BDC·info
OBDCII

Blue Owl Capital Corp II

Period
SEC EDGAR ↗
Portfolio Fair Value
$1.94B
289 holdings
Avg Spread
+5.67%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
77.3%
of debt FV
Unrealized P/L
+$39.18M
+2.06% of cost
Non-Accrual
5
text-detected

Balance sheet

Assets$1.99B
Liabilities + Equity$1.99B
First Lien
$1.48B · 74.1%
Debt (Borrowings)
$864.28M · 43.4%
Net Assets (Equity)
$1.09B · 54.6%

Industry Composition

Internet software and services
10.2%
Food and beverage
8.3%
Manufacturing
8.1%
Healthcare technology
8.1%
Healthcare providers and services
7.5%
Insurance
5.0%
Consumer products
5.0%
Chemicals
4.1%
Advertising and media
3.6%
Buildings and real estate
3.5%
Healthcare equipment and services
3.1%
Distribution
3.1%
Other industries
30.2%

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%
3.0%
3.5%
4.0%
4.5%
5.0%
5.5%
6.0%
6.5%
7.0%
7.5%
8.0%
8.5%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
289 of 292
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
WU Holdco, Inc. (dba Weiman Products, LLC)
Consumer products
First lien senior secured loan
$50.82M
$50.59M
$227.0K
+5.00%
2027-03
Associations, Inc.
Buildings and real estate
First lien senior secured loan
$49.05M
$49.00M
$45.0K
+6.50%
2028-07
Sonny's Enterprises, LLC
Manufacturing
First lien senior secured loan
$46.48M
$46.24M
$239.0K
+5.50%
2028-08
Windows Entities, LLC
Manufacturing
Units
$46.21M
$20.11M
$26.10M
Rushmore Investment III LLC (dba Winland Foods)
Food and beverage
First lien senior secured loan
$45.23M
$44.82M
$407.0K
+5.00%
2030-10
Metis HoldCo, Inc. (dba Mavis Tire Express Services)
Automotive Services
Series A Convertible Preferred Stock
$42.38M
$41.73M
$644.0K
Intelerad Medical Systems Incorporated (fka 11849573 Canada Inc.)
Healthcare technology
First lien senior secured loan
$40.06M
$40.94M
-$878.0K
+6.50%
2026-08
Valence Surface Technologies LLC
Aerospace and defense
First lien senior secured loan
$38.77M
$39.54M
-$768.0K
+6.75%
2026-12
Inovalon Holdings, Inc.
Healthcare technology
First lien senior secured loan
$38.61M
$38.09M
$523.0K
+5.75%
2028-11
The Better Being Co., LLC (fka Nutraceutical International Corporation)
Food and beverage
First lien senior secured loan
$35.72M
$35.40M
$318.0K
+6.75%
2026-09
HGH Purchaser, Inc. (dba Horizon Services)
Household products
First lien senior secured loan
$33.38M
$36.01M
-$2.62M
+4.50%
2026-11
Inovalon Holdings, Inc.
Healthcare technology
Second lien senior secured loan
$31.78M
$31.44M
$345.0K
2033-11
BradyPLUS Holdings, LLC (f/k/a BradyIFS Holdings, LLC)
Distribution
First lien senior secured loan
$31.34M
$31.07M
$269.0K
+5.00%
2029-10
PCF Midco II, LLC (dba PCF Insurance Services)
Insurance
First lien senior secured loan
$29.00M
$27.59M
$1.41M
2031-10
Hercules Borrower, LLC (dba The Vincit Group)
Business services
First lien senior secured loan
$27.64M
$27.64M
-$1.0K
+5.50%
2026-12
Minotaur Acquisition, Inc. (dba Inspira Financial)
Financial services
First lien senior secured loan
$27.55M
$27.29M
$262.0K
+5.00%
2030-06
Conair Holdings LLC
Consumer products
Second lien senior secured loan
$27.53M
$30.97M
-$3.44M
+7.50%
2029-05
Delta TopCo, Inc. (dba Infoblox, Inc.)
Internet software and services
Second lien senior secured loan
$26.94M
$26.87M
$69.0K
+5.25%
2030-11
Litera Bidco LLC
Internet software and services
First lien senior secured loan
$26.71M
$26.66M
$43.0K
+5.00%
2028-05
Aerosmith Bidco 1 Limited (dba Audiotonix)
Leisure and entertainment
First lien senior secured loan
$26.66M
$26.34M
$318.0K
+5.25%
2031-07
Loparex Midco B.V.
Manufacturing
Second lien senior secured loan #1
$25.90M
$27.23M
-$1.33M
+8.75%
2027-07
Gaylord Chemical Company, L.L.C.
Chemicals
First lien senior secured loan
$25.77M
$25.72M
$52.0K
+5.50%
2027-12
New PLI Holdings, LLC (dba PLI)
Advertising and media
Non-controlled/affiliated - equity commitments
$25.41M
Nellson Nutraceutical, LLC
Food and beverage
First lien senior secured loan
$25.24M
$25.40M
-$158.0K
+5.75%
2025-12
Endries Acquisition, Inc.
Distribution
First lien senior secured loan
$23.84M
$23.87M
-$39.0K
+5.25%
2028-12
Lytx, Inc.
Transportation
First lien senior secured loan
$23.67M
$23.67M
$0.00
+5.00%
2028-02
Patriot Acquisition TopCo S.A.R.L (dba Corza Health, Inc.)
Healthcare equipment and services
First lien senior secured loan
$23.61M
$23.43M
$177.0K
+5.25%
2028-01
Milan Laser Holdings LLC
Specialty retail
First lien senior secured loan
$22.06M
$22.09M
-$23.0K
+5.00%
2027-04
Rocket BidCo, Inc. (dba Recochem)
Chemicals
First lien senior secured loan
$21.95M
$21.55M
$399.0K
+5.75%
2030-11
Notorious Topco, LLC (dba Beauty
Group), First lien senior secured loan
First lien senior secured loan
$21.86M
$26.15M
-$4.29M
+4.75%
2027-11
Advancion Holdings, LLC (fka Aruba Investments Holdings, LLC)
Chemicals
Second lien senior secured loan
$21.15M
$22.32M
-$1.17M
+7.75%
2028-11
OB Hospitalist Group, Inc.
