BDCinfo / OCSL /10-K · 2023-09-30

OCSL · 10-K

2023-09-30 View source on SEC.gov →
Oaktree Specialty Lending · filed 2023-11-14
Total Fair Value
$3.47B
370 holdings
Unrealized P/L
-$84.81M
-2.39% vs cost
W. Avg Spread
+6.83%
debt, FV-weighted
W. Avg Coupon
11.80%
debt, FV-weighted
% First Lien
74.4%
by fair value
Non-Accrual
0
text-detected
Investment Type Allocation
Fair value by type
Industry Concentration
Top 10 industries by fair value
$3.47B
Total Fair Value
  • Application Software14.8%
  • Multi-Sector Holdings5.6%
  • Cash and Cash Equivalents and Restricted Cash4.2%
  • Biotechnology3.9%
  • Data Processing & Outsourced Services3.8%
  • Industrial Machinery & Supplies & Components3.1%
  • Metal, Glass & Plastic Containers3.1%
  • Pharmaceuticals2.9%
  • Health Care Technology2.9%
  • Specialized Finance2.7%
  • Other industries53.1%
Spread Distribution
Floating-rate debt holdings by 50bp spread bucket
All holdings
Sortable, click headers to re-sort
370 of 370
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Senior Loan Fund JV I, LLC, Multi-Sector Holdings
Multi-Sector Holdings
Subordinated Debt
$112.66M
$112.66M
$0.00
12.26%+7.00%
2028-12-29
JP Morgan Prime Money Market Fund
Cash and Cash Equivalents and Restricted Cash
Institutional Shares
$83.26M
$83.26M
$0.00
NN, Inc., Industrial Machinery & Supplies & Components
Industrial Machinery & Supplies & Components
First Lien Term Loan
$69.69M
$72.46M
-$2.77M
12.29%+6.88%
2026-09-19
Pluralsight, LLC, Application Software
Application Software
First Lien Term Loan
$64.41M
$66.35M
-$1.95M
13.45%+8.00%
2027-04-06
NeuAG, LLC, Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals
First Lien Term Loan
$63.19M
$64.72M
-$1.53M
14.89%+9.50%
2024-09-11
Other cash accounts
Cash and Cash Equivalents and Restricted Cash
Annual expenses (as a percentage of net assets attributable to common stock):
$62.28M
$62.28M
$0.00
Fairbridge Strategic Capital Funding LLC, Real Estate Operating Companies
Real Estate Operating Companies
First Lien Term Loan
$59.95M
$59.95M
$0.00
9.00%
2028-12-24
Mosaic Companies, LLC, Home Improvement Retail
Home Improvement Retail
First Lien Term Loan
$53.17M
$54.24M
-$1.07M
12.51%+6.75%
2026-07-02
OCSI Glick JV LLC, Multi-Sector Holdings
Multi-Sector Holdings
Subordinated Debt
$50.02M
$50.33M
-$313.0K
9.76%+4.50%
2028-10-20
THL Zinc Ventures Ltd, Diversified Metals & Mining
Diversified Metals & Mining
First Lien Term Loan
$49.87M
$49.84M
$27.0K
13.00%
2026-05-23
Avalara, Inc., Application Software
Application Software
First Lien Term Loan
$49.69M
$49.68M
$9.0K
12.64%+7.25%
2028-10-19
Superior Industries International, Inc., Auto Parts & Equipment
Auto Parts & Equipment
First Lien Term Loan
$49.15M
$48.54M
$612.0K
13.32%+8.00%
2028-12-16
Mindbody, Inc., Internet Services & Infrastructure
Internet Services & Infrastructure
First Lien Term Loan #2
$45.94M
$46.24M
-$299.0K
12.52%+7.00%
2025-02-14
Lightbox Intermediate, L.P., Real Estate Services
Real Estate Services
First Lien Term Loan
$43.89M
$44.72M
-$831.0K
10.65%+5.00%
2026-05-09
Berner Food & Beverage, LLC, Soft Drinks & Non-alcoholic Beverages
Soft Drinks & Non-alcoholic Beverages
First Lien Term Loan
$40.21M
$40.44M
-$227.0K
11.02%+5.50%
2027-07-30
MND Holdings III Corp, Other Specialty Retail
Other Specialty Retail
First Lien Term Loan
$39.83M
$39.87M
-$40.0K
12.89%+7.50%
2028-05-09
IPC Corp., Application Software
Application Software
First Lien Term Loan
$38.96M
$39.94M
-$972.0K
11.92%+6.50%
2026-10-01
PRGX Global, Inc., Data Processing & Outsourced Services
Data Processing & Outsourced Services
First Lien Term Loan
$38.38M
$37.96M
$420.0K
12.01%+6.50%
2026-03-03
Kings Buyer, LLC, Environmental & Facilities Services
Environmental & Facilities Services
First Lien Term Loan #2
$37.45M
$37.45M
-$2.0K
11.80%+6.50%
2027-10-29
Thrasio, LLC, Broadline Retail
Broadline Retail
First Lien Term Loan
$37.23M
$45.70M
-$8.47M
+7.00%
2026-12-18
SIO2 Medical Products
Metal, Glass & Plastic Containers
Inc. Common Stock
$36.23M
$40.09M
-$3.87M
SIO2 Medical Products, Inc., Metal, Glass & Plastic Containers
Metal, Glass & Plastic Containers
Common Stock
$36.23M
INW Manufacturing, LLC, Personal Care Products
Personal Care Products
First Lien Term Loan
$35.05M
$42.92M
-$7.87M
11.40%+5.75%
2027-03-25
RumbleOn, Inc., Automotive Retail
Automotive Retail
First Lien Term Loan #1
$34.51M
$35.55M
-$1.04M
13.90%+8.25%
2026-08-31
Planview Parent, Inc., Application Software
Application Software
Second Lien Term Loan
$33.21M
$35.46M
-$2.24M
12.74%+7.25%
2028-12-18
Inventus Power, Inc., Electrical Components & Equipment
Electrical Components & Equipment
First Lien Term Loan
$32.66M
$32.54M
$120.0K
12.93%+7.50%
2025-06-30
Relativity ODA LLC, Application Software
Application Software
First Lien Term Loan
$31.78M
$32.07M
-$291.0K
11.92%+6.50%
2027-05-12
Thrasio, LLC, Broadline Retail
Broadline Retail
Preferred Equity #4
$31.70M
$33.35M
-$1.65M
Supreme Fitness Group NY Holdings, LLC, Leisure Facilities
Leisure Facilities
First Lien Term Loan #1
$30.58M
$31.86M
-$1.28M
12.51%+7.00%
2026-12-31
Blackhawk Network Holdings, Inc., Data Processing & Outsourced Services
Data Processing & Outsourced Services
Second Lien Term Loan
$29.99M
$30.37M
-$381.0K
12.43%+7.00%
2026-06-15
Ardonagh Midco 3 PLC, Insurance Brokers
Insurance Brokers
First Lien Term Loan #4
GBP 29.18M
GBP 28.71M
GBP 472.0K
12.46%+7.00%
2026-07-14
Navisite, LLC, Data Processing & Outsourced Services
Data Processing & Outsourced Services
Second Lien Term Loan
$29.01M
$30.02M
-$1.01M
13.99%+8.50%
2026-12-30
Senior Loan Fund JV I, LLC, Multi-Sector Holdings
Multi-Sector Holdings
Membership Interest
$28.88M
$54.79M
-$25.91M
Tahoe Bidco B.V., Application Software
Application Software
First Lien Term Loan
$28.54M
$28.59M
-$58.0K
11.42%+6.00%
2028-09-29
