BDCinfo / CSWC /10-K · 2024-03-31

CSWC · 10-K

2024-03-31 View source on SEC.gov →
Capital Southwest · filed 2024-05-21
Total Fair Value
$1.58B
370 holdings
Unrealized P/L
+$100.58M
+6.81% vs cost
W. Avg Spread
+7.32%
debt, FV-weighted
W. Avg Coupon
13.03%
debt, FV-weighted
% First Lien
48.1%
by fair value
Non-Accrual
0
text-detected
Investment Type Allocation
Fair value by type
Industry Concentration
Top 10 industries by fair value
$1.58B
Total Fair Value
  • March 31, 202446.3%
  • Media & Marketing7.6%
  • Healthcare Products6.0%
  • Healthcare Services4.7%
  • Financial Services4.1%
  • Consumer Services4.0%
  • Industrial Products3.8%
  • Unclassified3.4%
  • Software & IT Services2.1%
  • Business Services1.8%
  • Other industries16.2%
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
NINJATRADER, INC.
Financial Services
First Lien
$34.70M
$34.28M
$420.0K
12.48%+7.00%
AIR CONDITIONING SPECIALIST, INC.
Consumer Services
First Lien
$24.41M
$24.12M
$291.0K
12.84%+7.25%
MUENSTER MILLING COMPANY, LLC
March 31, 2024
First Lien
$21.36M
$21.54M
-$172.0K
13.48%+8.00%
LIGHTNING INTERMEDIATE II, LLC
Healthcare Products
First Lien
$21.03M
$21.83M
-$797.0K
11.93%+6.50%
SPECTRUM OF HOPE, LLC
March 31, 2024
First Lien
$20.83M
$22.13M
-$1.30M
13.48%+8.00%
ACCELERATION PARTNERS, LLC
Media & Marketing
First Lien
$19.55M
$19.28M
$267.0K
13.59%+8.11%
ZENFOLIO INC.
March 31, 2024
First Lien
$19.55M
$19.58M
-$30.0K
14.48%+9.00%
360 QUOTE TOPCO, LLC
Media & Marketing
First Lien
$18.70M
$23.13M
-$4.43M
14.95%+6.50%
NINJATRADER, INC.
Financial Services
Preferred Units
$17.77M
$2.00M
$15.77M
THE PRODUCTO GROUP, LLC
Industrial Products
First Lien
$17.45M
$17.22M
$229.0K
13.44%+8.00%
SCRIP INC.
Healthcare Products
First Lien
$16.42M
$16.50M
-$89.0K
13.45%+8.00%
LASH OPCO, LLC
March 31, 2024
First Lien
$16.40M
$16.48M
-$78.0K
13.16%+2.65%
HYBRID APPAREL, LLC
March 31, 2024
Second Lien
$15.93M
$15.77M
$160.0K
13.84%+8.25%
KMS, INC.
Distribution
First Lien
$15.89M
$17.72M
-$1.83M
14.70%+9.25%
CRAFTY APES, LLC
Media & Marketing
First Lien
$15.78M
$16.58M
-$798.0K
14.58%
ZIPS CAR WASH, LLC, Delayed Draw Term Loan - A
March 31, 2024
Debt Investments
$15.66M
$15.52M
$137.0K
12.68%+7.25%
WINTER SERVICES OPERATIONS, LLC, First Lien
March 31, 2024
Term Loan A
$15.49M
$15.68M
-$187.0K
12.59%+7.00%
WINTER SERVICES OPERATIONS, LLC, First Lien
March 31, 2024
Term Loan B
$15.49M
$15.67M
-$186.0K
14.59%+9.00%
CATBIRD NYC, LLC
March 31, 2024
First Lien
$15.10M
$14.93M
$174.0K
12.48%+7.00%
CITYVET, INC.
Healthcare Services
First Lien
$15.00M
$14.72M
$275.0K
12.43%+7.00%
TRU FRAGRANCE & BEAUTY LLC, First Lien
March 31, 2024
Term Loan A
$14.95M
$14.95M
$0.00
10.58%+5.25%
TRU FRAGRANCE & BEAUTY LLC, First Lien
March 31, 2024
Term Loan B
$14.95M
$14.95M
$0.00
12.58%+7.25%
ROSELAND MANAGEMENT, LLC
March 31, 2024
First Lien
$14.91M
$14.89M
$17.0K
12.48%+7.00%
US COURTSCRIPT HOLDINGS, INC.
March 31, 2024
First Lien
$14.80M
$14.59M
$211.0K
11.59%+6.00%
OUTERBOX, LLC
March 31, 2024
First Lien
$14.52M
$14.47M
$54.0K
12.59%+7.00%
SOUTH COAST TERMINALS, LLC
Specialty Chemicals
First Lien
$14.27M
$14.24M
$26.0K
11.43%+6.00%
AAC NEW HOLDCO INC.
Healthcare Services
First Lien
$14.21M
$14.36M
-$158.0K
ITA HOLDINGS GROUP, LLC, First Lien
March 31, 2024
Term Loan
$13.04M
$11.19M
$1.85M
15.48%+8.00%
ITA HOLDINGS GROUP, LLC, First Lien
March 31, 2024
Term B Loan
$13.04M
$11.17M
$1.86M
17.48%+10.00%
ITA HOLDINGS GROUP, LLC, First Lien - Term Loan -
First Lien - Term Loan #2
$13.04M
ITA HOLDINGS GROUP, LLC, First Lien - Term Loan B -
First Lien - Term Loan B #2
$13.04M
NEW SKINNY MIXES, LLC
March 31, 2024
First Lien
$13.00M
$12.79M
$209.0K
13.53%+8.00%
NEUROPSYCHIATRIC HOSPITALS, LLC, First Lien
March 31, 2024
Term Loan D
$12.97M
$12.70M
$278.0K
13.48%+8.00%
ROOF OPCO, LLC, First Lien
March 31, 2024
Term Loan A
$12.64M
$13.08M
-$441.0K
12.09%+6.50%
ROOF OPCO, LLC, First Lien
March 31, 2024
Term Loan B
$12.64M
$13.08M
-$441.0K
14.09%+8.50%
WELL-FOAM, INC.