Healthcare providers and services
First lien senior secured loan
$20.83M
$20.60M
$230.0K
+5.25%
2027-09
Pregis Topco LLC
Containers and packaging
Second lien senior secured loan #2
$20.67M
$20.45M
$212.0K
+6.75%
2029-08
Monotype Imaging Holdings Inc.
Advertising and media
First lien senior secured loan
$19.45M
$19.31M
$134.0K
+5.50%
2031-02
Associations Finance, Inc.
Buildings and real estate
Unsecured notes
$19.28M
$19.16M
$119.0K
2030-05
BP Veraison Buyer, LLC (dba Sun World)
Food and beverage
First lien senior secured loan
$19.17M
$19.04M
$126.0K
+5.25%
2029-05
Relativity ODA LLC
Professional services
First lien senior secured loan
$19.11M
$19.09M
$21.0K
+4.49%
2029-05
Galls, LLC
Specialty retail
First lien senior secured loan
$17.72M
$17.46M
$254.0K
+5.00%
2030-03
Faraday Buyer, LLC (dba MacLean Power Systems)
Manufacturing
First lien senior secured loan
$17.52M
$17.43M
$94.0K
+6.00%
2028-10
Delinea Buyer, Inc. (f/k/a Centrify)
Internet software and services
First lien senior secured loan
$17.25M
$17.02M
$230.0K
+5.75%
2028-03
KPCI Holdings, L.P.
Healthcare equipment and services
Class A Units
$16.06M
$6.01M
$10.04M
Ex Vivo Parent Inc. (dba OB Hospitalist)
Healthcare providers and services
First lien senior secured loan
$16.01M
$15.87M
$137.0K
2028-09
National Dentex Labs LLC (fka Barracuda Dental LLC)
Healthcare providers and services
First lien senior secured loan
$15.78M
$21.04M
-$5.26M
+5.00%
2026-04
Quva Pharma, Inc.
Healthcare providers and services
First lien senior secured loan #1
$15.24M
$15.07M
$165.0K
+5.50%
2028-04
Thunder Purchaser, Inc. (dba Vector Solutions)
Internet software and services
First lien senior secured loan
$14.54M
$14.47M
$73.0K
+5.25%
2028-06
H&F Opportunities LUX III S.À R.L (dba Checkmarx)
Internet software and services
First lien senior secured loan
$14.54M
$14.45M
$94.0K
+7.50%
2026-04
Interoperability Bidco, Inc. (dba Lyniate)
Healthcare technology
First lien senior secured loan
$14.40M
$14.67M
-$269.0K
+5.75%
2028-03
PetVet Care Centers, LLC
Healthcare providers and services
First lien senior secured loan
$14.26M
$14.96M
-$701.0K
+6.00%
2030-11
Cornerstone OnDemand, Inc.
Human resource support services
Second lien senior secured loan
$14.04M
$16.50M
-$2.46M
+6.50%
2029-10
Peter C. Foy & Associates Insurance Services, LLC (dba PCF Insurance Services)
Insurance
First lien senior secured loan
$13.67M
$13.67M
$0.00
+5.50%
2028-11
Lignetics Investment Corp.
Consumer products
First lien senior secured loan
$12.25M
$12.28M
-$35.0K
+5.50%
2027-11
New PLI Holdings, LLC (dba PLI)
Advertising and media
Class A Common Units
$11.73M
$5.95M
$5.78M
Gehl Foods, LLC
Food and beverage
First lien senior secured loan
$11.72M
$11.62M
$110.0K
+6.25%
2030-06
BCTO BSI Buyer, Inc. (dba Buildertrend)
Internet software and services
First lien senior secured loan
$11.38M
$11.34M
$38.0K
+6.50%
2026-12
Sensor Technology Topco, Inc. (dba Humanetics)
Professional services
First lien senior secured loan
$11.27M
$11.24M
$33.0K
+7.00%
2028-05
Hg Saturn Luchaco Limited
Asset based lending and fund finance
Unsecured facility
GBP 11.12M
GBP 10.95M
GBP 172.0K
2026-03
LineStar Integrity Services LLC
Infrastructure and environmental services
First lien senior secured loan
$11.09M
$11.26M
-$168.0K
+7.25%
2026-02
PCF Holdco, LLC (dba PCF Insurance Services)
Insurance
Class A Units
$10.95M
$6.38M
$4.57M
MINDBODY, Inc.
Internet software and services
First lien senior secured loan
$10.95M
$10.93M
$13.0K
+7.00%
2025-09
Peraton Corp.
Aerospace and defense
Second lien senior secured loan
$10.79M
$14.37M
-$3.58M
+7.75%
2029-02
Gerson Lehrman Group, Inc.
Professional services
First lien senior secured loan
$10.39M
$10.32M
$67.0K
+5.00%
2027-12
Unified Women's Healthcare, LP
Healthcare providers and services
First lien senior secured loan #2
$9.88M
$9.82M
$63.0K
+5.50%
2029-06
MHE Intermediate Holdings, LLC (dba OnPoint Group)
Manufacturing
First lien senior secured loan
$9.75M
$9.76M
-$8.0K
+6.00%
2027-07
Pregis Topco LLC
Containers and packaging
Second lien senior secured loan #1
$9.33M
$9.22M
$111.0K
+7.75%
2029-08
Dresser Utility Solutions, LLC
Energy equipment and services
First lien senior secured loan
$9.32M
$9.27M
$56.0K
+5.25%
2029-03
Baker Tilly Advisory Group, LP
Financial services
First lien senior secured loan
$9.22M
$9.19M
$31.0K
+4.75%
2031-06
IG Investments Holdings, LLC (dba Insight Global)
Human resource support services
First lien senior secured loan
$9.08M
$9.08M
$0.00
+5.00%
2028-09
CT Technologies Intermediate Holdings, Inc.
