BDC·info
PFLT

PennantPark Floating Rate Capital

Period
SEC EDGAR ↗
Portfolio Fair Value
$1.66B
401 holdings
Avg Spread
+6.35%
FV-weighted, debt
Avg Coupon
11.67%
FV-weighted
% First Lien
0.3%
of debt FV
Unrealized P/L
-$15.74M
-0.94% of cost
Non-Accrual
1
text-detected

Balance sheet

Assets$1.76B
Liabilities + Equity$1.76B
Other
$1.65B · 94.2%
Debt (Borrowings)
$218.86M · 12.5%
Other Liabilities
$721.31M · 41.1%
Net Assets (Equity)
$816.73M · 46.5%

Industry Composition

Financial Services Current Coupon 13.32%Basis Point Spread Above Index 3M SOFR+800
14.3%
Financial Services
4.2%
Leisure Products Current Coupon 11.09% Basis Point Spread Above Index 3M SOFR+575
3.1%
Healthcare Providers and Services Current Coupon 11.58% Basis Point Spread Above Index 3M SOFR+625
2.9%
Insurance Current Coupon 11.46% Basis Point Spread Above Index SOFR+615
2.0%
Aerospace and Defense Current Coupon 10.83% Basis Point Spread Above Index 3M SOFR+550
2.0%
Construction & Engineering Current Coupon 11.08% Basis Point Spread Above Index 3M SOFR+575
1.9%
Construction & Engineering Current Coupon 11.58% Basis Point Spread Above Index 3M SOFR+625
1.9%
Professional Services Current Coupon 10.84% Basis Point Spread Above Index 3M SOFR+550
1.8%
Media: Diversified and Production Current Coupon 10.73%Basis Point Spread Above Index 3M SOFR+550
1.6%
Distributors Current Coupon 11.74% Basis Point Spread Above Index 3M SOFR+640
1.6%
Healthcare, Education and Childcare Current Coupon 11.09% Basis Point Spread Above Index 3M SOFR+575
1.5%
Other industries
61.3%

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

1.0%
4.0%
4.5%
5.0%
5.5%
6.0%
6.5%
7.0%
7.5%
8.0%
8.5%
9.0%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
401 of 442
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Investments in Controlled, Affiliated Portfolio Companies—42.2% First Lien Secured Debt—33.6% PennantPark Senior Secured Loan Fund I LLC Maturity 05/06/2024
Financial Services Current Coupon 13.32%Basis Point Spread Above Index 3M SOFR+800
$237.65M
$237.65M
$0.00
13.32%+8.00%
Investments in Controlled, Affiliated Portfolio Companies—42.2% Equity Interests—8.6% PennantPark Senior Secured Loan Fund I LLC Maturity
Financial Services
$59.34M
$101.85M
-$42.51M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% RTIC Subsidiary Holdings, LLC Maturity 05/03/2029
Leisure Products Current Coupon 11.09% Basis Point Spread Above Index 3M SOFR+575
$51.06M
$51.33M
-$268.0K
11.09%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Integrity Marketing Acquisition, LLC Maturity - 8/27/2026
Insurance Current Coupon 11.46% Basis Point Spread Above Index SOFR+615
$33.17M
$33.23M
-$61.0K
11.46%+6.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Aeronix, Inc Maturity 12/18/2028
Aerospace and Defense Current Coupon 10.83% Basis Point Spread Above Index 3M SOFR+550
$32.84M
$32.39M
$445.0K
10.83%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% MOREGroup Holdings, Inc. Maturity 01/16/2030
Construction & Engineering Current Coupon 11.08% Basis Point Spread Above Index 3M SOFR+575
$31.60M
$31.48M
$120.0K
11.08%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Big Top Holdings, LLC. Maturity 02/28/2030
Construction & Engineering Current Coupon 11.58% Basis Point Spread Above Index 3M SOFR+625
$30.72M
$30.43M
$292.0K
11.58%+6.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Beacon Behavioral Support Service, LLC Maturity 06/01/2029
Healthcare Providers and Services Current Coupon 11.58% Basis Point Spread Above Index 3M SOFR+625
$29.83M
$29.83M
-$1.0K
10.85%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Carnegie Dartlet, LLC Maturity 02/07/2030
Professional Services Current Coupon 10.84% Basis Point Spread Above Index 3M SOFR+550
$29.48M
$29.48M
-$8.0K
10.84%+5.50%
Investments in Controlled, Affiliated Portfolio Companies—42.2% First Lien Secured Debt—33.6% Marketplace Events, LLC Maturity 09/30/2026
Media: Diversified and Production Current Coupon 10.73%Basis Point Spread Above Index 3M SOFR+550
$26.77M
$22.14M
$4.63M
10.73%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% AFC Dell Holding Corp. Maturity 04/09/2027
Distributors Current Coupon 11.74% Basis Point Spread Above Index 3M SOFR+640
$26.06M
$26.28M
-$217.0K
11.74%+6.40%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Eval Home Health Solutions Intermediate, LLC Maturity 5/10/2030
Healthcare, Education and Childcare Current Coupon 11.09% Basis Point Spread Above Index 3M SOFR+575
$25.25M
$25.25M
-$2.0K
11.09%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% By Light Professional IT Services, LLC Maturity 05/16/2025
High Tech Industries Current Coupon 12.37% Basis Point Spread Above Index 3M SOFR+703
$24.46M
$24.47M
-$8.0K
12.37%+7.03%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Safe Haven Defense US LLC Maturity 05/23/2029
Building Products Current Coupon 10.55% Basis Point Spread Above Index 3M SOFR+525
$23.25M
$23.25M
$0.00
10.55%+5.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Ox Two, LLC (Revolver) Maturity 05/18/2026
Construction and Building Current Coupon 11.85% Basis Point Spread Above Index 3M SOFR+651
$22.54M
$22.37M
$170.0K
11.85%+6.51%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Lightspeed Buyer Inc. Maturity 02/03/2026
Healthcare Technology Current Coupon 10.69% Basis Point Spread Above Index 1M SOFR+535
$22.37M
$22.18M
$184.0K
10.69%+5.35%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Sigma Defense Systems, LLC Maturity 12/18/2027
IT Services Current Coupon 12.49% Basis Point Spread Above Index 3M SOFR+715
$20.59M
$20.52M
$71.0K
12.49%+7.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% System Planning and Analysis, Inc. (f/k/a Management Consulting & Research, LLC) Maturity 08/16/2027
Aerospace and Defense Current Coupon 11.16% Basis Point Spread Above Index 3M SOFR+590
$20.51M
$20.28M
$236.0K
11.16%+5.90%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% NORA Acquisition, LLC Maturity 08/31/2029
Healthcare Providers and Services Current Coupon 11.68% Basis Point Spread Above Index 3M SOFR+635
$19.85M
$19.49M
$361.0K
11.68%+6.35%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Beta Plus Technologies, Inc. Maturity 07/01/2029
Internet Software and Services Current Coupon 11.08% Basis Point Spread Above Index 3M SOFR+575
$19.46M
$19.24M
$218.0K
11.08%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Loving Tan Intermediate II, Inc. Maturity 05/31/2028
Personal Products Current Coupon 12.34% Basis Point Spread Above Index 3M SOFR+700
$18.98M
$18.79M
$184.0K
12.34%+7.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Omnia Exterior Solutions, LLC Maturity 12/29/2029
Diversified Consumer Services Current Coupon 10.83% Basis Point Spread Above Index 3M SOFR+550
$17.90M
$18.02M
-$118.0K
10.83%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Medina Health, LLC Maturity 10/20/2028
Healthcare Providers and Services Current Coupon 11.58% Basis Point Spread Above Index 3M SOFR+625
$17.86M
$17.59M
$276.0K
11.58%+6.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% By Light Investco LP
High Tech Industries
$17.81M
$803.0K
$17.01M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% DRS Holdings III, Inc. Maturity 11/03/2025
Chemicals, Plastics and Rubber Current Coupon 11.73% Basis Point Spread Above Index 3M SOFR+640
$15.81M
$15.79M
$13.0K
11.73%+6.40%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Schlesinger Global, Inc. Maturity 07/14/2025
Professional Services Current Coupon 13.69% (PIK 5.60%) Basis Point Spread Above Index 3M SOFR+835
$14.81M
$15.00M
-$187.0K
13.69%+8.35%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Research Now Group, Inc. and Dynata, LLC Maturity 12/20/2024
Business Services
$14.38M
$16.87M
-$2.49M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Kinetic Purchaser, LLC Maturity 11/10/2027
Personal Products Current Coupon 11.48% Basis Point Spread Above Index 3M SOFR+615
$13.97M
$13.80M
$174.0K
11.48%+6.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ACP Avenu Buyer, LLC Maturity 10/02/2029
IT Services Current Coupon 10.55% Basis Point Spread Above Index 3M SOFR+525
$13.73M
$13.93M
-$202.0K
