New Mountain Vantage Advisers as of Sept. 30, 2019
Portfolio Holdings for New Mountain Vantage Advisers
New Mountain Vantage Advisers holds 26 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Avantor (AVTR) | 64.0 | $1.6B | 111M | 14.70 | |
LKQ Corporation (LKQ) | 6.3 | $160M | 5.1M | 31.45 | |
Cit | 2.8 | $71M | 1.6M | 45.31 | |
Fiserv (FI) | 2.6 | $65M | 627k | 103.59 | |
Fidelity National Information Services (FIS) | 2.1 | $53M | 399k | 132.76 | |
Comcast Corporation (CMCSA) | 2.1 | $53M | 1.2M | 45.08 | |
KAR Auction Services (KAR) | 2.0 | $50M | 2.0M | 24.55 | |
Nexstar Broadcasting (NXST) | 1.9 | $47M | 462k | 102.31 | |
Booking Holdings (BKNG) | 1.8 | $44M | 23k | 1962.63 | |
Liberty Media Corp Delaware Com A Siriusxm | 1.6 | $42M | 1.0M | 41.57 | |
eBay (EBAY) | 1.5 | $37M | 954k | 38.98 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $31M | 25k | 1221.13 | |
Gci Liberty Incorporated | 1.1 | $28M | 452k | 62.07 | |
Dxc Technology (DXC) | 1.1 | $27M | 918k | 29.50 | |
Post Holdings Inc Common (POST) | 1.0 | $25M | 239k | 105.84 | |
LogMeIn | 0.9 | $23M | 329k | 70.96 | |
Hilton Grand Vacations (HGV) | 0.8 | $21M | 643k | 32.00 | |
Lpl Financial Holdings (LPLA) | 0.8 | $20M | 240k | 81.90 | |
Gray Television (GTN) | 0.8 | $19M | 1.2M | 16.32 | |
Electronic Arts (EA) | 0.7 | $18M | 188k | 97.82 | |
Perspecta | 0.7 | $17M | 648k | 26.12 | |
Iaa | 0.6 | $16M | 386k | 41.73 | |
Liberty Global Inc Com Ser A | 0.6 | $16M | 639k | 24.75 | |
IAC/InterActive | 0.5 | $12M | 56k | 217.97 | |
Appollo Global Mgmt Inc Cl A | 0.3 | $8.8M | 232k | 37.82 | |
Bellerophon Therapeutics | 0.3 | $7.3M | 15M | 0.48 |