Healthcare technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured loan
$8.90M
$8.86M
$48.0K
+5.00%
2031-08
Anaplan, Inc.
Internet software and services
First lien senior secured loan
$8.76M
$8.76M
$3.0K
+5.00%
2029-06
DuraServ LLC
Business services
First lien senior secured loan
$8.72M
$8.72M
$4.0K
+4.50%
2031-06
Troon Golf, L.L.C.
Leisure and entertainment
First lien senior secured loan
$8.69M
$8.68M
$5.0K
+4.50%
2028-08
Swipe Acquisition Corporation (dba PLI)
Advertising and media
First lien senior secured loan #2
$8.34M
$8.34M
$0.00
+8.00%
2027-11
Premise Health Holding Corp.
Healthcare providers and services
First lien senior secured loan
$7.99M
$7.90M
$87.0K
+5.50%
2031-03
Premier Imaging, LLC (dba LucidHealth)
Healthcare providers and services
First lien senior secured loan
$7.91M
$8.51M
-$597.0K
+6.00%
2026-03
Forescout Technologies, Inc.
Internet software and services
First lien senior secured loan
$7.78M
$7.79M
-$3.0K
+5.00%
2031-05
STS PARENT, LLC (dba STS Aviation Group)
Aerospace and defense
First lien senior secured loan
$7.52M
$7.52M
-$1.0K
+5.00%
2031-10
LSI Financing LLC
Pharmaceuticals
Common Equity
$7.31M
$7.03M
$281.0K
Gainsight, Inc.
Business services
First lien senior secured loan
$7.28M
$7.23M
$47.0K
+6.00%
2027-07
Alera Group, Inc.
Insurance
First lien senior secured loan
$7.20M
$7.20M
$0.00
+5.25%
2028-10
RL Datix Holdings (USA), Inc.
Healthcare technology
First lien senior secured loan
$7.15M
$7.14M
$11.0K
+5.25%
2031-04
Alera Group, Inc.
Insurance
First lien senior secured delayed draw term loan
$7.09M
$7.03M
$57.0K
+5.75%
2028-10
Pye-Barker Fire & Safety, LLC
Business services
First lien senior secured loan
$6.89M
$6.87M
$20.0K
+4.50%
2031-05
NELIPAK EUROPEAN HOLDINGS COÖPERATIEF U.A.
Healthcare equipment and services
First lien senior secured EUR term loan
EUR 6.49M
EUR 6.55M
-EUR 60.0K
+5.50%
2031-03
The Shade Store, LLC
Specialty retail
First lien senior secured loan #1
$6.32M
$6.48M
-$165.0K
+6.00%
2029-10
Denali BuyerCo, LLC (dba Summit Companies)
Business services
First lien senior secured loan
$6.24M
$6.17M
$73.0K
+5.25%
2028-09
Sunshine Software Holdings, Inc. (dba Cornerstone OnDemand, Inc.)
Human resource support services
Series A Preferred Stock
$6.06M
$7.55M
-$1.49M
CHA Vision Holdings, Inc. (fka FR Vision Holdings, Inc.)
Infrastructure and environmental services
First lien senior secured loan
$6.05M
$5.99M
$60.0K
+5.00%
2031-01
Velocity HoldCo III Inc. (dba VelocityEHS)
Chemicals
First lien senior secured loan
$5.90M
$5.85M
$55.0K
+5.50%
2027-04
DCG ACQUISITION CORP. (dba DuBois Chemical)
Chemicals
First lien senior secured loan
$5.59M
$5.56M
$23.0K
+4.50%
2031-06
Maple Acquisition, LLC (dba Medicus)
Healthcare providers and services
First lien senior secured loan
$5.52M
$5.49M
$38.0K
+5.00%
2031-05
Brightway Holdings, LLC
Insurance
First lien senior secured loan
$5.27M
$5.23M
$37.0K
+5.75%
2027-12
Sara Lee Frozen Bakery, LLC (fka KSLB Holdings, LLC)
Food and beverage
First lien senior secured loan
$5.24M
$5.27M
-$28.0K
+4.75%
2027-07
Salinger Bidco Inc. (dba Surgical Information Systems)
Healthcare technology
First lien senior secured loan
$5.09M
$5.01M
$71.0K
+5.75%
2031-08
Loparex Midco B.V.
Manufacturing
Second lien senior secured loan #2
$5.04M
$5.25M
-$210.0K
+8.50%
2027-07
Balrog Acquisition, Inc. (dba Bakemark)
Food and beverage
Second lien senior secured loan
$5.00M
$4.97M
$27.0K
+7.00%
2029-09
Fiesta Purchaser, Inc. (dba Shearer's Foods)
Food and beverage
First lien senior secured loan
$4.92M
$4.96M
-$41.0K
+3.25%
2031-02
VEPF Torreys Aggregator, LLC (dba MINDBODY, Inc.)
Internet software and services
Series A Preferred Stock
$4.82M
$4.53M
$294.0K
Bayshore Intermediate #2, L.P. (dba Boomi)
Internet software and services
First lien senior secured loan
$4.80M
$4.80M
$0.00
+2.88%
2028-10
Vital Bidco AB (dba Vitamin Well)
Food and beverage
First lien senior secured loan
$4.77M
$4.71M
$63.0K
+4.50%
2031-10
NMI Acquisitionco, Inc. (dba Network Merchants)
Financial services
First lien senior secured loan
$4.74M
$4.74M
$8.0K
+5.00%
2028-09
Swipe Acquisition Corporation (dba PLI)
Advertising and media
First lien senior secured loan #3
$4.70M
$4.70M
-$1.0K
+5.00%
2027-11
THG Acquisition, LLC (dba Hilb)
Insurance
First lien senior secured loan
$4.67M
$4.67M
-$4.0K
+4.75%
2031-10
Crewline Buyer, Inc. (dba New Relic)
Internet software and services
First lien senior secured loan
$4.66M
$4.64M
$14.0K
+6.75%
2030-11
PDI TA Holdings, Inc.