Aurora Lux Finco S.À.R.L., Airport Services
Airport Services
First Lien Term Loan
$28.28M
$29.16M
-$880.0K
11.49%+6.00%
2026-12-24
Alvotech Holdings S.A., Biotechnology
Biotechnology
First Lien Fixed Rate Bond #1
$27.69M
$28.33M
-$642.0K
8.50%
2026-11-16
C5 Technology Holdings, LLC, Data Processing & Outsourced Services
Data Processing & Outsourced Services
Preferred Equity
$27.64M
$34.98M
-$7.35M
Latam Airlines Group S.A., Passenger Airlines
Passenger Airlines
First Lien Term Loan
$27.51M
$24.92M
$2.59M
14.95%+9.50%
2027-10-12
Alvotech Holdings S.A., Biotechnology
Biotechnology
First Lien Fixed Rate Bond #3
$26.94M
$27.58M
-$646.0K
8.50%
2026-11-16
Acquia Inc., Application Software
Application Software
First Lien Term Loan #2
$25.25M
$25.29M
-$35.0K
12.34%+7.00%
2025-10-31
OTG Management, LLC, Airport Services
Airport Services
First Lien Term Loan #1
$25.07M
$25.61M
-$546.0K
+10.00%
2025-09-02
SumUp Holdings Luxembourg S.À.R.L., Diversified Financial Services
Diversified Financial Services
First Lien Term Loan
EUR 24.94M
EUR 26.77M
-EUR 1.83M
12.32%+8.50%
2026-03-10
Salus Workers' Compensation, LLC, Diversified Financial Services
Diversified Financial Services
First Lien Term Loan
$24.79M
$24.78M
$14.0K
15.24%+10.00%
2026-10-07
Impel Pharmaceuticals Inc., Health Care Technology
Health Care Technology
First Lien Term Loan #1
$24.48M
$26.49M
-$2.01M
+10.75%
2027-03-17
Profrac Holdings II, LLC, Industrial Machinery & Supplies & Components
Industrial Machinery & Supplies & Components
First Lien Term Loan #1
$24.08M
$24.25M
-$174.0K
12.78%+7.25%
2025-03-04
iCIMs, Inc., Application Software
Application Software
First Lien Term Loan #1
$23.55M
$24.14M
-$587.0K
12.63%+7.25%
2028-08-18
IAMGOLD Corporation, Gold
Gold
Second Lien Term Loan
$23.33M
$23.31M
$18.0K
13.62%+8.25%
2028-05-16
Galileo Parent, Inc., Aerospace & Defense
Aerospace & Defense
First Lien Term Loan
$23.11M
$23.11M
$0.00
12.64%+7.25%
2029-05-03
Zephyr Bidco Limited,Specialized Finance
Specialized Finance
Second Lien Term Loan
GBP 22.91M
GBP 25.84M
-GBP 2.93M
12.72%+7.50%
2026-07-23
Telestream Holdings Corporation, Application Software
Application Software
First Lien Term Loan
$22.81M
$23.21M
-$393.0K
15.26%+9.75%
2025-10-15
LSL Holdco, LLC, Health Care Distributors
Health Care Distributors
First Lien Term Loan #2
$21.97M
$23.13M
-$1.16M
11.42%+6.00%
2028-01-31
Performance Health Holdings, Inc., Health Care Distributors
Health Care Distributors
First Lien Term Loan
$21.90M
$22.19M
-$293.0K
11.57%+6.00%
2027-07-12
Assembled Brands Capital LLC
Specialized Finance
First Lien Revolver
$21.82M
12.14%+6.75%
2026-01-25
Assembled Brands Capital LLC, Specialized Finance
Specialized Finance
First Lien Revolver
$21.82M
$21.86M
-$32.0K
12.14%+6.75%
2026-01-25
A.T. Holdings II Ltd., Biotechnology
Biotechnology
First Lien Term Loan
$21.22M
$21.61M
-$392.0K
14.25%
2029-09-13
MRI Software LLC, Application Software
Application Software
First Lien Term Loan #2
$20.89M
$21.02M
-$133.0K
10.99%+5.50%
2026-02-10
Dialyze Holdings, LLC, Health Care Equipment
Health Care Equipment
First Lien Term Loan
$20.65M
$20.15M
$507.0K
14.54%+9.00%
2026-08-04
Accupac, Inc., Personal Care Products
Personal Care Products
First Lien Term Loan #1
$20.19M
$20.15M
$44.0K
11.55%+6.00%
2026-01-16
athenahealth Group Inc., Health Care Technology
Health Care Technology
Preferred Equity
$20.07M
$20.79M
-$715.0K
SVP-Singer Holdings Inc., Home Furnishings
Home Furnishings
First Lien Term Loan
$19.95M
$23.86M
-$3.90M
12.40%+6.75%
2028-07-28
FINThrive Software Intermediate Holdings, Inc., Health Care Technology
Health Care Technology
Second Lien Term Loan
$19.92M
$29.13M
-$9.21M
12.18%+6.75%
2029-12-17
MHE Intermediate Holdings, LLC, Diversified Support Services
Diversified Support Services
First Lien Term Loan #1
$19.82M
$19.91M
-$89.0K
11.52%+6.00%
2027-07-21
Zep Inc.
Specialty Chemicals
Specialty Chemicals,First Lien Term Loan
$19.49M
$19.57M
-$79.0K
9.32%+4.00%
2028-09-30
Ten-X LLC, Interactive Media & Services
Interactive Media & Services
First Lien Term Loan
$19.20M
$19.01M
$186.0K
11.32%+6.00%
2028-05-26
107-109 Beech OAK22 LLC, Real Estate Development
Real Estate Development
First Lien Revolver
$18.44M
$18.69M
-$244.0K
11.00%
2026-02-27
The Avery, Real Estate Operating Companies
Real Estate Operating Companies
First Lien Term Loan
$18.34M
$19.16M
-$823.0K
+7.30%
2023-02-17
Coyote Buyer, LLC, Specialty Chemicals
Specialty Chemicals
First Lien Term Loan
$17.81M
$17.69M
$122.0K
11.52%+6.00%
2026-02-06
AIP RD Buyer Corp., Distributors
Distributors
Second Lien Term Loan
$17.69M
$17.66M
$32.0K
13.17%+7.75%
2029-12-21
ADB Companies, LLC, Construction & Engineering
Construction & Engineering
First Lien Term Loan #2
$17.57M
$17.74M
-$168.0K
12.15%+6.50%
2025-12-18
Delta Leasing SPV II LLC, Specialized Finance
Specialized Finance
Subordinated Debt Term Loan
$17.46M
$17.46M
$0.00
3.00%
2029-08-31
Grove Hotel Parcel Owner, LLC, Hotels, Resorts & Cruise Lines
Hotels, Resorts & Cruise Lines
First Lien Term Loan #1
$17.10M
$17.28M
-$180.0K
13.42%+8.00%
2027-06-21
American Tire Distributors, Inc., Distributors
Distributors
First Lien Term Loan
$16.80M
$18.28M
-$1.48M
11.81%+6.25%
2028-10-20
Kings Buyer, LLC, Environmental & Facilities Services
Environmental & Facilities Services
First Lien Term Loan #1
$16.50M
$16.62M
-$123.0K
11.84%+6.50%
2027-10-29
Continental Intermodal Group LP, Oil & Gas Storage & Transportation
Oil & Gas Storage & Transportation
First Lien Term Loan
$16.04M
$21.34M
-$5.30M
+8.50%
2025-01-28
Alvogen Pharma US, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan
$15.93M
$16.98M
-$1.05M
13.04%+7.50%
2025-06-30
SIO2 Medical Products, Inc, Metal, Glass & Plastic Containers
Metal, Glass & Plastic Containers
First Lien Delayed Draw Term Loan
$15.87M
2028-08-03
SIO2 Medical Products, Inc.
