BDCinfo / SLRC /10-Q · 2024-09-30

SLRC · 10-Q

2024-09-30 View source on SEC.gov →
SLR Investment · filed 2024-11-06
Total Fair Value
$9.86B
183 holdings
Unrealized P/L
-$525.48M
-5.06% vs cost
W. Avg Spread
+6.11%
debt, FV-weighted
W. Avg Coupon
11.03%
debt, FV-weighted
% First Lien
36.8%
by fair value
Non-Accrual
0
text-detected
Investment Type Allocation
Fair value by type
Industry Concentration
Top 10 industries by fair value
$9.86B
Total Fair Value
  • Unclassified51.5%
  • Liabilities in Excess of Other Assets10.1%
  • Net Assets10.1%
  • Diversified Financial Services5.4%
  • Multi-Sector Holdings3.7%
  • Health Care Providers & Services3.3%
  • Government3.3%
  • Shares/Units2.0%
  • Health Care Equipment & Supplies1.5%
  • Pharmaceuticals1.1%
  • Other industries8.2%
Spread Distribution
Floating-rate debt holdings by 50bp spread bucket
All holdings
Sortable, click headers to re-sort
183 of 184
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Cash Equivalents
Liabilities in Excess of Other Assets
Common Equity/Equity Interests/ Warrants (continued)
$2.39B
$2.43B
-$32.49M
Common Equity/Equity Interests/Warrants
Common Equity/Equity Interests/ Warrants (continued)
$2.07B
$2.10B
-$32.49M
Senior Secured Loans
Total Senior Secured Loans
$1.17B
$1.16B
$8.09M
Cash Equivalents
Net Assets
Common Equity/Equity Interests/ Warrants (continued)
$992.68M
Senior Secured Loans
Total First Lien Bank Debt/Senior Secured Loans
$888.26M
$880.99M
$7.27M
Common Equity/Equity Interests/Warrants
Total Common Equity/Equity Interests/Warrants
$669.60M
$675.88M
-$6.28M
Cash Equivalents | U.S. Treasury Bill
Government
Common Equity/Equity Interests/ Warrants (continued)
$322.67M
$322.67M
$0.00
SLR Credit Solutions
Diversified Financial Services
Common Equity/Equity Interests/Warrants
$287.25M
$280.74M
$6.51M
Senior Secured Loans
Total First Lien Life Science Senior Secured Loans
$238.71M
$233.78M
$4.94M
Equipment Financing
Shares/Units
First Lien Life Science Senior Secured Loans
$198.47M
$231.56M
-$33.09M
KBH Topco LLC (Kingsbridge).
Multi-Sector Holdings
Common Equity/Equity Interests/Warrants
$150.07M
$140.92M
$9.15M
SLR Business Credit
Diversified Financial Services
Common Equity/Equity Interests/Warrants
$121.37M
$111.58M
$9.79M
SLR Equipment Finance Equity Interests
Multi-Sector Holdings
Equipment Financing
$112.56M
$145.00M
-$32.44M
Kingsbridge Holdings, LLC
Multi-Sector Holdings
First Lien Bank Debt/Senior Secured Loans
$96.00M
$95.97M
$25.0K
12.49%+7.00%
Arcutis Biotherapeutics, Inc.
Pharmaceuticals
First Lien Life Science Senior Secured Loans
$70.67M
$68.90M
$1.77M
11.12%+5.95%
SLR Senior Lending Program LLC
Asset Management
Common Equity/Equity Interests/Warrants
$49.30M
$47.88M
$1.43M
Outset Medical, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$47.30M
$45.22M
$2.08M
10.32%+5.15%
Enhanced Permanent Capital, LLC
Capital Markets
First Lien Bank Debt/Senior Secured Loans
$44.58M
$44.13M
$443.0K
12.44%+7.00%
Cerapedics, Inc.
Biotechnology
First Lien Life Science Senior Secured Loans
$37.72M
$36.44M
$1.28M
11.37%+6.20%
SLR Healthcare ABL
Diversified Financial Services
Common Equity/Equity Interests/Warrants
$37.35M
$34.34M
$3.02M
Ardelyx, Inc.
