New Mountain Vantage Advisers as of June 30, 2019
Portfolio Holdings for New Mountain Vantage Advisers
New Mountain Vantage Advisers holds 27 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avantor (AVTR) | 69.6 | $2.0B | 111M | 18.16 | |
| LKQ Corporation (LKQ) | 4.3 | $125M | 4.7M | 26.61 | |
| Cit Group Com New | 2.9 | $83M | 1.6M | 52.54 | |
| Dxc Technology (DXC) | 2.5 | $72M | 1.3M | 55.15 | |
| Comcast Corp Cl A (CMCSA) | 1.9 | $55M | 1.3M | 42.28 | |
| First Data Corp Com Cl A | 1.7 | $50M | 1.8M | 27.07 | |
| Worldpay Cl A | 1.4 | $39M | 319k | 122.55 | |
| KAR Auction Services (KAR) | 1.3 | $38M | 1.5M | 25.00 | |
| eBay (EBAY) | 1.3 | $37M | 931k | 39.50 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.2 | $34M | 899k | 37.81 | |
| Booking Holdings (BKNG) | 1.0 | $30M | 16k | 1874.68 | |
| Gci Liberty Com Class A | 1.0 | $28M | 449k | 61.46 | |
| Iaa | 0.9 | $26M | 678k | 38.78 | |
| LogMeIn | 0.9 | $26M | 354k | 73.68 | |
| Post Holdings Inc Common (POST) | 0.8 | $23M | 223k | 103.97 | |
| Lpl Financial Holdings (LPLA) | 0.8 | $23M | 279k | 81.57 | |
| Nexstar Media Group Cl A (NXST) | 0.8 | $23M | 225k | 101.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $23M | 21k | 1082.78 | |
| Liberty Global Shs Cl A | 0.8 | $22M | 823k | 26.99 | |
| Hilton Grand Vacations (HGV) | 0.8 | $22M | 694k | 31.82 | |
| Electronic Arts (EA) | 0.6 | $17M | 170k | 101.26 | |
| Perspecta | 0.6 | $17M | 729k | 23.41 | |
| Gray Television (GTN) | 0.6 | $16M | 980k | 16.39 | |
| IAC/InterActive | 0.5 | $15M | 71k | 217.54 | |
| Bellerophon Therapeutics | 0.5 | $14M | 15M | 0.89 | |
| Apollo Global Mgmt Cl A Shs | 0.4 | $12M | 354k | 34.30 | |
| Equity Comwlth Com Sh Ben Int (EQC) | 0.3 | $8.5M | 262k | 32.52 |