Energy Services (Upstream)
First Lien
$12.54M
$12.40M
$140.0K
13.48%+8.00%
VERSICARE MANAGEMENT LLC, First Lien
March 31, 2024
Term Loan A
$12.20M
$11.99M
$206.0K
12.59%+7.00%
VERSICARE MANAGEMENT LLC, First Lien
March 31, 2024
Term Loan B
$12.20M
$11.99M
$206.0K
14.59%+9.00%
THE PRODUCTO GROUP, LLC
Industrial Products
Class A units
$12.05M
$1.50M
$10.55M
ISLAND PUMP AND TANK, LLC, First Lien
March 31, 2024
Term Loan A
$12.00M
$11.80M
$203.0K
11.59%+6.00%
ISLAND PUMP AND TANK, LLC, First Lien
March 31, 2024
Term Loan B
$12.00M
$11.80M
$203.0K
12.59%+7.00%
ISLAND PUMP AND TANK, LLC, First Lien
March 31, 2024
Term Loan C
$12.00M
$11.80M
$204.0K
13.59%+8.00%
NATIONAL CREDIT CARE, LLC, First Lien
Consumer Services
Term Loan A
$11.88M
$11.73M
$141.0K
11.93%+6.50%
USA DEBUSK, LLC
March 31, 2024
First Lien #1
$11.38M
$11.29M
$96.0K
11.43%+6.00%
MERCURY ACQUISITION 2021, LLC
Telecommunications
First Lien
$11.34M
$12.80M
-$1.46M
13.59%+8.00%
HEAT TRAK, LLC
March 31, 2024
First Lien
$11.27M
$10.31M
$962.0K
14.98%+9.50%
EDGE AUTONOMY HOLDINGS, LLC, First Lien
Aerospace & Defense
Term Loan A
$11.25M
$10.96M
$291.0K
11.98%+6.50%
EDGE AUTONOMY HOLDINGS, LLC, First Lien
Aerospace & Defense
Term Loan B
$11.25M
$10.96M
$288.0K
13.98%+8.50%
REVO BRANDS, INC., First Lien
March 31, 2024
Term Loan A
$10.95M
$10.95M
$0.00
11.81%+6.50%
REVO BRANDS, INC., First Lien
March 31, 2024
Term Loan B
$10.95M
$10.95M
$0.00
12.81%+7.50%
REVO BRANDS, INC., First Lien
March 31, 2024
Term Loan C
$10.95M
$10.95M
$0.00
13.81%+8.50%
MAMMOTH BORROWCO, INC., First Lien
March 31, 2024
Term Loan A
$10.48M
$10.49M
-$14.0K
10.59%+5.25%
MAMMOTH BORROWCO, INC., First Lien
March 31, 2024
Term Loan B
$10.48M
$10.49M
-$14.0K
12.59%+7.25%
AMERICAN NUTS OPERATIONS LLC, First Lien
Food, Agriculture & Beverage
Term Loan A
$10.36M
$12.90M
-$2.55M
15.23%+8.75%
MICROBE FORMULAS LLC
Healthcare Products
First Lien
$10.02M
$9.87M
$143.0K
11.43%+6.00%
ONE GROUP, LLC
Restaurants
First Lien
$9.88M
$9.88M
$0.00
12.44%+7.00%
JACKSON HEWITT TAX SERVICE, INC.
Financial Services
First Lien
$9.85M
$9.86M
-$12.0K
13.83%+8.50%
TMT BHC BUYER, INC.
March 31, 2024
First Lien
$9.80M
$9.80M
$0.00
11.33%+6.00%
BP LOENBRO HOLDINGS INC.
Industrial Services
First Lien
$9.61M
$9.61M
$0.00
11.66%+6.25%
FLIP ELECTRONICS, LLC
Technology Products & Components
Common Units
$9.51M
$2.89M
$6.61M
ATS OPERATING, LLC, First Lien
Consumer Products & Retail
Term Loan A
$9.25M
$9.14M
$111.0K
11.09%+5.50%
ATS OPERATING, LLC, First Lien
Consumer Products & Retail
Term Loan B
$9.25M
$9.14M
$114.0K
13.09%+7.50%
WALL STREET PREP, INC.
Education
First Lien
$9.24M
$9.14M
$97.0K
12.48%+7.00%
LLFLEX, LLC
Containers & Packaging
First Lien
$9.18M
$10.66M
-$1.49M
14.98%+9.00%
GUARDIAN FLEET SERVICES, INC.
March 31, 2024
First Lien
$9.10M
$9.36M
-$265.0K
14.48%+7.25%
FS VECTOR LLC, First Lien
March 31, 2024
Term Loan A
$8.92M
$8.85M
$74.0K
11.98%+6.50%
FS VECTOR LLC, First Lien
March 31, 2024
Term Loan B
$8.92M
$8.85M
$73.0K
13.98%+8.50%
ACCELERATION, LLC, First Lien
Media & Marketing
Term Loan A
$8.92M
$8.79M
$126.0K
13.34%+7.75%
ACCELERATION, LLC, First Lien
Media & Marketing
Term Loan B
$8.92M
$8.79M
$127.0K
14.34%+8.75%
ACCELERATION, LLC, First Lien
Media & Marketing
Term Loan C
$8.92M
$8.79M
$128.0K
15.34%+9.75%
BOND BRAND LOYALTY ULC, First Lien
Media & Marketing
Term Loan A
$8.79M
$8.80M
-$16.0K
11.48%+6.00%
BOND BRAND LOYALTY ULC, First Lien
Media & Marketing
Term Loan B
$8.78M
$8.80M
-$24.0K
13.48%+8.00%
OPCO BORROWER, LLC
March 31, 2024
First Lien
$8.66M
$8.60M
$61.0K
11.91%+6.50%
VISTAR MEDIA INC.