Pharmaceuticals
First Lien Life Science Senior Secured Loans
$34.09M
$33.45M
$644.0K
9.45%+4.25%
Southern Orthodontic Partners Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$32.86M
$32.38M
$482.0K
10.10%+5.50%
iCIMS, Inc.
Software
First Lien Bank Debt/Senior Secured Loans
$32.68M
$32.30M
$385.0K
10.60%+7.25%
Preferred Equity
Total Preferred Equity
$31.03M
$32.25M
-$1.22M
Luxury Asset Capital, LLC
Thrifts & Mortgage Finance
First Lien Bank Debt/Senior Secured Loans
$30.50M
$30.12M
$381.0K
12.07%+6.75%
CC SAG Holdings Corp. (Spectrum Automotive)
Diversified Consumer Services
First Lien Bank Debt/Senior Secured Loans
$30.28M
$29.87M
$411.0K
9.85%+5.25%
AMF Levered II, LLC
Diversified Financial Services
Second Lien Asset-Based Senior Secured Loans
$29.93M
$29.73M
$195.0K
12.02%+7.05%
Veronica Holdings, LLC (Vapotherm)
Health Care Equipment & Supplies
Preferred Equity
$28.53M
$27.01M
$1.52M
9.00%
ONS MSO, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$27.84M
$27.32M
$523.0K
11.35%+6.25%
Retina Midco, Inc.
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$27.37M
$26.99M
$384.0K
10.86%+5.75%
Ultimate Baked Goods Midco LLC (Rise Baking)
Packaged Foods & Meats
First Lien Bank Debt/Senior Secured Loans
$27.19M
$26.75M
$443.0K
10.66%+6.25%
DeepIntent, Inc.
Media
First Lien Bank Debt/Senior Secured Loans
$26.53M
$26.53M
$0.00
10.25%+2.25%
Foundation Consumer Brands, LLC
Personal Products
First Lien Bank Debt/Senior Secured Loans
$25.59M
$25.18M
$413.0K
11.50%+6.25%
Stryten Resources LLC
Auto Parts & Equipment
First Lien Bank Debt/Senior Secured Loans
$25.32M
$25.07M
$240.0K
12.96%+8.00%
Kaseya, Inc.
Software
First Lien Bank Debt/Senior Secured Loans
$24.76M
$24.49M
$270.0K
10.10%+5.50%
OmniGuide Holdings, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$24.62M
$25.72M
-$1.10M
11.11%+5.80%
RQM+ Corp.
Life Sciences Tools & Services
First Lien Bank Debt/Senior Secured Loans
$22.52M
$23.23M
-$712.0K
10.62%+5.75%
Fertility (ITC) Investment Holdco, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$22.43M
$21.90M
$523.0K
11.74%+6.50%
Western Veterinary Partners LLC
Diversified Consumer Services
First Lien Bank Debt/Senior Secured Loans
$22.36M
$22.06M
$303.0K
9.60%+5.00%
Atria Wealth Solutions, Inc.
Diversified Financial Services
First Lien Bank Debt/Senior Secured Loans
$20.48M
$20.45M
$31.0K
11.46%+6.50%
Human Interest Inc.
Internet Software & Services
First Lien Bank Debt/Senior Secured Loans
$20.10M
$20.06M
$41.0K
12.55%+7.35%
Bayside Opco, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$19.95M
$19.95M
$0.00
12.00%+7.25%
Orthopedic Care Partners Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$19.49M
$19.45M
$40.0K
11.46%+6.50%
Maxor Acquisition, Inc.
