Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 78 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Avantor, Inc. | 89,591,565 | reported | 26 May 2020 | tx 1−20,886,424 |
| DELTEK, INC | 25,281,624 | reported | 28 Nov 2008 | tx 6+20,094 |
| NATIONAL MEDICAL HEALTH CARD SYSTEMS INC | 6,956,522 | reported | 29 Apr 2008 | tx 3+6,956,522−13,913,044 |
| New Mountain Guardian IV BDC, L.L.C. | 5,979,875 | reported | 28 Aug 2024 | tx 5+3,979,875 |
| New Mountain Finance Corp | 5,370,858 | reported | 11 Mar 2026 | tx 132+10,316,230.89 |
| Bellerophon Therapeutics, Inc. | 4,859,885 | reported | 19 Feb 2015 | tx 1+1,070,166 |
| New Mountain Private Credit Fund | 3,791,183.26 | reported | 17 Dec 2024 | tx 8+12,171,136.54 |
| New Mountain Guardian IV Income Fund, L.L.C. | 1,900,000 | reported | 25 Oct 2023 | tx 2+1,400,000 |
| New Mountain Finance Holdings, L.L.C. | 1,814,412 | reported | 22 Aug 2011 | tx 7+1,883,377 |
| Strategic Education, Inc. | 1,000 | reported | 22 Feb 2006 | tx 8+3,498,259−4,585,399 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | PURCHASE | New Mountain Finance Corp | 149,172 | 8.05 USD | |
| 11 Mar 2026 | PURCHASE | New Mountain Finance Corp | 184,162 | 8.05 USD | |
| 11 Mar 2026 | PURCHASE | New Mountain Finance Corp | 92,080 | 8.05 USD | |
| 10 Mar 2026 | PURCHASE | New Mountain Finance Corp | 74,586 | 8.05 USD | |
| 05 Mar 2026 | PURCHASE | New Mountain Finance Corp | 158,582 | 8.10 USD | |
| 05 Mar 2026 | PURCHASE | New Mountain Finance Corp | 79,291 | 8.10 USD | |
| 03 Mar 2026 | PURCHASE | New Mountain Finance Corp | 166,997 | 7.94 USD | |
| 04 Mar 2026 | PURCHASE | New Mountain Finance Corp | 62,301 | 8.17 USD | |
| 03 Mar 2026 | PURCHASE | New Mountain Finance Corp | 83,498 | 7.94 USD | |
| 04 Mar 2026 | PURCHASE | New Mountain Finance Corp | 124,604 | 8.17 USD | |
| 27 Feb 2026 | PURCHASE | New Mountain Finance Corp | 92,001 | 7.69 USD | |
| 02 Mar 2026 | PURCHASE | New Mountain Finance Corp | 124,483 | 7.79 USD | |
| 02 Mar 2026 | PURCHASE | New Mountain Finance Corp | 62,242 | 7.79 USD | |
| 27 Feb 2026 | PURCHASE | New Mountain Finance Corp | 46,001 | 7.69 USD | |
| 16 Sept 2025 | PURCHASE | New Mountain Finance Corp | 21,339 | 9.78 USD | |
| 16 Sept 2025 | PURCHASE | New Mountain Finance Corp | 85,352 | 9.78 USD | |
| 17 Dec 2024 | PURCHASE | New Mountain Finance Corp | 48,187 | 11.28 USD | |
| 17 Dec 2024 | PURCHASE | New Mountain Finance Corp | 24,093 | 11.28 USD | |
| 17 Dec 2024 | PURCHASE | New Mountain Private Credit Fund | 12,600 | — | |
| 17 Dec 2024 | PURCHASE | New Mountain Private Credit Fund | 12,600 | — | |
| 17 Dec 2024 | PURCHASE | New Mountain Private Credit Fund | 12,600 | — | |
| 17 Dec 2024 | OTHER | New Mountain Private Credit Fund | 3,791,183.26 | — | |
| 17 Dec 2024 | OTHER | New Mountain Private Credit Fund | 2,362,205.33 | — | |
| 17 Dec 2024 | PURCHASE | New Mountain Private Credit Fund | 12,600 | — | |
| 13 Dec 2024 | PURCHASE | New Mountain Finance Corp | 3,017 | 11.74 USD |
6 purchases reported after at least 12 months of silence — most recent on 13 May 2022.