BDC·info
OBDCII

Blue Owl Capital Corp II

Period
SEC EDGAR ↗
Portfolio Fair Value
$1.96B
283 holdings
Avg Spread
+5.90%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
77.6%
of debt FV
Unrealized P/L
+$22.21M
+1.15% of cost
Non-Accrual
5
text-detected

Balance sheet

Assets$2.00B
Liabilities + Equity$2.00B
First Lien
$1.50B · 74.9%
Debt (Borrowings)
$842.89M · 42.1%
Net Assets (Equity)
$1.12B · 56.1%

Industry Composition

Internet software and services
9.9%
Food and beverage
8.3%
Manufacturing
7.9%
Healthcare technology
7.8%
Healthcare providers and services
7.1%
Insurance
6.3%
Consumer products
4.9%
Chemicals
4.1%
Advertising and media
3.8%
Buildings and real estate
3.4%
Financial services
3.2%
Distribution
3.0%
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

3.0%
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
283 of 286
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
WU Holdco, Inc. (dba Weiman Products, LLC)
Consumer products
First lien senior secured loan
$48.91M
$48.66M
$254.0K
+5.00%
2027-03
Associations, Inc.
Buildings and real estate
First lien senior secured loan
$48.18M
$48.13M
$48.0K
+6.50%
2028-07
Sonny's Enterprises, LLC
Manufacturing
First lien senior secured loan
$46.24M
$45.99M
$254.0K
+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
$45.34M
$44.92M
$423.0K
+5.00%
2030-10
Metis HoldCo, Inc. (dba Mavis Tire Express Services)
Automotive Services
Series A Convertible Preferred Stock
$41.66M
$40.99M
$674.0K
Intelerad Medical Systems Incorporated (fka 11849573 Canada Inc.)
Healthcare technology
First lien senior secured loan
$40.15M
$41.01M
-$856.0K
+6.50%
2026-08
Inovalon Holdings, Inc.
Healthcare technology
First lien senior secured loan
$38.05M
$37.98M
$72.0K
+5.75%
2028-11
Valence Surface Technologies LLC
Aerospace and defense
First lien senior secured loan
$37.26M
$39.59M
-$2.33M
+7.75%
2026-12
The Better Being Co., LLC (fka Nutraceutical International Corporation)
Food and beverage
First lien senior secured loan
$36.19M
$36.03M
$164.0K
+7.50%
2026-09
Aerosmith Bidco 1 Limited (dba Audiotonix)
Leisure and entertainment
First lien senior secured loan
$33.06M
$32.74M
$324.0K
+5.25%
2031-07
HGH Purchaser, Inc. (dba Horizon Services)
Household products
First lien senior secured loan
$32.83M
$34.55M
-$1.73M
+7.00%
2026-11
BradyPLUS Holdings, LLC (f/k/a BradyIFS Holdings, LLC)
Distribution
First lien senior secured loan
$31.42M
$31.14M
$281.0K
+5.00%
2029-10
Inovalon Holdings, Inc.
Healthcare technology
Second lien senior secured loan
$30.27M
$30.23M
$44.0K
2033-11
Evolution BuyerCo, Inc. (dba SIAA)
Insurance
First lien senior secured delayed draw term loan
$28.91M
$28.68M
$226.0K
+6.25%
2028-04
Conair Holdings LLC
Consumer products
Second lien senior secured loan
$28.70M
$30.95M
-$2.25M
+7.50%
2029-05
Hercules Borrower, LLC (dba The Vincit Group)
Business services
First lien senior secured loan
$27.70M
$27.70M
$0.00
+5.50%
2026-12
Minotaur Acquisition, Inc. (dba Inspira Financial)
Financial services
First lien senior secured loan
$27.51M
$27.37M
$135.0K
+5.00%
2030-06
Delta TopCo, Inc. (dba Infoblox, Inc.)
Internet software and services
Second lien senior secured loan
$27.35M
$26.87M
$483.0K
+5.25%
2030-11
PCF Midco II, LLC (dba PCF Insurance Services)
Insurance
First lien senior secured loan
$27.16M
$26.91M
$244.0K
2031-10
Gaylord Chemical Company, L.L.C.
Chemicals
First lien senior secured loan
$25.85M
$25.79M
$59.0K
+5.25%
2027-12
Nellson Nutraceutical, LLC
Food and beverage
First lien senior secured loan
$25.57M
$25.44M
$127.0K
+5.75%
2025-12
PHM Netherlands Midco B.V. (dba Loparex)
Manufacturing
Second lien senior secured loan #1
$25.41M
$27.16M
-$1.75M
+8.75%
2027-07
Swipe Acquisition Corporation (dba PLI)
Advertising and media
Non-controlled/non-affiliated - equity commitments
$24.83M
Litera Bidco LLC
Internet software and services
First lien senior secured loan
$24.09M
$24.04M
$51.0K
+5.00%
2028-05
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
$23.67M
$23.47M
$194.0K
+5.25%
2028-01
Notorious Topco, LLC (dba Beauty
Group), First lien senior secured loan
First lien senior secured loan
$23.36M
$26.04M
-$2.68M
+7.25%
2027-11
Milan Laser Holdings LLC
Specialty retail
First lien senior secured loan
$22.23M
$22.13M
$99.0K
+5.00%
2027-04
Endries Acquisition, Inc.
