BDC·info
OCSL

Oaktree Specialty Lending

Period
SEC EDGAR ↗
Portfolio Fair Value
$3.13B
297 holdings
Avg Spread
+7.05%
FV-weighted, debt
Avg Coupon
11.90%
FV-weighted
% First Lien
76.2%
of debt FV
Unrealized P/L
-$160.19M
-4.87% of cost
Non-Accrual
9
text-detected

Balance sheet

Assets$3.34B
Liabilities + Equity$3.34B
First Lien
$2.39B · 71.7%
Second Lien
$374.71M · 11.2%
Debt (Borrowings)
$1.74B · 52.2%
Net Assets (Equity)
$1.51B · 45.2%

Industry Composition

Application Software
17.4%
Multi-Sector Holdings
6.1%
Biotechnology
4.1%
Data Processing & Outsourced Services
4.0%
Pharmaceuticals
3.7%
Health Care Technology
3.7%
Aerospace & Defense
3.6%
Industrial Machinery & Supplies & Components
3.2%
Broadline Retail
2.6%
Real Estate Operating Companies
2.3%
Fertilizers & Agricultural Chemicals
2.0%
Internet Services & Infrastructure
2.0%
Other industries
45.5%

Fair Value History

Q2 '23
Q3 '23
Q4 '23
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25

Spread Distribution

2.5%
3.5%
4.5%
5.0%
5.5%
6.0%
6.5%
7.0%
7.5%
8.0%
8.5%
9.0%
9.5%
10.0%
10.5%
15.0%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
297 of 303
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Senior Loan Fund JV I, LLC
Multi-Sector Holdings
Subordinated Debt
$112.66M
$112.66M
$0.00
11.86%+7.00%
2028-12-29
NN, Inc.
Industrial Machinery & Supplies & Components
First Lien Term Loan
$69.89M
$72.19M
-$2.31M
12.08%+6.88%
2026-09-19
Pluralsight, LLC
Application Software
First Lien Term Loan
$64.76M
$66.29M
-$1.53M
13.04%+8.00%
2027-04-06
NeuAG, LLC
Fertilizers & Agricultural Chemicals
First Lien Term Loan
$63.19M
$64.75M
-$1.56M
16.04%+10.50%
2024-09-11
Mosaic Companies, LLC
Home Improvement Retail
First Lien Term Loan
$54.23M
$54.94M
-$704.0K
11.97%+6.75%
2026-07-02
Fairbridge Strategic Capital Funding LLC
Real Estate Operating Companies
First Lien Term Loan
$52.66M
$52.66M
$0.00
9.00%
2028-12-24
THL Zinc Ventures Ltd
Diversified Metals & Mining
First Lien Term Loan
$49.81M
$49.79M
$22.0K
13.00%
2026-05-23
OCSI Glick JV LLC
Multi-Sector Holdings
Subordinated Debt
$49.63M
$50.00M
-$365.0K
9.36%+4.50%
2028-10-20
Avalara, Inc.
Application Software
First Lien Term Loan
$49.46M
$49.64M
-$178.0K
12.49%+7.25%
2028-10-19
Superior Industries International, Inc.
Auto Parts & Equipment
First Lien Term Loan
$49.13M
$48.61M
$517.0K
12.85%+7.75%
2028-12-16
Mindbody, Inc.
Internet Services & Infrastructure
First Lien Term Loan #2
$45.99M
$46.16M
-$170.0K
12.19%+7.00%
2025-02-14
Lightbox Intermediate, L.P.
Real Estate Services
First Lien Term Loan
$44.23M
$44.78M
-$556.0K
10.50%+5.00%
2026-05-09
Thrasio, LLC
Broadline Retail
First Lien Term Loan
$41.92M
$45.61M
-$3.69M
12.50%+7.00%
2026-12-18
RumbleOn, Inc.
Automotive Retail
First Lien Term Loan #1
$41.81M
$43.08M
-$1.26M
13.75%+8.25%
2026-08-31
Berner Food & Beverage, LLC
Soft Drinks & Non-alcoholic Beverages
First Lien Term Loan
$40.32M
$40.53M
-$213.0K
10.70%+5.50%
2027-07-30
MND Holdings III Corp
Other Specialty Retail
First Lien Term Loan
$39.94M
$39.94M
$0.00
12.74%+7.50%
2028-05-09
IPC Corp.
Application Software
First Lien Term Loan
$38.66M
$39.78M
-$1.12M
11.57%+6.50%
2026-10-01
PRGX Global, Inc.
Data Processing & Outsourced Services
First Lien Term Loan
$38.20M
$38.02M
$187.0K
11.73%+6.50%
2026-03-03
Thrasio, LLC
Broadline Retail
Preferred Equity #4
$36.59M
$33.35M
$3.23M
INW Manufacturing, LLC
Personal Care Products
First Lien Term Loan
$35.83M
$43.39M
-$7.56M
11.29%+5.75%
2027-03-25
WPEngine, Inc.
Application Software
First Lien Term Loan #1
$35.49M
$35.76M
-$269.0K
11.38%+6.50%
2026-03-27
Planview Parent, Inc.
Application Software
Second Lien Term Loan
$32.61M
$35.43M
-$2.82M
12.59%+7.25%
2028-12-18
Inventus Power, Inc.
Electrical Components & Equipment
First Lien Term Loan
$32.49M
$32.49M
-$1.0K
12.72%+7.50%
2025-06-30
Apptio, Inc.
Application Software
First Lien Term Loan #2
$32.31M
$32.00M
$309.0K
10.20%+5.00%
2025-01-10
AI Sirona (Luxembourg) Acquisition S.a.r.l.
Pharmaceuticals
Second Lien Term Loan
EUR 32.13M
EUR 33.12M
-EUR 991.0K
10.67%+7.25%
2026-09-28
Relativity ODA LLC
Application Software
First Lien Term Loan
$31.71M
$32.05M
-$337.0K
11.70%+7.50%
2027-05-12
Supreme Fitness Group NY Holdings, LLC
Leisure Facilities
First Lien Term Loan #1
$30.50M
$31.92M
-$1.43M
12.18%+7.00%
2026-12-31
Ardonagh Midco 3 PLC
Insurance Brokers
First Lien Term Loan #4
GBP 30.37M
GBP 28.94M
GBP 1.43M
12.45%+7.25%
2026-07-14
Blackhawk Network Holdings, Inc.