Metal, Glass & Plastic Containers
First Lien Term Loan #1
$15.87M
$14.10M
$1.77M
2028-08-03
American Auto Auction Group, LLC, Consumer Finance
Consumer Finance
Second Lien Term Loan
$15.09M
$16.44M
-$1.35M
14.14%+8.75%
2029-01-02
Oranje Holdco, Inc., Systems Software
Systems Software
First Lien Term Loan
$14.95M
$14.89M
$53.0K
13.12%+7.75%
2029-02-01
Covetrus, Inc., Health Care Distributors
Health Care Distributors
First Lien Term Loan
$14.62M
$14.17M
$443.0K
10.39%+5.00%
2029-10-13
Evergreen IX Borrower 2023, LLC, Application Software
Application Software
First Lien Term Loan
$14.37M
$14.37M
$0.00
11.32%+6.00%
2030-09-29
Dominion Diagnostics, LLC, Health Care Services
Health Care Services
First Lien Term Loan #1
$14.07M
$14.07M
$0.00
10.54%+5.00%
2025-08-28
MRI Software LLC, Application Software
Application Software
First Lien Term Loan #1
$13.69M
$13.94M
-$251.0K
10.99%+5.50%
2026-02-10
Harbor Purchaser Inc., Education Services
Education Services
First Lien Term Loan
$13.62M
$13.87M
-$253.0K
10.67%+5.25%
2029-04-09
Coupa Holdings, LLC, Application Software
Application Software
First Lien Term Loan #1
$12.86M
$12.86M
$3.0K
12.82%+7.50%
2030-02-27
RumbleOn, Inc., Automotive Retail
Automotive Retail
First Lien Term Loan #2
$12.69M
$13.06M
-$364.0K
13.90%+8.25%
2026-08-31
Tacala, LLC, Restaurants
Restaurants
Second Lien Term Loan
$12.46M
$12.60M
-$139.0K
13.43%+8.00%
2028-02-04
Digital.AI Software Holdings, Inc., Application Software
Application Software
First Lien Term Loan
$12.10M
$12.21M
-$107.0K
12.49%+7.00%
2027-02-10
Amplify Finco Pty Ltd., Movies & Entertainment
Movies & Entertainment
Second Lien Term Loan
$11.87M
$12.19M
-$323.0K
13.54%+8.00%
2027-11-26
ATNX SPV, LLC, Pharmaceuticals
Pharmaceuticals
First Lien Term Loan
$11.79M
$12.26M
-$465.0K
2031-05-31
Finastra USA, Inc.Application Software
Application Software
First Lien Term Loan
$11.51M
$11.51M
$2.0K
12.55%+7.25%
2029-09-13
Touchstone Acquisition, Inc., Health Care Supplies
Health Care Supplies
First Lien Term Loan
$11.36M
$11.65M
-$283.0K
11.42%+6.00%
2028-12-29
Fortress Biotech, Inc., Biotechnology
Biotechnology
First Lien Term Loan
$11.14M
$11.61M
-$468.0K
11.00%
2025-08-27
WP CPP Holdings, LLC, Aerospace & Defense
Aerospace & Defense
First Lien Term Loan
$11.13M
$11.28M
-$154.0K
9.27%+3.75%
2025-04-30
OEConnection LLC
Application Software
First Lien Term Loan
$10.97M
$10.83M
$144.0K
9.43%+4.00%
2026-09-25
Lightbox Intermediate, L.P.
Real Estate Services
First Lien Term Loan
$10.91M
$11.11M
-$194.0K
10.65%+5.00%
2026-05-09
Establishment Labs Holdings Inc., Health Care Technology
Health Care Technology
First Lien Term Loan #1
$10.68M
$10.95M
-$276.0K
3.00%
2027-04-21
Ardonagh Midco 3 PLC, Insurance Brokers
Insurance Brokers
First Lien Term Loan #2
$10.62M
$10.40M
$224.0K
11.57%+5.75%
2026-07-14
PPW Aero Buyer, Inc., Aerospace & Defense
Aerospace & Defense
First Lien Term Loan
$10.49M
$10.51M
-$10.0K
12.32%+7.00%
2029-02-15
Ivanti Software, Inc., Application Software
Application Software
Second Lien Term Loan
$10.09M
$12.66M
-$2.57M
12.78%+7.25%
2028-12-01
SM Wellness Holdings, Inc., Health Care Services
Health Care Services
Second Lien Term Loan
$9.93M
$11.25M
-$1.32M
13.63%+8.00%
2029-04-16
All Web Leads, Inc.
Advertising
First Lien Term Loan
$9.80M
$22.80M
-$13.00M
+8.50%
2023-12-29
Park Place Technologies, LLC
Internet Services & Infrastructure
First Lien Term Loan
$9.70M
$9.49M
$206.0K
10.42%+5.00%
2027-11-10
KDC/ONE Development Corp Inc
Personal Care Products
First Lien Term Loan
$9.66M
$9.67M
-$1.0K
10.32%+5.00%
2028-08-15
Park Place Technologies, LLC, Internet Services & Infrastructure
Internet Services & Infrastructure
First Lien Term Loan
$9.55M
$9.52M
$33.0K
10.42%+5.00%
2027-11-10
OEConnection LLC, Application Software
Application Software
Second Lien Term Loan
$9.18M
$9.21M
-$27.0K
12.49%+7.00%
2027-09-25
SPX Flow, Inc.
Industrial Machinery & Supplies & Components
First Lien Term Loan
$8.79M
$8.44M
$352.0K
9.92%+4.50%
2029-04-05
NFP Corp., Diversified Financial Services
Diversified Financial Services
Fixed Rate Bond
$8.74M
$9.83M
-$1.09M
6.88%
2028-08-15
Curium Bidco S.à.r.l.
Biotechnology
First Lien Term Loan
$8.73M
$8.64M
$88.0K
9.89%+4.50%
2029-07-31
Spanx, LLC
Apparel Retail
First Lien Term Loan
$8.72M
$8.71M
$4.0K
10.67%+5.25%
2028-11-20
Windstream Services II, LLC, Integrated Telecommunication Services
Integrated Telecommunication Services
First Lien Term Loan
$8.68M
$8.70M
-$20.0K
11.67%+6.25%
2027-09-21
Access CIG, LLC
Diversified Support Services
First Lien Term Loan
$8.50M
$8.50M
-$4.0K
10.32%+5.00%
2028-08-18
BAART Programs, Inc., Health Care Services
Health Care Services
Second Lien Term Loan #1
$8.49M
$8.82M
-$327.0K
14.15%+8.50%
2028-06-11
Alto Pharmacy Holdings, Inc., Health Care Technology
Health Care Technology
First Lien Term Loan
$8.33M
$8.43M
-$102.0K
5.00%+11.50%
2027-10-14
Alvogen Pharma US, Inc.
Pharmaceuticals
First Lien Term Loan
$8.22M
$8.74M
-$519.0K
13.04%+7.50%
2025-06-30
MRI Software LLC
Application Software
First Lien Term Loan #1
$8.15M
$8.16M
-$17.0K
10.99%+5.50%
2026-02-10
Marinus Pharmaceuticals, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #1
$8.13M
$8.49M
-$363.0K
11.50%
2026-05-11
Marinus Pharmaceuticals, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #3
$8.13M
$8.49M
-$363.0K
11.50%
2026-05-11
Mesoblast, Inc., Biotechnology
Biotechnology
First Lien Term Loan #1
$8.01M
$8.58M
-$567.0K
8.00%
2026-11-19
Eagleview Technology Corporation, Application Software
Application Software
Second Lien Term Loan
$7.99M
$8.88M
-$897.0K
13.04%+7.50%
2026-08-14
TIBCO Software Inc.
Application Software
First Lien Term Loan
$7.91M
$7.56M
$354.0K
9.99%+4.50%
2029-03-30
Star Parent, Inc.
Life Sciences Tools & Services
First Lien Term Loan
$7.83M
$7.88M
-$46.0K
9.33%+4.00%
2030-09-19
SCP Eye Care Services, LLC, Health Care Services
Health Care Services
Second Lien Term Loan #1
$7.78M
$7.80M
-$21.0K
14.18%+8.75%
2030-10-07
Pluralsight, LLC
Application Software
First Lien Term Loan
$7.77M
$7.85M
-$77.0K
13.45%+8.00%
2027-04-06
DTI Holdco, Inc.
Research & Consulting Services
First Lien Term Loan
$7.73M
$7.79M
-$63.0K
10.12%+4.75%
2029-04-26
Amplify Finco Pty Ltd.
