BDC·info
CION

CION Investment

Period
SEC EDGAR ↗
Portfolio Fair Value
$1.88B
244 holdings
Avg Spread
+7.25%
FV-weighted, debt
Avg Coupon
9.01%
FV-weighted
% First Lien
78.0%
of debt FV
Unrealized P/L
-$36.15M
-1.89% of cost
Non-Accrual
10
text-detected

Balance sheet

Assets$1.97B
Liabilities + Equity$1.97B
First Lien
$1.46B · 74.1%
Equity
$237.57M · 12.1%
Debt (Borrowings)
$1.06B · 53.9%
Net Assets (Equity)
$863.06M · 43.8%

Industry Composition

Services: Business
14.7%
Healthcare & Pharmaceuticals
11.1%
Unclassified
8.0%
Retail
7.5%
Media: Diversified & Production
7.2%
Services: Consumer
6.6%
Media: Advertising, Printing & Publishing
5.4%
Beverage, Food & Tobacco
4.9%
Construction & Building
4.5%
Diversified Financials
4.3%
Energy: Oil & Gas
3.9%
Consumer Goods: Durable
3.1%
Other industries
18.9%

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

0.0%
 
1.0%
 
4.0%
 
5.0%
 
6.0%
 
7.0%
 
8.0%
 
9.0%
 
10.0%
 
11.0%
 
15.5%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
244 of 267
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
First American Treasury Obligations Fund, Class Z Shares, Short Term Investments
Senior Secured Second Lien Debt
$130.14M
$130.14M
$0.00
5.18%
CION/EagleTree Partners, LLC.
Diversified Financials
Senior Secured First Lien Debt, 12/21/2026 Maturity
$59.60M
$59.60M
$0.00
14.00%
2026-12-21
David's Bridal Holdings, LLC
Retail
Common Units, Equity
$42.57M
$23.13M
$19.44M
Anthem Sports & Entertainment Inc.
Media: Diversified & Production
Senior Secured First Lien Debt, 11/15/2026 Maturity #1
$38.99M
$41.25M
-$2.26M
+9.50%
2026-11-15
Entertainment Studios P&A LLC.
Media: Diversified & Production
Senior Secured First Lien Debt, 9/28/2027 Maturity
$30.93M
$30.86M
$73.0K
9.00%
2027-09-28
Instant Web, LLC
Media: Advertising, Printing & Publishing
First Lien Term Loan, Non-Controlled, Affiliated Investments
$30.61M
ALM Global, LLC
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 2/21/2029 Maturity
$29.73M
$29.73M
$1.0K
+6.25%
2029-02-21
JP Intermediate B, LLC.
Beverage, Food & Tobacco
Senior Secured First Lien Debt, 8/21/2027 Maturity
$28.11M
$18.92M
$9.19M
+5.50%
2027-08-21
LAV Gear Holdings, Inc.
Services: Business
Senior Secured First Lien Debt, 10/31/2025 Maturity #1
$27.42M
$27.45M
-$35.0K
+6.28%
2025-10-31
Nova Compression, LLC
Energy: Oil & Gas
Senior Secured First Lien Debt, 10/13/2027 Maturity #1
$27.32M
$27.32M
$0.00
+10.50%
2027-10-13
SRA Holdings, LLC
Banking, Finance, Insurance & Real Estate
Membership Units, Equity
$26.95M
$23.61M
$3.34M
Hilliard, Martinez & Gonzales, LLP.
Services: Consumer
Senior Secured First Lien Debt, 9/16/2024 Maturity
$25.61M
$25.86M
-$242.0K
+12.00%
2024-09-16
Usalco, LLC.
Chemicals, Plastics & Rubber
Senior Secured First Lien Debt, 10/19/2027 Maturity
$25.37M
$25.23M
$139.0K
+6.00%
2027-10-19
NTM Acquisition Corp.
Hotel, Gaming & Leisure
Senior Secured First Lien Debt, 6/18/2026 Maturity
$24.94M
$24.94M
$1.0K
+6.75%
2026-06-18
Wok Holdings Inc.
Beverage, Food & Tobacco
Senior Secured First Lien Debt, 3/1/2026 Maturity
$24.54M
$24.29M
$243.0K
+6.25%
2026-03-01
KeyImpact Holdings, Inc.
Beverage, Food & Tobacco
Senior Secured First Lien Debt, 1/31/2029 Maturity
$24.12M
$24.12M
$0.00
+6.50%
2029-01-31
Flatworld Intermediate Corp.
Services: Business
Senior Secured First Lien Debt, 10/3/2027 Maturity #1
$23.14M
$23.14M
$0.00
+7.00%
2027-10-03
Lift Brands, Inc.
Services: Consumer
Senior Secured First Lien Debt, 6/29/2025 Maturity #1
$22.99M
$22.99M
$0.00
+7.50%
2025-06-29
Cennox, Inc.
Services: Business
Senior Secured First Lien Debt, 5/4/2026 Maturity #1
$22.35M
$22.38M
-$27.0K
+6.25%
2026-05-04
Moss Holding Company., Senior Secured First Lien Debt, 10/17/2026 Maturity,
Services: Business
Senior Secured First Lien Debt #1
$22.07M
$22.05M
$12.0K
+6.25%
2026-10-17
David's Bridal, LLC.
Retail
Senior Secured First Lien Debt, 12/21/2027 Maturity #1
$21.83M
$22.05M
-$219.0K
+6.50%
2027-12-21
Mimeo.com, Inc.
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 12/21/2024 Maturity #1
$21.47M
$21.47M