10.55%+5.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Amsive Holding Corporation (f/k/a Vision Purchaser Corporation) Maturity 06/10/2025
Media Current Coupon 11.73% Basis Point Spread Above Index 3M SOFR+640
$13.64M
$13.79M
-$150.0K
11.73%+6.40%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Smartronix, LLC Maturity 11/23/2028
Aerospace and Defense Current Coupon 11.58% Basis Point Spread Above Index 1M SOFR+625
$13.55M
$13.35M
$206.0K
11.58%+6.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Integrative Nutrition, LLC Maturity - 1/31/2025
Consumer Services Current Coupon 12.46% (PIK 2.25%) Basis Point Spread Above Index 3M SOFR+700
$13.36M
$15.52M
-$2.15M
12.46%+7.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% HEC Purchaser Corp. Maturity 6/17/2029
Healthcare, Education and Childcare Current Coupon 10.84% Basis Point Spread Above Index 3M SOFR+550
$13.21M
$13.21M
-$1.0K
10.84%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Anteriad, LLC (f/k/a MeritDirect, LLC) Maturity 06/30/2026
Media Current Coupon 11.23% Basis Point Spread Above Index 3M SOFR+590
$13.20M
$13.03M
$166.0K
11.23%+5.90%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Cartessa Aesthetics, LLC Maturity 06/14/2028
Distributors Current Coupon 11.08% Basis Point Spread Above Index 3M SOFR+575
$12.98M
$12.83M
$148.0K
11.08%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% LAV Gear Holdings, Inc. Maturity 10/31/2025
Capital Equipment Current Coupon 11.74% Basis Point Spread Above Index 1M SOFR+643
$12.89M
$13.05M
-$153.0K
11.74%+6.43%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Zips Car Wash, LLC Maturity 12/31/2024
Automobiles Current Coupon 12.69% (PIK 1.50%) Basis Point Spread Above Index 3M SOFR+735
$12.78M
$13.23M
-$447.0K
12.69%+7.35%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Wildcat Buyerco, Inc. Maturity 02/26/2027
Electronic Equipment, Instruments, and Components Current Coupon 11.08% Basis Point Spread Above Index 3M SOFR+575
$12.63M
$12.52M
$108.0K
11.08%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% OSP Embedded Purchaser, LLC Maturity 12/15/2029
Aerospace and Defense Current Coupon 11.18% Basis Point Spread Above Index 3M SOFR+585
$12.46M
$12.62M
-$160.0K
11.18%+5.85%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Applied Technical Services, LLC Maturity 12/29/2026
Commercial Services & Supplies Current Coupon 11.23% Basis Point Spread Above Index 3M SOFR+585
$12.44M
$12.51M
-$71.0K
11.23%+5.85%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TransGo, LLC Maturity 12/29/2028
Auto Components Current Coupon 11.34% Basis Point Spread Above Index 3M SOFR+600
$12.43M
$12.26M
$173.0K
11.34%+6.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% S101 Holdings, Inc. Maturity 12/29/2026
Electronic Equipment, Instruments, and Components Current Coupon 11.45% Basis Point Spread Above Index 3M SOFR+615
$12.35M
$12.32M
$21.0K
11.45%+6.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TPCN Midco, LLC Maturity 06/26/2029
Diversified Consumer Services Current Coupon 11.09% Basis Point Spread Above Index 3M SOFR+575
$11.92M
$11.82M
$96.0K
10.95%+5.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Tyto Athene, LLC Maturity 04/01/2028
IT Services Current Coupon 10.95% Basis Point Spread Above Index 1M SOFR+565
$11.09M
$11.82M
-$732.0K
10.95%+5.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Keel Platform, LLC Maturity 1/19/2031
Metals and Mining Current Coupon 10.58% Basis Point Spread Above Index 3M SOFR+525
$10.79M
$10.66M
$125.0K
10.58%+5.25%
Investments in Controlled, Affiliated Portfolio Companies—42.2% Equity Interests—8.6% New MPE Holdings, LLC (Marketplace Events, LLC)
Media: Diversified and Production
$10.75M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Lash OpCo, LLC Maturity 2/18/2027
Personal Products Current Coupon 13.18% (PIK 5.10%) Basis Point Spread Above Index 1M SOFR+700
$10.54M
$10.54M
$0.00
13.18%+7.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% EDS Buyer, LLC Maturity 1/10/2029
Electronic Equipment, Instruments, and Components Current Coupon 11.08% Basis Point Spread Above Index 3M SOFR+575
$10.54M
$10.57M
-$27.0K
11.08%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% HW Holdco, LLC Maturity 5/10/2026
Media Current Coupon 11.75% Basis Point Spread Above Index 1M SOFR+640
$10.46M
$10.44M
$27.0K
11.75%+6.40%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Mars Acquisition Holdings Corp. Maturity 05/14/2026
Media Current Coupon 10.98% Basis Point Spread Above Index 3M SOFR+565
$10.25M
$10.15M
$96.0K
10.98%+5.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% PlayPower, Inc. Maturity 05/08/2026
Leisure Products Current Coupon 10.96% Basis Point Spread Above Index 1M SOFR+565
$10.09M
$10.16M
-$65.0K
10.96%+5.65%
Investments in Controlled, Affiliated Portfolio Companies—42.2% First Lien Secured Debt—33.6% Marketplace Events, LLC - Super Priority First Lien Term Loan Maturity 09/30/2025
Media: Diversified and Production Current Coupon 10.67%Basis Point Spread Above Index 3M SOFR+550
$9.98M
$9.98M
$0.00
10.67%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Riverpoint Medical, LLC Maturity 06/20/2025
Healthcare Equipment and Supplies Current Coupon 10.94% Basis Point Spread Above Index 3M SOFR+560
$9.87M
$9.81M
$55.0K
10.94%+5.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% PennantPark-TSO Senior Loan Fund, LP
Financial Services
$9.50M
$11.17M
-$1.67M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Watchtower Intermediate, LLC Maturity 12/01/2029
Electronic Equipment, Instruments, and Components Current Coupon 11.33% Basis Point Spread Above Index 3M SOFR+600
$9.00M
$8.95M
$48.0K
11.33%+6.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Compex Legal Services, Inc. Maturity 02/09/2026
Professional Services Current Coupon 10.88% Basis Point Spread Above Index 3M SOFR+555
$8.86M
$8.84M
$21.0K
10.88%+5.55%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TPCN Midco, LLC - Maturity 06/26/2026
Diversified Consumer Services
$8.77M
$8.77M
$0.00
11.09%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% One Stop Mailing, LLC Maturity 05/07/2027
Air Freight and Logistics Current Coupon 11.71% Basis Point Spread Above Index 3M SOFR+636
$8.45M
$8.35M
$98.0K
11.71%+6.36%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Michael Baker International. LLC -New Term B Loans Maturity 12/01/2028
Professional Services Current Coupon 10.09% Basis Point Spread Above Index 3M SOFR+475
$8.01M
$7.96M
$50.0K
10.09%+4.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Hills Distribution Inc Maturity 11/7/2029
Distributors Current Coupon 11.32% Basis Point Spread Above Index 3M SOFR+600
$7.88M
$7.85M
$32.0K
11.32%+6.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% PCS Midco, Inc. Maturity 03/01/2030
Professional Services Current Coupon 11.10% Basis Point Spread Above Index 3M SOFR+575
$7.38M
$7.35M
$32.0K
11.10%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Eisner Advisory Group, LLC Maturity 2/23/2031
Professional Services Current Coupon 9.34% Basis Point Spread Above Index 3M SOFR+400
$7.02M
$6.90M
$124.0K
9.34%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Megawatt Acquisitionco, Inc. Maturity 03/01/2030
Electronic Equipment, Instruments, and Components Current Coupon 10.58% Basis Point Spread Above Index 3M SOFR+525
$7.00M
$6.90M
$100.0K
10.58%+5.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Teneo Holdings, LLC - Initial Term Loans Maturity 03/13/2031
Diversified Financial Services Current Coupon 10.09% Basis Point Spread Above Index 3M SOFR+475
$6.99M
$6.91M
$78.0K
10.09%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Confluent Health, LLC Maturity 11/30/2028
Healthcare Providers and Services Current Coupon 10.34% Basis Point Spread Above Index 3M SOFR+500
$6.95M
$6.78M
$168.0K
10.34%+5.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TCG 3.0 Jogger Acquisitionco, Inc. Maturity 01/26/2029
Media Current Coupon 11.84% Basis Point Spread Above Index 3M SOFR+650
$6.91M
$6.87M
$42.0K
11.84%+6.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Efficient Collaborative Retail Marketing Company, LLC Maturity 6/15/2025