Media & Marketing
Shares of Series A preferred stock
$8.48M
$1.87M
$6.61M
SYSTEC CORPORATION
March 31, 2024
First Lien
$8.37M
$8.38M
-$3.0K
12.98%+7.50%
INFOLINKS MEDIA BUYCO, LLC
March 31, 2024
First Lien
$8.17M
$8.07M
$103.0K
11.18%+5.75%
LAB LOGISTICS, LLC
March 31, 2024
First Lien
$7.96M
$7.95M
$5.0K
12.68%+7.25%
SWENSONS DRIVE-IN RESTAURANTS, LLC, First Lien
March 31, 2024
Term Loan A
$7.84M
$7.85M
-$12.0K
11.83%+6.50%
SWENSONS DRIVE-IN RESTAURANTS, LLC, First Lien
March 31, 2024
Term Loan B
$7.84M
$7.85M
-$12.0K
13.83%+8.50%
EXACT BORROWER, LLC, First Lien
March 31, 2024
Term Loan A
$7.78M
$7.66M
$121.0K
12.98%+7.50%
EXACT BORROWER, LLC, First Lien
March 31, 2024
Term Loan B
$7.78M
$7.66M
$122.0K
12.98%+7.50%
MAKO STEEL LP
March 31, 2024
First Lien
$7.73M
$7.66M
$69.0K
12.98%+7.50%
PIPELINE TECHNIQUE LTD.
Energy Services (Midstream)
First Lien
$7.58M
$7.47M
$110.0K
12.84%+7.25%
CENTRAL MEDICAL SUPPLY LLC
Healthcare Services
First Lien
$7.54M
$7.50M
$40.0K
14.48%+9.00%
CADMIUM, LLC
Software & IT Services
First Lien
$7.50M
$7.46M
$44.0K
13.56%+0.00%
ACACIA BUYERCO V LLC
Software & IT Services
Delayed Draw Term Loan
$7.50M
$7.35M
$150.0K
12.09%+6.50%
NEUROPSYCHIATRIC HOSPITALS, LLC, First Lien
March 31, 2024
Term Loan B
$7.42M
$7.36M
$69.0K
14.48%+9.00%
NEUROPSYCHIATRIC HOSPITALS, LLC, First Lien
March 31, 2024
Term Loan A
$7.39M
$7.36M
$40.0K
12.48%+7.00%
INSTITUTES OF HEALTH, LLC, First Lien
March 31, 2024
Term Loan A
$7.30M
$7.36M
-$64.0K
12.33%+7.00%
INSTITUTES OF HEALTH, LLC, First Lien
March 31, 2024
Term Loan B
$7.30M
$7.36M
-$64.0K
14.33%+9.00%
AMERICAN NUTS OPERATIONS LLC, First Lien
Food, Agriculture & Beverage
Term Loan B
$7.28M
$12.06M
-$4.78M
17.23%+10.75%
HH-INSPIRE ACQUISITION, INC.
Healthcare Services
First Lien
$7.24M
$7.80M
-$554.0K
13.48%+8.00%
GAINS INTERMEDIATE, LLC, First Lien
March 31, 2024
Term Loan A
$7.13M
$7.01M
$113.0K
12.09%+6.50%
GAINS INTERMEDIATE, LLC, First Lien
March 31, 2024
Term Loan B
$7.13M
$7.01M
$114.0K
14.09%+8.50%
FOOD PHARMA SUBSIDIARY HOLDINGS, LLC
March 31, 2024
First Lien
$7.03M
$6.93M
$100.0K
11.93%+6.50%
SPOTLIGHT AR, LLC
March 31, 2024
First Lien
$6.64M
$6.57M
$71.0K
12.23%+6.75%
C&M CONVEYOR, INC., First Lien
Business Services
Term Loan A15
$6.50M
$6.41M
$94.0K
10.94%+5.50%
C&M CONVEYOR, INC., First Lien
Business Services
Term Loan B15
$6.50M
$6.41M
$93.0K
12.94%+7.50%
CAVALIER BUYER, INC.
Healthcare Services
First Lien
$6.50M
$6.39M
$108.0K
13.45%+8.00%
GPT INDUSTRIES, LLC
Industrial Products
First Lien
$6.00M
$5.90M
$101.0K
13.59%+8.00%
GPT Industries
Industrial Products
LLC First Lien
$6.00M
EVEREST TRANSPORTATION SYSTEMS, LLC
Transportation & Logistics
First Lien
$5.93M
$6.48M
-$549.0K
13.43%+8.00%
LKC TECHNOLOGIES, INC.
Healthcare Products
First Lien
$5.92M
$5.81M
$104.0K
12.59%+7.00%
COMMAND GROUP ACQUISITION, LLC
Healthcare Products
First Lien
$5.88M
$5.88M
$0.00
13.31%+8.00%
Command Group Acquisition, LLC
Healthcare Products
First Lien
$5.88M
RTIC SUBSIDIARY HOLDINGS, LLC
March 31, 2024
First Lien
$5.64M
$5.66M
-$21.0K
13.18%+7.75%
TRAFERA, LLC (FKA TRINITY 3, LLC)
Technology Products & Components
First Lien
$5.59M
$5.64M
-$55.0K
12.48%+7.00%
CDC DENTAL MANAGEMENT CO., LLC, First Lien
Healthcare Services
Term Loan A
$5.39M
$5.40M
-$7.0K
12.33%+7.00%
CDC DENTAL MANAGEMENT CO., LLC, First Lien
Healthcare Services
Term Loan B
$5.39M
$5.40M
-$6.0K
14.33%+9.00%
LIGHTBOX INTERMEDIATE, L.P.
March 31, 2024
First Lien
$5.28M
$5.42M
-$138.0K
10.56%+5.00%
LGM PHARMA, LLC
Healthcare Products
Units of Class A common stock
$5.26M
$1.60M
$3.66M
INTERMEDIA HOLDINGS, INC.