Distribution
First lien senior secured loan
$22.13M
$22.16M
-$31.0K
+5.25%
2028-12
Advancion Holdings, LLC (fka Aruba Investments Holdings, LLC)
Chemicals
Second lien senior secured loan
$21.93M
$22.30M
-$376.0K
+7.75%
2028-11
Rocket BidCo, Inc. (dba Recochem)
Chemicals
First lien senior secured loan
$21.78M
$21.59M
$193.0K
+5.75%
2030-11
OB Hospitalist Group, Inc.
Healthcare providers and services
First lien senior secured loan
$20.83M
$20.63M
$198.0K
+5.25%
2027-09
Pregis Topco LLC
Containers and packaging
Second lien senior secured loan #2
$20.67M
$20.45M
$222.0K
+6.75%
2029-08
Monotype Imaging Holdings Inc.
Advertising and media
First lien senior secured loan
$19.45M
$19.36M
$90.0K
+5.50%
2031-02
BP Veraison Buyer, LLC (dba Sun World)
Food and beverage
First lien senior secured loan
$19.21M
$19.08M
$132.0K
+5.25%
2029-05
Relativity ODA LLC
Professional services
First lien senior secured loan
$19.11M
$19.09M
$24.0K
+4.50%
2029-05
Associations Finance, Inc.
Buildings and real estate
Unsecured notes
$18.62M
$18.50M
$123.0K
2030-05
Faraday Buyer, LLC (dba MacLean Power Systems)
Manufacturing
First lien senior secured loan
$17.57M
$17.46M
$111.0K
+6.00%
2028-10
Delinea Buyer, Inc. (f/k/a Centrify)
Internet software and services
First lien senior secured loan
$17.29M
$17.05M
$247.0K
+5.75%
2028-03
National Dentex Labs LLC (fka Barracuda Dental LLC)
Healthcare providers and services
First lien senior secured loan
$16.72M
$20.88M
-$4.16M
+8.00%
2026-04
Galls, LLC
Specialty retail
First lien senior secured loan
$16.66M
$16.41M
$250.0K
+6.50%
2030-03
KPCI Holdings, L.P.
Healthcare equipment and services
Class A Units
$15.83M
$6.01M
$9.81M
Ex Vivo Parent Inc. (dba OB Hospitalist)
Healthcare providers and services
First lien senior secured loan
$15.22M
$15.11M
$105.0K
2028-09
Quva Pharma, Inc.
Healthcare providers and services
First lien senior secured loan
$15.20M
$15.10M
$106.0K
+5.50%
2028-04
Blackhawk Network Holdings, Inc.
Financial services
First lien senior secured loan
$15.09M
$14.65M
$436.0K
+5.00%
2029-03
Thunder Purchaser, Inc. (dba Vector Solutions)
Internet software and services
First lien senior secured loan
$14.58M
$14.50M
$79.0K
+5.50%
2028-06
H&F Opportunities LUX III S.À R.L (dba Checkmarx)
Internet software and services
First lien senior secured loan
$14.51M
$14.43M
$79.0K
+7.50%
2026-04
PetVet Care Centers, LLC
Healthcare providers and services
First lien senior secured loan
$14.49M
$15.00M
-$509.0K
+6.00%
2030-11
Cornerstone OnDemand, Inc.
Human resource support services
Second lien senior secured loan
$14.21M
$16.50M
-$2.29M
+6.50%
2029-10
Interoperability Bidco, Inc. (dba Lyniate)
Healthcare technology
First lien senior secured loan
$14.14M
$14.46M
-$322.0K
+6.25%
2028-03
Peter C. Foy & Associates Insurance Services, LLC (dba PCF Insurance Services)
Insurance
First lien senior secured loan
$13.71M
$13.71M
$0.00
+5.50%
2028-11
Lignetics Investment Corp.
Consumer products
First lien senior secured loan
$12.27M
$12.31M
-$33.0K
+5.50%
2027-11
PCF Holdco, LLC (dba PCF Insurance Services)
Insurance
Class A Units
$11.75M
$6.38M
$5.37M
Peraton Corp.
Aerospace and defense
Second lien senior secured loan
$11.68M
$14.36M
-$2.68M
+7.75%
2029-02
New PLI Holdings, LLC (dba PLI)
Advertising and media
Class A Common Units
$11.49M
$5.95M
$5.54M
BCTO BSI Buyer, Inc. (dba Buildertrend)
Internet software and services
First lien senior secured loan
$11.41M
$11.36M
$43.0K
+6.50%
2026-12
Sensor Technology Topco, Inc. (dba Humanetics)
Professional services
First lien senior secured loan
$11.27M
$11.17M
$96.0K
+7.00%
2028-05
Gehl Foods, LLC
Food and beverage
First lien senior secured loan
$11.06M
$11.01M
$48.0K
+6.25%
2030-06
MINDBODY, Inc.
Internet software and services
First lien senior secured loan
$10.95M
$10.94M
$6.0K
+7.00%
2025-09
LineStar Integrity Services LLC
Infrastructure and environmental services
First lien senior secured loan
$10.74M
$10.91M
-$171.0K
+7.25%
2026-02
Gerson Lehrman Group, Inc.