Movies & Entertainment
First Lien Term Loan
$7.72M
$7.64M
$77.0K
9.54%+4.15%
2026-11-26
Southern Veterinary Partners, LLC
Health Care Facilities
First Lien Term Loan
$7.64M
$7.64M
$1.0K
9.43%+4.00%
2027-10-05
Harbor Purchaser Inc.
Education Services
First Lien Term Loan
$7.52M
$7.73M
-$214.0K
10.67%+5.25%
2029-04-09
Indivior Finance S.À.R.L.
Pharmaceuticals
First Lien Term Loan
$7.34M
$7.25M
$91.0K
10.90%+5.25%
2026-06-30
Harrow , Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #1
$7.30M
$7.30M
$5.0K
11.89%+6.50%
2026-01-19
LaserAway Intermediate Holdings II, LLC
Health Care Services
First Lien Term Loan
$7.27M
$7.27M
-$2.0K
11.32%+5.75%
2027-10-14
INW Manufacturing, LLC
Personal Care Products
First Lien Term Loan
$7.08M
$8.84M
-$1.76M
11.40%+5.75%
2027-03-25
Condor Merger Sub Inc., Systems Software
Systems Software
Fixed Rate Bond
$7.06M
$8.26M
-$1.20M
7.38%
2030-02-15
Touchstone Acquisition, Inc.
Health Care Supplies
First Lien Term Loan
$7.02M
$7.10M
-$81.0K
11.42%+6.00%
2028-12-29
Seres Therapeutics, Inc., Biotechnology
Biotechnology
First Lien Term Loan #1
$6.94M
$6.93M
$3.0K
12.88%+7.88%
2029-04-27
ADB Companies, LLC
Construction & Engineering
First Lien Term Loan #2
$6.65M
$6.70M
-$53.0K
12.15%+6.50%
2025-12-18
Innocoll Pharmaceuticals Limited, Health Care Technology
Health Care Technology
First Lien Term Loan #1
$6.57M
$6.97M
-$401.0K
11.14%+5.75%
2027-01-26
Northern Star Industries Inc.
Electrical Components & Equipment
First Lien Term Loan
$6.57M
$6.61M
-$43.0K
10.15%+4.76%
2025-03-31
Astra Acquisition Corp., Application Software
Application Software
First Lien Term Loan
$6.41M
$8.17M
-$1.75M
10.90%+5.25%
2028-10-25
Acquia Inc., Application Software
Application Software
First Lien Term Loan #1
$6.38M
$6.33M
$45.0K
12.34%+7.00%
2025-10-31
Covetrus, Inc.
Health Care Distributors
First Lien Term Loan
$6.29M
$5.98M
$302.0K
10.39%+5.00%
2029-10-13
ADC Therapeutics SA, Biotechnology
Biotechnology
First Lien Term Loan #1
$6.28M
$6.30M
-$29.0K
13.04%+7.50%
2029-08-15
BioXcel Therapeutics, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #1
$6.22M
$6.56M
-$335.0K
8.00%
2027-04-19
Gibson Brands, Inc.
Leisure Products
First Lien Term Loan
$6.19M
$7.29M
-$1.10M
10.57%+5.00%
2028-08-11
BAART Programs, Inc.
Health Care Services
First Lien Term Loan #2
$6.16M
$6.25M
-$92.0K
10.65%+5.00%
2027-06-11
Ardonagh Midco 3 PLC, Insurance Brokers
Insurance Brokers
First Lien Term Loan #3
GBP 6.10M
GBP 6.32M
-GBP 217.0K
12.46%+7.00%
2026-07-14
Aurora Lux Finco S.À.R.L.
Airport Services
First Lien Term Loan
$6.03M
$6.22M
-$188.0K
11.49%+6.00%
2026-12-24
Windstream Services II, LLC
Integrated Telecommunication Services
First Lien Term Loan
$5.94M
$6.01M
-$69.0K
11.67%+6.25%
2027-09-21
A.T. Holdings II SÀRL, Biotechnology
Biotechnology
First Lien Term Loan
$5.90M
$6.01M
-$113.0K
2024-02-06
Horizon Aircraft Finance I Ltd., Specialized Finance
Specialized Finance
CLO Notes
$5.87M
$5.49M
$383.0K
4.46%
2038-12-15
AI Sirona (Luxembourg) Acquisition S.a.r.l., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan
EUR 5.83M
EUR 6.02M
-EUR 199.0K
8.86%+5.00%
2028-09-30
Alvogen Pharma Inc
Pharmaceuticals
First Lien Term Loan
$5.82M
$6.18M
-$366.0K
13.04%+7.50%
2025-06-30
McAfee Corp.
Systems Software
First Lien Term Loan
$5.81M
$5.65M
$158.0K
9.18%+3.75%
2029-03-01
C5 Technology Holdings, LLC
Data Processing & Outsourced Services
Preferred Equity
$5.68M
$7.19M
-$1.51M
DirecTV Financing, LLC
Cable & Satellite
First Lien Term Loan
$5.68M
$5.71M
-$34.0K
10.43%+5.00%
2027-08-02
Dominion Diagnostics, LLC, Health Care Services
Health Care Services
First Lien Revolver
$5.57M
$5.57M
$0.00
10.54%+5.00%
2025-08-28
SHO Holding I Corporation
Footwear
First Lien Term Loan #2
$5.53M
$8.11M
-$2.58M
10.88%+5.25%
2024-04-27
Veritas US Inc.
Application Software
First Lien Term Loan
$5.50M
$6.26M
-$757.0K
10.43%+5.00%
2025-09-01
Blumenthal Temecula, LLC, Automotive Retail
Automotive Retail
First Lien Term Loan
$5.25M
$5.26M
-$7.0K
9.00%
2023-10-09
Quantum Bidco Limited, Food Distributors
Food Distributors
First Lien Term Loan
GBP 5.17M
GBP 5.90M
-GBP 731.0K
11.21%+5.75%
2028-01-31
Mindbody, Inc., Internet Services & Infrastructure
Internet Services & Infrastructure
First Lien Term Loan #1
$5.16M
$5.22M
-$56.0K
12.52%+7.00%
2025-02-14
Liquid Environmental Solutions Corporation, Environmental & Facilities Services
Environmental & Facilities Services
Second Lien Term Loan #1
$5.16M
$5.35M
-$188.0K
13.99%+8.50%
2026-11-30
scPharmaceuticals Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #1
$4.99M
$4.99M
$3.0K
11.75%+8.75%
2027-10-13
Renaissance Holding Corp.
Education Services
First Lien Term Loan
$4.97M
$4.86M
$109.0K
9.99%+4.75%
2030-04-05
DTI Holdco, Inc., Research & Consulting Services
Research & Consulting Services
First Lien Term Loan
$4.83M
$4.87M
-$40.0K
10.12%+4.75%
2029-04-26
Asurion, LLC
Property & Casualty Insurance
First Lien Term Loan #1
$4.81M
$4.75M
$62.0K
9.42%+4.00%
2028-08-19
TGNR HoldCo LLC, Integrated Oil & Gas
Integrated Oil & Gas
Subordinated Debt
$4.79M
$4.89M
-$109.0K
11.50%
2026-05-14
American Rock Salt Company LLC
Diversified Metals & Mining
First Lien Term Loan
$4.61M
$4.73M
-$120.0K
9.43%+4.00%
2028-06-09
Mindbody, Inc.
Internet Services & Infrastructure
First Lien Term Loan
$4.59M
$4.65M
-$54.0K
12.52%+7.00%
2025-02-14
DirecTV Financing, LLC, Cable & Satellite
Cable & Satellite
First Lien Term Loan
$4.55M
$4.62M
-$73.0K
10.43%+5.00%
2027-08-02
Spanx, LLC, Apparel Retail
Apparel Retail
First Lien Term Loan
$4.42M
$4.42M
$2.0K
10.67%+5.25%
2028-11-20
Iris Holding, Inc.