Telecommunications
First Lien
$5.18M
$5.21M
-$31.0K
11.43%+6.00%
NEUROPSYCHIATRIC HOSPITALS, LLC, First Lien
March 31, 2024
Term Loan C
$5.15M
$5.05M
$97.0K
15.48%+10.00%
NATIONAL CREDIT CARE, LLC, First Lien
Consumer Services
Term Loan B
$5.11M
$11.73M
-$6.63M
12.93%+7.50%
ACACIA BUYERCO V LLC, First Lien
Software & IT Services
Term Loan A
$5.00M
$4.92M
$79.0K
12.09%+6.50%
ISI ENTERPRISES, LLC
Software & IT Services
First Lien
$5.00M
$4.95M
$55.0K
12.59%+7.00%
NEUROPSYCHIATRIC HOSPITALS, LLC
March 31, 2024
Revolving Loan
$5.00M
$4.96M
$45.0K
13.48%+8.00%
DAMOTECH INC., First Lien
Industrial Products
Term Loan A
$5.00M
$5.01M
-$11.0K
11.48%+6.00%
DAMOTECH INC., First Lien
Industrial Products
Term Loan B
$5.00M
$5.01M
-$11.0K
13.48%+8.00%
LGM PHARMA, LLC
Healthcare Products
First Lien
$4.99M
$4.90M
$90.0K
13.43%+8.00%
LIGHTING RETROFIT INTERNATIONAL, LLC
March 31, 2024
First Lien
$4.98M
$5.09M
-$107.0K
7.50%
LIGHTING RETROFIT INTERNATIONAL, LLC (DBA ENVOCORE)
First Lien
$4.98M
IGNITE VISIBILITY LLC, First Lien
March 31, 2024
Term Loan A
$4.93M
$4.93M
$1.0K
10.33%+5.00%
IGNITE VISIBILITY LLC, First Lien
March 31, 2024
Term Loan B
$4.93M
$4.93M
$1.0K
12.33%+7.00%
LIGHTING RETROFIT INTERNATIONAL, LLC
March 31, 2024
Second Lien
$4.92M
$5.21M
-$291.0K
LIGHTING RETROFIT INTERNATIONAL, LLC (DBA ENVOCORE)
Second Lien
$4.92M
STATINMED, LLC
March 31, 2024
First Lien
$4.91M
$7.56M
-$2.65M
14.94%
POOL SERVICE HOLDINGS, LLC
March 31, 2024
First Lien
$4.90M
$4.90M
-$4.0K
11.83%+6.50%
Pool Service Partners, Inc.
Consumer Services
First Lien
$4.90M
LGM PHARMA, LLC, First Lien
Healthcare Products
Term Loan A
$4.87M
$4.83M
$38.0K
12.43%+7.00%
LGM PHARMA, LLC, First Lien
Healthcare Products
Term Loan B
$4.87M
$4.83M
$38.0K
14.43%+9.00%
COREL, INC.
Software & IT Services
First Lien
$4.79M
$4.79M
$3.0K
10.44%+5.00%
ACE GATHERING, INC.
Energy Services (Midstream)
Second Lien
$4.79M
$4.75M
$44.0K
13.59%+8.00%
DYNAMIC COMMUNITIES, LLC, First Lien
Term Loan B
$4.36M
DYNAMIC COMMUNITIES, LLC6, First Lien
Business Services
Term Loan B
$4.36M
$4.34M
$23.0K
12.93%
LGM PHARMA, LLC
Healthcare Products
Delayed Draw Term Loan
$4.27M
$4.22M
$46.0K
13.43%+8.00%
DYNAMIC COMMUNITIES, LLC, First Lien
Term Loan A
$4.25M
DYNAMIC COMMUNITIES, LLC6, First Lien
Business Services
Term Loan A
$4.25M
$4.23M
$15.0K
10.93%
WINTER SERVICES OPERATIONS, LLC
March 31, 2024
Delayed Draw Term Loan
$4.01M
$4.07M
-$58.0K
13.59%+8.00%
ITA HOLDINGS GROUP, LLC, Warrants (Expiration - March 29, 2029)
Transportation & Logistics
Equity Investments
$4.00M
$538.0K
$3.47M
ITA HOLDINGS GROUP, LLC, Warrants -
Warrants #1
$4.00M
ZIPS CAR WASH, LLC, Delayed Draw Term Loan - B
March 31, 2024
Debt Investments
$3.92M
$3.89M
$33.0K
12.68%+7.25%
ITA HOLDINGS GROUP, LLC, Warrants (Expiration - June 21, 2033)
Transportation & Logistics
Equity Investments
$3.87M
$3.79M
$78.0K
ITA HOLDINGS GROUP, LLC, Warrants -
Warrants #2
$3.87M
VTX HOLDINGS, INC.
March 31, 2024
Series A Preferred units
$3.47M
$1.60M
$1.87M
GULF PACIFIC ACQUISITION, LLC
March 31, 2024
First Lien
$3.46M
$3.55M
-$86.0K
11.45%+6.00%
WINTER SERVICES OPERATIONS, LLC
March 31, 2024
Revolving Loan
$3.45M
$3.45M
$2.0K
13.58%+8.00%
STUDENT RESOURCE CENTER LLC
Education
First Lien
$3.38M
$9.50M
-$6.13M
Student Resource Center LLC
Education
First Lien
$3.38M
AIR CONDITIONING SPECIALIST
Consumer Services
INC. Preferred Units
$3.32M
$1.34M
$1.98M
AIR CONDITIONING SPECIALIST, INC.
Consumer Services
Preferred Units
$3.32M
EMERALD TECHNOLOGIES (U.S.) ACQUISITIONCO, INC., First Lien
Technology Products & Components
Term B Loan
$3.22M
$3.46M
-$244.0K
11.74%+6.25%
ARBORWORKS, LLC
Environmental Services
Class A-1 Preferred Units
$3.17M
$3.17M
$0.00
ArborWorks, LLC
Environmental Services
Class A-1 Preferred Units
$3.17M
ARBORWORKS, LLC
Environmental Services
First Lien
$3.12M
$3.12M
$0.00
11.94%
ArborWorks, LLC
Environmental Services
First Lien
$3.12M
DAMOTECH INC.
Industrial Products
Delayed Draw Term Loan
$3.00M
$2.94M
$56.0K
12.48%+7.00%
OPCO BORROWER, LLC
March 31, 2024
Second Lien
$3.00M
$2.79M
$208.0K
12.50%
RESEARCH NOW GROUP, INC.
March 31, 2024
Second Lien
$2.94M
$10.24M
-$7.30M
15.07%+9.50%
RESEARCH NOW GROUP, INC.
March 31, 2024
First Lien
$2.80M
$4.64M
-$1.83M
11.07%+5.50%
LOGIX HOLDINGS COMPANY, LLC
Telecommunications
First Lien
$2.75M
$3.55M
-$796.0K
13.25%+4.75%
360 QUOTE TOPCO, LLC
Media & Marketing
Revolving Loan
$2.68M
$3.31M
-$637.0K
11.95%+6.50%
RETAIL SERVICES WIS CORPORATION
March 31, 2024
First Lien
$2.65M
$2.66M
-$7.0K
13.81%+8.35%
BURNING GLASS INTERMEDIATE HOLDING COMPANY, INC.