Professional services
First lien senior secured loan
$10.37M
$10.32M
$47.0K
+5.25%
2027-12
Hg Saturn Luchaco Limited
Asset based lending and fund finance
Unsecured facility
GBP 10.16M
GBP 10.30M
-GBP 138.0K
2026-03
Unified Women's Healthcare, LP
Healthcare providers and services
First lien senior secured loan #2
$9.91M
$9.84M
$66.0K
+5.50%
2029-06
LSI Financing LLC
Pharmaceuticals
Common Equity
$9.55M
$9.39M
$165.0K
MHE Intermediate Holdings, LLC (dba OnPoint Group)
Manufacturing
First lien senior secured loan
$9.45M
$9.40M
$51.0K
+6.00%
2027-07
Dresser Utility Solutions, LLC
Energy equipment and services
First lien senior secured loan
$9.35M
$9.29M
$60.0K
+5.25%
2029-03
Pregis Topco LLC
Containers and packaging
Second lien senior secured loan #1
$9.33M
$9.22M
$116.0K
+7.75%
2029-08
Baker Tilly Advisory Group, L.P.
Financial services
First lien senior secured loan
$9.29M
$9.21M
$82.0K
+4.75%
2031-06
IG Investments Holdings, LLC (dba Insight Global)
Human resource support services
First lien senior secured loan
$9.10M
$9.10M
$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
$8.88M
$27.0K
+5.00%
2031-08
Anaplan, Inc.
Internet software and services
First lien senior secured loan
$8.78M
$8.78M
$2.0K
+5.25%
2029-06
Troon Golf, L.L.C.
Leisure and entertainment
First lien senior secured loan
$8.71M
$8.70M
$6.0K
+4.50%
2028-08
Swipe Acquisition Corporation (dba PLI)
Advertising and media
First lien senior secured delayed draw term loan
$8.34M
$8.34M
$0.00
+8.00%
2027-11
Premise Health Holding Corp.
Healthcare providers and services
First lien senior secured loan
$8.01M
$7.92M
$90.0K
+5.50%
2031-03
Forescout Technologies, Inc.
Internet software and services
First lien senior secured loan
$7.80M
$7.80M
-$3.0K
+5.00%
2031-05
Premier Imaging, LLC (dba LucidHealth)
Healthcare providers and services
First lien senior secured loan
$7.79M
$8.40M
-$608.0K
+6.00%
2026-03
DuraServ LLC
Business services
First lien senior secured loan
$7.55M
$7.55M
$4.0K
+4.50%
2031-06
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
Gainsight, Inc.
Business services
First lien senior secured loan
$7.28M
$7.22M
$50.0K
+6.00%
2027-07
Alera Group, Inc.
Insurance
First lien senior secured loan
$7.22M
$7.22M
$1.0K
+5.25%
2028-10
RL Datix Holdings (USA), Inc.
Healthcare technology
First lien senior secured loan
$7.17M
$7.14M
$31.0K
+5.50%
2031-04
Alera Group, Inc.
Insurance
First lien senior secured delayed draw term loan
$6.73M
$6.67M
$60.0K
+5.75%
2028-10
Pye-Barker Fire & Safety, LLC
Business services
First lien senior secured loan
$6.68M
$6.66M
$19.0K
+4.50%
2031-05
The Shade Store, LLC
Specialty retail
First lien senior secured loan
$6.51M
$6.48M
$35.0K
+6.00%
2029-10
NELIPAK EUROPEAN HOLDINGS COÖPERATIEF U.A.
Healthcare equipment and services
First lien senior secured EUR term loan
EUR 6.38M
EUR 6.71M
-EUR 335.0K
+5.50%
2031-03
CHA Vision Holdings, Inc. (fka FR Vision Holdings, Inc.)
Infrastructure and environmental services
First lien senior secured loan
$6.06M
$6.00M
$63.0K
+5.50%
2031-01
Sunshine Software Holdings, Inc. (dba Cornerstone OnDemand, Inc.)
Human resource support services
Series A Preferred Stock
$6.04M
$7.55M
-$1.51M
Velocity HoldCo III Inc. (dba VelocityEHS)
Chemicals
First lien senior secured loan
$5.92M
$5.86M
$60.0K
+5.50%
2027-04
Denali BuyerCo, LLC (dba Summit Companies)
Business services
First lien senior secured loan
$5.82M
$5.75M
$66.0K
+5.75%
2028-09
EOS Finco S.A.R.L
Telecommunications
First lien senior secured loan
$5.66M
$8.10M
-$2.44M
+6.00%
2029-10
Maple Acquisition, LLC (dba Medicus)
Healthcare providers and services
First lien senior secured loan
$5.61M
$5.57M
$39.0K
+5.25%
2031-05
DCG ACQUISITION CORP. (dba DuBois Chemical)
Chemicals
First lien senior secured loan
$5.59M
$5.56M
$25.0K
+4.50%
2031-06
Sara Lee Frozen Bakery, LLC (fka KSLB Holdings, LLC)
Food and beverage
First lien senior secured loan
$5.10M
$5.14M
-$34.0K
+4.50%
2025-07
Salinger Bidco Inc. (dba Surgical Information Systems)
Healthcare technology
First lien senior secured loan
$5.07M
$5.01M
$60.0K
+5.75%
2031-08
PHM Netherlands Midco B.V. (dba Loparex)
Manufacturing
Second lien senior secured loan #2
$5.00M
$5.25M
-$249.0K
+8.50%
2027-07
Balrog Acquisition, Inc. (dba Bakemark)
Food and beverage
Second lien senior secured loan
$5.00M
$4.97M
$29.0K
+7.00%
2029-09
Fiesta Purchaser, Inc. (dba Shearer's Foods)
Food and beverage
First lien senior secured loan
$4.97M
$4.97M
-$1.0K
+3.25%
2031-02
Brightway Holdings, LLC
Insurance
First lien senior secured loan
$4.85M
$4.84M
$10.0K
+6.50%
2027-12
Bayshore Intermediate #2, L.P. (dba Boomi)
Internet software and services
First lien senior secured loan
$4.76M
$4.76M
$1.0K
+6.25%
2028-10
NMI Acquisitionco, Inc. (dba Network Merchants)
Financial services
First lien senior secured loan
$4.75M
$4.74M
$12.0K
+5.00%
2028-09
Vital Bidco AB (dba Vitamin Well)
Food and beverage
First lien senior secured loan
$4.72M
$4.72M
-$2.0K
+4.50%
2031-10
THG Acquisition, LLC (dba Hilb)
Insurance
First lien senior secured loan
$4.67M
$4.67M
-$1.0K
+4.75%
2031-10
Offen, Inc.