Personal Care Products
First Lien Term Loan
$4.35M
$4.35M
-$1.0K
10.32%+5.00%
2028-08-15
Alvotech Holdings S.A., Biotechnology
Biotechnology
Common Stock #1
$4.30M
$849.0K
$3.45M
WWEX Uni Topco Holdings, LLC, Air Freight & Logistics
Air Freight & Logistics
Second Lien Term Loan
$4.26M
$4.92M
-$662.0K
12.65%+7.00%
2029-07-26
athenahealth Group Inc.
Health Care Technology
First Lien Term Loan
$4.25M
$4.08M
$171.0K
8.57%+3.25%
2029-02-15
American Tire Distributors, Inc.
Distributors
First Lien Term Loan
$4.24M
$4.76M
-$524.0K
11.81%+6.25%
2028-10-20
SM Wellness Holdings, Inc., Health Care Services
Health Care Services
First Lien Term Loan
$4.18M
$3.81M
$378.0K
10.38%+4.75%
2028-04-17
The Avery, Real Estate Operating Companies
Real Estate Operating Companies
Subordinated Debt Term Loan
$4.17M
$4.64M
-$471.0K
+12.50%
2023-02-17
BAART Programs, Inc., Health Care Services
Health Care Services
Second Lien Term Loan #3
$4.15M
$4.30M
-$145.0K
14.15%+8.50%
2028-06-11
Planview Parent, Inc.
Application Software
Second Lien Term Loan
$4.10M
$4.43M
-$337.0K
12.74%+7.25%
2028-12-18
Marinus Pharmaceuticals, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #2
$4.07M
$4.25M
-$181.0K
11.50%
2026-05-11
112-126 Van Houten Real22 LLC, Real Estate Development
Real Estate Development
First Lien Term Loan
$4.02M
$4.04M
-$16.0K
12.00%
2024-05-04
LABL, Inc.
Office Services & Supplies
First Lien Term Loan
$3.96M
$3.81M
$140.0K
10.42%+5.00%
2028-10-29
Star Parent, Inc.
Life Sciences Tools & Services
First Lien Term Loan
$3.92M
$3.94M
-$23.0K
9.33%+4.00%
2030-09-27
Ardonagh Midco 3 PLC, Insurance Brokers
Insurance Brokers
First Lien Term Loan #5
GBP 3.91M
GBP 4.09M
-GBP 180.0K
9.70%+5.75%
2026-07-14
ASP-R-PAC Acquisition Co LLC
Paper & Plastic Packaging Products & Materials
First Lien Term Loan
$3.89M
$4.08M
-$184.0K
11.63%+6.00%
2027-12-29
Asurion, LLC
Property & Casualty Insurance
Second Lien Term Loan
$3.87M
$4.04M
-$165.0K
10.68%+5.25%
2029-01-20
Astra Acquisition Corp.
Application Software
First Lien Term Loan
$3.82M
$4.89M
-$1.07M
10.90%+5.25%
2028-10-25
Frontier Communications Holdings, LLC, Integrated Telecommunication Services
Integrated Telecommunication Services
Fixed Rate Bond
$3.58M
$4.47M
-$892.0K
6.00%
2030-01-15
iCIMs, Inc., Application Software
Application Software
First Lien Term Loan #2
$3.57M
$3.60M
-$28.0K
12.63%+7.25%
2028-08-18
ADB Companies, LLC, Construction & Engineering
Construction & Engineering
First Lien Term Loan #1
$3.38M
$3.41M
-$28.0K
11.90%+6.50%
2025-12-18
P & L Development, LLC, Pharmaceuticals
Pharmaceuticals
Fixed Rate Bond
$3.31M
$4.55M
-$1.25M
7.75%
2025-11-15
Southern Veterinary Partners, LLC
Health Care Facilities
First Lien Term Loan
$3.28M
$3.27M
$1.0K
9.43%+4.00%
2027-10-05
Ardonagh Midco 3 PLC, Insurance Brokers
Insurance Brokers
First Lien Term Loan #1
EUR 3.23M
EUR 3.33M
-EUR 105.0K
10.95%+7.00%
2026-07-14
BAART Programs, Inc., Health Care Services
Health Care Services
First Lien Term Loan #1
$3.17M
$3.22M
-$47.0K
10.65%+5.00%
2027-06-11
BioXcel Therapeutics, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #2
$3.17M
$3.33M
-$166.0K
2032-09-30
ASP-R-PAC Acquisition Co LLC, Paper & Plastic Packaging Products & Materials
Paper & Plastic Packaging Products & Materials
First Lien Term Loan
$3.08M
$3.27M
-$183.0K
11.63%+6.00%
2027-12-29
Cadence Aerospace, LLC, Aerospace & Defense
Aerospace & Defense
First Lien Term Loan #2
$3.03M
$2.90M
$132.0K
12.07%+6.50%
2024-11-14
Amynta Agency Borrower Inc.
Property & Casualty Insurance
First Lien Term Loan
$3.00M
$2.91M
$84.0K
10.42%+5.00%
2028-02-28
Uniti Group LP, Other Specialized REITs
Other Specialized REITs
Fixed Rate Bond #1
$2.95M
$4.12M
-$1.16M
6.50%
2029-02-15
Mitchell International, Inc.
Application Software
First Lien Term Loan
$2.94M
$2.85M
$96.0K
9.18%+3.75%
2028-10-15
Altice France S.A., Integrated Telecommunication Services
Integrated Telecommunication Services
Fixed Rate Bond
$2.92M
$3.58M
-$659.0K
5.50%
2029-10-15
DTI Holdco
Research & Consulting Services
Inc First Lien Term Loan
$2.90M
$2.92M
-$23.0K
10.12%+4.75%
2029-04-26
AIP RD Buyer Corp., Distributors
Distributors
Common Stock
$2.83M
$1.73M
$1.09M
Altice France S.A.
Integrated Telecommunication Services
First Lien Term Loan
$2.81M
$2.85M
-$43.0K
9.63%+4.00%
2026-08-14
Pluralsight, LLC, Application Software
Application Software
First Lien Revolver
$2.80M
$2.93M
-$125.0K
13.45%+8.00%
2027-04-06
SM Wellness Holdings, Inc.
Health Care Services
First Lien Term Loan
$2.80M
$2.58M
$219.0K
10.38%+4.75%
2028-04-17
Profrac Holdings II, LLC, Industrial Machinery & Supplies & Components
Industrial Machinery & Supplies & Components
First Lien Term Loan #2
$2.77M
$2.80M
-$26.0K
12.78%+7.25%
2025-03-04
Liquid Environmental Solutions Corporation, Environmental & Facilities Services
Environmental & Facilities Services
Second Lien Term Loan #2
$2.75M
$2.88M
-$139.0K
13.99%+8.50%
2026-11-30
Dominion Diagnostics, LLC, Health Care Services
Health Care Services
Common Stock
$2.71M
$15.22M
-$12.51M
Anastasia Parent, LLC, Personal Care Products
Personal Care Products
First Lien Term Loan
$2.67M
$3.07M
-$398.0K
9.40%+3.75%
2025-08-11
Supreme Fitness Group NY Holdings, LLC, Leisure Facilities
Leisure Facilities
First Lien Term Loan #2
$2.62M
$2.73M
-$108.0K
12.51%+7.00%
2026-12-31
Seres Therapeutics, Inc., Biotechnology
Biotechnology
First Lien Term Loan #2
$2.60M
$2.60M
$1.0K
12.88%+7.88%
2029-04-27
MHE Intermediate Holdings, LLC, Diversified Support Services
Diversified Support Services
First Lien Term Loan #2
$2.59M
$2.59M
$4.0K
11.52%+6.00%
2027-07-21
LSL Holdco, LLC, Health Care Distributors
Health Care Distributors
First Lien Term Loan #1
$2.56M
$2.60M
-$37.0K
11.42%+6.00%
2028-01-31
Planview Parent, Inc.
