Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| New Mountain Finance Corp | 751,756.32 | reported | 17 Mar 2026 | tx 5+149,357 |
| New Mountain Private Credit Fund | 55,249.03 | reported | 17 Dec 2024 | tx 2+108,828.39 |
| New Mountain Net Lease Trust | 6,699.27 | reported | 02 Jan 2026 | tx 1+6,699.27 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | PURCHASE | New Mountain Finance Corp | 12,900 | 7.61 USD | |
| 27 Feb 2026 | PURCHASE | New Mountain Finance Corp | 38,400 | 7.76 USD | |
| 02 Mar 2026 | PURCHASE | New Mountain Finance Corp | 3,307 | 7.73 USD | |
| 02 Jan 2026 | OTHER | New Mountain Net Lease Trust | 6,699.27 | 0.00 USD | deriv |
| 15 Sept 2025 | PURCHASE | New Mountain Finance Corp | 49,750 | 10.03 USD | |
| 17 Dec 2024 | OTHER | New Mountain Private Credit Fund | 55,249.03 | — | |
| 04 Nov 2024 | PURCHASE | New Mountain Finance Corp | 45,000 | 10.87 USD |