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MTM Investment Management’s New Mountain Finance NMFC Stock Holding History

MTM Investment Management’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
2026
Q2 		– Sell
-3,600
Closed -$27.9K – 724
2026
Q1 		$27.9K Hold
3,600
– – 0.01% 400
2025
Q4 		$33.2K Hold
3,600
– – 0.01% 386
2025
Q3 		$34.7K Hold
3,600
– – 0.01% 390
2025
Q2 		$38K Buy
+3,600
New +$37.1K 0.01% 368

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

MTM Investment Management's NMFC Position: Q2 2026 in Review

MTM Investment Management sold out of New Mountain Finance (NMFC) in Q2 2026, closing a stake of 3,600 shares — an estimated $27.9K sold.

MTM Investment Management first reported a position in NMFC in Q2 2025 and held it in 4 quarters. The position peaked at $38K in Q2 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • MTM Investment Management reported no remaining New Mountain Finance position as of Q2 2026 after selling out during the quarter.
  • MTM Investment Management sold 3,600 New Mountain Finance shares in Q2 2026, an estimated $27.9K.
  • MTM Investment Management first reported a position in New Mountain Finance in Q2 2025 and held it in 4 quarters.
  • MTM Investment Management's New Mountain Finance position peaked at $38K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.