Distribution
First lien senior secured loan
$4.65M
$4.64M
$11.0K
+5.00%
2026-06
Crewline Buyer, Inc. (dba New Relic)
Internet software and services
First lien senior secured loan
$4.64M
$4.64M
$4.0K
+6.75%
2030-11
VEPF Torreys Aggregator, LLC (dba MINDBODY, Inc.)
Internet software and services
Series A Preferred Stock
$4.64M
$4.42M
$221.0K
Peter C. Foy & Associates Insurance Services, LLC (dba PCF Insurance Services)
Insurance
First lien senior secured delayed draw term loan
$4.53M
$4.53M
$0.00
+5.50%
2028-11
Broadcast Music, Inc. (fka Otis Merger Sub, Inc.)
Advertising and media
First lien senior secured loan
$4.48M
$4.41M
$67.0K
+5.75%
2030-02
Aptean Acquiror, Inc. (dba Aptean)
Internet software and services
First lien senior secured loan
$4.41M
$4.38M
$30.0K
+5.00%
2031-01
QAD, Inc.
Internet software and services
First lien senior secured loan
$4.40M
$4.41M
-$11.0K
+4.75%
2027-11
Swipe Acquisition Corporation (dba PLI)
Advertising and media
First lien senior secured revolving loan
$4.36M
$4.36M
$0.00
+5.00%
2027-11
KWOL Acquisition Inc. (dba Worldwide Clinical Trials)
Healthcare providers and services
First lien senior secured loan
$4.31M
$4.24M
$70.0K
+4.75%
2029-12
RL Datix Holdings (USA), Inc.
Healthcare technology
First lien senior secured GBP term loan
$4.16M
$4.13M
$29.0K
+5.50%
2031-04
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured loan
$4.15M
$4.13M
$20.0K
+5.00%
2028-08
Pluralsight, LLC
Education
First lien senior secured loan #2
$4.05M
$4.05M
$0.00
2029-08
Icefall Parent, Inc. (dba EngageSmart)
Internet software and services
First lien senior secured loan
$4.05M
$3.98M
$71.0K
+6.50%
2030-01
Finastra USA, Inc.
Financial services
First lien senior secured loan
$3.99M
$3.94M
$47.0K
+7.25%
2029-09
PDI TA Holdings, Inc.
Internet software and services
First lien senior secured loan
$3.97M
$3.96M
$12.0K
+5.00%
2031-02
Unified Women's Healthcare, LP
Healthcare providers and services
First lien senior secured delayed draw term loan
$3.94M
$3.92M
$28.0K
+5.25%
2029-06
Pluralsight, LLC
Education
First lien senior secured loan #1
$3.94M
$3.94M
$0.00
+4.50%
2029-08
Granicus, Inc.
Internet software and services
First lien senior secured loan
$3.92M
$3.89M
$34.0K
+5.75%
2031-01
Nelipak Holding Company
Healthcare equipment and services
First lien senior secured loan
$3.68M
$3.70M
-$27.0K
+5.50%
2031-03
Paradigmatic Holdco LLC (dba Pluralsight)
Education
Common stock
$3.48M
$3.48M
$0.00
JSG II, Inc.
Manufacturing
First lien senior secured loan
$3.37M
$3.37M
$8.0K
+4.50%
2026-06
WMC Bidco, Inc. (dba West Monroe)
Internet software and services
Senior Preferred Stock
$3.32M
$3.36M
-$36.0K
Vessco Midco Holdings, LLC
Infrastructure and environmental services
First lien senior secured loan
$3.10M
$3.09M
$14.0K
+4.75%
2031-07
Essential Services Holding Corporation (dba Turnpoint)
Professional services
First lien senior secured loan
$3.10M
$3.10M
-$2.0K
+5.00%
2031-06
Foundation Consumer Brands, LLC
Consumer products
First lien senior secured loan
$2.99M
$2.95M
$42.0K
+6.25%
2027-02
Allied Benefit Systems Intermediate LLC
Healthcare providers and services
First lien senior secured loan
$2.98M
$2.94M
$40.0K
+5.25%
2030-10
Fifth Season Investments LLC
Insurance
Class A Units
$2.98M
$2.70M
$279.0K
Catalis Intermediate, Inc. (fka GovBrands Intermediate, Inc.)
