New Mountain Guardian IV Income Fund, L.L.C. 8-K

What Happened

• New Mountain Guardian IV Income Fund filed a Form 8-K on April 22, 2026 disclosing its Regulation FD schedule of investments and how it classifies portfolio holdings for quarterly/annual reporting. The filing provides the Company’s industry-type breakdown and internal sub-classifications of portfolio companies as of December 31, 2025.

Key Details

• Portfolio allocations by industry type at fair value (Dec 31, 2025): Business Services 34.1%, Software 30.5%, Financial Services & Technology 14.8%, Healthcare 10.3%, plus smaller allocations to Consumer Services (4.5%), Education (3.3%) and several minor categories; total = 100.0%.
• Top subcategories (selected): Insurance & Benefits Services 9.5%; Enterprise Resource Planning 8.4%; Finance & Accounting 5.4%; Healthcare IT & Tech-Enabled Services 5.2%.
• The disclosure reflects internal monitoring subclassifications used to better describe underlying business mixes; the 8-K is a Regulation FD disclosure (no financial results or management changes reported).

Why It Matters

• This filing gives investors clarity on sector concentration and risk exposure—about two-thirds of the portfolio (64.6%) is concentrated in Business Services and Software—useful when assessing diversification and potential sensitivity to sector-specific trends.
• Because this is a routine Regulation FD disclosure of holdings/classifications (not earnings or corporate actions), it updates transparency about where the fund’s investments are allocated rather than reporting performance or management changes.