Internet software and services
First lien senior secured loan
$4.53M
$4.51M
$14.0K
+5.50%
2031-02
Peter C. Foy & Associates Insurance Services, LLC (dba PCF Insurance Services)
Insurance
First lien senior secured delayed draw term loan
$4.52M
$4.52M
$0.00
+5.50%
2028-11
Unified Women's Healthcare, LP
Healthcare providers and services
First lien senior secured delayed draw term loan
$4.52M
$4.49M
$29.0K
+5.25%
2029-06
Aptean Acquiror, Inc. (dba Aptean)
Internet software and services
First lien senior secured loan
$4.42M
$4.38M
$38.0K
+5.25%
2031-01
QAD, Inc.
Internet software and services
First lien senior secured loan
$4.39M
$4.40M
-$11.0K
+4.75%
2027-11
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Healthcare providers and services
First lien senior secured loan
$4.33M
$4.26M
$67.0K
+4.75%
2029-12
EOS Finco S.A.R.L
Telecommunications
First lien senior secured loan
$4.28M
$8.72M
-$4.44M
+6.00%
2029-10
RL Datix Holdings (USA), Inc.
Healthcare technology
First lien senior secured GBP term loan
GBP 4.28M
GBP 4.13M
GBP 145.0K
+5.25%
2031-04
Pluralsight, LLC
Education
First lien senior secured loan #2
$4.18M
$4.18M
$0.00
2029-08
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured loan
$4.14M
$4.12M
$19.0K
+5.00%
2028-08
Icefall Parent, Inc. (dba EngageSmart)
Internet software and services
First lien senior secured loan
$4.05M
$3.98M
$68.0K
+6.50%
2030-01
Pluralsight, LLC
Education
First lien senior secured loan #1
$3.96M
$3.96M
$0.00
+3.00%
2029-08
Granicus, Inc.
Internet software and services
First lien senior secured loan
$3.93M
$3.90M
$33.0K
+3.50%
2031-01
Foundation Consumer Brands, LLC
Consumer products
First lien senior secured loan
$3.90M
$3.87M
$30.0K
+5.00%
2029-02
Finastra USA, Inc.
Financial services
First lien senior secured loan
$3.84M
$3.79M
$45.0K
+7.25%
2029-09
Arctic Holdco, LLC (dba Novvia Group)
Containers and packaging
First lien senior secured loan
$3.66M
$3.68M
-$15.0K
+5.25%
2032-01
Paradigmatic Holdco LLC (dba Pluralsight)
Education
Common stock
$3.48M
$3.48M
$0.00
WMC Bidco, Inc. (dba West Monroe)
Internet software and services
Senior Preferred Stock
$3.43M
$3.45M
-$23.0K
Offen, Inc.
Distribution
First lien senior secured loan
$3.37M
$3.37M
$7.0K
+5.00%
2026-06
Vessco Midco Holdings, LLC
Infrastructure and environmental services
First lien senior secured loan
$3.37M
$3.35M
$19.0K
+4.75%
2031-07
JSG II, Inc.
Manufacturing
First lien senior secured loan
$3.36M
$3.36M
-$1.0K
+4.50%
2026-06
Nelipak Holding Company
Healthcare equipment and services
First lien senior secured loan
$3.28M
$3.30M
-$22.0K
+5.50%
2031-03
Fifth Season Investments LLC
Insurance
Class A Units
$3.27M
$2.98M
$292.0K
AAM Series 2.1 Aviation Feeder, LLC
Asset based lending and fund finance
First lien senior secured loan
$3.16M
$3.15M
$6.0K
2030-11
Essential Services Holding Corporation (dba Turnpoint)
Professional services
First lien senior secured loan
$3.10M
$3.10M
-$3.0K
+5.00%
2031-06
Packaging Coordinators Midco, Inc.
Healthcare equipment and services
First lien senior secured loan
$3.02M
$3.02M
-$1.0K
+4.75%
2032-01
Allied Benefit Systems Intermediate LLC
Healthcare providers and services
First lien senior secured loan
$2.98M
$2.94M
$37.0K
+5.25%
2030-10
Catalis Intermediate, Inc. (fka GovBrands Intermediate, Inc.)
Internet software and services
First lien senior secured loan
$2.93M
$2.97M
-$44.0K
+5.50%
2027-08
Indikami Bidco, LLC (dba IntegriChain)
Healthcare technology
First lien senior secured loan
$2.74M
$2.71M
$25.0K
+4.00%
2030-12
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Asset based lending and fund finance
First lien senior secured loan
$2.63M
$2.61M
$19.0K
2030-07
CivicPlus, LLC
Internet software and services
First lien senior secured loan
$2.57M
$2.56M
$12.0K
+5.75%
2027-08
Quva Pharma, Inc.
Healthcare providers and services
First lien senior secured loan #2
$2.35M
$2.32M
$34.0K
+5.50%
2026-04
Park Place Technologies, LLC
Telecommunications
First lien senior secured loan
$2.33M
$2.32M
$9.0K
+5.25%
2031-03
KENE Acquisition, Inc. (dba Entrust Solutions Group)
Infrastructure and environmental services
First lien senior secured loan
$2.28M
$2.26M
$17.0K
+5.25%
2031-02
Sensor Technology Topco, Inc. (dba Humanetics)
Professional services
First lien senior secured EUR term loan
EUR 2.20M
EUR 2.21M
-EUR 6.0K
+7.25%
2028-05
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Internet software and services
First lien senior secured loan
$2.12M
$2.11M
$13.0K
+6.50%
2031-03
Patriot Holdings SCSp (dba Corza Health, Inc.)