Internet software and services
First lien senior secured loan
$2.93M
$2.98M
-$48.0K
+5.50%
2027-08
Arctic Holdco, LLC (dba Novvia Group)
Containers and packaging
First lien senior secured loan
$2.88M
$2.84M
$38.0K
+6.00%
2026-12
Indikami Bidco, LLC (dba IntegriChain)
Healthcare technology
First lien senior secured loan
$2.73M
$2.69M
$41.0K
+6.50%
2030-12
CivicPlus, LLC
Internet software and services
First lien senior secured loan
$2.57M
$2.56M
$14.0K
+5.75%
2027-08
AAM Series 2.1 Aviation Feeder, LLC
Asset based lending and fund finance
First lien senior secured loan
$2.53M
$2.53M
$6.0K
2030-11
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Asset based lending and fund finance
First lien senior secured loan
$2.51M
$2.49M
$18.0K
2030-07
Park Place Technologies, LLC
Telecommunications
First lien senior secured loan
$2.33M
$2.32M
$10.0K
+5.25%
2031-03
KENE Acquisition, Inc. (dba Entrust Solutions Group)
Infrastructure and environmental services
First lien senior secured loan
$2.18M
$2.17M
$12.0K
+5.25%
2031-02
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
Sensor Technology Topco, Inc. (dba Humanetics)
Professional services
First lien senior secured EUR term loan
$2.11M
$2.19M
-$84.0K
+7.25%
2028-05
Patriot Holdings SCSp (dba Corza Health, Inc.)
Healthcare equipment and services
Class B Units
$2.02M
$2.03M
-$10.0K
Brooklyn Lender Co-Invest 2, L.P. (dba Boomi)
Internet software and services
Common Units
$2.02M
$1.34M
$674.0K
Pacific BidCo Inc.
Healthcare providers and services
First lien senior secured loan
$1.95M
$1.97M
-$14.0K
+6.00%
2029-08
Romulus Intermediate Holdings 1 Inc. (dba PetVet Care Centers)
Healthcare providers and services
Series A Preferred Stock
$1.85M
$1.97M
-$116.0K
KUSRP Intermediate, Inc. (dba U.S. Retirement and Benefits Partners)
Insurance
First lien senior secured loan
$1.82M
$1.80M
$13.0K
2030-07
Hyland Software, Inc.
Internet software and services
First lien senior secured loan
$1.78M
$1.76M
$24.0K
+6.00%
2030-09
AAM Series 2.1 Aviation Feeder, LLC
Asset based lending and fund finance
LLC Interest
$1.78M
$1.43M
$356.0K
Phantom Purchaser, Inc.
Healthcare providers and services
First lien senior secured loan
$1.76M
$1.76M
$4.0K
+5.00%
2031-09
EAGLE FAMILY FOODS GROUP LLC
Food and beverage
First lien senior secured loan
$1.74M
$1.73M
$8.0K
+5.00%
2030-08
Hg Genesis 8 Sumoco Limited
Asset based lending and fund finance
Unsecured facility
GBP 1.73M
GBP 1.77M
-GBP 38.0K
2027-09
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Asset based lending and fund finance
LLC Interest
$1.67M
$1.49M
$180.0K
USRP Holdings, Inc. (dba U.S. Retirement and Benefits Partners)
Insurance
First lien senior secured loan
$1.63M
$1.63M
$8.0K
+5.00%
2029-12
Amergin Asset Management, LLC
Asset based lending and fund finance
Class A Units
$1.55M
Artifact Bidco, Inc. (dba Avetta)
Internet software and services
First lien senior secured loan
$1.54M
$1.54M
-$1.0K
+4.50%
2031-07
Walker Edison Furniture Company LLC
Household products
First lien senior secured revolving loan
$1.44M
$2.25M
-$803.0K
+6.25%
2027-03
ASP Conair Holdings LP
Consumer Products
Class A Units
$1.40M
$1.29M
$112.0K
Minerva Holdco, Inc.
Healthcare technology
Senior A Preferred Stock
$1.32M
$1.35M
-$29.0K
Project Alpine Co-Invest Fund, LP
Internet software and services
LP Interest
$1.31M
$1.00M
$312.0K
Natural Partners, LLC
Healthcare providers and services
First lien senior secured loan
$1.23M
$1.22M
$9.0K
+4.50%
2027-11
Hg Genesis 9 SumoCo Limited
Asset based lending and fund finance
Unsecured facility
EUR 1.21M
EUR 1.28M
-EUR 70.0K
2029-03
KOBHG Holdings, L.P. (dba OB Hospitalist)
Healthcare providers and services
Class A Interests
$1.18M
$1.29M
-$110.0K
National Dentex Labs LLC (fka Barracuda Dental LLC)
Healthcare providers and services
First lien senior secured delayed draw term loan
$1.17M
$1.48M
-$310.0K
2026-04
CD&R Value Building Partners I, L.P. (dba Belron)
Automotive Services
LP Interest
$1.15M
$966.0K
$188.0K
Hissho Parent, LLC
Food and beverage
First lien senior secured loan
$1.14M
$1.13M
$7.0K
+4.75%
2029-05
Lignetics Investment Corp.
