NEW MTN FIN CORP - NOTE 7.500%10/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2025

Type / Class
Debt / NOTE 7.500%10/1
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$240,995,500
Total reported market value
$241,026,007
Principal change
+$49,682,357
Market value change
+$47,025,207
Number of holders
27
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 27 institutional investors reported holding $240,995,500 in principal (par value) of NEW MTN FIN CORP - NOTE 7.500%10/1.

Institutional Holders of NEW MTN FIN CORP - NOTE 7.500%10/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $0 $0 -$11,777 0
2025 Q3 $240,995,500 $241,026,007 +$47,025,207 99.95% 27
2025 Q2 $191,313,143 $261,265,901 -$175,648 100.26% 25
2025 Q1 $193,480,123 $195,850,273 -$32,413,938 101.15% 24
2024 Q4 $225,565,237 $227,071,960 -$1,320,008 100.24% 31
2024 Q3 $226,829,139 $229,355,032 -$6,368,109 100.84% 30
2024 Q2 $233,179,013 $236,090,008 -$2,281,026 100.92% 29
2024 Q1 $235,438,675 $268,957,249 -$23,585,155,875 101.55% 26
2023 Q4 $256,112,631 $264,203,871 +$258,799,318 102.15% 20