Healthcare equipment and services
Class A Units
$2.06M
$2.07M
-$10.0K
Brooklyn Lender Co-Invest 2, L.P. (dba Boomi)
Internet software and services
Common Units
$2.02M
$1.34M
$674.0K
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Asset based lending and fund finance
LLC Interest
$1.95M
$1.48M
$474.0K
AAM Series 2.1 Aviation Feeder, LLC
Asset based lending and fund finance
LLC Interest
$1.94M
$1.37M
$564.0K
Romulus Intermediate Holdings 1 Inc. (dba PetVet Care Centers)
Healthcare providers and services
Series A Preferred Stock
$1.90M
$2.04M
-$143.0K
KUSRP Intermediate, Inc. (dba U.S. Retirement and Benefits Partners)
Insurance
First lien senior secured loan
$1.89M
$1.87M
$13.0K
2030-07
Walker Edison Furniture Company LLC
Household products
First lien senior secured loan
$1.88M
$9.15M
-$7.27M
2027-03
Amergin Asset Management, LLC
Asset based lending and fund finance
Class A Units
$1.82M
Hyland Software, Inc.
Internet software and services
First lien senior secured loan
$1.78M
$1.78M
$0.00
+5.00%
2030-09
Pacific BidCo Inc.
Healthcare providers and services
First lien senior secured loan
$1.77M
$1.78M
-$6.0K
2029-08
Phantom Purchaser, Inc.
Healthcare providers and services
First lien senior secured loan
$1.76M
$1.75M
$12.0K
+5.00%
2031-09
Eagle Family Foods Group LLC
Food and beverage
First lien senior secured loan
$1.75M
$1.73M
$16.0K
+5.00%
2030-08
National Dentex Labs LLC (fka Barracuda Dental LLC)
Healthcare providers and services
First lien senior secured delayed draw term loan
$1.67M
$2.29M
-$623.0K
2026-04
USRP Holdings, Inc. (dba U.S. Retirement and Benefits Partners)
Insurance
First lien senior secured loan
$1.63M
$1.62M
$7.0K
+5.00%
2029-12
Sonny's Enterprises, LLC
Manufacturing
First lien senior secured revolving loan
$1.62M
$1.61M
$15.0K
+5.50%
2027-08
Hg Genesis 8 Sumoco Limited
Asset based lending and fund finance
Unsecured facility
GBP 1.55M
GBP 1.52M
GBP 33.0K
2027-09
Artifact Bidco, Inc. (dba Avetta)
Internet software and services
First lien senior secured loan
$1.54M
$1.54M
-$1.0K
+4.50%
2031-07
ASP Conair Holdings LP
Consumer Products
Class A Units
$1.48M
$1.29M
$194.0K
Patriot Acquisition TopCo S.A.R.L (dba Corza Health, Inc.)
Healthcare equipment and services
First lien senior secured revolving loan
$1.42M
$1.41M
$9.0K
+5.25%
2028-01
Minerva Holdco, Inc.
Healthcare technology
Senior A Preferred Stock
$1.35M
$1.39M
-$32.0K
Project Alpine Co-Invest Fund, LP
Internet software and services
LP Interest
$1.31M
$1.00M
$312.0K
Hg Genesis 9 SumoCo Limited
Asset based lending and fund finance
Unsecured facility
GBP 1.29M
GBP 1.27M
GBP 29.0K
2029-03
Offen, Inc.
Distribution
First lien senior secured delayed draw term loan
$1.27M
$1.27M
$2.0K
+5.11%
2026-06
CD&R Value Building Partners I, L.P. (dba Belron)
Automotive Services
LP Interest
$1.26M
$1.09M
$173.0K
Natural Partners, LLC
Healthcare providers and services
First lien senior secured loan
$1.23M
$1.22M
$13.0K
+4.50%
2027-11
KOBHG Holdings, L.P. (dba OB Hospitalist)
Healthcare providers and services
Class A Interests
$1.18M
$1.29M
-$110.0K
Quva Pharma, Inc.
Healthcare providers and services
First lien senior secured revolving loan
$1.18M
$1.18M
$1.0K
+5.50%
2026-04
Hissho Parent, LLC
Food and beverage
First lien senior secured loan
$1.14M
$1.13M
$7.0K
+4.50%
2029-05
Indigo Buyer, Inc. (dba Inovar Packaging Group)
Containers and packaging
First lien senior secured loan
$1.11M
$1.11M
$8.0K
+5.25%
2028-05
Evolution Parent, LP (dba SIAA)
Insurance
LP Interest
$1.10M
$892.0K
$207.0K
Gloves Holdings, LP (dba Protective Industrial Products)
Manufacturing
LP Interest
$1.08M
$700.0K
$385.0K
KRIV Acquisition Inc. (dba Riveron)
Financial services
First lien senior secured loan
$1.03M
$1.01M
$25.0K
+5.75%
2029-07
Hercules Buyer, LLC (dba The Vincit Group)
Business services
Unsecured notes
$1.02M
$831.0K
$185.0K
2029-12
Smarsh Inc.
Financial services
First lien senior secured loan
$994.0K
$988.0K
$6.0K
+4.75%
2029-02
Thunder Topco L.P. (dba Vector Solutions)
Internet software and services
Common Units
$975.0K
$820.0K
$155.0K
Lignetics Investment Corp.
Consumer products
First lien senior secured revolving loan
$973.0K
$978.0K
-$5.0K
+5.50%
2026-10
TCB Holdings I LLC (dba TricorBraun)
Containers and packaging
Class A Preferred Units
$970.0K
$970.0K
$0.00
+14.00%
Guidehouse Inc.
