New Mountain Guardian IV BDC Files Regulation FD Disclosure — Investment Mix

What Happened
New Mountain Guardian IV BDC, L.L.C. filed an 8-K on August 11, 2026 providing a Regulation FD disclosure of its consolidated schedule of investments and the industry classification of its portfolio as of June 30, 2026. The Company groups investments into 11 industry types and also uses internal sub‑classifications to reflect business mix across portfolio companies. The largest allocations at fair value were Business Services (36.0%), Software (29.5%), Financial Services & Technology (13.0%), and Healthcare (9.5%).

Key Details

• Portfolio classified into 11 industry types for public reporting; total equals 100.0% as of June 30, 2026.
• Top industry subcategories: Insurance & Benefits Services 11.1%, Enterprise Resource Planning 10.0%, IT Infrastructure & Security 6.0%.
• Notable category subtotals: Business Services 36.0%, Software 29.5%, Financial Services & Technology 13.0%, Healthcare 9.5%.
• Filing date: August 11, 2026; snapshot date of the investment mix: June 30, 2026.

Why It Matters
This disclosure gives investors a clear, recent view of the BDC’s sector exposure and concentration risks. Heavy weightings in Business Services and Software mean performance will be influenced by developments in those sectors; smaller allocations to consumer, industrial and niche sectors indicate less diversification across the broader economy. The 8-K is a transparency item (Regulation FD) rather than a report of earnings or management changes, so it’s primarily useful for assessing portfolio composition and sector risk.