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$17.47M
$17.05M
$422.0K
11.70%+6.75%
CVAUSA Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$17.23M
$16.80M
$439.0K
11.12%+6.50%
Plastic Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$17.01M
$16.47M
$534.0K
9.70%+5.00%
Peter C. Foy & Associates Insurance Services, LLC
Insurance
First Lien Bank Debt/Senior Secured Loans
$16.75M
$16.54M
$209.0K
10.35%+5.50%
FE Advance, LLC
Diversified Financial Services
First Lien Bank Debt/Senior Secured Loans
$16.64M
$16.65M
-$16.0K
11.71%+6.50%
Alkeme Intermediary Holdings, LLC
Insurance
First Lien Bank Debt/Senior Secured Loans
$16.59M
$16.53M
$60.0K
10.35%+5.75%
SunMed Group Holdings, LLC
Health Care Equipment & Supplies
First Lien Bank Debt/Senior Secured Loans
$16.49M
$16.22M
$264.0K
10.46%+5.50%
SLR-AMI Topco Blocker, LLC
Internet &Catalog Retail
Common Equity/Equity Interests/Warrants
$15.34M
$24.09M
-$8.75M
Vapotherm, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$14.20M
$14.09M
$115.0K
10.96%+6.00%
UVP Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$13.69M
$13.51M
$181.0K
11.00%+6.25%
Logix Holding Company, LLC
Communications Equipment
First Lien Bank Debt/Senior Secured Loans
$13.45M
$13.91M
-$465.0K
12.75%+4.75%
Aegis Toxicology Sciences Corporation
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$13.18M
$13.10M
$80.0K
10.87%+5.50%
SPAR Marketing Force, Inc. | Media | P+190
—%
First Lien Bank Debt/Senior Secured Loans
$11.19M
$11.19M
$0.00
9.90%+1.90%
Urology Management Holdings, Inc.
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$11.11M
$10.98M
$125.0K
10.52%+5.50%
Signet Marine Corporation
Transportation Infrastructure
Equipment Financing
$10.90M
$10.93M
-$31.0K
8.50%
The Townsend Company, LLC
Commercial Services & Supplies
First Lien Bank Debt/Senior Secured Loans
$10.11M
$9.89M
$219.0K
11.10%+6.25%
United Digestive MSO Parent, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$10.00M
$9.75M
$245.0K
11.25%+6.50%
Retina Midco, Inc
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$9.94M
$9.79M
$152.0K
10.86%+6.00%
Copper River Seafoods, Inc. | Food Products | P+275
—%
First Lien Bank Debt/Senior Secured Loans
$9.35M
$9.35M
$0.00
10.75%+2.75%
Kaseya, Inc
Software
Common Equity/Equity Interests/Warrants (continued)
$9.15M
$9.15M
$0.00
10.75%+5.50%
EyeSouth Eye Care Holdco LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$9.07M
$8.84M
$234.0K
10.45%+5.50%
West-NR Parent, Inc
Insurance
First Lien Bank Debt/Senior Secured Loans
$9.05M
$8.91M
$142.0K
10.95%+6.25%
CC SAG Holdings Corp
Diversified Consumer Services
Common Equity/Equity Interests/Warrants (continued)
$8.90M
$8.90M
$0.00
9.85%+5.25%
RxSense Holdings LLC
Diversified Consumer Services
Common Equity/Equity Interests/Warrants (continued)
$8.90M
$8.90M
$0.00
10.35%+5.00%
Ultimate Baked Goods Midco LLC
Packaged Foods & Meats
Common Equity/Equity Interests/Warrants (continued)
$8.89M
$8.89M
$0.00
11.41%+6.25%
SunMed Group Holdings, LLC
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants (continued)
$8.88M
$8.88M
$0.00
10.85%+5.50%
Kid Distro Holdings, LLC
Software
Common Equity/Equity Interests/Warrants (continued)
$8.87M
$8.87M
$0.00
10.15%+4.75%
Quantcast Corporation
Commercial Services & Supplies
First Lien Bank Debt/Senior Secured Loans
$8.53M
$8.43M
$102.0K
10.27%+5.25%
Foundation Consumer Brands, LLC
Personal Products
Common Equity/Equity Interests/Warrants (continued)
$8.28M
$8.28M
$0.00
11.50%+6.25%
FGI Worldwide LLC
Diversified Financial Services
Second Lien Asset-Based Senior Secured Loans
$8.21M
$8.05M
$157.0K
11.35%+6.50%
BayMark Health Services, Inc.
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$8.20M
$8.00M
$199.0K
9.87%+5.00%
Erie Construction Mid-west, LLC
Building Products
Common Equity/Equity Interests/Warrants (continued)
$8.11M
$8.11M
$0.00
10.09%+4.75%
RD Holdco, Inc.
Diversified Consumer Services
Second Lien Bank Debt/Senior Secured Loans
$7.83M
$12.30M
-$4.47M
+9.75%
Waste Pro of Florida, Inc. & Waste Pro USA, Inc.