Data Processing & Outsourced Services
Second Lien Term Loan
$29.39M
$30.35M
-$961.0K
12.25%+7.00%
2026-06-15
Navisite, LLC
Data Processing & Outsourced Services
Second Lien Term Loan
$29.13M
$30.00M
-$877.0K
14.04%+8.50%
2026-12-30
Tahoe Bidco B.V.
Application Software
First Lien Term Loan
$28.54M
$28.58M
-$46.0K
11.15%+6.00%
2028-09-29
Aurora Lux Finco S.À.R.L.
Airport Services
First Lien Term Loan
$28.30M
$29.14M
-$838.0K
11.27%+6.00%
2026-12-24
Senior Loan Fund JV I, LLC
Multi-Sector Holdings
Membership Interest
$27.97M
$54.79M
-$26.82M
Alvotech Holdings S.A.
Biotechnology
First Lien Fixed Rate Bond #1
$27.68M
$28.36M
-$681.0K
8.50%
2026-11-16
C5 Technology Holdings, LLC
Data Processing & Outsourced Services
Preferred Equity
$27.64M
$34.98M
-$7.35M
Jazz Acquisition, Inc.
Aerospace & Defense
First Lien Term Loan #2
$27.49M
$26.87M
$616.0K
12.70%+7.50%
2027-01-29
Latam Airlines Group S.A.
Passenger Airlines
First Lien Term Loan
$26.98M
$24.89M
$2.10M
14.61%+9.50%
2027-10-12
Alvotech Holdings S.A.
Biotechnology
First Lien Fixed Rate Bond #3
$26.93M
$27.61M
-$682.0K
8.50%
2026-11-16
SiO2 Medical Products, Inc., Metal
Glass & Plastic Containers
First Lien Term Loan #1
$26.00M
$41.70M
-$15.71M
14.00%
2026-12-21
OTG Management, LLC
Airport Services
First Lien Term Loan #1
$25.71M
$25.60M
$109.0K
15.50%+10.00%
2025-09-02
SumUp Holdings Luxembourg S.À.R.L.
Diversified Financial Services
First Lien Term Loan
EUR 25.63M
EUR 26.83M
-EUR 1.20M
11.97%+8.50%
2026-03-10
Acquia Inc.
Application Software
First Lien Term Loan #2
$25.23M
$25.28M
-$53.0K
12.34%+7.00%
2025-10-31
Salus Workers' Compensation, LLC
Diversified Financial Services
First Lien Term Loan
$24.79M
$24.71M
$80.0K
15.24%+10.00%
2026-10-07
Profrac Holdings II, LLC
Industrial Machinery & Supplies & Components
First Lien Term Loan #1
$24.05M
$24.25M
-$198.0K
12.42%+7.25%
2025-03-04
IAMGOLD Corporation
Gold
Second Lien Term Loan
$23.29M
$23.27M
$18.0K
13.30%+8.25%
2028-05-16
Zephyr Bidco Limited
Specialized Finance
Second Lien Term Loan
GBP 23.27M
GBP 25.86M
-GBP 2.59M
12.46%+7.50%
2026-07-23
iCIMs, Inc.
Application Software
First Lien Term Loan #1
$23.23M
$23.88M
-$641.0K
8.50%+7.25%
2028-08-18
Galileo Parent, Inc.
Aerospace & Defense
First Lien Term Loan
$23.09M
$23.08M
$14.0K
12.34%+7.25%
2029-05-03
Telestream Holdings Corporation
Application Software
First Lien Term Loan
$22.92M
$23.24M
-$320.0K
14.99%+9.75%
2025-10-15
Windstream Services II, LLC
Integrated Telecommunication Services
First Lien Term Loan
$22.86M
$23.59M
-$727.0K
11.45%+6.25%
2027-09-21
LSL Holdco, LLC
Health Care Distributors
First Lien Term Loan #2
$22.26M
$23.17M
-$908.0K
11.20%+6.00%
2028-01-31
Assembled Brands Capital LLC
Specialized Finance
First Lien Revolver
$22.19M
$22.33M
-$141.0K
12.29%+6.75%
2023-10-17
Performance Health Holdings, Inc.
Health Care Distributors
First Lien Term Loan
$21.83M
$22.18M
-$348.0K
10.96%+6.00%
2027-07-12
Continental Intermodal Group LP
Oil & Gas Storage & Transportation
First Lien Term Loan
$21.51M
$23.52M
-$2.02M
13.69%+8.50%
2025-01-28
A.T. Holdings II Ltd.
Biotechnology
First Lien Term Loan
$21.43M
$21.62M
-$186.0K
14.25%
2029-09-13
MRI Software LLC
Application Software
First Lien Term Loan #2
$20.80M
$21.05M
-$260.0K
10.84%+5.50%
2026-02-10
Dialyze Holdings, LLC
Health Care Equipment
First Lien Term Loan
$20.70M
$20.09M
$613.0K
14.42%+9.00%
2026-08-04
Accupac, Inc.
Personal Care Products
First Lien Term Loan #1
$20.25M
$20.19M
$53.0K
10.86%+5.50%
2026-01-16
MHE Intermediate Holdings, LLC
Diversified Support Services
First Lien Term Loan #1
$19.65M
$19.95M
-$301.0K
11.20%+6.00%
2027-07-21
SVP-Singer Holdings Inc.
Home Furnishings
First Lien Term Loan
$19.51M
$23.83M
-$4.32M
12.29%+6.75%
2028-07-28
WPEngine, Inc.
Application Software
First Lien Term Loan #2
$19.11M
$19.26M
-$145.0K
12.00%+6.50%
2026-03-27
Ten-X LLC
Interactive Media & Services
First Lien Term Loan
$19.00M
$18.96M
$37.0K
11.09%+6.00%
2028-05-26
Access CIG, LLC
Diversified Support Services
Second Lien Term Loan
$18.88M
$19.94M
-$1.06M
12.94%+7.75%
2026-02-27
athenahealth Group Inc.