Business Services
First Lien
$2.50M
$2.47M
$29.0K
10.43%+5.00%
ITA HOLDINGS GROUP, LLC
March 31, 2024
Revolving Loan
$2.47M
$2.41M
$57.0K
16.48%+9.00%
ITA HOLDINGS GROUP, LLC
March 31, 2024
Revolving loan
$2.47M
LIFT BRANDS, INC.
Consumer Services
Tranche A Term Loan
$2.40M
$2.45M
-$49.0K
12.93%+7.50%
YS GARMENTS, LLC
March 31, 2024
First Lien
$2.40M
$2.95M
-$545.0K
12.92%+7.50%
ITA HOLDINGS GROUP, LLC
Transportation & Logistics
Class A Membership Interest
$2.37M
$1.50M
$874.0K
ITA HOLDINGS GROUP, LLC
March 31, 2024
Class A membership interest
$2.37M
ISLAND PUMP AND TANK, LLC
Environmental Services
Preferred units
$2.33M
$1.21M
$1.11M
MERCURY ACQUISITION 2021, LLC
Telecommunications
Second Lien
$2.19M
$2.89M
-$696.0K
16.59%+11.00%
EXACT BORROWER, LLC
March 31, 2024
Delayed Draw Term Loan
$2.07M
$2.02M
$43.0K
12.98%+7.50%
VIDA CAPITAL, INC.
Financial Services
First Lien
$2.06M
$2.34M
-$277.0K
11.44%+6.00%
GPT INDUSTRIES, LLC
Industrial Products
Class A Preferred Units
$2.06M
$1.00M
$1.06M
GPT Industries
Industrial Products
LLC Class A Preferred Units
$2.06M
WALL STREET PREP, INC.
Education
Class A-1 Preferred Shares
$2.01M
$1.00M
$1.01M
SYSTEC CORPORATION
March 31, 2024
Revolving Loan
$1.98M
$1.99M
-$2.0K
12.98%+7.50%
ZENFOLIO INC.
March 31, 2024
Revolving Loan
$1.98M
$1.98M
$4.0K
14.48%+9.00%
SONOBI, INC.
Media & Marketing
Class A Common Units
$1.96M
$500.0K
$1.46M
Sonobi, Inc.
Media & Marketing
Class A Common units
$1.96M
FOOD PHARMA SUBSIDIARY HOLDINGS, LLC
Food, Agriculture & Beverage
Class A Units
$1.81M
$750.0K
$1.06M
STELLANT MIDCO, LLC
Aerospace & Defense
First Lien #1
$1.79M
$1.78M
$13.0K
11.04%+5.50%
CATBIRD NYC, LLC
Consumer Products and Retail
Class A units
$1.78M
$1.00M
$781.0K
CATBIRD NYC, LLC
March 31, 2024
Class A Units
$1.78M
MAMMOTH BORROWCO, INC.
March 31, 2024
Revolving Loan
$1.75M
$1.71M
$42.0K
11.57%+6.25%
INW MANUFACTURING, LLC
March 31, 2024
First Lien
$1.68M
$2.06M
-$381.0K
11.31%+5.75%
USA DEBUSK, LLC
March 31, 2024
First Lien #2
$1.66M
$1.63M
$29.0K
11.93%+6.50%
ADS TACTICAL, INC.
Aerospace & Defense
First Lien
$1.63M
$1.61M
$16.0K
11.19%+5.75%
GUARDIAN FLEET SERVICES, INC.
Transportation & Logistics
Class A Units
$1.58M
$1.50M
$84.0K
ARBORWORKS, LLC
Environmental Services
Revolving Loan
$1.57M
$1.57M
$0.00
ArborWorks, LLC
Environmental Services
Revolving Loan
$1.57M
ACCELERATION, LLC
Media & Marketing
Preferred Units
$1.55M
$893.0K
$661.0K
VEREGY CONSOLIDATED, INC.
March 31, 2024
First Lien
$1.51M
$1.54M
-$29.0K
11.57%+6.00%
MAMMOTH BORROWCO, INC.
March 31, 2024
Delayed Draw Term Loan
$1.51M
$1.50M
$14.0K
11.58%+6.25%
LKC TECHNOLOGIES, INC.
Healthcare Products
Class A units
$1.46M
$1.00M
$460.0K
BROAD SKY NETWORKS LLC
Telecommunications
Series A Preferred units
$1.39M
$1.13M
$261.0K
POOL SERVICE PARTNERS, INC.
Consumer Services
Common units
$1.38M
$1.00M
$384.0K
Pool Service Partners, Inc.
Consumer Services
Common Units
$1.38M
NATIONAL CREDIT CARE, LLC
Consumer Services
Class A-3 Preferred units
$1.36M
$2.00M
-$638.0K
CENTRAL MEDICAL SUPPLY LLC
Healthcare Services
Preferred Units
$1.36M
$1.22M
$136.0K
US COURTSCRIPT HOLDINGS, INC.
Business Services
Class D-3 LP Units
$1.35M
$1.00M
$346.0K
ISI ENTERPRISES, LLC
March 31, 2024
Series A Preferred units
$1.30M
$1.00M
$296.0K
COMMAND GROUP ACQUISITION, LLC
Healthcare Products
Preferred Units
$1.25M
$1.25M
$0.00
Command Group Acquisition, LLC
Healthcare Products
Preferred Units
$1.25M
DAMOTECH INC.
Industrial Products
Preferred units
$1.23M
$1.13M
$101.0K
ATS OPERATING, LLC
Consumer Products and Retail
Preferred units
$1.22M
$1.00M
$220.0K
AAC NEW HOLDCO INC.