$0.00
+6.40%
2024-12-21
Thrill Holdings LLC.
Media: Diversified & Production
Senior Secured First Lien Debt, 5/27/2027 Maturity #1
$20.43M
$19.98M
$449.0K
+6.50%
2027-05-27
Longview Intermediate Holdings C, LLC
Energy: Oil & Gas
Membership Units., Equity
$20.41M
$2.70M
$17.70M
PRA Acquisition, LLC, 5/12/2028 Maturity
Hotel, Gaming & Leisure
Senior Secured First Lien Debt
$19.70M
$19.85M
-$149.0K
+6.50%
2028-05-12
FuseFX, LLC.
Media: Diversified & Production
Senior Secured First Lien Debt, 9/30/2026 Maturity
$19.44M
$19.94M
-$507.0K
+6.00%
2026-09-30
CION/EagleTree Partners, LLC
Diversified Financials
Participating Preferred Shares Equity
$19.39M
$22.07M
-$2.68M
Klein Hersh, LLC.
Services: Business
Senior Secured First Lien Debt, 4/27/2027 Maturity
$19.36M
$22.67M
-$3.32M
+11.11%
2027-04-27
BDS Solutions Intermediateco, LLC
Services: Business
Senior Secured First Lien Debt, 2/7/2027 Maturity #1
$19.27M
$19.60M
-$332.0K
+7.00%
2027-02-07
Playboy Enterprises, Inc.
Consumer Goods: Non-Durable
Senior Secured First Lien Debt, 5/25/2027 Maturity
$19.16M
$19.56M
-$399.0K
+4.25%
2027-05-25
ICA Foam Holdings, LLC.
Containers, Packaging & Glass
Senior Secured First Lien Debt, 11/5/2025 Maturity
$18.45M
$18.82M
-$360.0K
+7.25%
2025-11-05
Future Pak, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 9/22/2026 Maturity
$18.07M
$18.07M
$0.00
+9.00%
2026-09-22
Carestream Health Holdings, Inc.
Healthcare & Pharmaceuticals
Common Stock, Equity
$17.97M
$21.76M
-$3.79M
MacNeill Pride Group Corp.
Services: Consumer
Senior Secured First Lien Debt, 4/22/2026 Maturity #1
$16.90M
$16.95M
-$51.0K
+6.25%
2026-04-22
David's Bridal, LLC.
Retail
Senior Secured First Lien Debt, 12/21/2027 Maturity
$16.62M
$16.83M
-$211.0K
+6.00%
2027-12-21
Rogers Mechanical Contractors, LLC.
Construction & Building
Senior Secured First Lien Debt, 9/9/2025 Maturity #1
$16.44M
$16.40M
$34.0K
+6.25%
2025-09-09
Cabi, LLC
Retail
Senior Secured First Lien Debt, 2/28/2027 Maturity
$16.39M
$16.32M
$79.0K
+4.50%
2027-02-28
American Health Staffing Group, Inc.
Services: Business
Senior Secured First Lien Debt, 11/19/2026 Maturity #1
$16.33M
$16.24M
$94.0K
+6.00%
2026-11-19
Celerity Acquisition Holdings, LLC
Services: Business
Senior Secured First Lien Debt, 5/28/2026 Maturity
$16.28M
$16.26M
$19.0K
+10.00%
2026-05-28
Hollander Intermediate LLC.
Consumer Goods: Durable
Senior Secured First Lien Debt, 9/19/2026 Maturity
$16.17M
$16.52M
-$346.0K
+8.75%
2026-09-19
INW Manufacturing, LLC.
Services: Business
Senior Secured First Lien Debt, 3/25/2027 Maturity
$16.17M
$17.20M
-$1.03M
+5.75%
2027-03-25
Riddell, Inc
Services: Consumer
/ All American Sports Corp., Senior Secured First Lien Debt, 3/29/2029 Maturity
$16.04M
$16.04M
$0.00
+6.00%
2029-03-29
Inotiv, Inc.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 11/5/2026 Maturity
$15.80M
$16.13M
-$328.0K
+6.75%
2026-11-05
HW Acquisition, LLC.
Capital Equipment
Senior Secured First Lien Debt, 9/28/2026 Maturity #1
$15.56M
$18.68M
-$3.11M
+5.00%
2026-09-28
Gold Medal Holdings, Inc.
Environmental Industries
Senior Secured First Lien Debt, 3/17/2027 Maturity
$15.30M
$15.19M
$109.0K
+7.00%
2027-03-17
Optio Rx, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 6/28/2024 Maturity #3
$15.25M
$15.36M
-$109.0K
+9.00%
2024-06-28
Stengel Hill Architecture, LLC
Construction & Building
Senior Secured First Lien Debt, 8/16/2028 Maturity
$14.93M
$14.93M
$0.00
+6.50%
2028-08-16
WorkGenius, Inc.
Services: Business
Senior Secured First Lien Debt, 6/7/2027 Maturity #1
$14.78M
$14.78M
$0.00
+7.00%
2027-06-07
American Family Care, LLC
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 2/28/2029 Maturity #1
$13.64M
$13.64M
$0.00
+6.00%
2029-02-28
Sleep Opco, LLC.
Retail
Senior Secured First Lien Debt, 10/12/2026 Maturity #1
$13.60M
$13.46M
$143.0K
+6.50%
2026-10-12
Trammell, P.C.
Services: Consumer
Senior Secured First Lien Debt, 4/28/2026 Maturity
$13.50M
$13.50M
$0.00
+15.50%
2026-04-28
Invincible Boat Company LLC.
Consumer Goods: Durable
Senior Secured First Lien Debt, 8/28/2025 Maturity #1