Health Care Technology
Preferred Equity
$18.82M
$20.79M
-$1.97M
FINThrive Software Intermediate Holdings, Inc.
Health Care Technology
Second Lien Term Loan
$18.66M
$29.06M
-$10.40M
11.94%+6.75%
2029-12-17
The Avery
Real Estate Operating Companies
First Lien Term Loan
$18.29M
$19.16M
-$877.0K
+7.30%
2023-02-17
ADB Companies, LLC
Construction & Engineering
First Lien Term Loan #2
$17.93M
$18.09M
-$156.0K
12.00%+6.50%
2025-12-18
Coyote Buyer, LLC
Specialty Chemicals
First Lien Term Loan
$17.71M
$17.71M
-$9.0K
11.10%+6.00%
2026-02-06
AIP RD Buyer Corp.
Distributors
Second Lien Term Loan
$17.53M
$17.65M
-$113.0K
12.95%+7.75%
2029-12-21
Grove Hotel Parcel Owner, LLC, Hotels
Resorts & Cruise Lines
First Lien Term Loan #1
$17.31M
$17.31M
$6.0K
13.39%+8.00%
2027-06-21
Jazz Acquisition, Inc.
Aerospace & Defense
First Lien Term Loan #1
$16.97M
$17.05M
-$87.0K
12.70%+7.50%
2027-01-29
All Web Leads, Inc.
Advertising
First Lien Term Loan
$16.88M
$22.80M
-$5.92M
+8.50%
2023-12-29
American Tire Distributors, Inc.
Distributors
First Lien Term Loan
$16.72M
$18.29M
-$1.57M
11.49%+6.25%
2028-10-20
Kings Buyer, LLC
Environmental & Facilities Services
First Lien Term Loan
$16.51M
$16.64M
-$125.0K
11.84%+6.50%
2027-10-29
Alvogen Pharma US, Inc.
Pharmaceuticals
First Lien Term Loan
$16.50M
$17.20M
-$694.0K
12.89%+7.50%
2025-06-30
TIBCO Software Inc.
Application Software
First Lien Term Loan
$16.14M
$15.95M
$189.0K
9.84%+4.50%
2029-03-30
Jazz Acquisition, Inc.
Aerospace & Defense
First Lien Term Loan #3
$14.92M
$14.33M
$593.0K
10.60%+5.50%
2027-01-29
Oranje Holdco, Inc.
Systems Software
First Lien Term Loan
$14.88M
$14.88M
$6.0K
12.79%+7.75%
2029-02-01
107-109 Beech OAK22 LLC
Real Estate Development
First Lien Revolver
$14.49M
$14.77M
-$281.0K
11.00%
2026-02-27
Impel Neuropharma, Inc.
Health Care Technology
First Lien Term Loan #1
$14.27M
$15.34M
-$1.07M
2031-02-15
Dominion Diagnostics, LLC
Health Care Services
First Lien Term Loan #1
$14.10M
$14.10M
$0.00
10.39%+5.00%
2025-08-28
SiO2 Medical Products, Inc., Metal
Glass & Plastic Containers
First Lien Term Loan #2
$13.92M
$11.58M
$2.34M
14.00%
2023-07-27
Covetrus, Inc.
Health Care Distributors
First Lien Term Loan
$13.81M
$14.19M
-$379.0K
10.24%+5.00%
2029-10-13
Zep Inc.
Specialty Chemicals
Second Lien Term Loan
$13.69M
$19.55M
-$5.86M
13.79%+8.25%
2025-08-11
CorEvitas, LLC
Health Care Technology
First Lien Term Loan #1
$13.41M
$13.63M
-$225.0K
11.33%+6.13%
2025-12-13
Delta Leasing SPV II LLC
Specialized Finance
Subordinated Debt Term Loan
$13.04M
$13.04M
$0.00
3.00%
2029-08-31
Coupa Holdings, LLC
Application Software
First Lien Term Loan #1
$12.85M
$12.84M
$9.0K
12.60%+7.50%
2030-02-27
RumbleOn, Inc.
Automotive Retail
First Lien Term Loan #2
$12.65M
$13.01M
-$359.0K
13.75%+8.25%
2026-08-31
Impel Neuropharma, Inc.
Health Care Technology
First Lien Term Loan #2
$12.62M
$12.94M
-$322.0K
14.14%+8.75%
2027-03-17
American Auto Auction Group, LLC
Consumer Finance
Second Lien Term Loan
$12.62M
$16.41M
-$3.79M
13.99%+8.75%
2029-01-02
Harbor Purchaser Inc.
Education Services
First Lien Term Loan
$12.35M
$13.88M
-$1.53M
10.45%+5.25%
2029-04-09
Tacala, LLC
Restaurants
Second Lien Term Loan
$12.17M
$12.59M
-$421.0K
12.69%+7.50%
2028-02-04
Digital.AI Software Holdings, Inc.
Application Software
First Lien Term Loan
$12.12M
$12.23M
-$106.0K
12.34%+7.00%
2027-02-10
MRI Software LLC
Application Software
First Lien Term Loan #1
$12.06M
$12.36M
-$301.0K
10.84%+5.50%
2026-02-10
Amplify Finco Pty Ltd.
Movies & Entertainment
Second Lien Term Loan
$11.87M
$12.19M
-$323.0K
13.39%+8.00%
2027-11-26
Swordfish Merger Sub LLC
Auto Parts & Equipment
Second Lien Term Loan
$11.68M
$12.48M
-$799.0K
11.94%+6.75%
2026-02-02
Touchstone Acquisition, Inc.
Health Care Supplies
First Lien Term Loan
$11.41M
$11.68M
-$267.0K
11.20%+6.00%
2028-12-29
ATNX SPV, LLC
Pharmaceuticals
First Lien Term Loan
$11.27M
$11.72M
-$449.0K
2031-05-31
Convergeone Holdings, Inc.
IT Consulting & Other Services
First Lien Term Loan
$11.18M
$15.43M
-$4.26M
10.37%+5.00%
2026-01-04
Fortress Biotech, Inc.