Healthcare Services
Shares common stock
$1.17M
$1.78M
-$612.0K
SPOTLIGHT AR, LLC
Business Services
Common Units
$1.16M
$750.0K
$414.0K
INFOLINKS MEDIA BUYCO, LLC
Media & Marketing
LP interest
$1.12M
$588.0K
$533.0K
ACCELERATION PARTNERS, LLC
Media & Marketing
Preferred Units
$1.06M
$1.02M
$44.0K
RTIC SUBSIDIARY HOLDINGS, LLC
March 31, 2024
Revolving Loan
$1.06M
$1.06M
-$3.0K
13.17%+7.75%
ITA HOLDINGS GROUP, LLC, Delayed Draw Term Loan - A
March 31, 2024
Debt Investments
$1.06M
$1.03M
$24.0K
15.48%+8.00%
ITA HOLDINGS GROUP, LLC, Delayed Draw Term Loan - B
March 31, 2024
Debt Investments
$1.06M
$1.03M
$24.0K
17.48%+10.00%
PIPELINE TECHNIQUE LTD
Energy Services (Midstream)
Revolving Loan
$1.06M
$1.01M
$46.0K
12.77%+7.25%
AAC NEW HOLDCO INC., Warrants (Expiration - December 11, 2025)
Healthcare Services
Equity Investments
$1.03M
$2.20M
-$1.17M
OPCO BORROWER, LLC, Warrants (Expiration - August 19, 2029)
Healthcare Services
Equity Investments
$1.01M
$207.0K
$799.0K
ACACIA BUYERCO V LLC
Software & IT Services
Class B-2 Units
$1.00M
$1.00M
$0.00
CDC DENTAL MANAGEMENT CO., LLC
Healthcare Services
Class Y Preferred Units
$1.00M
$1.00M
$0.00
FS VECTOR LLC
Business Services
Common units
$1.00M
$1.00M
$0.00
GRAMMATECH, INC.
Software & IT Services
First Lien
$1.00M
$998.0K
$2.0K
14.98%+9.50%
INSTITUTES OF HEALTH, LLC
Healthcare Services
Class A Preferred Units
$1.00M
$1.00M
$0.00
MAMMOTH BORROWCO, INC.
Food, Agriculture & Beverage
Class A Preferred Units
$1.00M
$1.00M
$0.00
TRU FRAGRANCE & BEAUTY LLC
Consumer Products and Retail
Preferred Units
$1.00M
$1.00M
$0.00
POOL SERVICE HOLDINGS, LLC
March 31, 2024
Revolving Loan
$980.0K
$981.0K
-$1.0K
11.82%+6.50%
Pool Service Partners, Inc.
Consumer Services
Revolving Loan
$980.0K
EXACT BORROWER, LLC
Media & Marketing
Common units
$945.0K
$615.0K
$330.0K
U.S. TELEPACIFIC CORP.
Telecommunications
First Lien
$923.0K
$2.41M
-$1.49M
12.49%+1.00%
IGNITE VISIBILITY LLC
Media & Marketing
Preferred Units
$833.0K
$833.0K
$0.00
AIR CONDITIONING SPECIALIST, INC.
Consumer Services
Revolving Loan
$825.0K
$813.0K
$12.0K
12.84%+7.25%
LASH OPCO, LLC
March 31, 2024
Revolving Loan
$808.0K
$814.0K
-$6.0K
13.17%+7.75%
BOND BRAND LOYALTY ULC
Media & Marketing
Preferred units
$799.0K
$1.00M
-$201.0K
STELLANT MIDCO, LLC
Aerospace & Defense
First Lien #2
$796.0K
$781.0K
$15.0K
11.19%+5.75%
SHEARWATER RESEARCH, INC.
Consumer Products and Retail
Class A Common Units
$787.0K
$33.0K
$754.0K
ROOF OPCO, LLC
March 31, 2024
Class A Units
$775.0K
$750.0K
$25.0K
ROSELAND MANAGEMENT, LLC
Healthcare Services
Class A-2 Units
$762.0K
$202.0K
$560.0K
CATBIRD NYC, LLC
Consumer Products and Retail
Class B units
$757.0K
$500.0K
$257.0K
CATBIRD NYC, LLC
March 31, 2024
Class B Units
$757.0K
SCRIP INC.
Healthcare Products
Shares of common stock
$751.0K
$1.00M
-$249.0K
ROSELAND MANAGEMENT, LLC
Healthcare Services
Class A Units
$747.0K
$1.52M
-$770.0K
HEAT TRAK, LLC
Consumer Products and Retail
Warrants
$742.0K
$1.10M
-$362.0K
CAVALIER BUYER, INC.
Healthcare Services
Preferred Units
$726.0K
$690.0K
$36.0K
LIGHTING RETROFIT INTERNATIONAL, LLC
March 31, 2024
Revolving Loan
$714.0K
$729.0K
-$15.0K
7.50%
LIGHTING RETROFIT INTERNATIONAL, LLC (DBA ENVOCORE)
Revolving Loan
$714.0K
ISI ENTERPRISES, LLC
March 31, 2024
Series A-1 Preferred units
$706.0K
$167.0K
$539.0K
CENTRAL MEDICAL SUPPLY LLC
Healthcare Services
Revolving Loan
$700.0K
$693.0K
$7.0K
14.46%+9.00%
SPECTRUM OF HOPE, LLC
Healthcare Services
Common units
$661.0K
$1.07M
-$414.0K
HH-INSPIRE ACQUISITION, INC.
Healthcare Services
Revolving Loan
$653.0K
$703.0K
-$50.0K
13.44%+8.00%
ALLIANCE SPORTS GROUP, L.P.
Consumer Products and Retail
Membership preferred interest
$646.0K
$2.50M
-$1.85M
SHEARWATER RESEARCH, INC.
Consumer Products and Retail
Class A Preferred Units
$644.0K
$603.0K
$41.0K
ISAGENIX INTERNATIONAL, LLC
March 31, 2024
First Lien
$634.0K
$724.0K
-$90.0K
11.04%+5.50%
MUENSTER MILLING COMPANY, LLC
March 31, 2024
Class A units
$633.0K
$1.00M
-$367.0K
ASC ORTHO MANAGEMENT COMPANY, LLC
Healthcare Services
Common Units
$619.0K
$1.03M
-$407.0K
CADMIUM, LLC
Software & IT Services
Revolving Loan
$615.0K
$612.0K
$3.0K
13.56%+8.00%
LIFT BRANDS, INC.
Consumer Services
Tranche B Term Loan
$601.0K
$661.0K
-$60.0K
BINSWANGER HOLDING CORP.
Distribution
shares of common stock
$598.0K
$900.0K
-$302.0K
POOL SERVICE HOLDINGS, LLC
March 31, 2024
Delayed Draw Term Loan
$588.0K
$517.0K
$71.0K
11.81%+6.50%
Pool Service Partners, Inc.