$13.47M
$13.42M
$53.0K
+6.50%
2025-08-28
David's Bridal Holdings, LLC
Retail
Preferred Units, Equity
$13.43M
$10.82M
$2.61M
Berlitz Holdings, Inc.
Services: Business
Senior Secured First Lien Debt, 2/14/2025 Maturity
$13.27M
$13.44M
-$171.0K
+9.00%
2025-02-14
Fluid Control II Inc.
Chemicals, Plastics & Rubber
Senior Secured First Lien Debt 8/3/2029 Maturity #1
$13.15M
$13.20M
-$49.0K
+6.50%
2029-08-03
Trademark Global, LLC.
Consumer Goods: Non-Durable
Senior Secured First Lien Debt, 7/30/2024 Maturity
$13.14M
$15.80M
-$2.65M
+7.50%
2024-07-30
OpCo Borrower, LLC.
Healthcare & Pharmaceuticals
Senior Secured Second Lien Debt, 2/19/2028 Maturity
$12.88M
$11.83M
$1.04M
12.50%
2028-02-19
Bradshaw International Parent Corp.
Consumer Goods: Durable
Senior Secured First Lien Debt, 10/21/2027 Maturity #3
$12.86M
$12.64M
$215.0K
+5.75%
2027-10-21
Critical Nurse Staffing, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 11/1/2026 Maturity #1
$12.76M
$12.76M
$0.00
+6.50%
2026-11-01
URS Topco, LLC
Transportation: Cargo
Common Equity, Equity
$12.36M
$9.67M
$2.69M
IPP Buyer Holdings, LLC.
Retail
Class A Units, Equity
$12.27M
$10.74M
$1.53M
Tactical Air Support, Inc.
Aerospace & Defense
Senior Secured First Lien Debt, 12/22/2028 Maturity #1
$12.00M
$12.00M
$0.00
+8.50%
2028-12-22
Community Tree Service, LLC.
Construction & Building
Senior Secured First Lien Debt, 6/17/2027 Maturity
$11.67M
$11.61M
$59.0K
+11.00%
2027-06-17
Global Tel*Link Corp.
Telecommunications
Senior Secured Second Lien Debt, 11/29/2026 Maturity
$11.44M
$11.41M
$30.0K
+10.00%
2026-11-29
Carestream Health, Inc.
First Lien Term Loan, Non-Controlled, Affiliated Investments
$11.43M
Cennox, Inc.
Services: Business
Senior Secured First Lien Debt, 5/4/2026 Maturity #2
$11.43M
$11.44M
-$11.0K
+6.25%
2026-05-04
LGC US Finco, LLC.
Capital Equipment
Senior Secured First Lien Debt, 12/20/2025 Maturity
$11.16M
$11.02M
$149.0K
+6.50%
2025-12-20
Adapt Laser Acquisition, Inc.
Capital Equipment
Senior Secured First Lien Debt, 12/31/2025 Maturity #1
$11.09M
$10.77M
$323.0K
+10.00%
2025-12-31
NewsCycle Solutions, Inc.
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 4/27/2024 Maturity
$11.06M
$12.29M
-$1.23M
+7.00%
2024-04-27
Ancile Solutions, Inc.
High Tech Industries
Senior Secured First Lien Debt, 6/11/2026 Maturity
$11.00M
$10.95M
$54.0K
+10.00%
2026-06-11
RA Outdoors, LLC
Media: Diversified & Production
Senior Secured First Lien Debt, 4/8/2026 Maturity #1
$10.98M
$10.98M
$0.00
+6.75%
2026-04-08
OpCo Borrower, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 8/19/2027 Maturity #1
$10.94M
$10.74M
$195.0K
+6.50%
2027-08-19
Appalachian Resource Company, LLC
Metals & Mining
Senior Secured First Lien Debt, 9/30/2024 Maturity
$10.80M
$11.13M
-$325.0K
+5.00%
2024-09-30
STATinMED, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 7/1/2027 Maturity
$10.59M
$11.09M
-$499.0K
+9.50%
2027-07-01
H.W. Lochner, Inc.
Construction & Building
Senior Secured First Lien Debt, 7/2/2027 Maturity #1
$10.29M
$10.05M
$242.0K
+6.75%
2027-07-02
Manus Bio Inc.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 8/20/2026 Maturity
$10.08M
$10.04M
$42.0K
13.00%
2026-08-20
PH Beauty Holdings III. Inc.
Consumer Goods: Non-Durable
Senior Secured First Lien Debt, 9/28/2025 Maturity
$9.36M
$9.24M
$120.0K
+5.00%
2025-09-28
Dermcare Management, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 4/22/2028 Maturity #1
$9.24M
$9.10M
$140.0K
+5.75%
2028-04-22
Homer City Generation, L.P.
Energy: Oil & Gas
Senior Secured First Lien Debt, 4/16/2024 Maturity #1
$9.22M
$12.02M
-$2.80M
15.00%
2024-04-16
Retail Services WIS Corp.
Services: Business
Senior Secured First Lien Debt, 5/20/2025 Maturity
$8.83M
$8.81M
$18.0K
+8.35%
2025-05-20
H.W. Lochner, Inc.
Construction & Building
Senior Secured First Lien Debt, 7/2/2027 Maturity #2
$8.74M
$8.69M
$51.0K
+6.25%
2027-07-02
ESP Associates, Inc.
Construction & Building
Senior Secured First Lien Debt, 7/24/2028 Maturity #1
$8.58M
$8.51M
$69.0K
+6.50%
2028-07-24
Isagenix International, LLC.
