New Mountain Vantage Advisers as of Dec. 31, 2018
Portfolio Holdings for New Mountain Vantage Advisers
New Mountain Vantage Advisers holds 26 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cit | 15.8 | $143M | 3.7M | 38.27 | |
| First Data | 9.6 | $87M | 5.1M | 16.91 | |
| Comcast Corporation (CMCSA) | 7.1 | $64M | 1.9M | 34.05 | |
| LKQ Corporation (LKQ) | 6.3 | $57M | 2.4M | 23.73 | |
| Dxc Technology (DXC) | 6.1 | $55M | 1.0M | 53.17 | |
| Liberty Media Corp Delaware Com A Siriusxm | 4.6 | $42M | 1.1M | 36.80 | |
| Alphabet Inc Class A cs (GOOGL) | 4.6 | $41M | 39k | 1044.97 | |
| Lpl Financial Holdings (LPLA) | 3.9 | $35M | 579k | 61.08 | |
| Macquarie Infrastructure Company | 3.5 | $32M | 867k | 36.56 | |
| Nexstar Broadcasting (NXST) | 3.4 | $31M | 390k | 78.64 | |
| Gci Liberty Incorporated | 3.3 | $30M | 726k | 41.16 | |
| Antero Midstream Gp partnerships | 3.0 | $27M | 2.4M | 11.18 | |
| Equity Commonwealth (EQC) | 2.9 | $27M | 883k | 30.01 | |
| Perspecta | 2.8 | $25M | 1.5M | 17.22 | |
| Dowdupont | 2.7 | $25M | 461k | 53.48 | |
| Aramark Hldgs (ARMK) | 2.7 | $25M | 850k | 28.97 | |
| LogMeIn | 2.4 | $21M | 260k | 81.57 | |
| Gray Television (GTN) | 2.3 | $20M | 1.4M | 14.74 | |
| Ally Financial (ALLY) | 2.1 | $19M | 848k | 22.66 | |
| IAC/InterActive | 2.1 | $19M | 104k | 183.04 | |
| Worldpay Ord | 2.0 | $18M | 234k | 76.43 | |
| Bellerophon Therapeutics | 1.9 | $17M | 15M | 1.12 | |
| Apollo Global Management 'a' | 1.8 | $17M | 672k | 24.54 | |
| Activision Blizzard | 1.1 | $10M | 214k | 46.57 | |
| Graphic Packaging Holding Company (GPK) | 1.0 | $9.3M | 877k | 10.64 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.8 | $7.2M | 485k | 14.88 |