Commercial Services & Supplies
Equipment Financing
$7.61M
$7.72M
-$102.0K
9.17%
High Street Buyer, Inc
Insurance
Common Equity/Equity Interests/Warrants (continued)
$7.55M
$7.55M
$0.00
9.85%+5.25%
Loyer Capital LLC | Multi-Sector Holdings | 8.73-11.52% | 5/16/2019
5/16/2026-9/25/2026
Equipment Financing
$7.36M
$7.50M
-$139.0K
Accession Risk Management Group, Inc.
%
Common Equity/Equity Interests/Warrants (continued)
$6.91M
$6.88M
$23.0K
9.35%+4.75%
West-NR Parent, Inc
Insurance
Common Equity/Equity Interests/Warrants (continued)
$6.81M
$6.70M
$111.0K
10.95%+6.25%
TAUC Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$6.29M
$6.79M
-$508.0K
11.75%+7.00%
Maxor Acquisition, Inc | Health Care Providers and Services| S+675
Ratios to average net assets (c):
Common Equity/Equity Interests/Warrants (continued)
$6.07M
$5.91M
$160.0K
11.70%+6.75%
Apex Service Partners, LLC | Diversified Consumer Services | S+650 | 1.00% | 11.17% |10/24/30
Ratios to average net assets (c):
Common Equity/Equity Interests/Warrants (continued)
$6.05M
$5.85M
$194.0K
11.17%+6.50%
Fertility (ITC) Investment Holdco, LLC
Health Care Providers and Services
Common Equity/Equity Interests/Warrants (continued)
$5.91M
$5.77M
$144.0K
11.74%+6.50%
Alkeme Intermediary Holdings, LLC | Insurance| S+575
Ratios to average net assets (c):
Common Equity/Equity Interests/Warrants (continued)
$5.88M
$5.86M
$19.0K
10.35%+5.75%
ONS MSO, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$5.85M
$5.74M
$110.0K
11.35%+6.25%
Bayside Parent, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants
$5.81M
$11.41M
-$5.60M
Bayside Parent, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$5.79M
$5.79M
$0.00
14.75%+10.00%
RQM+ Corp
Life Sciences Tools & Services
Common Equity/Equity Interests/Warrants (continued)
$5.67M
$5.91M
-$236.0K
10.62%+5.75%
Plastic Management, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$5.59M
$5.46M
$137.0K
9.70%+5.00%
Tilley Distribution, Inc
Trading Companies & Distributors
Common Equity/Equity Interests/Warrants (continued)
$5.51M
$5.62M
-$113.0K
10.75%+6.00%
Smiley Lifting Solutions, LLC | Commercial Services & Supplies | 7.82-8.61% | 6/30/2022
9/15/2026-6/27/2030
Equipment Financing
$5.39M
$5.39M
$0.00
CVAUSA Management, LLC
Health Care Providers and Services
Common Equity/Equity Interests/Warrants (continued)
$5.37M
$5.23M
$144.0K
11.12%+6.50%
Meditrina, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$5.10M
$5.09M
$9.0K
10.67%+5.50%
Crewline Buyer Inc
IT Services
Common Equity/Equity Interests/Warrants (continued)
$5.08M
$4.96M
$121.0K
11.35%+6.75%
BDG Media, Inc.
Media
First Lien Bank Debt/Senior Secured Loans
$5.05M
$5.05M
$0.00
13.25%+5.25%
SPR Therapeutics, Inc.
Health Care Technology
First Lien Life Science Senior Secured Loans
$5.01M
$4.86M
$151.0K
10.32%+5.15%
Clubcorp Holdings, Inc | Hotels, Restaurants & Leisure | 9.36-13.01% | 5/27/2021
4/1/2025-5/1/2028
Equipment Financing
$4.96M
$4.96M
$0.00
UVP Management, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$4.87M
$4.80M
$75.0K
11.00%+6.25%
Sightly Enterprises, Inc
Media
First Lien Bank Debt/Senior Secured Loans
$4.71M
$4.71M
$0.00
13.75%+5.75%
ENS Holdings III Corp. & ES Opco USA LLC (Bluefin)
Trading Companies & Distributors
First Lien Bank Debt/Senior Secured Loans
$4.65M
$4.58M
$67.0K
9.45%+4.75%
BayMark Health Services, Inc
Health Care Providers and Services
Common Equity/Equity Interests/Warrants (continued)
$4.00M
$4.00M
$0.00
9.87%+5.00%
Environmental Protection & Improvement Company, LLC
Road & Rail
Equipment Financing
$4.00M
$4.01M
-$15.0K
8.25%
First National Capital, LLC
Diversified Financial Services
Equipment Financing
$3.88M
$3.88M
$0.00
9.00%
Urology Management Holdings, Inc.
