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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Muzinich & Co New York $293M AUM 18.57% 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.

143 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.
143 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.