Media: Diversified and Production Current Coupon 12.96% (PIK 1.50%) Basis Point Spread Above Index 3M SOFR+761
$6.55M
$8.20M
-$1.66M
12.96%+7.61%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Quantic Electronics, LLC Maturity 11/19/2026
Electronic Equipment, Instruments, and Components Current Coupon 11.68% Basis Point Spread Above Index 3M SOFR+635
$6.53M
$6.54M
-$12.0K
11.68%+6.35%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% BlueHalo Financing Holdings, LLC Maturity 10/31/2025
Current Coupon 10.09% Basis Point Spread Above Index 3M SOFR+475
$6.38M
$6.43M
-$51.0K
10.09%+4.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ECL Entertainment, LLC Maturity 8/31/2030
Hotels, Restaurants and Leisure Current Coupon 9.34% Basis Point Spread Above Index 1M SOFR+400
$6.24M
$6.16M
$84.0K
9.34%+4.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Gauge Lash Coinvest LLC
Personal Products
$6.07M
$1.09M
$4.98M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Arcfield Acquisition Corp. (Revolver) Maturity 08/03/2029
Aerospace and Defense Current Coupon 11.58% Basis Point Spread Above Index 3M SOFR+625
$5.94M
$5.88M
$52.0K
11.58%+6.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% DRI Holding Inc. Maturity 12/21/2028
Media Current Coupon 10.69% Basis Point Spread Above Index 3M SOFR+535
$5.88M
$5.95M
-$67.0K
10.69%+5.35%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% CF512, Inc. Maturity 08/20/2026
Media Current Coupon 11.53% Basis Point Spread Above Index 3M SOFR+619
$5.84M
$5.90M
-$56.0K
11.53%+6.19%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Blackhawk Industrial Distribution, Inc. Maturity 09/17/2026
Distributors Current Coupon 10.93% Basis Point Spread Above Index 3M SOFR+560
$5.66M
$5.68M
-$22.0K
10.93%+5.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% LSF9 Atlantis Holdings, LLC Maturity 06/30/2029
Specialty Retail Current Coupon 11.83% Basis Point Spread Above Index 3M SOFR+650
$5.54M
$5.48M
$54.0K
11.83%+6.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Infolinks Media Buyco, LLC Maturity 11/1/2026
Media Current Coupon 10.84% Basis Point Spread Above Index 3M SOFR+550
$5.50M
$5.49M
$6.0K
10.84%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Carisk Buyer, Inc. Maturity 12/01/2029
Healthcare Technology Current Coupon 11.08% Basis Point Spread Above Index 3M SOFR+575
$5.46M
$5.41M
$50.0K
11.08%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Pacific Purchaser, LLC Maturity 09/30/2028
Professional Services Current Coupon 11.51% Basis Point Spread Above Index 3M SOFR+625
$5.00M
$4.89M
$117.0K
11.51%+6.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Ad.net Acquisition, LLC Maturity 05/07/2026
Media Current Coupon 11.60% Basis Point Spread Above Index 3M SOFR+626
$4.85M
$4.82M
$32.0K
11.60%+6.26%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Inventus Power, Inc. Maturity - 6/30/2025
Electronic Equipment, Instruments, and Components Current Coupon 12.96% Basis Point Spread Above Index 3M SOFR+761
$4.84M
$4.89M
-$42.0K
12.96%+7.61%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Global Holdings InterCo LLC Maturity 3/16/2026
Diversified Financial Services Current Coupon 11.48% Basis Point Spread Above Index 3M SOFR+615
$4.75M
$4.93M
-$183.0K
11.48%+6.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Solutionreach, Inc. Maturity 07/17/2025
Healthcare Technology Current Coupon 12.48% Basis Point Spread Above Index 3M SOFR+715
$4.66M
$4.64M
$21.0K
12.48%+7.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% PL Acquisitionco, LLC Maturity 11/09/2027
Textiles, Apparel and Luxury Goods Current Coupon 12.44% (PIK 3.50%) Basis Point Spread Above Index 3M SOFR+710
$4.61M
$5.70M
-$1.09M
12.44%+7.10%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% GMP Hills, L.P.
Distributors
$4.47M
$4.43M
$44.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Five Star Buyer, Inc. Maturity 2/23/2028
Hotels, Restaurants and Leisure Current Coupon 12.50% Basis Point Spread Above Index 3M SOFR+715
$4.44M
$4.40M
$35.0K
12.50%+7.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% IG Investments Holdings, LLC Maturity 9/22/2028
Professional Services Current Coupon 11.43% Basis Point Spread Above Index 3M SOFR+610
$4.42M
$4.44M
-$18.0K
11.43%+6.10%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Athletico Holdings, LLC
Healthcare Providers and Services
$4.36M
$5.00M
-$643.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Dr. Squatch, LLC Maturity 8/31/2027
Personal Products Current Coupon 11.18% Basis Point Spread Above Index 3M SOFR+585
$4.35M
$4.30M
$45.0K
11.18%+5.85%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Outcomes Group Holdings, Inc Maturity 47883
Healthcare Providers and Services Current Coupon 9.59% Basis Point Spread Above Index 3M SOFR+425
$4.01M
$3.98M
$28.0K
9.59%+4.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Owl Acquisition, LLC Maturity 02/04/2028
Professional Services Current Coupon 10.69% Basis Point Spread Above Index 3M SOFR+535
$3.83M
$3.81M
$25.0K
10.69%+5.35%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Hancock Roofing and Construction L.L.C. Maturity 12/31/2026
Insurance Current Coupon 10.93% Basis Point Spread Above Index 3M SOFR+560
$3.75M
$3.95M
-$193.0K
10.93%+5.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% GCOM InvestCo LP
IT Services
$3.75M
$3.34M
$407.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Connatix Buyer, Inc. Maturity 7/13/2027
Media Current Coupon 11.11% Basis Point Spread Above Index 3M SOFR+576
$3.71M
$3.74M
-$33.0K
11.11%+5.76%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Ledge Lounger, Inc. Maturity 11/09/2026
Leisure Products Current Coupon 11.98% Basis Point Spread Above Index 3M SOFR+665
$3.61M
$3.67M
-$60.0K
11.98%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ORL Acquisition, Inc. Maturity 09/03/2027
Consumer Finance Current Coupon 14.73% (PIK 7.50%) Basis Point Spread Above Index 3M SOFR+940
$3.56M
$4.51M
-$948.0K
14.73%+9.40%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% MAG DS Corp. Maturity 04/01/2027
Aerospace and Defense Current Coupon 10.93% Basis Point Spread Above Index 1M SOFR+560
$3.52M
$3.56M
-$40.0K
10.93%+5.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Wrench Group, LLC Maturity 10/30/2028
Commercial Services & Supplies Current Coupon 9.60% Basis Point Spread Above Index 3M SOFR+426
$3.49M
$3.48M
$7.0K
9.60%+4.26%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Infinity Home Services Holdco, Inc. Maturity 12/28/2028
Commercial Services & Supplies Current Coupon 11.43% Basis Point Spread Above Index 3M SOFR+610
$3.47M
$3.47M
$6.0K
11.43%+6.10%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% WCP IvyRehab QP CF Feeder, LP
Healthcare Providers and Services
$3.42M
$3.79M
-$377.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Simplicity Financial Marketing Group Holdings Inc. Maturity 12/02/2026
Diversified Financial Services Current Coupon 11.67% Basis Point Spread Above Index 3M SOFR+625
$3.38M
$3.41M
-$34.0K
11.67%+6.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% The Vertex Companies, LLC Maturity 08/30/2027
Construction & Engineering Current Coupon 10.93% Basis Point Spread Above Index 1M SOFR+560
$3.37M
$3.34M
$35.0K
10.93%+5.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Dr. Squatch, LLC (Revolver) Maturity 8/31/2027
Personal Products Current Coupon 11.19% Basis Point Spread Above Index 3M SOFR+585
$3.35M
$3.35M
$0.00
11.19%+5.85%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% New Medina Health, LLC
Healthcare Providers and Services
$3.33M
$2.67M
$659.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Sargent & Greenleaf Inc. Maturity 12/20/2024
Electronic Equipment, Instruments, and Components Current Coupon 12.94% (PIK 1.00%) Basis Point Spread Above Index 1M SOFR+760
$3.30M
$3.29M
$6.0K
12.94%+7.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Broder Bros., Co. Maturity 12/04/2025
Textiles, Apparel and Luxury Goods Current Coupon 11.60% Basis Point Spread Above Index 3M SOFR+626Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien
Senior Secured Debt - 143.8% Broder Bros., Co.
