Sunbeam Capital Management’s New Mountain Finance NMFC Stock Holding History

Sunbeam Capital 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	$88.2K	Buy	+12,300	New	+$97.9K	0.04%	123

Other funds holding NMFC

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Sunbeam Capital Management's NMFC Position: Q2 2026 in Review

Sunbeam Capital Management opened a new position in New Mountain Finance (NMFC) in Q2 2026: 12,300 shares worth $88.2K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings.

12 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

Sunbeam Capital Management held 12,300 shares of New Mountain Finance worth $88.2K as of Q2 2026.
New Mountain Finance was a new Sunbeam Capital Management position in Q2 2026.
New Mountain Finance made up 0.04% of Sunbeam Capital Management's portfolio in Q2 2026, its #123 holding.
12 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.