Application Software
First Lien Term Loan
$2.39M
$2.30M
$92.0K
9.65%+4.00%
2027-12-17
Centerline Communications, LLC
Wireless Telecommunication Services
First Lien Term Loan #1
$2.28M
$2.32M
-$41.0K
11.55%+6.00%
2027-08-10
Berner Food & Beverage, LLC, Soft Drinks & Non-alcoholic Beverages
Soft Drinks & Non-alcoholic Beverages
First Lien Revolver
$2.18M
$2.19M
-$10.0K
13.00%+4.50%
2026-07-30
MRI Software LLC
Application Software
First Lien Term Loan #2
$2.17M
$2.21M
-$45.0K
10.99%+5.50%
2026-02-10
Asurion, LLC, Property & Casualty Insurance
Property & Casualty Insurance
Second Lien Term Loan
$2.16M
$2.24M
-$86.0K
10.68%+5.25%
2029-01-20
Dominion Diagnostics, LLC, Health Care Services
Health Care Services
First Lien Term Loan #2
$2.09M
$2.09M
$0.00
10.42%+5.00%
2025-08-28
Alvotech Holdings S.A., Biotechnology
Biotechnology
First Lien Fixed Rate Bond #2
$2.06M
$1.95M
$118.0K
8.50%
2026-11-16
Gibson Brands, Inc., Leisure Products
Leisure Products
First Lien Term Loan
$2.06M
$2.06M
$8.0K
10.57%+5.00%
2028-08-11
Accupac, Inc., Personal Care Products
Personal Care Products
First Lien Revolver
$2.03M
$2.01M
$14.0K
11.55%+6.00%
2026-01-16
Clear Channel Outdoor Holdings, Inc., Advertising
Advertising
Fixed Rate Bond #1
$2.02M
$2.63M
-$615.0K
7.50%
2029-06-01
Alvotech Holdings S.A., Biotechnology
Biotechnology
First Lien Fixed Rate Bond #4
$2.01M
$1.89M
$116.0K
8.50%
2026-11-16
Blumenthal Temecula, LLC, Automotive Retail
Automotive Retail
Preferred Equity #1
$2.00M
$1.71M
$288.0K
BAART Programs, Inc., Health Care Services
Health Care Services
Second Lien Term Loan #2
$1.99M
$2.07M
-$77.0K
14.15%+8.50%
2028-06-11
Access CIG, LLC
Diversified Support Services
First Lien Term Loan
$1.98M
$1.96M
$18.0K
10.32%+5.00%
2028-08-18
Asurion, LLC
Property & Casualty Insurance
First Lien Term Loan #2
$1.94M
$1.88M
$53.0K
9.67%+4.25%
2028-08-19
Asurion, LLC, Property & Casualty Insurance
Property & Casualty Insurance
First Lien Term Loan #1
$1.92M
$1.90M
$25.0K
9.42%+4.00%
2028-08-19
Centerline Communications, LLC
Wireless Telecommunication Services
First Lien Term Loan #2
$1.92M
$1.95M
-$33.0K
11.55%+6.00%
2027-08-10
Alto Pharmacy Holdings, Inc., Health Care Technology
Health Care Technology
Warrants
$1.92M
$642.0K
$1.27M
Centerline Communications, LLC
Wireless Telecommunication Services
First Lien Term Loan #3
$1.90M
$1.94M
-$36.0K
11.55%+6.00%
2027-08-10
WP CPP Holdings, LLC
Aerospace & Defense
First Lien Term Loan
$1.85M
$1.92M
-$65.0K
9.27%+3.75%
2025-04-30
Telestream Holdings Corporation, Application Software
Application Software
First Lien Revolver
$1.80M
$1.84M
-$43.0K
15.17%+9.75%
2025-10-15
athenahealth Group Inc., Health Care Technology
Health Care Technology
First Lien Term Loan
$1.74M
$1.67M
$70.0K
8.57%+3.25%
2029-02-15
BAART Programs, Inc.
Health Care Services
First Lien Term Loan #1
$1.71M
$1.74M
-$31.0K
10.65%+5.00%
2027-06-11
Establishment Labs Holdings Inc., Health Care Technology
Health Care Technology
First Lien Term Loan #2
$1.71M
$1.75M
-$38.0K
3.00%
2027-04-21
Salus Workers' Compensation, LLC, Diversified Financial Services
Diversified Financial Services
Warrants
$1.63M
$327.0K
$1.30M
MRI Software LLC
Application Software
First Lien Term Loan
$1.60M
$1.62M
-$20.0K
10.99%+5.50%
2026-02-10
Cadence Aerospace, LLC, Aerospace & Defense
Aerospace & Defense
First Lien Term Loan #3
$1.56M
$1.49M
$68.0K
12.07%+6.50%
2024-11-14
Galileo Parent, Inc., Aerospace & Defense
Aerospace & Defense
First Lien Revolver
$1.53M
$1.53M
$0.00
12.64%+7.25%
2029-05-03
Supreme Fitness Group NY Holdings, LLC, Leisure Facilities
Leisure Facilities
First Lien Revolver
$1.48M
$1.54M
-$62.0K
12.44%+7.00%
2026-12-31
Win Brands Group LLC, Housewares & Specialties
Housewares & Specialties
First Lien Term Loan #1
$1.46M
$1.55M
-$87.0K
21.68%+15.00%
2026-01-23
Harrow, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #3
$1.40M
$1.40M
$5.0K
12.04%+6.50%
2026-01-19
SIO2 Medical Products, Inc.
Metal, Glass & Plastic Containers
First Lien Term Loan #2
$1.36M
$1.34M
$22.0K
2028-08-03
SIO2 Medical Products, Inc., Metal, Glass & Plastic Containers
Metal, Glass & Plastic Containers
First Lien Delayed Draw Term Loan
$1.36M
2028-08-03
EOS Fitness Opco Holdings, LLC, Leisure Facilities
Leisure Facilities
Preferred Equity
$1.34M
$488.0K
$857.0K
Acquia Inc., Application Software
Application Software
First Lien Revolver
$1.32M
$1.32M
$2.0K
12.72%+7.00%
2025-10-31
Windstream Services II, LLC, Integrated Telecommunication Services
Integrated Telecommunication Services
Common Stock
$1.32M
$2.06M
-$738.0K
MND Holdings III Corp, Other Specialty Retail
Other Specialty Retail
First Lien Revolver
$1.28M
$1.22M
$67.0K
12.83%+7.50%
2028-05-09
Win Brands Group LLC, Housewares & Specialties
Housewares & Specialties
First Lien Term Loan #2
$1.24M
$1.31M
-$74.0K
21.68%+15.00%
2026-01-23
BAART Programs, Inc., Health Care Services
Health Care Services
First Lien Term Loan #2
$1.23M
$1.27M
-$38.0K
10.65%+5.00%
2027-06-11
107 Fair Street LLC, Real Estate Development
Real Estate Development
First Lien Term Loan
$1.21M
$1.24M
-$26.0K
12.50%
2024-05-31
OTG Management, LLC, Airport Services
Airport Services
First Lien Term Loan #3
$1.17M
$1.19M
-$24.0K
+10.00%
2025-09-02
Dialyze Holdings, LLC, Health Care Equipment
Health Care Equipment
Warrants
$1.15M
$1.64M
-$490.0K
Virgin Pulse, Inc., Application Software
Application Software
Second Lien Term Loan
$1.14M
$927.0K
$212.0K
12.68%+7.25%
2029-04-06
ADB Companies, LLC
Construction & Engineering
First Lien Term Loan #1
$1.13M
$1.14M
-$7.0K
11.90%+6.50%
2025-12-18
Anastasia Parent, LLC
Personal Care Products
First Lien Term Loan
$1.10M
$1.19M
-$92.0K
9.40%+3.75%
2025-08-11
Cadence Aerospace, LLC, Aerospace & Defense
Aerospace & Defense
First Lien Term Loan #4
$1.02M
$994.0K
$30.0K
12.07%+6.50%
2024-11-14
Assembled Brands Capital LLC
Specialized Finance
Preferred Equity
$1.00M
Assembled Brands Capital LLC, Specialized Finance
Specialized Finance
Preferred Equity
$1.00M
$1.16M
-$154.0K
Asurion, LLC, Property & Casualty Insurance
Property & Casualty Insurance
First Lien Term Loan #2
$968.0K
$942.0K
$26.0K
9.67%+4.25%
2028-08-19
GoldenTree Loan Management EUR CLO 2 DAC, Multi-Sector Holdings
Multi-Sector Holdings
