Simplex Trading’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-17,727
| Closed | -$148K | – | 9805 |
|
|
2025
Q4 | $163K | Buy |
+17,727
| New | +$167K | ﹤0.01% | 4442 |
|
|
2025
Q2 | – | Sell |
-127
| Closed | -$1.31K | – | 9382 |
|
|
2025
Q1 | $1K | Sell |
127
-115
| -48% | -$1.31K | ﹤0.01% | 8257 |
|
|
2024
Q4 | $2K | Buy |
+242
| New | +$2.79K | ﹤0.01% | 8044 |
|
|
2024
Q2 | – | Sell |
-65
| Closed | -$815 | – | 9473 |
|
|
2024
Q1 | $0 | Sell |
65
-524
| -89% | -$6.67K | ﹤0.01% | 9521 |
|
|
2023
Q4 | $7K | Buy |
589
+214
| +57% | +$2.73K | ﹤0.01% | 7682 |
|
|
2023
Q3 | $4K | Sell |
375
-28
| -7% | -$357 | ﹤0.01% | 7788 |
|
|
2023
Q2 | $5K | Sell |
403
-244
| -38% | -$2.94K | ﹤0.01% | 7939 |
|
|
2023
Q1 | $7K | Sell |
647
-162
| -20% | -$2.04K | ﹤0.01% | 7832 |
|
|
2022
Q4 | $10K | Buy |
809
+744
| +1,145% | +$9.17K | ﹤0.01% | 7554 |
|
|
2022
Q3 | $0 | Sell |
65
-1,695
| -96% | -$21.6K | ﹤0.01% | 10567 |
|
|
2022
Q2 | $20K | Buy |
+1,760
| New | +$22.7K | ﹤0.01% | 7623 |
|
|
2020
Q4 | – | Sell |
-28,425
| Closed | -$305K | – | 8838 |
|
|
2020
Q3 | $271K | Buy |
28,425
+24,509
| +626% | +$237K | ﹤0.01% | 3723 |
|
|
2020
Q2 | $36K | Sell |
3,916
-4,834
| -55% | -$39.7K | ﹤0.01% | 5775 |
|
|
2020
Q1 | $59K | Buy |
8,750
+6,246
| +249% | +$77.1K | ﹤0.01% | 4963 |
|
|
2019
Q4 | $34K | Buy |
2,504
+1,410
| +129% | +$19.1K | ﹤0.01% | 5554 |
|
|
2019
Q3 | $14K | Sell |
1,094
-7
| -0.6% | -$95 | ﹤0.01% | 6058 |
|
|
2019
Q2 | $15K | Buy |
+1,101
| New | +$15.4K | ﹤0.01% | 5846 |
|
|
2019
Q1 | – | Sell |
-979
| Closed | -$13.3K | – | 7608 |
|
|
2018
Q4 | $12K | Sell |
979
-13,756
| -93% | -$182K | ﹤0.01% | 5736 |
|
|
2018
Q3 | $198K | Buy |
14,735
+11,273
| +326% | +$156K | ﹤0.01% | 3650 |
|
|
2018
Q2 | $47K | Sell |
3,462
-13,997
| -80% | -$190K | ﹤0.01% | 5123 |
|
|
2018
Q1 | $229K | Buy |
17,459
+2,401
| +16% | +$31.7K | 0.01% | 1154 |
|
|
2017
Q4 | $204K | Buy |
+15,058
| New | +$212K | 0.01% | 1257 |
|
|
2017
Q3 | – | Sell |
-341
| Closed | -$4.84K | – | 6377 |
|
|
2017
Q2 | $4K | Sell |
341
-5,633
| -94% | -$82.3K | ﹤0.01% | 4789 |
|
|
2017
Q1 | $89K | Sell |
5,974
-94
| -2% | -$1.37K | ﹤0.01% | 1852 |
|
|
2016
Q4 | $85K | Buy |
6,068
+4,112
| +210% | +$56.8K | 0.01% | 1675 |
|
|
2016
Q3 | $26K | Buy |
+1,956
| New | +$26.7K | ﹤0.01% | 2707 |
|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$13K | – | 5892 |
|
|
2015
Q3 | $13K | Buy |
+1,000
| New | +$14.6K | ﹤0.01% | 3203 |
|
|
2015
Q2 | – | Sell |
-267
| Closed | -$3K | – | 5637 |
|
|
2015
Q1 | $3K | Buy |
267
+54
| +25% | +$792 | ﹤0.01% | 3875 |
|
|
2014
Q4 | $3K | Buy |
+213
| New | +$3.14K | ﹤0.01% | 3491 |
|
Other funds holding NMFC
DCM
NPT
MC
Simplex Trading's NMFC Position: Q1 2026 in Review
Simplex Trading sold out of New Mountain Finance (NMFC) in Q1 2026, closing a stake of 17,727 shares — an estimated $148K sold.
Simplex Trading first reported a position in NMFC in Q4 2014 and held it in 29 quarters. The position peaked at $271K in Q3 2020. 155 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.
- Simplex Trading reported no remaining New Mountain Finance position as of Q1 2026 after selling out during the quarter.
- Simplex Trading sold 17,727 New Mountain Finance shares in Q1 2026, an estimated $148K.
- Simplex Trading first reported a position in New Mountain Finance in Q4 2014 and held it in 29 quarters.
- Simplex Trading's New Mountain Finance position peaked at $271K in Q3 2020.
- 155 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.