Professional services
First lien senior secured loan
$929.0K
$929.0K
$0.00
+3.00%
2030-12
Einstein Parent, Inc. (dba Smartsheet)
Internet software and services
First lien senior secured loan
$903.0K
$903.0K
$0.00
+6.50%
2031-01
SimpliSafe Holding Corporation
Household products
First lien senior secured loan
$902.0K
$894.0K
$8.0K
+6.25%
2028-05
KPSKY Acquisition, Inc. (dba BluSky)
Business services
First lien senior secured loan
$900.0K
$956.0K
-$56.0K
+5.50%
2028-10
When I Work, Inc.
Internet software and services
First lien senior secured loan
$891.0K
$920.0K
-$29.0K
+5.50%
2027-11
Unified Women's Healthcare, LP
Healthcare providers and services
First lien senior secured loan #1
$890.0K
$886.0K
$4.0K
+5.25%
2029-06
KABAFUSION Parent, LLC
Healthcare providers and services
First lien senior secured loan
$887.0K
$880.0K
$7.0K
+5.00%
2031-11
EET Buyer, Inc. (dba e-Emphasys)
Internet software and services
First lien senior secured loan
$882.0K
$877.0K
$5.0K
+4.75%
2027-11
GI Ranger Intermediate, LLC (dba Rectangle Health)
Healthcare technology
First lien senior secured loan
$881.0K
$888.0K
-$7.0K
+5.75%
2028-10
Creek Parent, Inc. (dba Catalent)
Healthcare equipment and services
First lien senior secured loan
$870.0K
$860.0K
$10.0K
+5.25%
2031-12
Continental Finance Company, LLC
Financial services
First lien senior secured loan
$866.0K
$866.0K
$0.00
+8.00%
2029-03
Fortis Solutions Group, LLC
Containers and packaging
First lien senior secured loan
$866.0K
$871.0K
-$5.0K
+5.50%
2028-10
Puma Buyer, LLC (dba PANTHERx)
Pharmaceuticals
First lien senior secured loan
$855.0K
$855.0K
$0.00
+4.50%
2032-03
National Dentex Labs LLC (fka Barracuda Dental LLC)
Healthcare providers and services
First lien senior secured revolving loan
$854.0K
$1.29M
-$440.0K
+7.00%
2026-04
PPT Holdings III, LLC (dba Park Place Technologies)
Telecommunications
First lien senior secured loan
$849.0K
$836.0K
$13.0K
2034-03
Evolution BuyerCo, Inc. (dba SIAA)
Insurance
First lien senior secured loan
GBP 843.0K
GBP 836.0K
GBP 7.0K
+4.75%
2030-04
ABB/Con-cise Optical Group LLC
Distribution
First lien senior secured loan
$835.0K
$843.0K
-$8.0K
+7.50%
2028-02
CSC MKG Topco LLC (dba Medical Knowledge Group)
Healthcare equipment and services
First lien senior secured loan
$824.0K
$820.0K
$4.0K
+5.75%
2029-02
Vensure Employer Services, Inc.
Professional services
First lien senior secured loan
EUR 818.0K
EUR 819.0K
-EUR 1.0K
+5.00%
2031-09
Tamarack Intermediate, L.L.C. (dba Verisk 3E)
Infrastructure and environmental services
First lien senior secured loan
$802.0K
$797.0K
$5.0K
+5.75%
2028-03
Vermont Aus Pty Ltd
Healthcare providers and services
First lien senior secured AUD term loan
AUD 802.0K
AUD 878.0K
-AUD 76.0K
+5.75%
2028-03
Rhea Parent, Inc.
Healthcare equipment and services
First lien senior secured loan
$793.0K
$792.0K
$1.0K
+4.75%
2030-12
Ascend Buyer, LLC (dba PPC Flexible Packaging)
Containers and packaging
First lien senior secured loan
$781.0K
$777.0K
$4.0K
+5.75%
2028-09
Mario Purchaser, LLC (dba Len the Plumber)
Household products
First lien senior secured loan
$775.0K
$788.0K
-$13.0K
+5.75%
2029-04
Cambrex Corporation
Healthcare equipment and services
First lien senior secured loan
$774.0K
$774.0K
$0.00
+4.75%
2032-03
SimonMed, Inc.
Healthcare providers and services
First lien senior secured loan
$771.0K
$772.0K
-$1.0K
+4.75%
2032-02
Soleo Holdings, Inc.
Healthcare providers and services
First lien senior secured loan
$758.0K
$758.0K
$0.00
+4.75%
2032-02
Ministry Brands Holdings, LLC
Internet software and services
First lien senior secured loan
$749.0K
$745.0K
$4.0K
+5.50%
2028-12
Severin Acquisition, LLC (dba PowerSchool)
Education
First lien senior secured loan
$745.0K
$748.0K
-$3.0K
+2.75%
2031-10
Loparex Midco B.V.
Manufacturing
First lien senior secured loan #2
$742.0K
$742.0K
$0.00
+4.50%
2027-07
Securonix, Inc.
