9 | $35M | 460k | 76.57 | |
| Intercontinental Exchange (ICE) | 2.8 | $34M | 463k | 72.52 | |
| Alphabet Inc Class A cs (GOOGL) | 2.8 | $34M | 32k | 1037.13 | |
| Oaktree Cap | 2.6 | $32M | 807k | 39.60 | |
| Bellerophon Therapeutics | 2.6 | $32M | 15M | 2.08 | |
| Transcanada Corp | 2.4 | $30M | 715k | 41.31 | |
| Apollo Global Management 'a' | 2.4 | $29M | 990k | 29.62 | |
| IAC/InterActive | 2.3 | $28M | 181k | 156.38 | |
| Antero Midstream Gp partnerships | 2.2 | $27M | 1.7M | 15.99 | |
| Worldpay Ord | 2.1 | $26M | 311k | 82.24 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 2.1 | $25M | 1.0M | 24.08 | |
| Liberty Global Inc Com Ser A | 2.1 | $25M | 804k | 31.31 | |
| Expedia (EXPE) | 2.0 | $25M | 225k | 110.41 | |
| SPX Corporation | 1.7 | $21M | 650k | 32.48 | |
| Twenty-first Century Fox | 1.4 | $18M | 478k | 36.69 | |
| Jbg Smith Properties (JBGS) | 1.3 | $16M | 486k | 33.71 |