Biotechnology
First Lien Term Loan
$11.17M
$11.57M
-$399.0K
11.00%
2025-08-27
WP CPP Holdings, LLC
Aerospace & Defense
First Lien Term Loan
$10.74M
$11.23M
-$485.0K
9.03%+3.75%
2025-04-30
Ardonagh Midco 3 PLC
Insurance Brokers
First Lien Term Loan #2
$10.61M
$10.39M
$225.0K
11.25%+6.00%
2026-07-14
PPW Aero Buyer, Inc.
Aerospace & Defense
First Lien Term Loan
$10.50M
$10.51M
-$16.0K
12.10%+7.00%
2029-02-15
Establishment Labs Holdings Inc.
Health Care Technology
First Lien Term Loan #1
$10.46M
$10.78M
-$316.0K
3.00%
2027-04-21
Park Place Technologies, LLC
Internet Services & Infrastructure
First Lien Term Loan
$9.46M
$9.54M
-$77.0K
10.20%+5.00%
2027-11-10
SM Wellness Holdings, Inc.
Health Care Services
Second Lien Term Loan
$9.39M
$11.22M
-$1.83M
13.22%+8.00%
2029-04-16
Apptio, Inc.
Application Software
First Lien Term Loan #1
$9.28M
$9.19M
$91.0K
10.20%+5.00%
2025-01-10
Ivanti Software, Inc.
Application Software
Second Lien Term Loan
$9.25M
$12.60M
-$3.35M
12.42%+7.25%
2028-12-01
OEConnection LLC
Application Software
Second Lien Term Loan
$9.09M
$9.20M
-$113.0K
12.34%+7.00%
2027-09-25
CircusTrix Holdings, LLC
Leisure Facilities
First Lien Term Loan #4
$9.00M
$9.00M
-$1.0K
10.70%+5.50%
2024-01-16
NFP Corp.
Diversified Financial Services
Fixed Rate Bond
$8.86M
$9.82M
-$956.0K
6.88%
2028-08-15
BAART Programs, Inc.
Health Care Services
Second Lien Term Loan #1
$8.66M
$8.82M
-$158.0K
14.00%+8.50%
2028-06-11
Marinus Pharmaceuticals, Inc.
Pharmaceuticals
First Lien Term Loan #1
$8.22M
$8.49M
-$263.0K
11.50%
2026-05-11
Marinus Pharmaceuticals, Inc.
Pharmaceuticals
First Lien Term Loan #3
$8.22M
$8.49M
-$263.0K
11.50%
2026-05-11
Mesoblast, Inc.
Biotechnology
First Lien Term Loan #1
$8.11M
$8.50M
-$382.0K
8.00%
2026-11-19
Alto Pharmacy Holdings, Inc.
Health Care Technology
First Lien Term Loan
$8.01M
$8.13M
-$121.0K
13.34%+8.00%
2027-10-14
SCP Eye Care Services, LLC
Health Care Services
Second Lien Term Loan #1
$7.77M
$7.79M
-$22.0K
14.00%+8.75%
2030-10-07
Innocoll Pharmaceuticals Limited
Health Care Technology
First Lien Term Loan #1
$7.73M
$8.19M
-$455.0K
11.00%
2027-01-26
Eagleview Technology Corporation
Application Software
Second Lien Term Loan
$7.36M
$8.88M
-$1.52M
13.04%+7.50%
2026-08-14
Mindbody, Inc.
Internet Services & Infrastructure
First Lien Term Loan #1
$7.35M
$7.42M
-$64.0K
12.19%+7.00%
2025-02-14
Condor Merger Sub Inc.
Systems Software
Fixed Rate Bond
$7.33M
$8.26M
-$927.0K
7.38%
2030-02-15
Harrow Health, Inc.
Pharmaceuticals
First Lien Term Loan #1
$7.29M
$7.28M
$16.0K
11.74%+6.50%
2026-01-19
Seres Therapeutics, Inc.
Biotechnology
First Lien Term Loan #1
$6.93M
$6.92M
$8.0K
12.95%+7.88%
2029-04-27
Alvotech Holdings S.A.
Biotechnology
Common Stock #1
$6.38M
$2.43M
$3.95M
Acquia Inc.
Application Software
First Lien Term Loan #1
$6.37M
$6.33M
$47.0K
12.34%+7.00%
2025-10-31
Ardonagh Midco 3 PLC
Insurance Brokers
First Lien Term Loan #3
GBP 6.35M
GBP 6.36M
-GBP 16.0K
12.18%+7.25%
2026-07-14
BioXcel Therapeutics, Inc.
Pharmaceuticals
First Lien Term Loan #1
$6.28M
$6.51M
-$226.0K
8.00%
2027-04-19
ADC Therapeutics SA
Biotechnology
First Lien Term Loan #1
$6.27M
$6.29M
-$25.0K
12.89%+7.50%
2029-08-15
Project Boost Purchaser, LLC
Application Software
Second Lien Term Loan
$6.24M
$6.65M
-$417.0K
13.22%+8.00%
2027-05-31
P & L Development, LLC
Pharmaceuticals
Fixed Rate Bond
$6.09M
$7.51M
-$1.42M
7.75%
2025-11-15
Horizon Aircraft Finance I Ltd.
Specialized Finance
CLO Notes
$6.00M
$5.58M
$424.0K
4.46%
2038-12-15
Astra Acquisition Corp.
Application Software
First Lien Term Loan
$5.98M
$8.15M
-$2.17M
10.44%+5.25%
2028-10-25
A.T. Holdings II SÀRL
Biotechnology
First Lien Term Loan
$5.46M
$5.56M
-$97.0K
2024-02-06
Quantum Bidco Limited
Food Distributors
First Lien Term Loan
GBP 5.30M
GBP 5.90M
-GBP 604.0K
10.88%+5.68%
2028-01-31
Liquid Environmental Solutions Corporation
Environmental & Facilities Services
Second Lien Term Loan #1
$5.17M
$5.34M
-$171.0K
13.84%+8.50%
2026-11-30
scPharmaceuticals Inc.