$3.24M
$3.24M
$0.00
11.60%+6.26%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Municipal Emergency Services, Inc.
Distributors
$3.22M
$2.00M
$1.21M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Aftermarket Drivetrain Products Holdings, LLC
Auto Components
$3.18M
$2.63M
$549.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% ACP Big Top Holdings, L.P. - Common Equity
Construction & Engineering
$3.18M
$3.00M
$175.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Mission Critical Electronics, Inc. Maturity 03/31/2025
Capital Equipment Current Coupon 11.73% Basis Point Spread Above Index 3M SOFR+640
$3.12M
$3.10M
$12.0K
11.73%+6.40%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TWS Acquisition Corporation Maturity 06/16/2025
Diversified Consumer Services Current Coupon 11.74% Basis Point Spread Above Index 1M SOFR+640
$2.95M
$2.94M
$12.0K
11.74%+6.40%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Lash OpCo, LLC (Revolver) Maturity 8/16/2026
Personal Products Current Coupon 13.18% (PIK 5.10%) Basis Point Spread Above Index 1M SOFR+700
$2.77M
$2.80M
-$28.0K
13.18%+7.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Carnegie HoldCo, LLC - Common Equity
Professional Services
$2.72M
$2.69M
$26.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% NORA Parent Holdings, LLC
Healthcare Providers and Services
$2.59M
$2.52M
$66.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% The Bluebird Group LLC Maturity 07/28/2026
Professional Services Current Coupon 11.98% Basis Point Spread Above Index 3M SOFR+665
$2.57M
$2.54M
$31.0K
11.98%+6.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Sales Benchmark Index LLC Maturity 01/03/2025
Professional Services Current Coupon 11.53% Basis Point Spread Above Index 3M SOFR+620
$2.53M
$2.52M
$5.0K
11.53%+6.20%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Kinetic Purchaser, LLC
Personal Products
$2.43M
$1.74M
$699.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Cartessa Aesthetics, LLC (Preferred)
Distributors
$2.41M
$1.44M
$971.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Gauge Loving Tan, LP
Personal Products
$2.33M
$2.48M
-$150.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Anteriad Holdings, LP (f/k/a MeritDirect Holdings, LP)
Media
$2.32M
$2.02M
$300.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Spendmend Holdings LLC Maturity 03/01/2028
Healthcare Technology Current Coupon 10.98% Basis Point Spread Above Index 3M SOFR+565
$2.16M
$2.14M
$22.0K
10.98%+5.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Smile Brands Inc. Maturity 10/14/2025
Healthcare and Pharmaceuticals Current Coupon 10.93% Basis Point Spread Above Index 1M SOFR+550
$2.15M
$2.42M
-$267.0K
10.93%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Anteriad, LLC (f/k/a MeritDirect, LLC) - Incremental Term Loan Maturity 06/30/2026
Media Current Coupon 11.23% Basis Point Spread Above Index 3M SOFR+590
$2.13M
$2.11M
$14.0K
11.23%+5.90%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% MDI Buyer, Inc. Maturity 07/25/2028
Commodity Chemicals Current Coupon 11.33% Basis Point Spread Above Index 3M SOFR+600
$2.00M
$1.99M
$5.0K
11.33%+6.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Summit Behavioral Healthcare, LLC Maturity 11/24/2028
Healthcare Providers and Services Current Coupon 9.60% Basis Point Spread Above Index 1M SOFR+425
$2.00M
$1.98M
$21.0K
9.60%+4.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Team Services Group, LLC Maturity 12/20/2027
Healthcare Providers and Services Current Coupon 10.58% Basis Point Spread Above Index 3M SOFR+543
$1.98M
$1.98M
$3.0K
10.58%+5.43%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% FedHC InvestCo LP
Aerospace and Defense
$1.96M
$727.0K
$1.23M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Lightspeed Investment Holdco LLC
Healthcare Technology
$1.94M
$586.0K
$1.36M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% LJ Avalon, LP
Construction & Engineering
$1.93M
$1.64M
$295.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Meadowlark Acquirer, LLC Maturity 12/10/2027
Professional Services Current Coupon 11.23% Basis Point Spread Above Index 3M SOFR+590
$1.91M
$1.94M
-$28.0K
11.23%+5.90%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Icon Partners V C, L.P.
Internet Software and Services
$1.87M
$1.87M
$3.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Loving Tan Intermediate II, Inc. (Revolver) Maturity 05/31/2028
Personal Products Current Coupon 12.34% Basis Point Spread Above Index 3M SOFR+700
$1.85M
$1.86M
-$14.0K
12.34%+7.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Seaway Buyer, LLC Maturity 06/13/2029
Chemicals, Plastics and Rubber Current Coupon 11.48% Basis Point Spread Above Index 3M SOFR+615
$1.84M
$1.88M
-$39.0K
11.48%+6.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% RTIC Parent Holdings, LLC - Class C Preferred Equity
Leisure Products
$1.79M
$1.22M
$573.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% PH Beauty Holdings III, Inc. Maturity 09/28/2025
Consumer Products Current Coupon 10.72% Basis Point Spread Above Index 3M SOFR+543
$1.73M
$1.75M
-$13.0K
10.72%+5.43%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% LAV Gear Holdings, Inc. (Revolver) Maturity 10/31/2025
Capital Equipment Current Coupon 11.73% Basis Point Spread Above Index 1M SOFR+640
$1.70M
$1.72M
-$21.0K
11.73%+6.40%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% OceanSound Discovery Equity, LP (Holdco Sands Intermediate, LLC)
Aerospace and Defense
$1.69M
$1.74M
-$45.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Walker Edison Furniture Company, LLC - Funded Junior Revolver Maturity 03/01/2029
Wholesale
$1.67M
$1.67M
$0.00
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% ITC Infusion Co-invest, LP
Healthcare Equipment and Supplies
$1.65M
$1.18M
$476.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Mars Acquisition Holdings Corp. (Revolver) Maturity 05/14/2026
Media Current Coupon 10.93% Basis Point Spread Above Index 3M SOFR+560
$1.62M
$1.62M
$0.00
10.93%+5.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Altamira Intermediate Company II, Inc.
IT Services
$1.58M
$1.44M
$140.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% OES Co-Invest, LP - Class A Common Equity
Diversified Consumer Services
$1.56M
$1.56M
$0.00
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% AFC Acquisitions, Inc. (Preferred)
Distributors
$1.55M
$1.31M
$237.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% IHS Parent Holdngs, L.P.
Commercial Services & Supplies
$1.53M
$1.22M
$316.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Schlesinger Global, Inc. (Revolver) Maturity 07/14/2025
Professional Services Current Coupon 13.69% (PIK 5.60%) Basis Point Spread Above Index 3M SOFR+835
$1.53M
$1.55M
-$23.0K
13.69%+8.35%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Sigma Defense Systems, LLC (Revolver) Maturity 12/18/2027
IT Services Current Coupon 12.49% Basis Point Spread Above Index 3M SOFR+715
$1.51M
$1.53M
-$15.0K
12.49%+7.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9 First Lien Senior Secured Debt - 143.8% A1 Garage Merger Sub, LLC Maturity 12/22/2028
Commercial Services & Supplies Current Coupon 11.44% Basis Point Spread Above Index 3M SOFR+610
$1.51M
$1.49M
$18.0K
11.44%+6.10%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% TCG 3.0 Jogger Co-Invest, LP
Media
$1.50M
$1.76M
-$258.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% EvAL Home Health Solutions, LLC - Preferred Equity
Healthcare, Education and Childcare
$1.46M
$1.46M
$0.00
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Walker Edison Furniture, LLC - Term Loan Maturity 03/01/2029
Wholesale
$1.44M
$4.75M
-$3.31M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Recteq, LLC Maturity 01/29/2026
Leisure Products Current Coupon 12.49% Basis Point Spread Above Index 3M SOFR+715
$1.43M
$1.44M
-$12.0K
12.49%+7.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% OSP Embedded Aggregator, LP
Aerospace and Defense
$1.42M
$1.73M
-$311.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Delta InvestCo LP (Sigma Defense Systems, LLC)
IT Services
$1.42M
$773.0K
$642.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% SSC Dominion Holdings, LLC Class B (US Dominion, Inc.)