Consumer Services
Delayed Draw Term Loan
$588.0K
TRAFERA, LLC (FKA TRINITY 3, LLC)
Technology Products & Components
Class A units
$583.0K
$1.21M
-$622.0K
OUTERBOX, LLC
Media & Marketing
Class A common units
$581.0K
$631.0K
-$50.0K
LIFT BRANDS, INC.
Consumer Services
Tranche C Loan
$514.0K
$565.0K
-$51.0K
ATS OPERATING, LLC
Consumer Products & Retail
Revolving Loan
$500.0K
$472.0K
$28.0K
12.09%+6.50%
NEW SKINNY MIXES, LLC
March 31, 2024
Revolving Loan
$500.0K
$440.0K
$60.0K
13.53%+8.00%
TMT BHC BUYER, INC.
March 31, 2024
Class A Units
$500.0K
$500.0K
$0.00
GULF PACIFIC ACQUISITION, LLC
March 31, 2024
Revolving Loan
$436.0K
$439.0K
-$3.0K
11.46%+6.00%
AAC NEW HOLDCO INC.
Healthcare Services
Delayed Draw Term Loan
$428.0K
$430.0K
-$2.0K
EXACT BORROWER, LLC
March 31, 2024
Promissory Note
$385.0K
$385.0K
$0.00
13.57%
DAMOTECH INC.
Industrial Products
Class A Common units
$355.0K
HH-INSPIRE ACQUISITION, INC.
Healthcare Services
Preferred units
$323.0K
$343.0K
-$20.0K
DYNAMIC COMMUNITIES, LLC
Business Services
Class A Preferred Units
$317.0K
$250.0K
$67.0K
Dynamic Communities, LLC
Business Services
Class A Preferred units
$317.0K
MUENSTER MILLING COMPANY, LLC
March 31, 2024
Class A-1 Units
$316.0K
$500.0K
-$184.0K
GULF PACIFIC ACQUISITION, LLC
March 31, 2024
Delayed Draw Term Loan
$288.0K
$286.0K
$2.0K
11.48%+6.00%
US COURTSCRIPT HOLDINGS, INC.
Business Services
Class D-4 LP Units
$273.0K
$212.0K
$61.0K
US COURTSCRIPT HOLDINGS, INC.
Business Services
Class D-5 LP Units
$269.0K
$211.0K
$58.0K
LIGHTNING INTERMEDIATE II, LLC
Healthcare Products
LLC interest
$263.0K
$600.0K
-$337.0K
ROOF OPCO, LLC
March 31, 2024
Class B Units
$262.0K
$250.0K
$12.0K
ROSELAND MANAGEMENT, LLC
Healthcare Services
Class A-1 Units
$183.0K
$66.0K
$117.0K
Roseland Management, LLC
Healthcare Services
Class A-1 Units
$183.0K
ALLIANCE SPORTS GROUP, L.P.
Consumer Products & Retail
Unsecured convertible Note
$173.0K
$173.0K
$0.00
IGNITE VISIBILITY LLC
Media & Marketing
Class A Common Units
$167.0K
$167.0K
$0.00
BROAD SKY NETWORKS LLC
Telecommunications
Series C Preferred units
$159.0K
$89.0K
$70.0K
LGM PHARMA, LLC
Healthcare Products
Unsecured convertible note
$136.0K
$144.0K
-$8.0K
CENTRAL MEDICAL SUPPLY LLC
Healthcare Services
Delayed Draw Capex Term Loan
$101.0K
$94.0K
$7.0K
14.48%+9.00%
CENTRAL MEDICAL SUPPLY LLC
Healthcare Services
Delayed Draw Term Loan
$101.0K
TRU FRAGRANCE & BEAUTY LLC
March 31, 2024
Revolving Loan
$98.0K
$20.0K
$78.0K
11.58%+6.25%
TRAFERA, LLC (FKA TRINITY 3, LLC)
Technology Products & Components
Unsecured convertible note
$75.0K
$75.0K
$0.00
U.S. TELEPACIFIC CORP.
Telecommunications
Third Lien
$54.0K
$230.0K
-$176.0K
GUARDIAN FLEET SERVICES, INC., Warrants (Expiration - February 10, 2033)
Transportation & Logistics
Equity Investments
$42.0K
$80.0K
-$38.0K
GUARDIAN FLEET SERVICES, INC., Warrants (Expiration - January 24, 2034)
Transportation & Logistics
Equity Investments
$24.0K
$24.0K
$0.00
GUARDIAN FLEET SERVICES, INC., Warrants (Expiration - November 30, 2033)
Transportation & Logistics
Equity Investments
$24.0K
$20.0K
$4.0K
ARBORWORKS, LLC
Environmental Services
Class A Units
$5.0K
$100.0K
-$95.0K
ArborWorks, LLC
Environmental Services
Class A Units
$5.0K
ACACIA BUYERCO V LLC
Software & IT Services
Revolving Loan
-$29.0K
+6.50%
ACCELERATION PARTNERS, LLC
Media & Marketing
Class A Common Units
$14.0K
ACCELERATION, LLC
Media & Marketing
Revolving Loan
-$64.0K
+8.75%
ACCELERATION, LLC
Media & Marketing
Common Units
$107.0K
AIR CONDITIONING SPECIALIST, INC., Delayed Draw Term Loan10
Consumer Services
Debt Investments
+7.25%
AMERICAN NUTS OPERATIONS LLC
Food, Agriculture & Beverage
Units of Class A common stock
$3.00M
ARBORWORKS, LLC
Environmental Services
Class B-1 Preferred Units
ARBORWORKS, LLC
Environmental Services
Class A-1 Common Units
ArborWorks, LLC
Environmental Services
Class B-1 Preferred Units
ArborWorks, LLC
Environmental Services
Class A-1 Common Units
BOND BRAND LOYALTY ULC
Media & Marketing
Revolving Loan
-$32.0K
+7.00%
BOND BRAND LOYALTY ULC
Media & Marketing
Class A common units
BP LOENBRO HOLDINGS INC.
Industrial Services
Revolving Loan
-$21.0K
+6.25%
BP LOENBRO HOLDINGS INC.
Industrial Services
Delayed Draw Term Loan
-$11.0K
+6.25%
BURNING GLASS INTERMEDIATE HOLDING COMPANY, INC.