Beverage, Food & Tobacco
Senior Secured First Lien Debt, 4/14/2028 Maturity
$8.54M
$8.77M
-$230.0K
+5.50%
2028-04-14
TMK Hawk Parent, Corp.
Services: Business
Common Shares, Equity
$8.50M
$8.58M
-$77.0K
Spinal USA, Inc.
Healthcare & Pharmaceuticals
/ Precision Medical Inc., Senior Secured First Lien Debt, 11/29/2024 Maturity #1
$8.43M
$16.02M
-$7.59M
+9.50%
2024-11-29
RumbleOn, Inc.
Automotive
Senior Secured First Lien Debt, 8/31/2026 Maturity #1
$8.39M
$8.29M
$104.0K
+8.75%
2026-08-31
Allen Media, LLC
Media: Diversified & Production
Senior Secured First Lien Debt, 2/10/2027 Maturity
$8.36M
$8.70M
-$344.0K
+5.50%
2027-02-10
First American Treasury Obligations Fund
Class Z Shares
$8.19M
$8.19M
$0.00
Reorganized Heritage TopCo, LLC
Energy: Oil & Gas
Common Stock, Equity
$7.79M
$7.22M
$565.0K
HUMC Holdco, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 11/4/2023 Maturity
$7.78M
$7.78M
$0.00
8.00%
2023-11-04
Avison Young (USA) Inc.
Banking, Finance, Insurance & Real Estate
Senior Secured First Lien Debt, 3/12/2029 Maturity #1
$7.75M
$8.18M
-$429.0K
+8.00%
2029-03-12
American Clinical Solutions LLC
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 6/30/2025 Maturity
$7.60M
$7.91M
-$316.0K
+7.00%
2025-06-30
Ironhorse Purchaser, LLC.
Services: Business
Senior Secured First Lien Debt, 9/30/2027 Maturity #1
$7.04M
$6.98M
$54.0K
+6.50%
2027-09-30
TMK Hawk Parent, Corp.
Services: Business
Senior Secured First Lien Debt
$6.71M
$6.71M
$0.00
+5.25%
2029-06-30
Avison Young (Canada) Inc.
Banking, Finance, Insurance & Real Estate
Class A Preferred Shares, Equity
$6.67M
$8.80M
-$2.13M
Lift Brands, Inc.
Services: Consumer
Senior Secured First Lien Debt, 6/29/2025 Maturity #3
$6.55M
$6.87M
-$328.0K
9.50%
2025-06-29
Sequoia Healthcare Management, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 11/4/2023 Maturity
$6.31M
$8.54M
-$2.23M
12.75%
2023-11-04
MacNeill Pride Group Corp.
Services: Consumer
Senior Secured First Lien Debt, 4/22/2026 Maturity #2
$6.24M
$6.25M
-$10.0K
+6.25%
2026-04-22
Isagenix Worldwide, Inc.
Beverage, Food & Tobacco
Common Shares, Equity
$6.11M
$8.99M
-$2.88M
Lift Brands, Inc.
Services: Consumer
Senior Secured First Lien Debt, 6/29/2025 Maturity #2
$5.97M
$6.16M
-$197.0K
9.50%
2025-06-29
K&N Holdco, LLC
Consumer Goods: Durable
Membership Units, Equity
$5.47M
$8.36M
-$2.89M
K&N Parent, Inc.
Consumer Goods: Durable
Senior Secured First Lien Debt, 8/16/2027 Maturity
$5.30M
$5.51M
-$208.0K
+8.25%
2027-08-16
Appalachian Resource Company, LLC
Metals & Mining
Senior Secured First Lien Debt, 9/15/2024 Maturity
$5.00M
$5.00M
$0.00
+10.00%
2024-09-15
Medplast Holdings, Inc.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 7/2/2025 Maturity
$4.94M
$4.81M
$126.0K
+3.75%
2025-07-02
Afore Insurance Services, LLC.
Banking, Finance, Insurance & Real Estate
Senior Secured First Lien Debt, 3/24/2025 Maturity
$4.58M
$4.58M
$0.00
+6.00%
2025-03-24
LAV Gear Holdings, Inc.
Services: Business
Senior Secured First Lien Debt, 10/31/2025 Maturity #2
$4.50M
$4.51M
-$10.0K
+6.28%
2025-10-31
Atlas Supply LLC
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 4/29/2025 Maturity
$4.40M
$5.00M
-$600.0K
11.00%
2025-04-29
K&N Parent, Inc.
Consumer Goods: Durable
Senior Secured First Lien Debt, 2/16/2027 Maturity
$4.36M
$4.10M
$263.0K
+8.00%
2027-02-16
Snap Fitness Holdings, Inc.
Services: Consumer
Class A Common Stock., Equity
$4.20M
$3.08M
$1.13M
Dermcare Management, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 4/22/2028 Maturity #2
$4.19M
$4.13M
$66.0K
+5.75%
2028-04-22
Lucky Bucks Holdings LLC.
Hotel, Gaming & Leisure
Unsecured Debt, 5/29/2028 Maturity
$4.13M
$22.86M
-$18.73M
12.50%
2028-05-29
Avison Young (Canada) Inc.
Banking, Finance, Insurance & Real Estate
Class F Common Shares, Equity
$4.13M
$3.18M
$946.0K
Yak Holding II, LLC
Construction & Building
Series A Preferred Units, Equity
$4.00M
$2.00M
$2.00M
Xenon Arc, Inc.
High Tech Industries
Senior Secured First Lien Debt, 12/17/2027 Maturity
$3.87M
$3.84M
$29.0K
+5.75%
2027-12-17
WorkGenius, Inc.
Services: Business