Capital Equipment
$1.41M
$12.0K
$1.40M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% EDS Topco, LP
Electronic Equipment, Instruments, and Components
$1.41M
$1.13M
$284.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Lucky Bucks, LLC
Hotels, Restaurants and Leisure
$1.40M
$2.06M
-$667.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Imagine Topco, LP
Software Current Coupon 8.00%
$1.39M
$1.24M
$151.0K
8.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Applied Technical Services, LLC (Revolver) Maturity 12/29/2026
Commercial Services & Supplies Current Coupon 13.25% Basis Point Spread Above Index 3M SOFR+475
$1.35M
$1.38M
-$21.0K
13.25%+4.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Municipal Emergency Services, Inc. Maturity 10/01/2027
Distributors Current Coupon 10.48% Basis Point Spread Above Index 3M SOFR+515
$1.33M
$1.29M
$31.0K
10.48%+5.15%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Watchtower Holdings, LLC
Electronic Equipment, Instruments, and Components
$1.30M
$1.24M
$55.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% RFMG Parent, LP (Rancho Health MSO, Inc.)
Healthcare Equipment and Supplies
$1.29M
$1.05M
$238.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ETE Intermediate II, LLC - Funded Revolver Maturity 5/25/2029
Diversified Consumer Services Current Coupon 11.83% Basis Point Spread Above Index 3M SOFR+650
$1.21M
$1.22M
-$1.0K
11.83%+6.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Mars Intermediate Holdings II, Inc.
Media
$1.21M
$835.0K
$376.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Crane 1 Services, Inc. Maturity 8/16/2027
Commercial Services & Supplies Current Coupon 10.35% Basis Point Spread Above Index 3M SOFR+501
$1.20M
$1.19M
$12.0K
10.35%+5.01%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9%
Capital transactions
First Lien Senior Secured Debt
$1.20M
$1.20M
-$1.0K
10.96%+6.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Blackhawk Industrial Distribution, Inc. (Revolver) Maturity 09/17/2026
Distributors Current Coupon 11.73% Basis Point Spread Above Index 3M SOFR+525
$1.18M
$1.19M
-$6.0K
11.73%+5.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% MDI Aggregator, LP
Commodity Chemicals
$1.17M
$1.08M
$87.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Rural Sourcing Holdings, Inc. (HPA SPQ Merger Sub, Inc.) Maturity 06/15/2029
Professional Services Current Coupon 11.08% Basis Point Spread Above Index 3M SOFR+575
$1.13M
$1.13M
$6.0K
11.08%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% LJ Avalon Holdings, LLC Maturity 02/01/2030
Construction & Engineering Current Coupon 11.73% Basis Point Spread Above Index 3M SOFR+640
$1.09M
$1.09M
$9.0K
11.73%+6.40%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% BioDerm Holdings, LP
Healthcare Equipment and Supplies
$1.09M
$1.31M
-$219.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Output Services Group, Inc. - Last-out Term Loan Maturity 05/30/2028
Business Services Current Coupon 12.00% Basis Point Spread Above Index 3M SOFR+668
$1.06M
$1.06M
$0.00
12.00%+6.68%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% TPCN Holdings, LLC - Common Equity
Diversified Consumer Services
$1.05M
$1.05M
$0.00
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Graffiti Buyer, Inc. (Revolver) Maturity 8/10/2027
Trading Companies & Distributors Current Coupon 10.93% Basis Point Spread Above Index 3M SOFR+560
$1.05M
$1.05M
-$2.0K
10.93%+5.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Pragmatic Institute, LLC (Revolver) Maturity 07/06/2028
Professional Services Current Coupon 12.82% (PIK 12.8%) Basis Point Spread Above Index 3M SOFR+750
$1.01M
$1.56M
-$551.0K
12.82%+7.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Consello Pacific Aggregator, LLC
Professional Services
$998.0K
$976.0K
$22.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Kentucky Racing Holdco, LLC (Warrants)
Hotels, Restaurants and Leisure
$997.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Fairbanks Morse Defense Maturity 6/23/2028
Aerospace and Defense Current Coupon 10.35% Basis Point Spread Above Index 3M SOFR+501
$996.0K
$990.0K
$6.0K
10.35%+5.01%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% AG Investco LP
Software
$992.0K
$805.0K
$187.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Subordinate Debt - 0.1% Beacon Behavioral Holdings LLC Maturity 06/21/2030
Healthcare Providers and Services Current Coupon 15%
$985.0K
$985.0K
$0.00
15.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Compex Legal Services, Inc. (Revolver) Maturity 2/7/2025
Professional Services Current Coupon 10.88% Basis Point Spread Above Index 3M SOFR+555
$984.0K
$984.0K
$0.00
10.88%+5.55%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Ironclad Holdco, LLC (Applied Technical Services, LLC)
Commercial Services & Supplies
$964.0K
$641.0K
$323.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—163.3% Common Equity/Warrants— 16.8% KL Stockton Co-Invest LP (Any Hour Services)
Energy Equipment and Services
$957.0K
$385.0K
$572.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% LEP Pequod Holdings, LP
Financial Services
$927.0K
$865.0K
$62.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% OHCP V BC COI, L.P.
Distributors
$918.0K
$1.16M
-$240.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% TAC LifePort Holdings, LLC
Aerospace and Defense
$911.0K
$503.0K
$408.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Megawatt Acquisition Partners, LLC - Preferred A Equity
Electronic Equipment, Instruments, and Components
$862.0K
$936.0K
-$74.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% SV Aero Holdings, LLC
Aerospace and Defense
$817.0K
$535.0K
$282.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Sargent & Greenleaf Inc. (Revolver) Maturity 12/20/2024
Electronic Equipment, Instruments, and Components Current Coupon 12.94% (PIK 1.00%) Basis Point Spread Above Index 1M SOFR+760
$807.0K
$807.0K
$0.00
12.94%+7.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Wildcat Parent, LP (Wildcat Buyerco, Inc.)
Electronic Equipment, Instruments, and Components
$799.0K
$95.0K
$704.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% A1 Garage Equity, LLC
Commercial Services & Supplies
$780.0K
$648.0K
$132.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% UniVista Insurance
Insurance
$742.0K
$338.0K
$404.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Research Now Group, LLC - DIP Maturity 08/06/2027
Business Services Current Coupon 14.21% Basis Point Spread Above Index 3M SOFR+886
$721.0K
$666.0K
$55.0K
14.21%+8.86%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Five Star Parent Holdings, LLC
Hotels, Restaurants and Leisure
$715.0K
$656.0K
$59.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Ad.net Holdings, Inc.
Media
$694.0K
$672.0K
$22.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Megawatt Acquisitionco, Inc. - (Revolver) Maturity 03/01/2030
Electronic Equipment, Instruments, and Components Current Coupon 10.59% Basis Point Spread Above Index 3M SOFR+525
$683.0K
$683.0K
$0.00
10.59%+5.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Output Services Group, Inc.
Business Services
$677.0K
$642.0K
$35.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Urology Partners Co., L.P.