Pharmaceuticals
First Lien Term Loan #1
$5.03M
$4.97M
$61.0K
11.75%+8.75%
2027-10-13
Athenex, Inc.
Pharmaceuticals
First Lien Term Loan #3
$5.03M
$4.95M
$78.0K
11.00%
2026-06-19
Blumenthal Temecula, LLC
Automotive Retail
First Lien Term Loan
$4.97M
$5.01M
-$37.0K
9.00%
2023-09-24
TGNR HoldCo LLC
Integrated Oil & Gas
Subordinated Debt
$4.81M
$4.89M
-$77.0K
11.50%
2026-05-14
CorEvitas, LLC
Health Care Technology
First Lien Term Loan #2
$4.81M
$4.85M
-$44.0K
11.33%+6.13%
2025-12-13
DirecTV Financing, LLC
Cable & Satellite
First Lien Term Loan
$4.67M
$4.69M
-$15.0K
10.22%+5.00%
2027-08-02
DTI Holdco, Inc.
Research & Consulting Services
First Lien Term Loan
$4.63M
$4.88M
-$247.0K
9.80%+4.75%
2029-04-26
Tecta America Corp.
Construction & Engineering
Second Lien Term Loan
$4.53M
$4.68M
-$148.0K
13.72%+8.50%
2029-04-09
Spanx, LLC
Apparel Retail
First Lien Term Loan
$4.39M
$4.43M
-$38.0K
10.70%+5.50%
2028-11-20
BAART Programs, Inc.
Health Care Services
Second Lien Term Loan #3
$4.24M
$4.30M
-$61.0K
14.00%+8.50%
2028-06-11
SM Wellness Holdings, Inc.
Health Care Services
First Lien Term Loan
$4.14M
$3.78M
$359.0K
9.97%+4.75%
2028-04-17
Marinus Pharmaceuticals, Inc.
Pharmaceuticals
First Lien Term Loan #2
$4.11M
$4.24M
-$132.0K
11.50%
2026-05-11
SiO2 Medical Products, Inc., Metal
Glass & Plastic Containers
First Lien Term Loan #3
$4.03M
$3.94M
$99.0K
14.00%
2023-07-27
Ardonagh Midco 3 PLC
Insurance Brokers
First Lien Term Loan #5
EUR 4.03M
EUR 3.93M
EUR 100.0K
8.57%+5.75%
2026-07-14
WWEX Uni Topco Holdings, LLC
Air Freight & Logistics
Second Lien Term Loan
$4.03M
$4.92M
-$900.0K
12.50%+7.00%
2029-07-26
112-126 Van Houten Real22 LLC
Real Estate Development
First Lien Term Loan
$3.65M
$3.66M
-$19.0K
12.00%
2024-05-04
Frontier Communications Holdings, LLC
Integrated Telecommunication Services
Fixed Rate Bond
$3.60M
$4.46M
-$861.0K
6.00%
2030-01-15
iCIMs, Inc.
Application Software
First Lien Term Loan #2
$3.56M
$3.60M
-$37.0K
12.38%+7.25%
2028-08-18
Dominion Diagnostics, LLC
Health Care Services
First Lien Revolver
$3.48M
$3.48M
$0.00
10.24%+5.00%
2025-08-28
ADB Companies, LLC
Construction & Engineering
First Lien Term Loan #1
$3.46M
$3.48M
-$25.0K
12.00%+6.50%
2025-12-18
Ardonagh Midco 3 PLC
Insurance Brokers
First Lien Term Loan #1
EUR 3.32M
EUR 3.34M
-EUR 20.0K
10.07%+7.25%
2026-07-14
CorEvitas, LLC
Health Care Technology
Common Stock
$3.30M
$1.57M
$1.73M
Uniti Group LP
Other Specialized REITs
Fixed Rate Bond #1
$3.19M
$4.10M
-$912.0K
6.50%
2029-02-15
BAART Programs, Inc.
Health Care Services
First Lien Term Loan #1
$3.17M
$3.23M
-$54.0K
10.50%+5.00%
2027-06-11
BioXcel Therapeutics, Inc.
Pharmaceuticals
First Lien Term Loan #2
$3.13M
$3.23M
-$100.0K
2032-09-30
ASP-R-PAC Acquisition Co LLC
Paper & Plastic Packaging Products & Materials
First Lien Term Loan
$3.12M
$3.28M
-$156.0K
11.31%+6.00%
2027-12-29
Cadence Aerospace, LLC
Aerospace & Defense
First Lien Term Loan #2
$3.03M
$2.97M
$60.0K
11.91%+6.50%
2024-11-14
Altice France S.A.
Integrated Telecommunication Services
Fixed Rate Bond
$2.90M
$3.56M
-$661.0K
5.50%
2029-10-15
Anastasia Parent, LLC
Personal Care Products
First Lien Term Loan
$2.86M
$3.08M
-$212.0K
9.25%+3.75%
2025-08-11
Profrac Holdings II, LLC
Industrial Machinery & Supplies & Components
First Lien Term Loan #2
$2.77M
$2.80M
-$30.0K
12.42%+7.25%
2025-03-04
Liquid Environmental Solutions Corporation
Environmental & Facilities Services
Second Lien Term Loan #2
$2.75M
$2.88M
-$128.0K
13.84%+8.50%
2026-11-30
Dominion Diagnostics, LLC
Health Care Services
Common Stock
$2.71M
$15.22M
-$12.51M
Seres Therapeutics, Inc.
Biotechnology
First Lien Term Loan #2
$2.60M
$2.60M
$3.0K
12.88%+7.88%
2029-04-27
Supreme Fitness Group NY Holdings, LLC
Leisure Facilities
First Lien Term Loan #2
$2.59M
$2.73M
-$135.0K
12.18%+7.00%
2026-12-31
LSL Holdco, LLC
Health Care Distributors
First Lien Term Loan #1
$2.59M
$2.59M
-$2.0K
11.20%+6.00%
2028-01-31
AIP RD Buyer Corp.
