As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of New Mountain Finance Corporation. The largest reported stake is Klinsky Steven B's, at 12.52%. 2 filings are on record since March 3, 2026 (Schedule 13D/A, March 12, 2026).
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New Mountain Finance Corporation has 2 Schedule 13D or 13G filings on record since 2026-03-03. 1 holder's latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 12.52% | 12,330,154 | SCHEDULE 13D/A, 2026-03-12 | 2026-03-10 |
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More on New Mountain Finance Corporation and the records around it.
New Mountain Finance Corporation elsewhere on the record
- Leadership changes May 2026
- Who owns it
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Klinsky Steven B | 9,800,061 | 2,530,093 | 9,800,061 | 2,530,093 | SCHEDULE 13D/A, 2026-03-12 |
| Steven B. Klinsky 2008 Long Term Trust | 0 | 1,465,110 | 0 | 1,465,110 | SCHEDULE 13D/A, 2026-03-12 |
| Steven B. Klinsky Non-Gst Exempt Trust | 0 | 1,020,267 | 0 | 1,020,267 | SCHEDULE 13D/A, 2026-03-12 |
| Steven B. Klinsky 2024 Revocable Trust (2024 Trust 1) | 5,370,858 | 0 | 5,370,858 | 0 | SCHEDULE 13D/A, 2026-03-12 |
| Steven B. Klinsky 2024 Revocable Trust (2024 Trust 2) | 3,457,379 | 0 | 3,457,379 | 0 | SCHEDULE 13D/A, 2026-03-12 |
| Steven B. Klinsky 2024 Revocable Trust (2024 Trust 3) | 855,000 | 0 | 855,000 | 0 | SCHEDULE 13D/A, 2026-03-12 |
| Weinstein Adam B. | 738,856 | 0 | 738,856 | 0 | SCHEDULE 13D/A, 2026-03-12 |
The latest filing identifies New Mountain Finance Corporation by CUSIP 647551100 and gives its principal executive office as 1633 Broadway, 48th Floor, New York, NY 10019 (SCHEDULE 13D/A, 2026-03-12).
Source of funds (Item 3)
Since March 3, 2026 through March 11, 2026, Steven B. Klinsky, the 2008 Trust, the Exempt Trust, the 2024 Trust 1, the 2024 Trust 2, and the 2024 Trust 3 acquired, either in open market purchases or through the Issuer's dividend reinvestment plan, an aggregate of 1,175,273 shares of the Issuer's Common Stock using Mr. Klinsky personal funds, which were not borrowed or otherwise obtained for the purpose of acquiring the Issuer's Common Stock. Since March 3, 2026 through March 11, 2026, Adam B. Weinstein did not acquire any shares of the Issuer's Common Stock.Klinsky Steven B, SCHEDULE 13D/A, 2026-03-12
Purpose of Transaction (Item 4)
Klinsky Steven B
Mr. Klinsky, the 2008 Trust, the Exempt Trust, the 2024 Trust 1, the 2024 Trust 2, the 2024 Trust 3, and Mr. Weinstein purchased the shares of Common Stock based on the belief that the shares of Common Stock, when purchased, represented an attractive investment opportunity.Item 4 of the SCHEDULE 13D/A filed 2026-03-12
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-03 | Klinsky Steven B | 11.01% | SCHEDULE 13D/A |
| 2026-03-12 | Klinsky Steven B | 12.52% | SCHEDULE 13D/A |
Questions about who owns New Mountain Finance Corporation
Who owns New Mountain Finance Corporation?
On this page, one holder's latest ownership filing reports 5% or more of New Mountain Finance Corporation: Klinsky Steven B (12.52%, Schedule 13D/A, filed 2026-03-12).
When did Klinsky Steven B buy into New Mountain Finance Corporation?
The filings give report dates, not purchase dates. The earliest filing from Klinsky Steven B on this page is the Schedule 13D/A, filed 2026-03-03, reporting 11.01%; its latest, Schedule 13D/A filed 2026-03-12, reports 12.52%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 2 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for New Mountain Finance Corporation
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| May 4, 2026 | Leadership change: Laura C. Holson appointed, Chief Financial Officer | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.