Senior Secured First Lien Debt, 6/7/2027 Maturity #3
$3.49M
$3.49M
$0.00
+7.00%
2027-06-07
Securus Technologies Holdings, Inc.
Telecommunications
Senior Secured First Lien Debt, 11/1/2024 Maturity
$3.38M
$3.73M
-$342.0K
+4.89%
2024-11-01
Avison Young (USA) Inc.
Banking, Finance, Insurance & Real Estate
Senior Secured First Lien Debt, 3/12/2028 Maturity
$3.32M
$3.22M
$99.0K
+7.50%
2028-03-12
New Giving Acquisition, Inc.
Healthcare & Pharmaceuticals
Warrants, Equity, 8/19/2029 Maturity
$3.20M
$633.0K
$2.56M
2029-08-19
Anthem Sports & Entertainment Inc.
Media: Diversified & Production
Senior Secured First Lien Debt, 11/15/2026 Maturity #2
$3.17M
$3.36M
-$193.0K
+9.50%
2026-11-15
The Men's Wearhouse, LLC
Retail
Senior Secured First Lien Debt, 2/26/2029 Maturity
$2.98M
$2.98M
$0.00
+6.50%
2029-02-26
Cennox, Inc.
Services: Business
Senior Secured First Lien Debt, 5/4/2026 Maturity #3
$2.98M
$2.99M
-$4.0K
+6.25%
2026-05-04
Instant Web, LLC.
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 2/25/2027 Maturity #2
$2.94M
$3.00M
-$60.0K
+6.50%
2027-02-25
Mimeo.com, Inc.
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 12/21/2024 Maturity #2
$2.76M
$2.76M
$0.00
+6.40%
2024-12-21
AHF Parent Holding, Inc.
Construction & Building
Senior Secured First Lien Debt, 2/1/2028 Maturity
$2.69M
$2.66M
$26.0K
+6.25%
2028-02-01
Emerald Technologies (U.S.) Acquisitionco, Inc.
Services: Business
Senior Secured First Lien Debt, 12/29/2027 Maturity
$2.62M
$2.81M
-$188.0K
+6.25%
2027-12-29
RumbleOn, Inc.
Automotive
Senior Secured First Lien Debt, 8/31/2026 Maturity #2
$2.53M
$2.60M
-$66.0K
+8.75%
2026-08-31
Optio Rx, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 6/28/2024 Maturity #1
$2.51M
$2.48M
$35.0K
+12.00%
2024-06-28
H.W. Lochner, Inc.
Construction & Building
Senior Secured First Lien Debt, 7/2/2027 Maturity #3
$2.50M
$2.47M
$38.0K
+6.75%
2027-07-02
Optio Rx, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 6/28/2024 Maturity #2
$2.50M
$2.50M
$0.00
+9.00%
2024-06-28
Avison Young (USA) Inc.
Banking, Finance, Insurance & Real Estate
Senior Secured First Lien Debt, 3/12/2029 Maturity #2
$2.49M
$2.79M
-$301.0K
HW Acquisition, LLC.
Capital Equipment
Senior Secured First Lien Debt, 9/28/2026 Maturity #2
$2.43M
$2.90M
-$473.0K
+5.00%
2026-09-28
Securus Technologies Holdings, Inc.
Telecommunications
Senior Secured Second Lien Debt, 11/1/2025 Maturity
$2.39M
$3.05M
-$658.0K
+9.05%
2025-11-01
Palmetto Clean Technology, Inc.
High Tech Industries
Warrants., Equity
$2.27M
$472.0K
$1.79M
Homer City Generation, L.P.
Energy: Oil & Gas
Senior Secured First Lien Debt, 4/16/2024 Maturity #2
$2.23M
$2.23M
$0.00
17.00%
2024-04-16
Robert C. Hilliard, L.L.P.
Services: Consumer
Senior Secured First Lien Debt, 12/17/2023 Maturity
$2.13M
$2.15M
-$21.0K
+12.00%
2024-09-16
Adapt Laser Acquisition, Inc.
Capital Equipment
Senior Secured First Lien Debt, 12/31/2025 Maturity #2
$2.09M
$2.10M
-$11.0K
+10.00%
2025-12-31
Hudson Hospital Opco, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 11/4/2023 Maturity
$2.06M
$2.18M
-$116.0K
+8.00%
2023-11-04
Macquarie Capital Funding LLC
Hotel, Gaming & Leisure
Senior Secured Second Lien Debt
$2.04M
$4.20M
-$2.15M
Ironhorse Purchaser, LLC.
Services: Business
Senior Secured First Lien Debt, 9/30/2027 Maturity #2
$2.02M
$2.00M
$14.0K
+6.50%
2027-09-30
GSC Technologies Inc.
Chemicals, Plastics & Rubber
First Lien Term Loan A, Non-Controlled, Affiliated Investments
$2.00M
Yak Holding II, LLC
Construction & Building
Series B-1 Preferred Units, Equity
$1.99M
$1.97M
$20.0K
Service Compression Holdings, LLC
Energy: Oil & Gas
Warrants., Equity #2
$1.98M
$1.43M
$550.0K
EBSC Holdings LLC
Services: Consumer
Preferred Units, Equity
$1.97M
$1.97M
$0.00
RA Outdoors, LLC
Media: Diversified & Production
Senior Secured Second Lien Debt, 10/8/2026 Maturity
$1.75M
$1.80M
-$56.0K
+9.00%
2026-10-08
Snap Fitness Holdings, Inc.
Services: Consumer
Warrants., Equity
$1.70M
$1.25M
$457.0K
Language Education Holdings LP
Services: Business
Ordinary Common Units., Equity
$1.68M
$825.0K