Distributors
Common Stock
$2.58M
$1.73M
$845.0K
MHE Intermediate Holdings, LLC
Diversified Support Services
First Lien Term Loan #2
$2.57M
$2.59M
-$26.0K
11.20%+6.00%
2027-07-21
Berner Food & Beverage, LLC
Soft Drinks & Non-alcoholic Beverages
First Lien Revolver
$2.48M
$2.49M
-$10.0K
12.50%+4.50%
2026-07-30
Pluralsight, LLC
Application Software
First Lien Revolver
$2.22M
$2.31M
-$94.0K
13.04%+8.00%
2027-04-06
Acquia Inc.
Application Software
First Lien Revolver
$2.10M
$2.10M
$1.0K
12.05%+7.00%
2025-10-31
Blumenthal Temecula, LLC
Automotive Retail
Preferred Equity #1
$2.08M
$1.71M
$374.0K
Alvotech Holdings S.A.
Biotechnology
First Lien Fixed Rate Bond #2
$2.06M
$1.95M
$118.0K
8.50%
2026-11-16
BAART Programs, Inc.
Health Care Services
Second Lien Term Loan #2
$2.03M
$2.07M
-$37.0K
14.00%+8.50%
2028-06-11
Accupac, Inc.
Personal Care Products
First Lien Revolver
$2.03M
$2.01M
$16.0K
10.86%+5.50%
2026-01-16
Alvotech Holdings S.A.
Biotechnology
First Lien Fixed Rate Bond #4
$2.01M
$1.89M
$116.0K
8.50%
2026-11-16
Gibson Brands, Inc.
Leisure Products
First Lien Term Loan
$2.00M
$2.04M
-$44.0K
10.25%+5.00%
2028-08-11
Clear Channel Outdoor Holdings, Inc.
Advertising
Fixed Rate Bond #1
$1.95M
$2.63M
-$681.0K
7.50%
2029-06-01
Salus Workers' Compensation, LLC
Diversified Financial Services
Warrants
$1.88M
$327.0K
$1.56M
MND Holdings III Corp
Other Specialty Retail
First Lien Revolver
$1.85M
$1.85M
$0.00
12.58%+7.50%
2028-05-09
LTI Holdings, Inc.
Electronic Components
Second Lien Term Loan
$1.83M
$2.10M
-$267.0K
11.97%+6.75%
2026-09-06
Renaissance Holding Corp.
Education Services
Second Lien Term Loan
$1.76M
$1.77M
-$11.0K
12.19%+7.00%
2026-05-29
Establishment Labs Holdings Inc.
Health Care Technology
First Lien Term Loan #2
$1.68M
$1.72M
-$44.0K
3.00%
2027-04-21
Windstream Services II, LLC
Integrated Telecommunication Services
Common Stock
$1.56M
$2.06M
-$492.0K
Cadence Aerospace, LLC
Aerospace & Defense
First Lien Term Loan #3
$1.56M
$1.53M
$31.0K
11.91%+6.50%
2024-11-14
Telestream Holdings Corporation
Application Software
First Lien Revolver
$1.53M
$1.57M
-$37.0K
14.93%+9.75%
2025-10-15
Galileo Parent, Inc.
Aerospace & Defense
First Lien Revolver
$1.53M
$1.53M
$2.0K
12.34%+7.25%
2029-05-03
Thrasio, LLC
Broadline Retail
Preferred Equity #2
$1.53M
$2.91M
-$1.39M
Win Brands Group LLC
Housewares & Specialties
First Lien Term Loan
$1.48M
$1.55M
-$76.0K
21.22%+15.00%
2026-01-23
Supreme Fitness Group NY Holdings, LLC
Leisure Facilities
First Lien Revolver
$1.47M
$1.54M
-$68.0K
12.18%+7.00%
2026-12-31
Assembled Brands Capital LLC
Specialized Finance
Preferred Equity
$1.41M
$1.16M
$253.0K
Virgin Pulse, Inc.
Application Software
Second Lien Term Loan
$1.28M
$1.24M
$40.0K
12.47%+7.25%
2029-04-06
Athenex, Inc.
Pharmaceuticals
First Lien Term Loan #1
$1.26M
$1.26M
$0.00
11.00%
2026-06-19
Athenex, Inc.
Pharmaceuticals
First Lien Term Loan #2
$1.26M
$1.24M
$16.0K
11.00%
2026-06-19
WIN Brands Group LLC
Housewares & Specialties
First Lien Term Loan
$1.25M
$1.31M
-$64.0K
21.22%+15.00%
2026-01-23
BAART Programs, Inc.
Health Care Services
First Lien Term Loan #2
$1.23M
$1.27M
-$41.0K
10.50%+5.00%
2027-06-11
Dialyze Holdings, LLC
Health Care Equipment
Warrants
$1.22M
$1.64M
-$427.0K
OTG Management, LLC
Airport Services
First Lien Term Loan #3
$1.21M
$1.19M
$18.0K
15.39%+10.00%
2025-09-02
CorEvitas, LLC
Health Care Technology
First Lien Revolver
$1.20M
$1.23M
-$24.0K
14.00%+5.75%
2025-12-13
NN, Inc.
Industrial Machinery & Supplies & Components
Warrants #1
$1.16M
NN, Inc.
Industrial Machinery & Supplies & Components
Warrants #2
$1.16M
EOS Fitness Opco Holdings, LLC
Leisure Facilities
Preferred Equity
$1.16M
$488.0K
$672.0K
107 Fair Street LLC
Real Estate Development
First Lien Term Loan
$1.11M
$1.13M
-$21.0K
12.50%
2024-05-31
CircusTrix Holdings, LLC
Leisure Facilities
First Lien Term Loan #3
$1.08M
$1.10M
-$19.0K
10.70%+5.50%
2024-01-16
Cadence Aerospace, LLC
Aerospace & Defense
First Lien Term Loan #4
$1.02M
$1.00M
$22.0K
11.91%+6.50%
2024-11-14
SCP Eye Care Services, LLC
Health Care Services
Common Stock
$1.02M
$1.04M
-$13.0K
SonicWall US Holdings Inc.