Healthcare Providers and Services
$674.0K
$694.0K
-$20.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% HPA SPQ Aggregator LP
Professional Services
$672.0K
$750.0K
-$78.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% TPC Holding Company, LP
Food Products
$645.0K
$409.0K
$236.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Hancock Roofing and Construction L.L.C. (Revolver) Maturity 12/31/2026
Insurance Current Coupon 10.94% Basis Point Spread Above Index 3M SOFR+560
$639.0K
$680.0K
-$41.0K
10.94%+5.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Smile Brands Inc. (Revolver) Maturity 10/14/2025
Healthcare and Pharmaceuticals Current Coupon 10.93% Basis Point Spread Above Index 1M SOFR+550
$628.0K
$705.0K
-$77.0K
10.93%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% NXOF Holdings, Inc. (Tyto Athene, LLC)
IT Services
$625.0K
$733.0K
-$108.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% eCommission Holding Corporation
Banking, Finance, Insurance & Real Estate
$610.0K
$251.0K
$359.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Skopima Consilio Parent, LLC Maturity 05/17/2028
Business Services Current Coupon 9.96% Basis Point Spread Above Index 1M SOFR+461
$598.0K
$586.0K
$12.0K
9.96%+4.61%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Safe Haven Defense MidCo, LLC - Common Equity
Building Products
$596.0K
$596.0K
$0.00
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% SBI Holdings Investments LLC (Sales Benchmark Index LLC)
Professional Services
$585.0K
$646.0K
-$61.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% BioDerm, Inc. (Revolver) Maturity 01/31/2028
Healthcare Equipment and Supplies Current Coupon 11.82% Basis Point Spread Above Index 3M SOFR+650
$582.0K
$589.0K
-$7.0K
11.82%+6.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Exigo, LLC
Software
$580.0K
$542.0K
$38.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ITI Holdings, Inc. (Revolver) Maturity - 3/3/2028
IT Services Current Coupon 13.00% Basis Point Spread Above Index 3M SOFR+450
$526.0K
$526.0K
$0.00
13.00%+4.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Output Services Group, Inc. - First-out Term Loan Maturity 11/30/2028
Business Services Current Coupon 13.75% Basis Point Spread Above Index 3M SOFR+843
$521.0K
$521.0K
$0.00
13.75%+8.43%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Lucky Bucks, LLC - Last-out Term Loan Maturity 10/02/2029
Hotels, Restaurants and Leisure Current Coupon 12.98% Basis Point Spread Above Index 3M SOFR+765
$519.0K
$519.0K
$0.00
12.98%+7.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Cartessa Aesthetics, LLC (Revolver) Maturity 06/14/2028
Distributors Current Coupon 11.08% Basis Point Spread Above Index 3M SOFR+575
$511.0K
$511.0K
$0.00
11.08%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% MDI Buyer, Inc. (Revolver) Maturity 07/25/2028
Commodity Chemicals Current Coupon 10.81% Basis Point Spread Above Index 3M SOFR+550
$472.0K
$479.0K
-$7.0K
10.81%+5.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Riverpoint Medical, LLC (Revolver) Maturity 06/20/2025
Healthcare Equipment and Supplies Current Coupon 10.94% Basis Point Spread Above Index 3M SOFR+560
$455.0K
$455.0K
$0.00
10.94%+5.60%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Mars Intermediate Holdings II, Inc.
Media
$452.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ACP Avenu Buyer, LLC Funded Revolver Maturity 10/02/2029
IT Services Current Coupon 10.57% Basis Point Spread Above Index 3M SOFR+525
$451.0K
$466.0K
-$15.0K
10.57%+5.25%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% The Vertex Companies, LLC (Revolver) Maturity 08/30/2027
Construction & Engineering Current Coupon 11.44% Basis Point Spread Above Index 1M SOFR+610
$444.0K
$444.0K
$0.00
11.44%+6.10%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Tyto Athene, LLC (Revolver) Maturity 04/01/2026
IT Services Current Coupon 10.99% Basis Point Spread Above Index 1M SOFR+565
$425.0K
$458.0K
-$33.0K
10.99%+5.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% PCS Parent, LP - Common Equity
Professional Services
$423.0K
$423.0K
$0.00
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Anteriad Holdings, Inc. (f/k/a MeritDirect, LLC) (Revolver) Maturity 06/30/2026
Media Current Coupon 11.18% Basis Point Spread Above Index 3M SOFR+585
$410.0K
$410.0K
$0.00
11.18%+5.85%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants 15.1% QuantiTech InvestCo LP
Aerospace and Defense
$402.0K
$68.0K
$334.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Spendmend Holdings LLC (Revolver) Maturity 03/01/2028
Healthcare Technology Current Coupon 10.98% Basis Point Spread Above Index 3M SOFR+565
$357.0K
$357.0K
$0.00
10.98%+5.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Tower Arch Infolinks Media, LP (Infolinks Media Buyco, LLC)
Media
$345.0K
$103.0K
$242.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Quad (U.S.) Co-Invest, L.P.
Professional Services
$336.0K
$267.0K
$69.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Quantic Electronics, LLC (Revolver) Maturity 11/19/2026
Electronic Equipment, Instruments, and Components Current Coupon 11.67% Basis Point Spread Above Index 3M SOFR+635
$332.0K
$335.0K
-$3.0K
11.67%+6.35%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Gauge ETE Blocker, LLC
Diversified Consumer Services
$326.0K
$374.0K
-$48.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% PCS Midco, Inc. - Revolver Maturity 03/01/2030
Professional Services Current Coupon 11.10% Basis Point Spread Above Index 3M SOFR+575
$307.0K
$310.0K
-$3.0K
11.10%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Gauge Schlesinger Coinvest LLC
Professional Services
$293.0K
$476.0K
-$183.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% North Haven Saints Equity Holdings, LP
Healthcare Technology
$271.0K
$224.0K
$47.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% TPC Holding Company, LP
Food Products
$262.0K
$22.0K
$240.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Lucky Bucks, LLC - First-out Term Loan Maturity 10/02/2028
Hotels, Restaurants and Leisure Current Coupon 12.98% Basis Point Spread Above Index 3M SOFR+765
$260.0K
$260.0K
$0.00
12.98%+7.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Ledge Lounger, Inc. (Revolver) Maturity 11/09/2026
Leisure Products Current Coupon 11.98% Basis Point Spread Above Index 3M SOFR+665
$258.0K
$263.0K
-$5.0K
11.98%+6.65%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Connatix Parent, LLC
Media
$239.0K
$421.0K
-$182.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Challenger Performance Optimization, Inc. Maturity 08/31/2024
Business Services Current Coupon 13.18% Basis Point Spread Above Index 3M SOFR+785
$234.0K
$235.0K
-$1.0K
13.18%+7.85%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Crane 1 Acquisition Parent Holdings, L.P.
Commercial Services & Supplies
$228.0K
$120.0K
$108.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Gauge ETE Blocker, LLC - Promissory Note Maturity 5/19/2029
Diversified Consumer Services Current Coupon 12.56%
$215.0K
$215.0K
$0.00
12.56%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Rancho Health MSO, Inc. (Revolver) Maturity 12/18/2025
Healthcare Equipment and Supplies Current Coupon 10.90% Basis Point Spread Above Index 3M SOFR+557
$210.0K
$210.0K
$0.00
10.90%+5.57%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Seaway Topco, LP
Chemicals, Plastics and Rubber
$208.0K
$296.0K
-$88.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% RTIC Parent Holdings, LLC - Class D Preferred Equity
Leisure Products
$207.0K
$196.0K
$11.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9%
Capital transactions
First Lien Senior Secured Debt
$194.0K
$194.0K
$0.00
14.25%+5.75%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% WCP IvyRehab Coinvestment, LP
Healthcare Providers and Services
$189.0K
$208.0K
-$19.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Carisk Parent, L.P.
Healthcare Technology
$176.0K
$169.0K
$7.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% StellPen Holdings, LLC (CF512, Inc.)
Media
$157.0K
$162.0K
-$5.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—163.3% Second Lien Secured Debt—0.0% QuantiTech LLC Maturity 02/04/2027
Aerospace and Defense Current Coupon 15.43% Basis Point Spread Above Index 3M SOFR+1,010
$150.0K
$148.0K
$2.0K
15.44%+1.01%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% NEPRT Parent Holdings, LLC (Recteq, LLC)
Leisure Products
$112.0K
$1.44M
-$1.33M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% System Planning and Analysis, Inc. (f/k/a Management Consulting & Research, LLC) (Revolver) Maturity 08/16/2027
Aerospace and Defense
$94.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Burgess Point Holdings, LP
Auto Components
$90.0K
$100.0K
-$10.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Megawatt Acquisition Partners, LLC - Common Equity
Electronic Equipment, Instruments, and Components
$85.0K
$104.0K
-$19.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Pacific Purchaser, LLC - Unfunded Term Loan Maturity 09/30/2028
Professional Services
$76.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% SP L2 Holdings, LLC (Ledge Lounger, Inc.)