$858.0K
Mount Logan Capital Inc.
Banking, Finance, Insurance & Real Estate
Common Stock., Equity
$1.59M
$3.53M
-$1.95M
Instant Web, LLC.
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 2/25/2027 Maturity #4
$1.48M
$1.51M
-$33.0K
2027-02-25
H.W. Lochner, Inc.
Construction & Building
Senior Secured First Lien Debt, 7/2/2027 Maturity #4
$1.46M
$1.41M
$50.0K
+6.25%
2027-07-02
Instant Web, LLC
Media: Advertising, Printing & Publishing
First Lien Delayed Draw Term Loan, Non-Controlled, Affiliated Investments
$1.45M
IJKG Opco LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 11/4/2023 Maturity
$1.37M
$1.44M
-$70.0K
+8.00%
2023-11-04
TMK Hawk Parent, Corp.
Services: Business
Unsecured Debt
$1.37M
$1.42M
-$50.0K
2031-12-15
Service Compression Holdings, LLC
Energy: Oil & Gas
Junion Preferred Units., Equity #1
$1.36M
$1.33M
$39.0K
STATinMed Parent, LLC
Healthcare & Pharmaceuticals
Class A Preferred Units, Equity
$1.25M
$6.18M
-$4.93M
Heritage Power, LLC.
Energy: Oil & Gas
Senior Secured First Lien Debt, 7/20/2026 Maturity
$1.16M
$1.16M
$0.00
+5.50%
2026-07-20
GSC Technologies Inc.
Chemicals, Plastics & Rubber
Common Shares, Equity
$1.07M
RA Outdoors, LLC
Media: Diversified & Production
Senior Secured First Lien Debt, 4/8/2026 Maturity #2
$1.05M
$980.0K
$69.0K
+6.75%
2026-04-08
Galaxy XV CLO Ltd.
Diversified Financials
Class A Subordinated Notes., Collateralized Securities and Structured Products - Equity, 4/15/2025 Maturity
$1.00M
$1.09M
-$84.0K
2025-04-15
Critical Nurse Staffing, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 11/1/2026 Maturity #2
$986.0K
$986.0K
$0.00
+6.50%
2026-11-01
GSC Technologies Inc.
Chemicals, Plastics & Rubber
Senior Secured First Lien Debt, 9/30/2025 Maturity #2
$977.0K
$1.01M
-$38.0K
+5.00%
2025-09-30
Ascent Resources - Marcellus, LLC
Energy: Oil & Gas
Membership Units., Equity
$971.0K
$1.64M
-$671.0K
NS NWN Acquisition, LLC
High Tech Industries
Class A Preferred Units., Equity
$962.0K
NSG Co-Invest (Bermuda) LP
Consumer Goods: Durable
Partnership Interests., Equity
$934.0K
$1.00M
-$66.0K
Dermcare Management, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 4/22/2028 Maturity #3
$896.0K
$896.0K
$0.00
+5.75%
2028-04-22
Rogers Mechanical Contractors, LLC.
Construction & Building
Senior Secured First Lien Debt, 9/9/2025 Maturity #2
$869.0K
$869.0K
$0.00
+6.25%
2025-09-09
Williams Industrial Services Group, Inc.
Services: Business
Senior Secured First Lien Debt, 12/16/2025 Maturity #1
$843.0K
$1.58M
-$734.0K
+11.00%
2025-12-16
WorkGenius, Inc.
Services: Business
Senior Secured First Lien Debt, 6/7/2027 Maturity #2
$750.0K
$739.0K
$11.0K
+7.50%
2027-06-07
Yak Holding II, LLC
Construction & Building
Series A Common Units, Equity
$748.0K
BDS Solutions Intermediateco, LLC
Services: Business
Senior Secured First Lien Debt, 2/7/2027 Maturity #2
$740.0K
$761.0K
-$21.0K
+7.00%
2027-02-07
Spinal USA, Inc.
Healthcare & Pharmaceuticals
/ Precision Medical Inc., Senior Secured First Lien Debt, 11/29/2024 Maturity #2
$706.0K
$1.43M
-$720.0K
+9.50%
2024-11-29
Spinal USA, Inc.
Healthcare & Pharmaceuticals
/ Precision Medical Inc., Senior Secured First Lien Debt, 11/29/2024 Maturity #6
$670.0K
$664.0K
$6.0K
+9.50%
2024-11-29
WorkGenius, LLC
Services: Business
Class A Units., Equity
$667.0K
$500.0K
$167.0K
CF Arch Holdings LLC
Services: Business
Class A Units, Equity
$663.0K
$381.0K
$282.0K
Nova Compression, LLC
Energy: Oil & Gas
Senior Secured First Lien Debt, 10/13/2027 Maturity #2
$657.0K
$657.0K
$0.00
2027-10-13
Instant Web, LLC
Media: Advertising, Printing & Publishing
Priming Term Loan, Non-Controlled, Affiliated Investments
$528.0K
FWS Parent Holdings, LLC
Services: Business
Class A Membership Interests, Equity
$458.0K
$800.0K
-$342.0K
Spinal USA, Inc.
Healthcare & Pharmaceuticals
/ Precision Medical Inc., Senior Secured First Lien Debt, 11/29/2024 Maturity #3
$454.0K
$849.0K
-$395.0K
+9.50%
2024-11-29
Spinal USA, Inc.
Healthcare & Pharmaceuticals
/ Precision Medical Inc., Senior Secured First Lien Debt, 11/29/2024 Maturity #4
$431.0K
$871.0K