Technology Distributors
Second Lien Term Loan
$1.02M
$1.08M
-$60.0K
12.69%+7.50%
2026-05-18
ADB Companies, LLC
Construction & Engineering
First Lien Term Loan #3
$982.0K
$983.0K
-$1.0K
11.66%+6.50%
2025-12-18
Sorenson Communications, LLC
Communications Equipment
First Lien Term Loan
$980.0K
$1.05M
-$73.0K
10.69%+5.50%
2026-03-17
GoldenTree Loan Management EUR CLO 2 DAC
Multi-Sector Holdings
CLO Notes
EUR 970.0K
EUR 872.0K
EUR 98.0K
6.05%+2.85%
2032-01-20
Trinitas CLO XV DAC
Multi-Sector Holdings
CLO Notes
$929.0K
$814.0K
$115.0K
12.72%+7.45%
2034-04-22
Supreme Fitness Group NY Holdings, LLC
Leisure Facilities
First Lien Term Loan #3
$926.0K
$1.06M
-$133.0K
12.18%+7.00%
2026-12-31
Conviva Inc.
Application Software
Preferred Equity
$894.0K
$605.0K
$289.0K
Spanx, LLC
Apparel Retail
First Lien Revolver
$837.0K
$862.0K
-$25.0K
10.35%+5.25%
2027-11-18
Apptio, Inc.
Application Software
First Lien Revolver
$808.0K
$792.0K
$16.0K
10.20%+5.00%
2025-01-10
Thrasio, LLC
Broadline Retail
Preferred Equity #3
$795.0K
$1.21M
-$412.0K
Jazz Acquisition, Inc.
Aerospace & Defense
Second Lien Term Loan
$652.0K
$616.0K
$36.0K
13.20%+8.00%
2027-06-18
Dialyze Holdings, LLC
Health Care Equipment
Subordinated Debt Term Loan
$611.0K
$640.0K
-$29.0K
2027-09-30
MRI Software LLC
Application Software
First Lien Term Loan #3
$526.0K
$559.0K
-$33.0K
10.83%+5.50%
2026-02-10
Alto Pharmacy Holdings, Inc.
Health Care Technology
Warrants
$518.0K
$642.0K
-$124.0K
Kings Buyer, LLC
Environmental & Facilities Services
First Lien Revolver
$510.0K
$517.0K
-$7.0K
11.84%+6.50%
2027-10-29
Coyote Buyer, LLC
Specialty Chemicals
First Lien Revolver
$507.0K
$520.0K
-$13.0K
11.20%+6.00%
2025-02-06
Liquid Environmental Solutions Corporation
Environmental & Facilities Services
Common Stock
$487.0K
$563.0K
-$76.0K
Blumenthal Temecula, LLC
Automotive Retail
Preferred Equity #2
$481.0K
$395.0K
$86.0K
Mesoblast, Inc.
Biotechnology
Warrants #1
$437.0K
$545.0K
-$108.0K
Delta Leasing SPV II LLC
Specialized Finance
Preferred Equity
$419.0K
$419.0K
$0.00
scPharmaceuticals Inc.
Pharmaceuticals
Warrants
$407.0K
$175.0K
$232.0K
Blumenthal Temecula, LLC
Automotive Retail
Common Stock
$355.0K
$424.0K
-$69.0K
Alvotech Holdings S.A.
Biotechnology
Common Stock #2
$339.0K
$566.0K
-$227.0K
CPC Acquisition Corp.
Specialty Chemicals
Second Lien Term Loan
$325.0K
$462.0K
-$137.0K
+7.75%
2028-12-29
Caregiver Services, Inc.
Health Care Services
Preferred Equity
$313.0K
$1.08M
-$767.0K
iCIMs, Inc.
Application Software
First Lien Revolver
$288.0K
$331.0K
-$43.0K
11.99%+6.75%
2028-08-18
Uniti Group LP
Other Specialized REITs
Fixed Rate Bond #2
$249.0K
$263.0K
-$14.0K
4.75%
2028-04-15
PRGX Global, Inc.
Data Processing & Outsourced Services
Common Stock
$221.0K
$109.0K
$112.0K
MHE Intermediate Holdings, LLC
Diversified Support Services
First Lien Revolver
$203.0K
$220.0K
-$17.0K
11.25%+6.00%
2027-07-21
Seres Therapeutics, Inc.
Biotechnology
Warrants
$202.0K
$182.0K
$20.0K
Digital.AI Software Holdings, Inc.
Application Software
First Lien Revolver
$172.0K
$184.0K
-$12.0K
12.09%+6.75%
2027-02-10
Innocoll Pharmaceuticals Limited
Health Care Technology
Warrants
$172.0K
$300.0K
-$128.0K
Continental Intermodal Group LP
Oil & Gas Storage & Transportation
Warrants
$154.0K
$706.0K
-$552.0K
Mesoblast, Inc.
Biotechnology
Warrants #2
$153.0K
$23.0K
$130.0K
Clear Channel Outdoor Holdings, Inc.
Advertising
Fixed Rate Bond #2
$138.0K
$170.0K
-$32.0K
7.75%
2028-04-15
Win Brands Group LLC
Housewares & Specialties
Warrants
$136.0K
$46.0K
$90.0K
CircusTrix Holdings, LLC
Leisure Facilities
First Lien Term Loan #1
$130.0K
$130.0K
$0.00
10.70%+5.50%
2023-07-14
CircusTrix Holdings, LLC
Leisure Facilities
First Lien Term Loan #2
$129.0K
$129.0K
$0.00
10.70%+5.50%
2023-07-14
Fortress Biotech, Inc.
Biotechnology
Warrants
$113.0K
$427.0K
-$314.0K
Thrasio, LLC
Broadline Retail
Preferred Equity #1
$55.0K
$120.0K
-$65.0K
Scilex Holding Co
Biotechnology
Common Stock
$52.0K
$78.0K
-$26.0K
BioXcel Therapeutics, Inc.
Pharmaceuticals
Warrants
$34.0K
$225.0K
-$191.0K
Sorrento Therapeutics, Inc.
