New Mountain Guardian IV BDC LLC
05/12/2026 | Press release | Distributed by Public on 05/12/2026 14:53
Regulation FD Disclosure (Form 8-K)
Item 7.01 - Regulation FD Disclosure.
In connection with its disclosure obligations under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the rules promulgated thereunder, New Mountain Guardian IV BDC, L.L.C. (the "Company") discloses its consolidated schedule of investments on a quarterly basis. In connection with such disclosure, the Company classifies its portfolio investments into 11 different industry types for quarterly reporting on Form 10-Q and annual reporting on Form 10-K.
As part of our internal monitoring, each portfolio company is also assigned a sub-classification within the disclosed industry type to better reflect the business mix of the underlying portfolio companies. These sub-classifications as of March 31, 2026 were:
| March 31, 2026 | ||||||||
| Industry Type | Percent of Total Investments at Fair Value | |||||||
| Business Services | ||||||||
| Insurance & Benefits Services | 10.6 | % | ||||||
| Data & Information Services | 5.4 | % | ||||||
| Utility & Data Center Services | 4.9 | % | ||||||
| Real Estate Services | 4.3 | % | ||||||
| Digital Transformation | 3.5 | % | ||||||
| Compliance Services | 3.1 | % | ||||||
| Misc Services | 2.1 | % | ||||||
| Field Services | 1.3 | % | ||||||
| Engineering & Consulting Services | 0.9 | % | ||||||
| Business Services Subtotal | 36.1 | % | ||||||
| Software | ||||||||
| Enterprise Resource Planning | 9.1 | % | ||||||
| IT Infrastructure & Security | 6.0 | % | ||||||
| Finance & Accounting | 4.4 | % | ||||||
| Human Capital Management | 4.0 | % | ||||||
| Commerce & Supply Chain | 2.9 | % | ||||||
| Governance, Risk & Compliance | 2.1 | % | ||||||
| Software Subtotal | 28.5 | % | ||||||
| Financial Services & Technology | ||||||||
| Financial Services | 8.5 | % | ||||||
| Financial Technology | 3.4 | % | ||||||
| Integrated Payments | 2.8 | % | ||||||
| Financial Services & Technology Subtotal | 14.7 | % | ||||||
| Healthcare | ||||||||
| Healthcare IT & Tech-Enabled Services | 4.8 | % | ||||||
| Healthcare Products | 3.7 | % | ||||||
| Healthcare Services | 1.1 | % | ||||||
| Pharma Services | 1.0 | % | ||||||
| Healthcare Subtotal | 10.6 | % | ||||||
| Consumer Services | 5.0 | % | ||||||
| Education | 2.1 | % | ||||||
| Business Products | 1.2 | % | ||||||
| Food & Beverage | 0.7 | % | ||||||
| Packaging | 0.7 | % | ||||||
| Distribution & Logistics | 0.3 | % | ||||||
| Investment Fund | 0.1 | % | ||||||
| Total | 100.0 | % | ||||||
The information set forth under this Item 7.01 is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of such section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
New Mountain Guardian IV BDC LLC published this content on May 12, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on May 12, 2026 at 20:53 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]