-$440.0K
+9.50%
2024-11-29
Ironhorse Purchaser, LLC.
Services: Business
Senior Secured First Lien Debt, 9/30/2027 Maturity #3
$408.0K
$402.0K
$6.0K
+6.50%
2027-09-30
Sleep Opco, LLC.
Retail
Senior Secured First Lien Debt, 10/12/2026 Maturity #2
$400.0K
$384.0K
$16.0K
+7.00%
2026-10-12
Spinal USA, Inc.
Healthcare & Pharmaceuticals
/ Precision Medical Inc., Senior Secured First Lien Debt, 11/29/2024 Maturity #5
$381.0K
$672.0K
-$291.0K
+9.50%
2024-11-29
Entertainment Studios P&A LLC.
Media: Diversified & Production
Senior Secured First Lien Debt, 5/18/2037 Maturity
$265.0K
5.00%
2037-05-18
RumbleOn, Inc.
Automotive
Warrants, Equity, 8/14/2028 Maturity
$253.0K
$378.0K
-$125.0K
2028-08-14
KNB Holdings Corp.
Consumer Goods: Durable
Senior Secured First Lien Debt, 4/26/2024 Maturity
$229.0K
$7.39M
-$7.16M
+5.50%
2024-04-26
American Family Care, LLC
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 2/28/2029 Maturity #2
$227.0K
$227.0K
$0.00
+6.00%
2029-02-28
NS NWN Holdco LLC
High Tech Industries
Non-Voting Units, Equity
$212.0K
Sleep Opco, LLC.
Retail
Senior Secured First Lien Debt, 10/12/2026 Maturity #3
$200.0K
$201.0K
-$1.0K
2026-10-12
TMK Hawk Parent, Corp.
Services: Business
Warrants, Equity
$193.0K
ARC Financial Partners, LLC
Metals & Mining
Membership Interests., Equity
$177.0K
ARC Financial, LLC
Membership Interests, Non-Controlled, Affiliated Investments
$177.0K
Williams Industrial Services Group, Inc.
Services: Business
Senior Secured First Lien Debt, 12/16/2025 Maturity #2
$169.0K
$315.0K
-$146.0K
+11.00%
2025-12-16
American Teleconferencing Services, Ltd.
Telecommunications
Senior Secured First Lien Debt, 4/07/2023 Maturity #1
$140.0K
$3.12M
-$2.98M
+5.50%
2023-04-07
Heritage Litigation Trust, Restricted Stock
Energy: Oil & Gas
Equity
$132.0K
$119.0K
$13.0K
Jenny C Acquisition, Inc.
Services: Consumer
Senior Secured First Lien Debt, 10/1/2024 Maturity #1
$131.0K
$534.0K
-$403.0K
+9.00%
2024-10-01
Deluxe Entertainment Services, Inc.
Media: Diversified & Production
Senior Secured First Lien Debt, 3/25/2024 Maturity
$85.0K
$2.53M
-$2.45M
+5.50%
2024-03-25
Invincible Boat Company LLC.
Consumer Goods: Durable
Senior Secured First Lien Debt, 8/28/2025 Maturity #2
$80.0K
$80.0K
$0.00
+6.50%
2025-08-28
Thrill Holdings LLC.
Media: Diversified & Production
Senior Secured First Lien Debt, 5/27/2024 Maturity #3
$73.0K
2024-05-27
Thrill Holdings LLC.
Media: Diversified & Production
Senior Secured First Lien Debt, 5/27/2027 Maturity #2
$39.0K
2027-05-27
Country Fresh Holdings, LLC.
Beverage, Food & Tobacco
Senior Secured First Lien Debt, 4/30/2024 Maturity #1
$11.0K
$645.0K
-$634.0K
+6.00%
2024-04-30
Spectrum Group Buyer, Inc.
Forest Products & Paper
Senior Secured First Lien Debt, 5/19/2028 Maturity
$8.0K
$9.0K
-$1.0K
+6.50%
2028-05-19
Country Fresh Holdings, LLC.
Beverage, Food & Tobacco
Senior Secured First Lien Debt, 4/30/2024 Maturity #2
$5.0K
$268.0K
-$263.0K
+6.00%
2024-04-30
Carestream Health, Inc.
Senior Secured First Lien Debt, 9/30/2027 Maturity
$0.00
$10.46M
-$10.46M
+7.50%
GSC Technologies Inc.
Chemicals, Plastics & Rubber
Senior Secured First Lien Debt, 9/30/2025 Maturity #1
$0.00
$2.05M
-$2.05M
+5.00%
HW Acquisition, LLC.
Capital Equipment
Senior Secured First Lien Debt, 9/28/2026 Maturity #3
$0.00
$15.0K
-$15.0K
2026-09-28
Instant Web, LLC.
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 2/25/2027 Maturity #1
$0.00
$46.38M
-$46.38M
+7.00%
Instant Web, LLC.
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 2/25/2027 Maturity #3
$0.00
$512.0K
-$512.0K
+3.75%
NS NWN Acquisition, LLC
High Tech Industries
Common Equity, Equity
$0.00
$393.0K
-$393.0K
Nova Compression, LLC
Energy: Oil & Gas
Senior Secured First Lien Debt, 10/13/2024 Maturity
$0.00
$1.0K
-$1.0K
+1.00%
2024-10-13
STATinMed Parent, LLC
Healthcare & Pharmaceuticals
Class B Preferred Units, Equity
$0.00
$3.19M
-$3.19M
Fluid Control II Inc.
Chemicals, Plastics & Rubber
Senior Secured First Lien Debt 8/3/2029 Maturity #2
-$7.0K
2029-08-03
Anthem Sports & Entertainment Inc.
