Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s New Mountain Finance NMFC Stock Holding History

Kovitz Investment Group Partners’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-238,543
Closed -$2.3M – 1023
2025
Q3 		$2.3M Buy
238,543
+50,066
+27% +$519K 0.01% 625
2025
Q2 		$1.99M Buy
+188,477
New +$1.94M 0.01% 628

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Kovitz Investment Group Partners's NMFC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of New Mountain Finance (NMFC) in Q4 2025, closing a stake of 238,543 shares — an estimated $2.3M sold.

Kovitz Investment Group Partners first reported a position in NMFC in Q2 2025 and held it in 2 quarters. The position peaked at $2.3M in Q3 2025. 170 funds tracked by Wall St. Rank hold NMFC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining New Mountain Finance position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 238,543 New Mountain Finance shares in Q4 2025, an estimated $2.3M.
  • Kovitz Investment Group Partners first reported a position in New Mountain Finance in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's New Mountain Finance position peaked at $2.3M in Q3 2025.
  • 170 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.