Leisure Products
$65.0K
$360.0K
-$295.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Magnolia Topco LP - Class A Preferred Equity
Automobiles
$50.0K
$47.0K
$3.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% TWD Parent Holdings, LLC (The Vertex Companies, LLC)
Construction & Engineering
$42.0K
$35.0K
$7.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% HV Watterson Holdings, LLC
Professional Services
$40.0K
$100.0K
-$60.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Gauge Schlesinger Coinvest LLC (Preferred Equity)
Professional Services
$40.0K
$64.0K
-$24.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Hancock Claims Consultants Investors, LLC (Preferred Equity)
Insurance
$36.0K
$31.0K
$5.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% LJ Avalon Holdings, LLC - Unfunded Term Loan Maturity 07/31/2024
Construction & Engineering
$35.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Wildcat Buyerco, Inc. - Unfunded Term Loan Maturity 02/26/2027
Electronic Equipment, Instruments, and Components
$33.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Hancock Claims Consultants Investors, LLC
Insurance
$32.0K
$448.0K
-$416.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% QuantiTech InvestCo II LP
Aerospace and Defense
$24.0K
$24.0K
$0.00
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Carisk Buyer, Inc.- Unfunded Term Loan Maturity 12/01/2029
Healthcare Technology
$24.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Subordinate Debt - 0.1% Schlesinger Global, LLC - Promissory Note Maturity 07/26/2024
Professional Services Current Coupon 12.31% Basis Point Spread Above Index 3M SOFR+700
$18.0K
$18.0K
$0.00
12.31%+7.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Keel Platform, LLC - Unfunded Term Loan Maturity 1/19/20231
Metals and Mining
$16.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Spendmend Holdings LLC - Unfunded Term Loan Maturity 03/03/2025
Healthcare Technology
$12.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% TWD Parent Holdings, LLC (The Vertex Companies, LLC)
Construction & Engineering
$11.0K
$1.0K
$10.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Pacific Purchaser, LLC - (Revolver) Maturity 09/30/2028
Professional Services
$11.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9 First Lien Senior Secured Debt - 143.8% A1 Garage Merger Sub, LLC - Unfunded Term Loan Maturity 12/22/2028
Commercial Services & Supplies
$8.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% Magnolia Topco LP - Class B Preferred Equity
Automobiles
$6.0K
$20.0K
-$14.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Watchtower Intermediate, LLC - Unfunded Term Loan Maturity 12/01/2025
Electronic Equipment, Instruments, and Components
$5.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Ad.net Holdings, Inc.
Media
$0.00
$75.0K
-$75.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% IIN Group Holdings, LLC (Integrative Nutrition, LLC)
Consumer Services
$0.00
$1.00M
-$1.00M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Meadowlark Title, LLC
Professional Services
$0.00
$806.0K
-$806.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% NXOF Holdings, Inc. (Tyto Athene, LLC)
IT Services
$0.00
$15.0K
-$15.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% ORL Holdco, Inc.
Consumer Finance
$0.00
$15.0K
-$15.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Pink Lily Holdco, LLC (PL Acquisitions, LLC)
Textiles, Apparel and Luxury Goods
$0.00
$1.74M
-$1.74M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Pragmatic Institute, LLC
Professional Services
$0.00
$611.0K
-$611.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Walker Edison Holdco LLC
Healthcare Providers and Services
$0.00
$3.39M
-$3.39M
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% ORL Holdco, Inc.
Consumer Finance
$0.00
$133.0K
-$133.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% PL Acquisitionco, LLC (Preferred Equity)
Textiles, Apparel and Luxury Goods
$0.00
$61.0K
-$61.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% RTIC Parent Holdings, LLC - Class A Preferred Equity
Leisure Products
$0.00
$9.0K
-$9.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% UniTek Global Services, Inc.
Telecommunications Current Coupon 13.50%
$0.00
$670.0K
-$670.0K
13.50%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% UniTek Global Services, Inc. - Senior Preferred Equity
Telecommunications Current Coupon 20.00%
$0.00
$449.0K
-$449.0K
19.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Preferred Equity— 1.9% UniTek Global Services, Inc. - Super Senior Preferred Equity
Telecommunications Current Coupon 20.00%
$0.00
$344.0K
-$344.0K
20.00%
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Crane 1 Services, Inc. (Revolver) Maturity 8/16/2027
Commercial Services & Supplies
-$1.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% MDI Buyer, Inc. (Revolver) Maturity 07/25/2028
Commodity Chemicals
-$1.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Graffiti Buyer, Inc. - Unfunded Term Loan Maturity 8/10/2027
Trading Companies & Distributors
-$3.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Lash OpCo, LLC (Revolver) Maturity - 8/16/2026
Personal Products (PIK 5.10%)
-$3.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Quantic Electronics, LLC (Revolver) Maturity 11/19/2026
Electronic Equipment, Instruments, and Components
-$3.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Hancock Roofing and Construction L.L.C. (Revolver) Maturity 12/31/2026
Insurance
-$4.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Exigo Intermediate II, LLC (Revolver) Maturity 3/15/2027
Software
-$5.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% BioDerm, Inc. (Revolver) Maturity 01/31/2028
Healthcare Equipment and Supplies
-$6.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% DRS Holdings III, Inc. (Revolver) Maturity 11/03/2025
Personal Products
-$6.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Five Star Buyer, Inc. (Revolver) Maturity 2/23/2028
Hotels, Restaurants and Leisure
-$6.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Imagine Acquisitionco, LLC (Revolver) Maturity 11/15/2027
Software
-$6.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Rural Sourcing Holdings, Inc. (HPA SPQ Merger Sub, Inc.) - Unfunded Term Loan Maturity 06/27/2026
Professional Services
-$6.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Schlesinger Global, Inc. (Revolver) Maturity 07/14/2025
Professional Services
-$6.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Arcfield Acquisition Corp. (Revolver) Maturity 04/08/2025
Aerospace and Defense
-$7.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Blackhawk Industrial Distribution, Inc. Maturity 09/17/2026
Distributors
-$8.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Carisk Buyer, Inc.- (Revolver) Maturity 12/01/2029
Healthcare Technology
-$9.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Graffiti Buyer, Inc. (Revolver) Maturity 8/10/2027
Trading Companies & Distributors
-$9.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Rural Sourcing Holdings, Inc. (HPA SPQ Merger Sub, Inc.) (Revolver) Maturity 06/15/2029
Professional Services
-$9.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Ledge Lounger, Inc. (Revolver) Maturity 11/09/2026
Leisure Products
-$11.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Loving Tan Intermediate II, Inc. (Revolver) Maturity 05/31/2028
Personal Products
-$11.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Smile Brands Inc. LC (Revolver) Maturity 10/14/2025
Healthcare and Pharmaceuticals
-$11.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% IG Investments Holdings, LLC (Revolver) Maturity 9/22/2027
Professional Services
-$13.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Infinity Home Services Holdco, Inc. - 1st Amendment Unfunded Term Loan Maturity 11/17/2025
Commercial Services & Supplies
-$13.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Omnia Exterior Solutions, LLC (Revolver) Maturity 12/29/2025
Diversified Consumer Services
-$13.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Simplicity Financial Marketing Group Holdings Inc. - (Revolver) Maturity 12/02/2026
Diversified Financial Services
-$13.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Applied Technical Services, LLC (Revolver) Maturity 12/29/2026
Commercial Services & Supplies
-$14.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% CF512, Inc. (Revolver) Maturity 08/20/2026
Media
-$14.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% PCS Midco, Inc. - (Revolver) Maturity 03/01/2030
Professional Services
-$15.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% By Light Professional IT Services, LLC (Revolver) Maturity 05/16/2025
High Tech Industries
-$18.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Sigma Defense Systems, LLC (Revolver) Maturity 12/18/2027
IT Services
-$18.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% OHCP V BC COI, L.P.