CLO Notes
EUR 963.0K
EUR 876.0K
EUR 87.0K
6.56%+2.85%
2032-01-20
SCP Eye Care Services, LLC, Health Care Services
Health Care Services
Common Stock
$951.0K
$1.04M
-$86.0K
ADB Companies, LLC, Construction & Engineering
Construction & Engineering
First Lien Term Loan #3
$945.0K
$948.0K
-$3.0K
12.13%+6.50%
2025-12-18
Supreme Fitness Group NY Holdings, LLC, Leisure Facilities
Leisure Facilities
First Lien Term Loan #3
$943.0K
$1.06M
-$119.0K
12.51%+7.00%
2026-12-31
MHE Intermediate Holdings, LLC, Diversified Support Services
Diversified Support Services
First Lien Revolver
$938.0K
$936.0K
$2.0K
11.42%+6.00%
2027-07-21
Coyote Buyer, LLC, Specialty Chemicals
Specialty Chemicals
First Lien Revolver
$918.0K
$920.0K
-$2.0K
11.47%+6.00%
2025-02-06
Trinitas CLO XV DAC, Multi-Sector Holdings
Multi-Sector Holdings
CLO Notes
$917.0K
$816.0K
$101.0K
13.06%+7.71%
2034-04-22
NN, Inc., Industrial Machinery & Supplies & Components
Industrial Machinery & Supplies & Components
Warrants #1
$903.0K
NN, Inc., Industrial Machinery & Supplies & Components
Industrial Machinery & Supplies & Components
Warrants #2
$903.0K
Conviva Inc., Application Software
Application Software
Preferred Equity
$894.0K
$605.0K
$289.0K
Impel Pharmaceuticals Inc., Health Care Technology
Health Care Technology
First Lien Term Loan #2
$787.0K
$771.0K
$16.0K
+10.75%
2027-03-17
SonicWall US Holdings Inc., Technology Distributors
Technology Distributors
Second Lien Term Loan
$776.0K
$813.0K
-$37.0K
13.04%+7.50%
2026-05-18
RumbleOn, Inc., Automotive Retail
Automotive Retail
Warrants
$756.0K
$1.20M
-$446.0K
Impel Pharmaceuticals Inc., Health Care Technology
Health Care Technology
First Lien Term Loan #3
$688.0K
$688.0K
$0.00
+10.75%
2027-03-17
Dialyze Holdings, LLC, Health Care Equipment
Health Care Equipment
Subordinated Debt Term Loan
$631.0K
$653.0K
-$22.0K
2027-09-30
Centerline Communications, LLC
Wireless Telecommunication Services
First Lien Revolver
$581.0K
$592.0K
-$11.0K
11.57%+6.00%
2027-08-10
Spanx, LLC, Apparel Retail
Apparel Retail
First Lien Revolver
$577.0K
$576.0K
$1.0K
10.42%+5.00%
2027-11-18
Blumenthal Temecula, LLC, Automotive Retail
Automotive Retail
Preferred Equity #2
$442.0K
$395.0K
$47.0K
Caregiver Services, Inc.
Health Care Services
Preferred Equity
$432.0K
Caregiver Services, Inc., Health Care Services
Health Care Services
Preferred Equity
$432.0K
$1.08M
-$648.0K
Delta Leasing SPV II LLC, Specialized Finance
Specialized Finance
Preferred Equity
$419.0K
$419.0K
$0.00
CPC Acquisition Corp., Specialty Chemicals
Specialty Chemicals
Second Lien Term Loan
$396.0K
$462.0K
-$66.0K
+7.75%
2028-12-29
Liquid Environmental Solutions Corporation, Environmental & Facilities Services
Environmental & Facilities Services
Common Stock
$372.0K
$563.0K
-$191.0K
Alvotech Holdings S.A., Biotechnology
Biotechnology
Common Stock #2
$368.0K
$566.0K
-$198.0K
Pluralsight, LLC
Application Software
First Lien Revolver
$297.0K
$301.0K
-$4.0K
13.45%+8.00%
2027-04-06
iCIMs, Inc., Application Software
Application Software
First Lien Revolver
$296.0K
$334.0K
-$38.0K
12.14%+6.75%
2028-08-18
scPharmaceuticals Inc., Pharmaceuticals
Pharmaceuticals
Warrants
$258.0K
$175.0K
$83.0K
Digital.AI Software Holdings, Inc., Application Software
Application Software
First Lien Revolver
$252.0K
$265.0K
-$13.0K
12.49%+7.00%
2027-02-10
PRGX Global, Inc., Data Processing & Outsourced Services
Data Processing & Outsourced Services
Common Stock
$248.0K
$109.0K
$139.0K
Uniti Group LP, Other Specialized REITs
Other Specialized REITs
Fixed Rate Bond #2
$245.0K
$264.0K
-$19.0K
4.75%
2028-04-15
Kings Buyer, LLC, Environmental & Facilities Services
Environmental & Facilities Services
First Lien Revolver #1
$238.0K
$246.0K
-$8.0K
11.84%+6.50%
2027-10-29
Finastra USA, Inc.Application Software
Application Software
First Lien Revolver
$234.0K
$234.0K
$0.00
12.55%+7.25%
2029-09-13
Blumenthal Temecula, LLC, Automotive Retail
Automotive Retail
Common Stock
$158.0K
$424.0K
-$266.0K
Impel Pharmaceuticals Inc., Health Care Technology
Health Care Technology
Warrants
$147.0K
Clear Channel Outdoor Holdings, Inc., Advertising
Advertising
Fixed Rate Bond #2
$141.0K
$170.0K
-$29.0K
7.75%
2028-04-15
Thrasio, LLC, Broadline Retail
Broadline Retail
Preferred Equity #3
$108.0K
$1.21M
-$1.10M
Win Brands Group LLC, Housewares & Specialties
Housewares & Specialties
Warrants
$107.0K
$46.0K
$61.0K
Innocoll Pharmaceuticals Limited, Health Care Technology
Health Care Technology
Warrants
$105.0K
$300.0K
-$195.0K
SHO Holding I Corporation
Footwear
First Lien Term Loan #1
$94.0K
$138.0K
-$44.0K
10.86%+5.23%
2024-04-27
Assembled Brands Capital LLC
Specialized Finance
Common Stock
$89.0K
Assembled Brands Capital LLC, Specialized Finance
Specialized Finance
Common Stock
$89.0K
$804.0K
-$715.0K
Seres Therapeutics, Inc., Biotechnology
Biotechnology
Warrants
$87.0K
$182.0K
-$95.0K
Mesoblast, Inc., Biotechnology
Biotechnology
Warrants #1
$78.0K
$545.0K
-$467.0K
Fortress Biotech, Inc., Biotechnology
Biotechnology
Warrants
$42.0K
$427.0K
-$385.0K
Cadence Aerospace, LLC, Aerospace & Defense
Aerospace & Defense
First Lien Term Loan #1
$37.0K
$37.0K
$0.00
12.07%+6.50%
2024-11-14
Mesoblast, Inc., Biotechnology
Biotechnology
Warrants #2
$33.0K
$23.0K
$10.0K
Scilex Holding Co, Biotechnology
Biotechnology
Common Stock
$13.0K
$78.0K
-$65.0K
ADC Therapeutics SA, Biotechnology
Biotechnology
Warrants
$6.0K
$174.0K
-$168.0K
Sorrento Therapeutics, Inc., Biotechnology
Biotechnology
Common Stock
$6.0K
$139.0K
-$133.0K
BioXcel Therapeutics, Inc., Pharmaceuticals
Pharmaceuticals
Warrants
$3.0K
$225.0K
-$222.0K
Fairbridge Strategic Capital Funding LLC, Real Estate Operating Companies
Real Estate Operating Companies
Warrants
$3.0K
Delta Leasing SPV II LLC, Specialized Finance
Specialized Finance
Common Stock
$2.0K
$2.0K
$0.00
PRGX Global, Inc., Data Processing & Outsourced Services
Data Processing & Outsourced Services
First Lien Revolver
-$3.0K
-$34.0K
$31.0K
+6.50%
2026-03-03
MRI Software LLC
Application Software
First Lien Revolver
-$7.0K
-$3.0K
-$4.0K
+5.50%
2026-02-10
Accupac, Inc., Personal Care Products
Personal Care Products
First Lien Term Loan #2
-$8.0K
-$2.0K
-$6.0K
+6.00%
2026-01-16
Mindbody, Inc.