Biotechnology
Common Stock
$24.0K
$139.0K
-$115.0K
ADC Therapeutics SA
Biotechnology
Warrants
$18.0K
$174.0K
-$156.0K
Cadence Aerospace, LLC
Aerospace & Defense
First Lien Term Loan #1
$13.0K
$13.0K
$0.00
11.91%+6.50%
2024-11-14
Fairbridge Strategic Capital Funding LLC
Real Estate Operating Companies
Warrants
$3.0K
Delta Leasing SPV II LLC
Specialized Finance
Common Stock
$2.0K
$2.0K
$0.00
AirStrip Technologies, Inc.
Application Software
Warrants
$0.00
$90.0K
-$90.0K
Assembled Brands Capital LLC
Specialized Finance
Common Stock
$0.00
$804.0K
-$804.0K
Athenex, Inc.
Pharmaceuticals
Warrants #1
$0.00
$488.0K
-$488.0K
Athenex, Inc.
Pharmaceuticals
Warrants #2
$0.00
$488.0K
-$488.0K
Establishment Labs Holdings Inc.
Health Care Technology
First Lien Term Loan #3
$0.00
$1.0K
-$1.0K
3.00%
2027-04-21
Establishment Labs Holdings Inc.
Health Care Technology
First Lien Term Loan #4
$0.00
$1.0K
-$1.0K
3.00%
2027-04-21
Integral Development Corporation
Diversified Financial Services
Warrants
$0.00
$113.0K
-$113.0K
Lift Brands Holdings, Inc.
Leisure Facilities
Common Stock
$0.00
$1.40M
-$1.40M
Mesoblast, Inc.
Biotechnology
First Lien Term Loan #2
$0.00
$1.0K
-$1.0K
8.00%
2026-11-19
QuorumLabs, Inc.
Application Software
Common Stock
$0.00
$375.0K
-$375.0K
RumbleOn, Inc.
Automotive Retail
Warrants
$0.00
$1.20M
-$1.20M
SIO2 Medical Products, Inc., Metal
Glass & Plastic Containers
Warrants
$0.00
$727.0K
-$727.0K
ShareThis, Inc.
Application Software
Warrants
$0.00
$367.0K
-$367.0K
Accupac, Inc.
Personal Care Products
First Lien Term Loan #2
-$8.0K
-$2.0K
-$6.0K
+5.50%
2026-01-16
Coupa Holdings, LLC
Application Software
First Lien Term Loan #2
-$14.0K
-$15.0K
$1.0K
+7.50%
2030-02-27
Grove Hotel Parcel Owner, LLC, Hotels
Resorts & Cruise Lines
First Lien Revolver
-$18.0K
-$29.0K
$11.0K
+8.00%
2027-06-21
ASP-R-PAC Acquisition Co LLC
Paper & Plastic Packaging Products & Materials
First Lien Revolver
-$20.0K
-$14.0K
-$6.0K
+6.00%
2027-12-29
Coupa Holdings, LLC
Application Software
First Lien Revolver
-$21.0K
-$21.0K
$0.00
+7.50%
2029-02-27
Tahoe Bidco B.V.
Application Software
First Lien Revolver
-$24.0K
-$31.0K
$7.0K
+6.00%
2027-10-01
PRGX Global, Inc.
Data Processing & Outsourced Services
First Lien Revolver
-$26.0K
-$37.0K
$11.0K
+6.50%
2026-03-03
Grove Hotel Parcel Owner, LLC, Hotels
Resorts & Cruise Lines
First Lien Term Loan #2
-$35.0K
-$58.0K
$23.0K
+8.00%
2027-06-21
ADC Therapeutics SA
Biotechnology
First Lien Term Loan #2
-$38.0K
-$38.0K
$0.00
+7.50%
2029-08-15
Oranje Holdco, Inc.
Systems Software
First Lien Revolver
-$44.0K
-$44.0K
$0.00
+7.75%
2029-02-01
Relativity ODA LLC
Application Software
First Lien Revolver
-$52.0K
-$46.0K
-$6.0K
+6.50%
2027-05-12
PPW Aero Buyer, Inc.
Aerospace & Defense
First Lien Revolver
-$57.0K
-$55.0K
-$2.0K
+7.00%
2029-02-15
MRI Software LLC
Application Software
First Lien Revolver
-$62.0K
-$29.0K
-$33.0K
+5.50%
2026-02-10
Mindbody, Inc.
Internet Services & Infrastructure
First Lien Revolver
-$71.0K
-$51.0K
-$20.0K
+7.00%
2025-02-14
SCP Eye Care Services, LLC
Health Care Services
Second Lien Term Loan #2
-$71.0K
-$35.0K
-$36.0K
+8.75%
2030-10-07
Harrow Health, Inc.
Pharmaceuticals
First Lien Term Loan #2
-$83.0K
-$91.0K
$8.0K
+6.50%
2026-01-19
Salus Workers' Compensation, LLC
Diversified Financial Services
First Lien Revolver
-$93.0K
-$103.0K
$10.0K
+10.00%
2026-10-07
Avalara, Inc.
Application Software
First Lien Revolver
-$101.0K
-$113.0K
$12.0K
+7.25%
2028-10-19
Inventus Power, Inc.
Electrical Components & Equipment
First Lien Revolver
-$114.0K
-$114.0K
$0.00
+7.50%
2025-06-30
LSL Holdco, LLC
Health Care Distributors
First Lien Revolver
-$146.0K
-$44.0K
-$102.0K
+6.00%
2028-01-31
Assembled Brands Capital LLC
Specialized Finance
Warrants
Assembled Brands Capital LLC
Specialized Finance
Common Stock
Assembled Brands Capital LLC
Specialized Finance
Warrants
C5 Technology Holdings, LLC
Data Processing & Outsourced Services
Common Stock
Delta Leasing SPV II LLC
Specialized Finance
Warrants
EOS Fitness Opco Holdings, LLC
Leisure Facilities
Common Stock
OTG Management, LLC
Airport Services
First Lien Term Loan #2
-$13.0K
+10.00%
2025-09-02
Disclosed holdings FV
$3.14B
Parsed holdings FV
$3.13B
Residual gap
$4.16M
Balance-sheet cash
$59.70M
CIK
0001414932
Accession
0001414932-23-000014
Form type
10-Q
Period
2023-06-30