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$3.64M
$3.59M
$44.0K
10.70%+5.50%
Tilley Distribution, Inc.
Trading Companies & Distributors
First Lien Bank Debt/Senior Secured Loans
$3.62M
$3.59M
$35.0K
10.75%+6.00%
The Townsend Company, LLC
Commercial Services & Supplies
Common Equity/Equity Interests/Warrants (continued)
$3.58M
$3.51M
$78.0K
11.10%+6.25%
United Digestive MSO Parent, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$3.48M
$3.38M
$91.0K
11.25%+6.50%
Shoes for Crews Global, LLC
Diversified Consumer Services
First Lien Bank Debt/Senior Secured Loans
$3.39M
$3.39M
$0.00
11.82%+6.50%
Exactcare Parent, Inc.| Health Care Providers & Services
Ratios to average net assets (c):
Common Equity/Equity Interests/Warrants (continued)
$3.21M
$3.13M
$81.0K
10.73%+5.50%
iCIMS, Inc
Software
Common Equity/Equity Interests/Warrants (continued)
$3.19M
$3.15M
$38.0K
12.56%+7.25%
Atria Wealth Solutions, Inc
Diversified Financial Services
Common Equity/Equity Interests/Warrants (continued)
$3.11M
$3.11M
$3.0K
12.01%+6.50%
Carolinas Contracting LLC | Diversified Consumer Services | 8.40-8.72% | 3/7/2023
3/7/2028-5/18/2028
Equipment Financing
$3.01M
$3.03M
-$22.0K
Equipment Operating Leases, LLC
Multi-Sector Holdings
Equipment Financing
$2.94M
$3.01M
-$75.0K
8.37%
Aegis Toxicology Sciences Corporation
Health Care Providers and Services
Common Equity/Equity Interests/Warrants (continued)
$2.91M
$2.91M
$0.00
10.87%+5.50%
WCI-BXC Purchaser, LLC
Distributors
Common Equity/Equity Interests/Warrants (continued)
$2.88M
$2.81M
$67.0K
11.48%+6.25%
GMT Corporation
Machinery
Equipment Financing
$2.85M
$2.85M
-$1.0K
10.71%
Legacy Service Partners, LLC
Diversified Consumer Services
Common Equity/Equity Interests/Warrants (continued)
$2.80M
$2.74M
$66.0K
10.50%+5.75%
Air Methods Corporation | Airlines | 7.08-7.13% | 11/3/2021
11/3/2026-11/23/2026
Equipment Financing
$2.71M
$2.73M
-$26.0K
EyeSouth Eye Care Holdco LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$2.65M
$2.60M
$51.0K
10.80%+5.50%
RxSense Holdings LLC
Diversified Consumer Services
First Lien Bank Debt/Senior Secured Loans
$2.63M
$2.58M
$55.0K
10.35%+5.00%
Worldwide Flight Services, Inc. | Transportation Infrastructure | 8.32-9.93% | 9/23/2022
9/23/2027-8/16/2028
Equipment Financing
$2.62M
$2.65M
-$33.0K
SOINT LLC
Aerospace & Defense
Preferred Equity
$2.50M
$5.24M
-$2.74M
0.00%
Medrina, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$2.39M
$2.34M
$55.0K
11.55%+6.00%
Brainjolt LLC
Media
First Lien Bank Debt/Senior Secured Loans
$2.30M
$2.30M
$0.00
12.25%+4.25%
33Across Inc.