Internet Services & Infrastructure
First Lien Revolver
-$8.0K
-$2.0K
-$6.0K
+7.00%
2025-02-14
Coupa Holdings, LLC, Application Software
Application Software
First Lien Term Loan #2
-$13.0K
-$15.0K
$2.0K
+7.50%
2030-02-27
Coupa Holdings, LLC, Application Software
Application Software
First Lien Revolver
-$20.0K
-$20.0K
$0.00
+7.50%
2029-02-27
Tahoe Bidco B.V., Application Software
Application Software
First Lien Revolver
-$22.0K
-$29.0K
$7.0K
+6.00%
2027-10-01
ASP-R-PAC Acquisition Co LLC, Paper & Plastic Packaging Products & Materials
Paper & Plastic Packaging Products & Materials
First Lien Revolver
-$23.0K
-$13.0K
-$10.0K
+6.00%
2027-12-29
ASP-R-PAC Acquisition Co LLC
Paper & Plastic Packaging Products & Materials
First Lien Revolver
-$29.0K
-$7.0K
-$22.0K
+6.00%
2027-12-29
Grove Hotel Parcel Owner, LLC, Hotels, Resorts & Cruise Lines
Hotels, Resorts & Cruise Lines
First Lien Revolver
-$35.0K
-$27.0K
-$8.0K
+8.00%
2027-06-21
Oranje Holdco, Inc., Systems Software
Systems Software
First Lien Revolver
-$36.0K
-$42.0K
$6.0K
+7.75%
2029-02-01
ADC Therapeutics SA, Biotechnology
Biotechnology
First Lien Term Loan #2
-$38.0K
-$38.0K
$0.00
+7.50%
2029-08-15
Evergreen IX Borrower 2023, LLC
Application Software
Application Software,First Lien Revolver
-$41.0K
-$41.0K
$0.00
+6.00%
2029-09-29
Kings Buyer, LLC, Environmental & Facilities Services
Environmental & Facilities Services
First Lien Revolver #2
-$47.0K
-$47.0K
$0.00
+6.50%
2027-10-29
MRI Software LLC, Application Software
Application Software
First Lien Revolver
-$47.0K
-$28.0K
-$19.0K
+5.50%
2026-02-10
Relativity ODA LLC, Application Software
Application Software
First Lien Revolver
-$47.0K
-$43.0K
-$4.0K
+6.50%
2027-05-12
PPW Aero Buyer, Inc., Aerospace & Defense
Aerospace & Defense
First Lien Revolver
-$54.0K
-$53.0K
-$1.0K
+7.00%
2029-02-15
SCP Eye Care Services, LLC, Health Care Services
Health Care Services
Second Lien Term Loan #2
-$68.0K
-$35.0K
-$33.0K
+8.75%
2030-10-07
OTG Management, LLC, Airport Services
Airport Services
First Lien Term Loan #2
-$69.0K
-$11.0K
-$58.0K
+10.00%
2025-09-02
Grove Hotel Parcel Owner, LLC, Hotels, Resorts & Cruise Lines
Hotels, Resorts & Cruise Lines
First Lien Term Loan #2
-$70.0K
-$54.0K
-$16.0K
+8.00%
2027-06-21
Mindbody, Inc., Internet Services & Infrastructure
Internet Services & Infrastructure
First Lien Revolver
-$76.0K
-$43.0K
-$33.0K
+7.00%
2025-02-14
Avalara, Inc., Application Software
Application Software
First Lien Revolver
-$78.0K
-$108.0K
$30.0K
+7.25%
2028-10-19
Harrow, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #2
-$79.0K
-$82.0K
$3.0K
+6.50%
2026-01-19
Inventus Power, Inc., Electrical Components & Equipment
Electrical Components & Equipment
First Lien Revolver
-$86.0K
-$99.0K
$13.0K
+7.50%
2025-06-30
Salus Workers' Compensation, LLC, Diversified Financial Services
Diversified Financial Services
First Lien Revolver
-$93.0K
-$95.0K
$2.0K
+10.00%
2026-10-07
LSL Holdco, LLC, Health Care Distributors
Health Care Distributors
First Lien Revolver
-$172.0K
-$41.0K
-$131.0K
+6.00%
2028-01-31
AirStrip Technologies, Inc., Application Software
Application Software
Warrants
$90.0K
Assembled Brands Capital LLC
Specialized Finance
Warrants
Assembled Brands Capital LLC, Specialized Finance
Specialized Finance
Warrants
BioXcel Therapeutics, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #3
8.00%
2027-04-19
BioXcel Therapeutics, Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #4
8.00%
2027-04-19
C5 Technology Holdings, LLC
Data Processing & Outsourced Services
Common Stock
C5 Technology Holdings, LLC, Data Processing & Outsourced Services
Data Processing & Outsourced Services
Common Stock
Continental Intermodal Group LP, Oil & Gas Storage & Transportation
Oil & Gas Storage & Transportation
Warrants
$706.0K
Delta Leasing SPV II LLC, Specialized Finance
Specialized Finance
Warrants
EOS Fitness Opco Holdings, LLC, Leisure Facilities
Leisure Facilities
Common Stock
Establishment Labs Holdings Inc., Health Care Technology
Health Care Technology
First Lien Term Loan #3
$1.0K
3.00%
2027-04-21
Establishment Labs Holdings Inc., Health Care Technology
Health Care Technology
First Lien Term Loan #4
$1.0K
3.00%
2027-04-21
Five Largest Loan Exposures To Borrowers
Investments
Annual expenses (as a percentage of net assets attributable to common stock):
Integral Development Corporation, Diversified Financial Services
Diversified Financial Services
Warrants
$113.0K
Largest Exposure To A Single Borrower
Investments
Annual expenses (as a percentage of net assets attributable to common stock):
Largest Loan Exposure To A Single Borrower
Selected Statements of Operations Information:
Annual expenses (as a percentage of net assets attributable to common stock):
Lift Brands Holdings, Inc., Leisure Facilities
Leisure Facilities
Common Stock
$1.40M
QuorumLabs, Inc., Application Software
Application Software
Preferred Equity
$375.0K
SIO2 Medical Products
Metal, Glass & Plastic Containers
Inc. Warrants
SIO2 Medical Products, Inc., Metal, Glass & Plastic Containers
Metal, Glass & Plastic Containers
Warrants
Seres Therapeutics, Inc., Biotechnology
Biotechnology
First Lien Term Loan #3
+7.88%
2029-04-27
Seres Therapeutics, Inc., Biotechnology
Biotechnology
First Lien Term Loan #4
+7.88%
2029-04-27
ShareThis, Inc., Application Software
Application Software
Warrants
$367.0K
Thrasio, LLC, Broadline Retail
Broadline Retail
Preferred Equity #1
$120.0K
Thrasio, LLC, Broadline Retail
Broadline Retail
Preferred Equity #2
$2.91M
iCIMs, Inc., Application Software
Application Software
First Lien Term Loan #3
+7.25%
2028-08-18
scPharmaceuticals Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #2
+8.75%
2027-10-13
scPharmaceuticals Inc., Pharmaceuticals
Pharmaceuticals
First Lien Term Loan #3
+8.75%
2027-10-13