Consumer products
First lien senior secured revolving loan
$1.07M
$1.07M
-$4.0K
+5.50%
2026-10
Walker Edison Furniture Company LLC
Household products
First lien senior secured loan
$1.04M
$6.24M
-$5.21M
2027-03
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
Evolution Parent, LP (dba SIAA)
Insurance
LP Interest
$1.01M
$892.0K
$123.0K
Rhea Parent, Inc.
Healthcare equipment and services
First lien senior secured loan
$997.0K
$997.0K
$0.00
+4.75%
2030-12
Quva Pharma, Inc.
Healthcare providers and services
First lien senior secured revolving loan
$981.0K
$984.0K
-$3.0K
+5.50%
2026-04
Thunder Topco L.P. (dba Vector Solutions)
Internet software and services
Common Units
$975.0K
$820.0K
$155.0K
National Dentex Labs LLC (fka Barracuda Dental LLC)
Healthcare providers and services
First lien senior secured revolving loan
$927.0K
$1.29M
-$362.0K
+7.00%
2026-04
Guidehouse Inc.
Professional services
First lien senior secured loan
$922.0K
$926.0K
-$4.0K
+5.75%
2030-12
SimpliSafe Holding Corporation
Household products
First lien senior secured loan
$904.0K
$895.0K
$9.0K
+6.25%
2028-05
Unified Women's Healthcare, LP
Healthcare providers and services
First lien senior secured loan #1
$893.0K
$888.0K
$5.0K
+5.25%
2029-06
When I Work, Inc.
Internet software and services
First lien senior secured loan
$893.0K
$921.0K
-$28.0K
+5.50%
2027-11
KPSKY Acquisition, Inc. (dba BluSky)
Business services
First lien senior secured loan
$888.0K
$956.0K
-$68.0K
+5.50%
2028-10
EET Buyer, Inc. (dba e-Emphasys)
Internet software and services
First lien senior secured loan
$884.0K
$879.0K
$5.0K
+4.75%
2027-11
GI Ranger Intermediate, LLC (dba Rectangle Health)
Healthcare technology
First lien senior secured loan
$883.0K
$888.0K
-$5.0K
+6.00%
2028-10
KABAFUSION Parent, LLC
Healthcare providers and services
First lien senior secured loan
$880.0K
$880.0K
$0.00
+5.00%
2031-11
Indigo Buyer, Inc. (dba Inovar Packaging Group)
Containers and packaging
First lien senior secured loan #1
$879.0K
$873.0K
$6.0K
+6.25%
2028-05
Fortis Solutions Group, LLC
Containers and packaging
First lien senior secured loan
$870.0K
$872.0K
-$2.0K
+5.50%
2028-10
Creek Parent, Inc. (dba Catalent)
Healthcare equipment and services
First lien senior secured loan
$859.0K
$859.0K
$0.00
+5.25%
2031-12
Smarsh Inc.
Financial services
First lien senior secured loan
$857.0K
$851.0K
$6.0K
+5.75%
2029-02
ABB/Con-cise Optical Group LLC
Distribution
First lien senior secured loan
$833.0K
$843.0K
-$10.0K
+7.50%
2028-02
Gloves Holdings, LP (dba Protective Industrial Products)
Manufacturing
LP Interest
$829.0K
$700.0K
$129.0K
CSC MKG Topco LLC (dba Medical Knowledge Group)
Healthcare equipment and services
First lien senior secured loan
$824.0K
$822.0K
$2.0K
+5.75%
2029-02
Diamond Mezzanine 24 LLC (dba United Risk)
Insurance
First lien senior secured revolving loan
$821.0K
$793.0K
$28.0K
+6.00%
2028-04
Vensure Employer Services, Inc.
Professional services
First lien senior secured loan
$820.0K
$820.0K
$0.00
+5.00%
2031-09
PPT Holdings III, LLC (dba Park Place Technologies)
Telecommunications
First lien senior secured loan
$817.0K
$809.0K
$8.0K
2034-03
Tamarack Intermediate, L.L.C. (dba Verisk 3E)
Infrastructure and environmental services
First lien senior secured loan
$804.0K
$798.0K
$6.0K
+5.75%
2028-03
Vermont Aus Pty Ltd
Healthcare providers and services
First lien senior secured AUD term loan
$799.0K
$880.0K
-$81.0K
+5.75%
2028-03
Mario Purchaser, LLC (dba Len the Plumber)
Household products
First lien senior secured loan
$777.0K
$789.0K
-$12.0K
+5.75%
2029-04
Ministry Brands Holdings, LLC
Internet software and services
First lien senior secured loan
$751.0K
$747.0K
$4.0K
+5.50%
2028-12
Ascend Buyer, LLC (dba PPC Flexible Packaging)
Containers and packaging
First lien senior secured loan
$749.0K
$745.0K
$4.0K
+5.75%
2028-09
Severin Acquisition, LLC (dba PowerSchool)
Education
First lien senior secured loan
$745.0K
$745.0K
$0.00
+5.00%
2031-10
Denali Holding, LP (dba Summit Companies)
Business Services
Class A Units
$739.0K
$425.0K
$314.0K
Securonix, Inc.