Media
First Lien Bank Debt/Senior Secured Loans
$2.26M
$2.26M
$0.00
10.32%+2.32%
CKD Holdings, Inc | Road & Rail | 8.10-8.60% | 9/22/2022
6/22/2026-9/22/2027
Equipment Financing
$2.19M
$2.19M
$0.00
U.S. Crane & Rigging, LLC | Commercial Services & Supplies | 8.73%-10.92% | 12/23/2022
3/1/2027-9/1/2028
Equipment Financing
$2.12M
$2.12M
$0.00
All States Ag Parts, LLC | Trading Companies and Distributors| S+600
Ratios to average net assets (c):
Common Equity/Equity Interests/Warrants (continued)
$2.12M
$2.12M
$0.00
10.96%+6.00%
Shoes for Crews Holdings, LLC
Diversified Financial Services
Common Equity/Equity Interests/Warrants
$2.04M
$2.76M
-$719.0K
All States Ag Parts, LLC
Trading Companies &Distributors
First Lien Bank Debt/Senior Secured Loans
$2.04M
$2.02M
$20.0K
10.96%+6.00%
PCX Aerostructures LLC
Aerospace & Defense
Equipment Financing
$2.03M
$2.03M
$0.00
9.32%
International Automotive Components Group, North America, Inc
Auto Components
Equipment Financing
$1.95M
$1.95M
-$3.0K
7.95%
Star Coaches Inc
Road & Rail
Equipment Financing
$1.78M
$1.88M
-$94.0K
8.42%
First American Commercial Bancorp, Inc | Diversified Financial Services | 7.50-9.02% | 10/28/2021
10/1/2026-3/1/2027
Equipment Financing
$1.75M
$1.75M
-$1.0K
One Touch Direct, LLC
Commercial Services & Supplies
First Lien Bank Debt/Senior Secured Loans
$1.59M
$1.59M
$0.00
8.75%+75.00%
Superior Transportation, Inc | Road & Rail
10.22-10.69%
Equipment Financing
$1.56M
$1.56M
$0.00
Complete Equipment Rentals, LLC | Commercial Services & Supplies | 6.75-7.15% | 3/23/2023
4/1/2028-6/1/2028
Equipment Financing
$1.53M
$1.54M
-$7.0K
Boart Longyear Company | Metals & Mining | 8.31-9.77% | 5/28/2020
4/1/2025-10/7/2026
Equipment Financing
$1.25M
$1.25M
$0.00
Trinity Equipment, Inc | Commercial Services & Supplies | 8.78-8.93% | 5/4/2023
5/4/2028-5/19/2028
Equipment Financing
$1.15M
$1.15M
$0.00
Drillers Choice, Inc | Commercial Services & Supplies | 8.00-10.08% | 10/31/2022
11/1/2027-6/1/2029
Equipment Financing
$1.15M
$1.15M
-$2.0K
ENS Holdings III Corp and ES Opco USA LLC
Trading Companies and Distributors
Common Equity/Equity Interests/Warrants (continued)
$1.08M
$1.08M
$0.00
9.45%+4.75%
The Smedley Company & Smedley Services, Inc.
Commercial Services & Supplies
Equipment Financing
$969.0K
$1.04M
-$75.0K
4.07%
AFG Dallas III, LLC | Diversified Consumer Services | 10.00-11.29% | 8/11/2022
8/11/2026-3/1/2027
Equipment Financing
$836.0K
$836.0K
$0.00
Dongwon Autopart Technology Inc
Auto Components
Equipment Financing
$815.0K
$819.0K
-$4.0K
7.96%
Nimble Crane LLC
Commercial Services & Supplies
Equipment Financing
$807.0K
$807.0K
$0.00
9.18%
Extreme Steel Crane & Rigging, LLC
Commercial Services & Supplies
Equipment Financing
$674.0K
$678.0K
-$4.0K
9.52%
Miranda Logistics Enterprise, Inc
Construction & Engineering
Equipment Financing
$668.0K
$668.0K
$0.00
7.69%
Rayzors Edge LLC | Diversified Consumer Services | 7.69-8.27% | 5/19/2023
5/18/2030-6/30/2030
Equipment Financing
$646.0K
$646.0K
$0.00
Vertos Medical, Inc. Warrants
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants
$639.0K
$330.0K
$309.0K
ST Coaches, LLC
Road & Rail
Equipment Financing
$536.0K
$536.0K
$0.00
8.50%
Loc Performance Products, LLC
Machinery
Equipment Financing
$519.0K
$519.0K
$0.00
10.50%
Zamborelli Enterprises Pacific Southern Foundation
Diversified Consumer Services
Equipment Financing
$443.0K
$445.0K
-$2.0K
8.91%
Hawkeye Contracting Company, LLC
Construction & Engineering
Equipment Financing
$435.0K
$435.0K
$0.00
10.50%
Aero Operating LLC | Commercial Services & Supplies | 8.47-9.04% | 2/12/2021
3/1/2025-12/1/2026
Equipment Financing
$382.0K
$383.0K
-$1.0K
Rango, Inc
Commercial Services & Supplies
Equipment Financing
$219.0K
$224.0K
-$5.0K
9.33%
Trinity Equipment Rentals, Inc | Commercial Services & Supplies | 7.94-8.75% | 10/8/2021
11/1/2024-12/1/2026
Equipment Financing
$190.0K
$190.0K
$0.00
Rotten Rock Hardscaping & Tree Service
Diversified Consumer Services
Equipment Financing
$170.0K
$170.0K
$0.00
8.21%
Senseonics Holdings, Inc.