Media: Diversified & Production
Senior Secured First Lien Debt, 11/15/2026 Maturity #3
-$10.0K
2026-11-15
ESP Associates, Inc.
Construction & Building
Senior Secured First Lien Debt, 7/24/2028 Maturity #2
-$13.0K
-$26.0K
$13.0K
2028-07-24
MacNeill Pride Group Corp.
Services: Consumer
Senior Secured First Lien Debt, 4/30/2024 Maturity
-$13.0K
-$10.0K
-$3.0K
2024-04-30
Riddell, Inc
Services: Consumer
/ All American Sports Corp., Senior Secured First Lien Debt, 9/29/2026 Maturity
-$33.0K
+1.00%
2026-09-29
Instant Web, LLC.
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 2/25/2027 Maturity #5
-$37.0K
2027-02-25
BDS Solutions Intermediateco, LLC
Services: Business
Senior Secured First Lien Debt, 2/7/2027 Maturity #3
-$60.0K
-$73.0K
$13.0K
2027-02-07
American Clinical Solutions LLC
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 6/30/2025 Maturity #1
-$140.0K
+0.00%
2025-06-30
ALM Global, LLC
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 2/21/2019 Maturity
2029-02-21
APIDOS CLO XVI Subordinated Notes., Collateralized Securities and Structured Products
Diversified Financials
Equity, 1/19/2025 Maturity
2025-01-19
American Family Care, LLC
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 2/28/2026 Maturity
2026-02-28
American Family Care, LLC
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 2/28/2029 Maturity #3
2029-02-28
American Health Staffing Group, Inc.
Services: Business
Senior Secured First Lien Debt, 11/19/2026 Maturity #2
-$17.0K
2026-11-19
American Teleconferencing Services, Ltd.
Telecommunications
Senior Secured First Lien Debt, 4/07/2023 Maturity #2
2023-04-07
Bradshaw International Parent Corp.
Consumer Goods: Durable
Senior Secured First Lien Debt, 10/21/2026 Maturity #1
-$24.0K
2026-10-21
CION/EagleTree Partners, LLC
Diversified Financials
Senior Secured Note
14.00%
Critical Nurse Staffing, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 11/1/2026 Maturity #5
2026-11-01
Dermcare Management, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 4/22/2028 Maturity #4
2028-04-22
Flatworld Intermediate Corp.
Services: Business
Senior Secured First Lien Debt, 10/3/2027 Maturity #2
2027-10-03
H.W. Lochner, Inc.
Construction & Building
Senior Secured First Lien Debt, 7/2/2027 Maturity #5
2027-07-02
Instant Web Holdings, LLC
Media: Advertising, Printing & Publishing
Class A Common Units., Equity
Invincible Boat Company LLC.
Consumer Goods: Durable
Senior Secured First Lien Debt, 8/28/2025 Maturity #3
2025-08-28
Ironhorse Purchaser, LLC.
Services: Business
Senior Secured First Lien Debt, 9/30/2027 Maturity #4
+0.50%
2027-09-30
Language Education Holdings GP LLC
Services: Business
Common Units., Equity
Mimeo.com, Inc.
Media: Advertising, Printing & Publishing
Senior Secured First Lien Debt, 12/21/2024 Maturity #3
2024-12-21
Moss Holding Company, Senior Secured First Lien Debt, 10/17/2026 Maturity,
Services: Business
Senior Secured First Lien Debt #2
2026-10-17
Moss Holding Company, Senior Secured First Lien Debt, 10/17/2026 Maturity,
Services: Business
Senior Secured First Lien Debt #3
2026-10-17
New HW Holdings Corp
Capital Equipment
Common Stock, Equity
OpCo Borrower, LLC.
Healthcare & Pharmaceuticals
Senior Secured First Lien Debt, 8/19/2027 Maturity #2
2027-08-19
Premiere Global Services, Inc.
Senior Secured Second Lien Debt
15.83%
Robert C. Hilliard
L.L.P.
Senior Secured First Lien Debt
17.44%
Rogers Mechanical Contractors, LLC.
Construction & Building
Senior Secured First Lien Debt, 9/9/2025 Maturity #3
-$34.0K
2025-09-09
Rogers Mechanical Contractors, LLC.
Construction & Building
Senior Secured First Lien Debt, 9/9/2025 Maturity #4
-$10.0K
2025-09-09
Sleep Opco, LLC.
Retail
Senior Secured First Lien Debt, 10/12/2026 Maturity #4
-$18.0K
2026-10-12
Tactical Air Support, Inc.
Aerospace & Defense
Senior Secured First Lien Debt, 12/22/2028 Maturity #2
2028-12-22
Disclosed holdings FV
$1.87B
Parsed holdings FV
$1.88B
Residual gap
-$9.81M
Balance-sheet cash
$48.48M
CIK
0001534254
Accession
0001534254-24-000012
Form type
10-Q
Period
2024-03-31