Internet software and services
First lien senior secured loan
$742.0K
$851.0K
-$109.0K
+4.00%
2028-04
Denali Holding, LP (dba Summit Companies)
Business Services
Class A Units
$739.0K
$425.0K
$314.0K
FR Flow Control CB LLC (dba Trillium Flow Technologies)
Manufacturing
First lien senior secured loan
$726.0K
$726.0K
$0.00
+5.25%
2029-12
SWK BUYER, Inc. (dba Stonewall Kitchen)
Consumer products
First lien senior secured loan
$721.0K
$724.0K
-$3.0K
+5.25%
2029-03
Paris US Holdco, Inc. (dba Precinmac)
Professional services
First lien senior secured loan
$714.0K
$714.0K
$0.00
+5.00%
2031-12
Diamond Mezzanine 24 LLC (dba United Risk)
Insurance
First lien senior secured loan
EUR 711.0K
EUR 707.0K
EUR 4.0K
+5.00%
2030-10
Innovation Ventures HoldCo, LLC (dba 5 Hour Energy)
Food and beverage
First lien senior secured loan
$710.0K
$715.0K
-$5.0K
+6.25%
2027-03
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured loan
$707.0K
$707.0K
$0.00
+5.00%
2031-12
Spaceship Purchaser, Inc. (dba Squarespace)
Internet software and services
First lien senior secured loan
$701.0K
$698.0K
$3.0K
+5.00%
2031-10
TBRS, Inc. (dba TEAM Technologies)
Healthcare equipment and services
First lien senior secured loan
$697.0K
$697.0K
$0.00
+4.75%
2031-11
Tempo Buyer Corp. (dba Global Claims Services)
Insurance
First lien senior secured loan
$680.0K
$672.0K
$8.0K
+4.75%
2028-08
Plasma Buyer LLC (dba PathGroup)
Healthcare providers and services
First lien senior secured loan
$652.0K
$655.0K
-$3.0K
+5.75%
2029-05
CP PIK DEBT ISSUER, LLC (dba CivicPlus, LLC)
Internet software and services
Unsecured notes
$639.0K
$629.0K
$10.0K
2034-06
Swipe Acquisition Corporation (dba PLI)
Advertising and media
First lien senior secured loan #1
$631.0K
$628.0K
$3.0K
+8.00%
2026-06
Diamondback Acquisition, Inc. (dba Sphera)
Business services
First lien senior secured loan
$618.0K
$612.0K
$6.0K
+5.50%
2028-09
Granicus, Inc.
Internet software and services
First lien senior secured delayed draw term loan
$578.0K
$578.0K
$0.00
+3.00%
2031-01
BCPE Osprey Buyer, Inc. (dba PartsSource)
Healthcare technology
First lien senior secured loan
$577.0K
$579.0K
-$2.0K
+5.75%
2028-08
EresearchTechnology, Inc. (dba Clario)
Healthcare providers and services
First lien senior secured loan
$560.0K
$560.0K
$0.00
+4.75%
2032-01
Feradyne Outdoors, LLC
Consumer products
First lien senior secured loan
$552.0K
$664.0K
-$112.0K
+3.04%
2028-05
CCM Midco, LLC (f/k/a Cresset Capital Management, LLC)
Financial services
First lien senior secured loan
$518.0K
$514.0K
$4.0K
+5.00%
2030-06
Tivity Health, Inc.
Healthcare providers and services
First lien senior secured loan
$492.0K
$492.0K
$0.00
+5.00%
2029-06
STS PARENT, LLC (dba STS Aviation Group)
Aerospace and defense
First lien senior secured revolving loan
$489.0K
$489.0K
$0.00
+5.00%
2030-10
Sensor Technology Topco, Inc. (dba Humanetics)
Professional services
First lien senior secured revolving loan
EUR 477.0K
EUR 474.0K
EUR 3.0K
+6.50%
2028-05
Nelipak Holding Company
Healthcare equipment and services
First lien senior secured revolving loan
EUR 466.0K
EUR 473.0K
-EUR 7.0K
+5.50%
2031-03
Norvax, LLC (dba GoHealth)
Insurance
First lien senior secured revolving loan
$462.0K
$462.0K
$0.00
+6.50%
2025-06
Galls, LLC
Specialty retail
First lien senior secured revolving loan
$428.0K
$401.0K
$27.0K
+6.00%
2030-03
Hercules Buyer, LLC (dba The Vincit Group)
Business Services
Common Units
$427.0K
$352.0K
$75.0K
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Healthcare providers and services
Class A Interest
$368.0K
$301.0K
$67.0K
Knockout Intermediate Holdings I Inc. (dba Kaseya Inc.)
Business Services
Perpetual Preferred Stock
$349.0K
$346.0K
$3.0K
Vital Bidco AB (dba Vitamin Well)
Food and beverage
First lien senior secured revolving loan
$273.0K
$259.0K
$14.0K
+4.50%
2030-10
Sara Lee Frozen Bakery, LLC (fka KSLB Holdings, LLC)
Food and beverage
First lien senior secured revolving loan
$243.0K
$250.0K
-$7.0K
+4.60%
2027-07
Blue Owl Credit SLF LLC
LLC Interest
$237.0K
$245.0K
-$8.0K
LSI Financing 1 DAC
Pharmaceuticals
Preferred equity
$234.0K
$237.0K
-$3.0K
Mario Midco Holdings, Inc. (dba Len the Plumber)
Household products
Unsecured facility
$225.0K
$230.0K
-$5.0K
2032-04
Notorious Topco, LLC (dba Beauty
Group), First lien senior secured revolving loan
First lien senior secured revolving loan
$204.0K
$551.0K
-$347.0K
+4.75%
2027-05
Loparex Midco B.V.
Manufacturing
First lien senior secured loan #1
$198.0K
$198.0K
$0.00
+6.00%
2027-02
Park Place Technologies, LLC
Telecommunications
First lien senior secured delayed draw term loan
$188.0K
$186.0K
$2.0K
+5.25%
2031-03
Pacific BidCo Inc.