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants
$164.0K
$235.0K
-$71.0K
Mountain Air Helicopters, Inc
Commercial Services & Supplies
Equipment Financing
$149.0K
$148.0K
$1.0K
10.00%
Essence Group Holdings Corporation (Lumeris) Warrants
Health Care Technology
Common Equity/Equity Interests/Warrants
$120.0K
$129.0K
-$9.0K
No Limit Construction Services, LLC
Commercial Services & Supplies
Equipment Financing
$101.0K
$101.0K
$0.00
7.73%
Wind River Environmental, LLC
Diversified Consumer Services
Equipment Financing
$93.0K
$93.0K
$0.00
8.43%
Double S Industrial Contractors, Inc
Commercial Services & Supplies
Equipment Financing
$92.0K
$92.0K
$0.00
8.60%
Bowman Energy Solutions, LLC
Commercial Services & Supplies
Equipment Financing
$83.0K
$83.0K
$0.00
7.42%
RH Land Construction, LLC & Harbor Dredging LA, Inc
Construction & Engineering
Equipment Financing
$81.0K
$81.0K
$0.00
8.08%
Up Trucking Services, LLC
Road & Rail
Equipment Financing
$81.0K
$82.0K
-$1.0K
11.30%
Delphinus Medical Technologies, Inc. Warrants
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants
$71.0K
$74.0K
-$3.0K
HTI Logistics Corporation
Commercial Services & Supplies
Equipment Financing
$67.0K
$69.0K
-$2.0K
9.94%
Womble Company, Inc.
Energy Equipment & Services
Equipment Financing
$66.0K
$67.0K
-$1.0K
9.11%
A&A Crane and Rigging, LLC
Commercial Services & Supplies
Equipment Financing
$58.0K
$58.0K
$0.00
7.78%
AmeraMex International, Inc.
Commercial Services & Supplies
Equipment Financing
$38.0K
$38.0K
$0.00
10.00%
Centrexion Therapeutics, Inc. Warrants
Pharmaceuticals
Common Equity/Equity Interests/Warrants
$32.0K
$136.0K
-$104.0K
Meditrina, Inc. Warrants
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants
$27.0K
$33.0K
-$6.0K
Assertio Holdings, Inc.
Pharmaceuticals
Common Equity/Equity Interests/Warrants
$15.0K
$51.0K
-$36.0K
Cash Equivalents
Liabilities in Excess of Other Assets
Common Equity/Equity Interests/ Warrants (continued)
-$1.40B
CardioFocus, Inc. Warrants
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants
$51.0K
Conventus Orthopaedics, Inc. Warrants
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants
$65.0K
RD Holdco, Inc. (Rug Doctor)
Diversified Consumer Services
Common Equity/Equity Interests/Warrants
$15.68M
RD Holdco, Inc. (Rug Doctor) ClassB
Diversified Consumer Services
Common Equity/Equity Interests/Warrants
$5.22M
Venus Concept Ltd. Warrants (f/k/a Restoration Robotics)
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants
$152.0K
aTyr Pharma, Inc. Warrants
Pharmaceuticals
Common Equity/Equity Interests/Warrants
$17.0K