Form 13-F position report

ALIGHT INC. CL A (DE)

Reported by New Mountain Capital L L C

Company profile Manager portfolio Source filing
ALIT CUSIP 01626W101 Manager CIK 0001407718
Latest reported change

Reported 17,295,531 shares, down 7,909,657 (31.4%) from the prior quarter.

Reported value -21.7%; share count -31.4% vs. the prior quarter.

Reduced
% of reported 13F value 8.51% This manager · Q1 2023
Shares 17,295,531 Quarter-end amount reported
Reported value $159,291,841 Fair value at quarter end
Consecutive quarters held 3 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q1 2024 Reduced 0 -17,295,531 (-100.0%) 0 $0 2024-05-15
Q4 2023 Unchanged 17,295,531 0 (0.0%) 10.07% $147,530,879 2024-02-14
Q3 2023 Unchanged 17,295,531 0 (0.0%) 6.66% $122,625,315 2023-11-14
Q2 2023 Unchanged 17,295,531 0 (0.0%) 7.3% $159,810,706 2023-08-14
Q1 2023 Reduced 17,295,531 -7,909,657 (-31.4%) 8.51% $159,291,841 2023-05-15
Q4 2022 Reduced 25,205,188 -5,122,035 (-16.9%) 3.72% $203,445,692 2023-02-14
Q3 2022 New 30,327,223 +30,327,223 (0.0%) 3.52% $222,298,000 2022-11-14
Institutional context

Who else reported the position

239 managers reported ALIGHT INC. CL A (DE) for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
CANNAE HOLDINGS INC Unchanged 52,477,062 0 24.75% $483,314,000 7 qtrs
VANGUARD GROUP INC Added 34,631,463 +7,505,634 < 0.01% $318,955,773 7 qtrs
FPR PARTNERS LLC Added 33,084,484 +840,524 15.34% $304,708,098 7 qtrs
Blackstone Inc Reduced 31,271,617 -14,301,255 1.18% $288,011,593 7 qtrs
BlackRock Inc Added 24,688,658 +3,329,661 < 0.01% $227,382,542 7 qtrs
ArrowMark Colorado Holdings LLC Reduced 23,579,997 -2,675,429 2.47% $217,171,772 7 qtrs
JANUS HENDERSON GROUP PLC Added 17,458,609 +4,752,133 0.11% $160,793,185 7 qtrs
New Mountain Capital L L C This report Reduced 17,295,531 -7,909,657 8.51% $159,291,841 3 qtrs
FIDELITY NATIONAL FINANCIAL INC Unchanged 15,000,000 0 5.29% $138,150,000 7 qtrs
GLENVIEW CAPITAL MANAGEMENT LLC Added 14,144,591 +6,318,617 2.86% $130,271,683 3 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 15, 2023
Filing type
13F-HR
Position type
COM CL A

Voting authority reported

Sole
17,295,531
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.