Distributors One
-$19.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Blackhawk Industrial Distribution, Inc. - Unfunded Term Loan Maturity 09/17/2026
Distributors
-$19.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Recteq, LLC (Revolver) Maturity 01/29/2026
Leisure Products
-$19.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Applied Technical Services, LLC - Unfunded Term Loan Maturity 07/17/2025
Commercial Services & Supplies
-$20.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% WCP Ivyrehab QP CF Feeder, LP. - Unfunded
Healthcare Providers and Services
-$22.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TCG 3.0 Jogger Acquisitionco, Inc. - (Revolver) Maturity 01/26/2029
Media
-$24.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Connatix Buyer, Inc. Maturity 7/13/2027
Media
-$25.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Big Top Holdings, LLC. - (Revolver) Maturity 02/28/2030
Construction & Engineering
-$34.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% EDS Buyer, LLC. (Revolver) Maturity 1/10/2029
Electronic Equipment, Instruments, and Components
-$34.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Inventus Power, Inc. Maturity - 6/30/2025
Electronic Equipment, Instruments, and Components
-$35.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Omnia Exterior Solutions, LLC (Revolver) Maturity 12/29/2029
Diversified Consumer Services
-$39.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Eval Home Health Solutions Intermediate, LLC - UnFunded Revolver Maturity 5/10/2030
Healthcare, Education and Childcare
-$40.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Tyto Athene, LLC (Revolver) Maturity 04/01/2026
IT Services
-$41.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Meadowlark Acquirer, LLC (Revolver) Maturity 12/10/2027
Professional Services
-$42.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ORL Acquisition, Inc. (Revolver) Maturity 09/03/2027
Consumer Finance
-$47.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Simplicity Financial Marketing Group Holdings Inc. - Unfunded Term Loan Maturity 02/09/2026
Diversified Financial Services
-$53.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Watchtower Intermediate, LLC (Revolver) Maturity 12/01/2029
Electronic Equipment, Instruments, and Components
-$57.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% MOREGroup Holdings, Inc. - (Revolver) Maturity 01/16/2030
Construction & Engineering
-$66.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Carnegie Dartlet, LLC - (Revolver) Maurity 02/07/2030
Professional Services
-$81.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Carnegie Dartlet, LLC - Unfunded Term Loan Maturity 02/07/2030
Professional Services
-$81.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% NBH Group LLC (Revolver) Maturity 08/19/2026
Healthcare Equipment and Supplies
-$84.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% OSP Embedded Purchaser, LLC (Revolver) Maturity 12/15/2029
Aerospace and Defense
-$85.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ACP Avenu Buyer, LLC Maturity 04/02/2025
IT Services
-$91.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Smile Brands Inc. (Revolver) Maturity 10/14/2025
Healthcare and Pharmaceuticals
-$91.0K
Investments in NoInvestments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ACP Avenu Buyer, LLC (Revolver) Maturity 08/01/2029
Professional Servicesn-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien
Senior Secured Debt - 143.8% ACP Avenu Buyer, LLC (Revolver)
-$100.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% RTIC Subsidiary Holdings, LLC - (Revolver) Maturity 05/03/2029
Leisure Products
-$188.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Walker Edison Furniture Company, LLC - Unfunded Term Loan Maturity 03/01/2029
Wholesale
-$251.0K
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% PL Acquisitionco, LLC - (Revolver) Maturity 11/09/2027
Textiles, Apparel and Luxury Goods
-$458.0K
Investments in Controlled, Affiliated Portfolio Companies—42.2% First Lien Secured Debt—33.6% Marketplace Events, LLC - Super Priority First Lien Maturity 09/30/2025
Media: Diversified and Production
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9 First Lien Senior Secured Debt - 143.8% A1 Garage Merger Sub, LLC (Revolver)Maturity 12/22/2028
Commercial Services & Supplies
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9%
Capital transactions
First Lien Senior Secured Debt
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% AG Investco LP
Software One
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Anteriad Holdings, LP (f/k/a MeritDirect Holdings, LP)
Media
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Delta InvestCo LP (Sigma Defense Systems, LLC)
IT Services One
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% FedHC InvestCo LP
Aerospace and Defense One
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Icon Partners V C, L.P.
Internet Software and Services One
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Imagine Topco, LP (Common)
Software
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Magnolia Topco LP - Class A Common Equity
Automobiles
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Magnolia Topco LP - Class B Common Equity
Automobiles
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% QuantiTech InvestCo LP
Aerospace and Defense
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% Tower Arch Infolinks Media, LP (Infolinks Media Buyco, LLC)
Media One
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% UniTek Global Services, Inc. (Warrants)
Telecommunications
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% Common Equity/Warrants— 15.1% UniTek Global Services, Inc.(C)
Telecommunications
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Ad.net Acquisition, LLC (Revolver) Maturity 05/07/2026
Media
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Aeronix, Inc - (Revolver) Maturity 12/18/2028
Aerospace and Defense Current Coupon 10.83% Basis Point Spread Above Index 3M SOFR+550
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Anteriad, LLC (f/k/a MeritDirect, LLC) - (Revolver) Maturity 06/30/2026
Media
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Beacon Behavioral Support Service, LLC - Revolver Maturity 06/21/2029
Healthcare Providers and Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Beacon Behavioral Support Service, LLC - Unfunded Term Loan Maturity 12/21/2025
Healthcare Providers and Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Cartessa Aesthetics, LLC (Revolver) Maturity 06/14/2028
Distributors
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Compex Legal Services, Inc. (Revolver) Maturity 2/7/2025
Professional Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ETE Intermediate II, LLC - Unfunded Revolver Maturity 5/25/2029
Diversified Consumer Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% HW Holdco, LLC (Revolver) Maturity 5/10/2026
Media
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Hills Distribution Inc Unfunded Term Loan Maturity 11/7/2025
Distributors
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% ITI Holdings, Inc. (Revolver) Maturity - 3/3/2028
IT Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Integrity Marketing Acquisition, LLC (Revolver) Maturity - 8/27/2026
Insurance
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Integrity Marketing Acquisition, LLC - Unfunded Term Loan Maturity - 8/31/2025
Insurance
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Kinetic Purchaser, LLC (Revolver) Maturity 11/10/2026
Personal Products
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% LJ Avalon Holdings, LLC (Revolver) Maturity 01/31/2030
Construction & Engineering
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Lightspeed Buyer Inc. (Revolver) Maturity 02/03/2026
Healthcare Technology
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% MBS Holdings, Inc. (Revolver) Maturity 04/16/2027
Internet Software and Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% MOREGroup Holdings, Inc. - Unfunded Term Loan Maturity 01/16/2026
Construction & Engineering
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Mars Acquisition Holdings Corp. (Revolver) Maturity 05/14/2026
Media
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Medina Health, LLC (Revolver) (9) Maturity 10/20/2028
Healthcare Providers and Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Megawatt Acquisitionco, Inc. - (Revolver) Maturity 03/01/2030
Electronic Equipment, Instruments, and Components
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Mission Critical Electronics, Inc. (Revolver) Maturity 03/31/2025
Capital Equipment
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Municipal Emergency Services, Inc. (Revolver) Maturity 10/01/2027
Distributors
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Municipal Emergency Services, Inc. - Unfunded Term Loan A Maturity 12/16/2024
Distributors
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Municipal Emergency Services, Inc. - Unfunded Term Loan B Maturity 12/16/2024
Distributors
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% NORA Acquisition, LLC (Revolver) Maturity 08/31/2029
Healthcare Providers and Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Ox Two, LLC (Revolver) Maturity 05/18/2026
Construction and Building
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% PCS Midco, Inc. - Unfunded Term Loan Maturity 03/01/2026
Professional Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Rancho Health MSO, Inc. (Revolver) Maturity 12/18/2025
Healthcare Equipment and Supplies
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Riverpoint Medical, LLC (Revolver) Maturity 06/20/2025
Healthcare Equipment and Supplies
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% S101 Holdings, Inc. - Unfunded Term Loan 2 Maturity 12/15/2024
Electronic Equipment, Instruments, and Components
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Safe Haven Defense US LLC - (Revolver) Maturity 05/23/2029
Building Products
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Sales Benchmark Index LLC (Revolver) Maturity 01/03/2025
Professional Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Sargent & Greenleaf Inc. (Revolver) Maturity 12/20/2024
Electronic Equipment, Instruments, and Components Current Coupon (PIK1.00%)
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Smartronix, LLC - (Revolver) Maturity 11/23/2027
Aerospace and Defense
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Solutionreach, Inc. (Revolver) Maturity 07/17/2025
Healthcare Technology
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Spendmend Holdings LLC (Revolver) Maturity 03/01/2028
Healthcare Technology
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% System Planning and Analysis, Inc. - (Revolver) Maturity 08/16/2027
Aerospace and Defense
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TPCN Midco, LLC - (Revolver) Maturity 06/26/2029
Diversified Consumer Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TPCN Midco, LLC - Unfunded Term Loan Maturity 06/26/2029
Diversified Consumer Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TWS Acquisition Corporation (Revolver) Maturity 06/16/2025
Diversified Consumer Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% The Bluebird Group LLC (Revolver) Maturity 07/28/2026
Professional Services
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% The Vertex Companies, LLC (Revolver) Maturity 08/30/2027
Construction & Engineering
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% TransGo, LLC (Revolver) Maturity 12/29/2028
Auto Components
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—160.9% First Lien Senior Secured Debt - 143.8% Wildcat Buyerco, Inc. (Revolver) Maturity 02/26/2027
Electronic Equipment, Instruments, and Components
Investments in Non-Controlled, Non-Affiliated Portfolio Companies—163.3% First Lien Senior Secured Debt - 144.9% ACP Falcon Buyer, LLC (Revolver) Maturity 08/01/2029
Professional Services
Disclosed holdings FV
$1.66B
Parsed holdings FV
$1.66B
Residual gap
$0.00
Balance-sheet cash
$84.59M
CIK
0001504619
Accession
0000950170-24-092750
Form type
10-Q
Period
2024-06-30