Healthcare providers and services
First lien senior secured delayed draw term loan
$187.0K
$187.0K
$0.00
+5.75%
2029-08
The Shade Store, LLC
Specialty retail
First lien senior secured loan #2
$186.0K
$192.0K
-$6.0K
+7.00%
2029-10
BCTO WIW Holdings, Inc. (dba When I Work)
Internet software and services
Class A Common Stock
$155.0K
$300.0K
-$145.0K
Galway Borrower LLC
Insurance
First lien senior secured delayed draw term loan
$152.0K
$151.0K
$1.0K
+4.50%
2028-09
Indikami Bidco, LLC (dba IntegriChain)
Healthcare technology
First lien senior secured revolving loan
$148.0K
$146.0K
$2.0K
+6.00%
2030-06
Rhea Acquisition Holdings, LP
Healthcare equipment and services
Series A-2 Units
$144.0K
$119.0K
$25.0K
Arctic Holdco, LLC (dba Novvia Group)
Containers and packaging
First lien senior secured revolving loan
$129.0K
$129.0K
$0.00
+5.25%
2031-01
The Shade Store, LLC
Specialty retail
First lien senior secured revolving loan
$121.0K
$142.0K
-$21.0K
+6.00%
2028-10
BCPE Osprey Buyer, Inc. (dba PartsSource)
Healthcare technology
First lien senior secured delayed draw term loan
$119.0K
$118.0K
$1.0K
+5.75%
2028-08
Pye-Barker Fire & Safety, LLC
Business services
First lien senior secured revolving loan
$119.0K
$118.0K
$1.0K
+4.50%
2030-05
GrowthCurve Capital Sunrise Co-Invest LP (dba Brightway)
Insurance
LP Interest
$105.0K
$107.0K
-$2.0K
Maia Aggregator, LP
Healthcare equipment and services
Class A-2 Units
$102.0K
$112.0K
-$10.0K
Hissho Sushi Holdings, LLC
Food and beverage
Class A Units
$100.0K
$60.0K
$40.0K
Patriot Holdings SCSp (dba Corza Health, Inc.)
Healthcare equipment and services
Class B Units
$82.0K
$28.0K
$54.0K
NELIPAK EUROPEAN HOLDINGS COÖPERATIEF U.A.
Healthcare equipment and services
First lien senior secured EUR revolving loan
EUR 74.0K
EUR 78.0K
-EUR 4.0K
+5.50%
2031-03
Park Place Technologies, LLC
Telecommunications
First lien senior secured revolving loan
$63.0K
$62.0K
$1.0K
+5.25%
2030-03
Dodge Construction Network Holdings, L.P.
Buildings and real estate
Class A-2 Common Units
$61.0K
$368.0K
-$307.0K
Plasma Buyer LLC (dba PathGroup)
Healthcare providers and services
First lien senior secured revolving loan
$61.0K
$62.0K
-$1.0K
+5.75%
2028-05
Essential Services Holding Corporation (dba Turnpoint)
Professional services
First lien senior secured revolving loan
$58.0K
$58.0K
$0.00
+5.00%
2030-06
GoHealth, Inc.
Insurance
Common stock
$56.0K
$350.0K
-$294.0K
BCPE Osprey Buyer, Inc. (dba PartsSource)
Healthcare technology
First lien senior secured revolving loan
GBP 47.0K
GBP 47.0K
GBP 0.00
+5.75%
2026-08
Indikami Bidco, LLC (dba IntegriChain)
Healthcare technology
First lien senior secured delayed draw term loan
$43.0K
$40.0K
$3.0K
+6.00%
2030-12
Fortis Solutions Group, LLC
Containers and packaging
First lien senior secured revolving loan
$39.0K
$40.0K
-$1.0K
+5.50%
2027-10
Insight CP (Blocker) Holdings, L.P. (dba CivicPlus, LLC)
Internet software and services
LP Interest
$39.0K
$31.0K
$8.0K
Bird Holding B.V. (fka MessageBird Holding B.V.)
Internet software and services
Extended Series C Warrants
$37.0K
$157.0K
-$120.0K
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured delayed draw term loan
$29.0K
$29.0K
$0.00
+5.00%
2031-12
Plasma Buyer LLC (dba PathGroup)
Healthcare providers and services
First lien senior secured delayed draw term loan
$25.0K
$25.0K
$0.00
+6.25%
2029-05
Mario Purchaser, LLC (dba Len the Plumber)
Household products
First lien senior secured revolving loan
$19.0K
$20.0K
-$1.0K
+5.75%
2028-04
Severin Acquisition, LLC (dba PowerSchool)
Education
First lien senior secured revolving loan
$13.0K
$13.0K
$0.00
+4.75%
2031-10
Smarsh Inc.
Financial services
First lien senior secured revolving loan
$13.0K
$13.0K
$0.00
+4.75%
2029-02
XOMA Corporation
Healthcare providers and services
Warrants
$13.0K
$12.0K
$1.0K
Garden State Custom Windows, LLC
$11.1K
Long Island Custom Windows, LLC
$9.6K
Severin Acquisition, LLC (dba PowerSchool)
Education
First lien senior secured delayed draw term loan
$9.0K
$10.0K
-$1.0K
+5.00%
2031-10
Midwest Custom Windows, LLC
$8.0K
Jemico, LLC
$7.7K
Vensure Employer Services, Inc.
Professional services
First lien senior secured delayed draw term loan
$7.0K
$7.0K
$0.00
+4.50%
2031-09
TBRS, Inc. (dba TEAM Technologies)
Healthcare equipment and services
First lien senior secured revolving loan
$6.0K
$6.0K
$0.00
+4.75%
2030-11
Dodge Construction Network Holdings, L.P.
Buildings and real estate
Series A Preferred Units
$5.0K
$9.0K
-$4.0K
+8.25%
Atlanta Custom Windows, LLC
$3.8K
Greater Toronto Custom Windows, Corp.
$3.3K
Fairchester Custom Windows LLC
$2.5K
Walker Edison Holdco LLC
Household Products
Common Units
$0.00
$4.75M
-$4.75M
KPSKY Acquisition, Inc. (dba BluSky)
Business services
First lien senior secured delayed draw term loan
-$3.0K
+5.75%
2028-10
Securonix, Inc.
Internet software and services
First lien senior secured revolving loan
-$17.0K
$3.0K
-$20.0K
+7.00%
2028-04
Paris US Holdco, Inc. (dba Precinmac)
Professional services
First lien senior secured revolving loan
+4.00%
2031-12
Disclosed holdings FV
$1.91B
Parsed holdings FV
$1.94B
Residual gap
-$25.87M
Balance-sheet cash
$68.26M
CIK
0001655887
Accession
0001655887-25-000021
Form type
10-Q
Period
2025-03-31