Business Services
Revolving Loan
-$3.0K
+5.00%
CATBIRD NYC, LLC
March 31, 2024
Revolving Loan
-$41.0K
+7.00%
CAVALIER BUYER, INC.
Healthcare Services
Revolving Loan
-$31.0K
+8.00%
CAVALIER BUYER, INC.
Healthcare Services
Class A-1 Units
CDC DENTAL MANAGEMENT CO., LLC
Healthcare Services
Revolving Loan
-$37.0K
+8.00%
CHANDLER SIGNS, LLC
Units of Class A-1 common stock
CITYVET, INC.
Healthcare Services
Delayed Draw Term Loan
-$44.0K
+7.00%
DAMOTECH INC.
Industrial Products
Revolving Loan
-$51.0K
+7.00%
DELPHI BEHAVIORAL HEALTH GROUP, LLC
Common Units
DELPHI LENDER HOLDCO LLC
Healthcare Services
Common units
DYNAMIC COMMUNITIES, LLC
Business Services
Class B Preferred Units
$2.22M
DYNAMIC COMMUNITIES, LLC
Business Services
Class C Preferred Units
DYNAMIC COMMUNITIES, LLC
Business Services
Common units
Dynamic Communities, LLC
Business Services
Class B Preferred units
Dynamic Communities, LLC
Business Services
Class C Preferred units
Dynamic Communities, LLC
Business Services
Common units
EDGE AUTONOMY HOLDINGS, LLC
Aerospace & Defense
Revolving Loan
-$97.0K
+7.50%
EXACT BORROWER, LLC
March 31, 2024
Revolving Loan
-$35.0K
+7.50%
FS VECTOR LLC
March 31, 2024
Revolving Loan
-$33.0K
+7.50%
GAINS INTERMEDIATE, LLC
March 31, 2024
Revolving Loan
-$37.0K
+7.50%
GPT INDUSTRIES, LLC
Industrial Products
Revolving Loan
-$45.0K
+8.00%
GRAMMATECH, INC.
Software & IT Services
Revolving Loan
-$5.0K
+9.50%
GRAMMATECH, INC.
Software & IT Services
Class A units
$1.00M
GRAMMATECH, INC.
Software & IT Services
Class A-1 units
$360.0K
IGNITE VISIBILITY LLC
March 31, 2024
Revolving Loan
-$27.0K
+6.00%
IGNITE VISIBILITY LLC
March 31, 2024
Delayed Draw Term Loan
-$18.0K
+6.00%
INSTITUTES OF HEALTH, LLC
March 31, 2024
Revolving Loan
-$18.0K
+8.00%
ISI ENTERPRISES, LLC
Software & IT Services
Revolving Loan
-$20.0K
+7.00%
ISLAND PUMP AND TANK, LLC
March 31, 2024
Revolving Loan
-$20.0K
+7.00%
LGM PHARMA, LLC
Healthcare Products
Revolving Loan
-$26.0K
+8.00%
LIGHTING RETROFIT INTERNATIONAL, LLC
Environmental Services
Series A Preferred units
LIGHTING RETROFIT INTERNATIONAL, LLC
Environmental Services
Common units
LIGHTING RETROFIT INTERNATIONAL, LLC (DBA ENVOCORE)
Series A Preferred units
LIGHTING RETROFIT INTERNATIONAL, LLC (DBA ENVOCORE)
Common units
LIGHTNING INTERMEDIATE II, LLC
Healthcare Products
Revolving Loan
-$23.0K
+6.50%
LKC TECHNOLOGIES, INC.
Healthcare Products
Revolving Loan
-$33.0K
+7.00%
MAKO STEEL LP
March 31, 2024
Revolving Loan
-$15.0K
+7.50%
MERCURY ACQUISITION 2021, LLC
Telecommunications
Series A Units
MICROBE FORMULAS LLC
Healthcare Products
Revolving Loan
-$22.0K
+6.00%
MUENSTER MILLING COMPANY, LLC
March 31, 2024
Revolving Loan
-$47.0K
+8.00%
NEW SKINNY MIXES, LLC
March 31, 2024
Delayed Draw Term Loan
-$23.0K
+8.00%
NINJATRADER, INC.
Financial Services
Revolving Loan
-$3.0K
+7.00%
ONE GROUP, LLC
Restaurants
Delayed Draw Term Loan
+7.00%
OPCO BORROWER, LLC
March 31, 2024
Revolving Loan
-$6.0K
+6.50%
OUTERBOX, LLC
March 31, 2024
Revolving Loan
-$19.0K
+7.00%
REVO BRANDS, INC.
March 31, 2024
Revolving Loan
-$137.0K
+7.50%
ROOF OPCO, LLC
March 31, 2024
Revolving Loan
-$29.0K
+7.50%
ROSELAND MANAGEMENT, LLC
March 31, 2024
Revolving Loan
+7.00%
Roseland Management, LLC
Healthcare Services
Class A-2 units
SOUTH COAST TERMINALS, LLC
Specialty Chemicals
Revolving Loan
-$21.0K
+6.00%
SPOTLIGHT AR, LLC
March 31, 2024
Revolving Loan
-$19.0K
+6.75%
STATINMED, LLC
March 31, 2024
Class A Preferred Units
$4.84M
STATINMED, LLC
March 31, 2024
Class B Preferred Units
$1.40M
STUDENT RESOURCE CENTER LLC
Education
Preferred Units #1
$5.84M
STUDENT RESOURCE CENTER LLC
Education
Preferred Units #2
SWENSONS DRIVE-IN RESTAURANTS, LLC
March 31, 2024
Revolving Loan
-$27.0K
+7.50%
Student Resource Center LLC
Education
Preferred units #1
Student Resource Center LLC
Education
Preferred units #2
TMT BHC BUYER, INC.
March 31, 2024
Revolving Loan
-$99.0K
+6.00%
TMT BHC BUYER, INC.
March 31, 2024
Delayed Draw Term Loan
-$49.0K
+6.00%
VERSICARE MANAGEMENT LLC
March 31, 2024
Revolving Loan
-$34.0K
+8.00%
WALL STREET PREP, INC.
Education
Revolving Loan
-$9.0K
+7.00%
WELL-FOAM, INC.
Energy Services (Upstream)
Revolving Loan
-$46.0K
+8.00%