Internet software and services
First lien senior secured loan
$735.0K
$842.0K
-$107.0K
+7.75%
2028-04
FR Flow Control CB LLC (dba Trillium Flow Technologies)
Manufacturing
First lien senior secured loan
$728.0K
$728.0K
$0.00
+5.25%
2029-12
H-Food Holdings, LLC
Food and beverage
Second lien senior secured loan
$728.0K
$16.33M
-$15.60M
+6.00%
2026-03
Paris US Holdco, Inc. (dba Precinmac)
Professional services
First lien senior secured loan
$714.0K
$714.0K
$0.00
+5.00%
2031-12
SWK BUYER, Inc. (dba Stonewall Kitchen)
Consumer products
First lien senior secured loan
$713.0K
$726.0K
-$13.0K
+5.25%
2029-03
Innovation Ventures HoldCo, LLC (dba 5 Hour Energy)
Food and beverage
First lien senior secured loan
$710.0K
$713.0K
-$3.0K
+6.25%
2027-03
Diamond Mezzanine 24 LLC (dba United Risk)
Insurance
First lien senior secured loan
$709.0K
$709.0K
$0.00
+5.00%
2030-10
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured loan
$707.0K
$707.0K
$0.00
+5.00%
2031-12
TBRS, Inc. (dba TEAM Technologies)
Healthcare equipment and services
First lien senior secured loan
$699.0K
$699.0K
$0.00
+4.75%
2031-11
Spaceship Purchaser, Inc. (dba Squarespace)
Internet software and services
First lien senior secured loan
$698.0K
$698.0K
$0.00
+5.00%
2031-10
Sonny's Enterprises, LLC
Manufacturing
First lien senior secured revolving loan
$692.0K
$674.0K
$18.0K
+5.50%
2027-08
Tempo Buyer Corp. (dba Global Claims Services)
Insurance
First lien senior secured loan
$681.0K
$673.0K
$8.0K
+4.75%
2028-08
Plasma Buyer LLC (dba PathGroup)
Healthcare providers and services
First lien senior secured loan
$657.0K
$656.0K
$1.0K
+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
$631.0K
$627.0K
$4.0K
+8.00%
2026-06
Sensor Technology Topco, Inc. (dba Humanetics)
Professional services
First lien senior secured revolving loan
$630.0K
$624.0K
$6.0K
+6.50%
2028-05
Diamondback Acquisition, Inc. (dba Sphera)
Business services
First lien senior secured loan
$616.0K
$612.0K
$4.0K
+5.50%
2028-09
BCPE Osprey Buyer, Inc. (dba PartsSource)
Healthcare technology
First lien senior secured loan
$578.0K
$580.0K
-$2.0K
+5.75%
2028-08
Granicus, Inc.
Internet software and services
First lien senior secured delayed draw term loan
$575.0K
$576.0K
-$1.0K
+5.25%
2031-01
Feradyne Outdoors, LLC
Consumer products
First lien senior secured loan
$565.0K
$658.0K
-$93.0K
+6.75%
2028-05
Knockout Intermediate Holdings I Inc. (dba Kaseya Inc.)
Business Services
Perpetual Preferred Stock
$555.0K
$548.0K
$7.0K
Kaseya Inc.
Business services
First lien senior secured loan
$544.0K
$536.0K
$8.0K
+5.50%
2029-06
Cresset Capital Management, LLC
Financial services
First lien senior secured loan
$520.0K
$515.0K
$5.0K
+5.00%
2030-06
PDI TA Holdings, Inc.
Internet software and services
First lien senior secured delayed draw term loan
$513.0K
$508.0K
$5.0K
+5.50%
2031-02
Tivity Health, Inc.
Healthcare providers and services
First lien senior secured loan
$494.0K
$494.0K
$0.00
+5.00%
2029-06
Norvax, LLC (dba GoHealth)
Insurance
First lien senior secured revolving loan
$462.0K
$462.0K
$0.00
+6.50%
2025-06
Hercules Buyer, LLC (dba The Vincit Group)
Business Services
Common Units
$427.0K
$352.0K
$75.0K
STS PARENT, LLC (dba STS Aviation Group)
Aerospace and defense
First lien senior secured revolving loan
$384.0K
$384.0K
$0.00
+5.00%
2030-10
Sonny's Enterprises, LLC
Manufacturing
First lien senior secured delayed draw term loan
$354.0K
$339.0K
$15.0K
+5.50%
2028-08
KWOL Acquisition Inc. (dba Worldwide Clinical Trials)
Healthcare providers and services
Class A Interest
$341.0K
$301.0K
$40.0K
Gehl Foods, LLC
Food and beverage
First lien senior secured delayed draw term loan
$340.0K
$335.0K
$5.0K
+6.25%
2030-06
Vessco Midco Holdings, LLC
Infrastructure and environmental services
First lien senior secured delayed draw term loan
$272.0K
$267.0K
$5.0K
+4.75%
2031-07
Vital Bidco AB (dba Vitamin Well)
Food and beverage
First lien senior secured revolving loan
$258.0K
$258.0K
$0.00
+4.50%
2030-10
LSI Financing 1 DAC
Pharmaceuticals
Preferred equity
$239.0K
$237.0K
$2.0K
Indigo Buyer, Inc. (dba Inovar Packaging Group)
Containers and packaging
First lien senior secured loan #2
$218.0K
$218.0K
$0.00
+5.25%
2028-05
Mario Midco Holdings, Inc. (dba Len the Plumber)
Household products
Unsecured facility
$217.0K
$221.0K
-$4.0K
2032-04
Brightway Holdings, LLC
Insurance
First lien senior secured revolving loan
$208.0K
$207.0K
$1.0K
+6.50%
2027-12
GoHealth, Inc.
Insurance
Common stock
$203.0K
$1.16M
-$960.0K
Loparex Midco BV
Manufacturing
First lien senior secured loan
$199.0K
$199.0K
$0.00
+6.00%
2027-02
Blue Owl Credit SLF LLC
LLC interest
$191.0K
$190.0K
$1.0K
RL Datix Holdings (USA), Inc.
Healthcare technology
First lien senior secured revolving loan
$173.0K
$167.0K
$6.0K
+5.50%
2030-10
BCTO WIW Holdings, Inc. (dba When I Work)
Internet software and services
Class A Common Stock
$164.0K
$300.0K
-$136.0K
The Shade Store, LLC
Specialty retail
First lien senior secured revolving loan
$148.0K
$148.0K
$0.00
+6.00%
2028-10
Rhea Acquisition Holdings, LP
Healthcare equipment and services
Series A-2 Units
$144.0K
$119.0K
$25.0K
BCPE Osprey Buyer, Inc. (dba PartsSource)
Healthcare technology
First lien senior secured delayed draw term loan
$120.0K
$118.0K
$2.0K
+5.75%
2028-08
Pye-Barker Fire & Safety, LLC
Business services
First lien senior secured revolving loan
$119.0K
$117.0K
$2.0K
+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
KENE Acquisition, Inc. (dba Entrust Solutions Group)
Infrastructure and environmental services
First lien senior secured delayed draw term loan
$99.0K
$93.0K
$6.0K
+5.25%
2031-02
Hissho Sushi Holdings, LLC
Food and beverage
Class A Units
$97.0K
$60.0K
$37.0K
Indikami Bidco, LLC (dba IntegriChain)
Healthcare technology
First lien senior secured revolving loan
$96.0K
$92.0K
$4.0K
+6.00%
2030-06
Patriot Holdings SCSp (dba Corza Health, Inc.)
Healthcare equipment and services
Class A Units
$86.0K
$28.0K
$58.0K
Park Place Technologies, LLC
Telecommunications
First lien senior secured revolving loan
$78.0K
$77.0K
$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
Evolution BuyerCo, Inc. (dba SIAA)
Insurance
First lien senior secured loan
$47.0K
$47.0K
$0.00
+4.00%
2030-10
Galway Borrower LLC
Insurance
First lien senior secured delayed draw term loan
$44.0K
$43.0K
$1.0K
+4.50%
2028-09
Plasma Buyer LLC (dba PathGroup)
Healthcare providers and services
First lien senior secured revolving loan
$41.0K
$42.0K
-$1.0K
+5.75%
2028-05
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
CIBT Global, Inc.
Business services
First lien senior secured loan
$35.0K
$104.0K
-$69.0K
+5.25%
2027-06
BCPE Osprey Buyer, Inc. (dba PartsSource)
Healthcare technology
First lien senior secured revolving loan
$34.0K
$34.0K
$0.00
+5.75%
2026-08
Fortis Solutions Group, LLC
Containers and packaging
First lien senior secured revolving loan
$30.0K
$31.0K
-$1.0K
+5.50%
2027-10
Interoperability Bidco, Inc. (dba Lyniate)
Healthcare technology
First lien senior secured revolving loan
$30.0K
$52.0K
-$22.0K
+6.25%
2028-03
Ascend Buyer, LLC (dba PPC Flexible Packaging)
Containers and packaging
First lien senior secured revolving loan
$26.0K
$26.0K
$0.00
+5.75%
2027-09
Indikami Bidco, LLC (dba IntegriChain)
Healthcare technology
First lien senior secured delayed draw term loan
$21.0K
$19.0K
$2.0K
+6.00%
2030-12
XOMA Corporation
Healthcare providers and services
Warrants
$21.0K
$12.0K
$9.0K
Plasma Buyer LLC (dba PathGroup)
Healthcare providers and services
First lien senior secured delayed draw term loan
$20.0K
$20.0K
$0.00
+6.25%
2029-05
Kaseya Inc.
Business services
First lien senior secured delayed draw term loan
$16.0K
$16.0K
$0.00
+5.50%
2029-06
Mario Purchaser, LLC (dba Len the Plumber)
Household products
First lien senior secured revolving loan
$15.0K
$16.0K
-$1.0K
+5.75%
2028-04
Garden State Custom Windows, LLC
$11.1K
Long Island Custom Windows, LLC
$9.6K
Midwest Custom Windows, LLC
$8.0K
Jemico, LLC
$7.7K
GI Ranger Intermediate, LLC (dba Rectangle Health)
Healthcare technology
First lien senior secured revolving loan
$7.0K
$8.0K
-$1.0K
+6.00%
2027-10
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
Smarsh Inc.
Financial services
First lien senior secured revolving loan
$3.0K
$3.0K
$0.00
+5.75%
2029-02
Fairchester Custom Windows LLC
$2.5K
CIBT Global, Inc.
Business services
Second lien senior secured loan
$0.00
$4.71M
-$4.71M
2027-12
HFS Matterhorn Topco, Inc.
Food and beverage
LLC Interest
$0.00
$1.63M
-$1.63M
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
Disclosed holdings FV
$1.94B
Parsed holdings FV
$1.96B
Residual gap
-$25.72M
Balance-sheet cash
$50.89M
CIK
0001655887
Accession
0001655887-25-000008
Form type
10-K
Period
2024-12-31