BDCinfo / SLRC /10-Q · 2024-06-30

SLRC · 10-Q

2024-06-30 View source on SEC.gov →
SLR Investment · filed 2024-08-07
Total Fair Value
$10.13B
194 holdings
Unrealized P/L
-$535.25M
-5.02% vs cost
W. Avg Spread
+6.29%
debt, FV-weighted
W. Avg Coupon
11.61%
debt, FV-weighted
% First Lien
39.4%
by fair value
Non-Accrual
0
text-detected
Investment Type Allocation
Fair value by type
Industry Concentration
Top 10 industries by fair value
$10.13B
Total Fair Value
  • Unclassified52.4%
  • Liabilities in Excess of Other Assets9.8%
  • Net Assets9.8%
  • Diversified Financial Services4.8%
  • Multi-Sector Holdings3.6%
  • Health Care Providers & Services3.1%
  • Government2.7%
  • Shares/Units2.1%
  • Health Care Equipment & Supplies1.8%
  • Pharmaceuticals1.4%
  • Other industries8.6%
Spread Distribution
Floating-rate debt holdings by 50bp spread bucket
All holdings
Sortable, click headers to re-sort
194 of 195
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Cash Equivalents
Liabilities in Excess of Other Assets
Common Equity/Equity Interests/ Warrants (continued)
$2.41B
$2.44B
-$32.94M
Common Equity/Equity Interests/Warrants
Common Equity/Equity Interests/ Warrants (continued)
$2.14B
$2.17B
-$32.94M
Senior Secured Loans
Total Senior Secured Loans
$1.29B
$1.28B
$12.96M
Cash Equivalents
Net Assets
Common Equity/Equity Interests/ Warrants (continued)
$993.00M
Senior Secured Loans
Total First Lien Bank Debt/Senior Secured Loans
$900.04M
$892.20M
$7.84M
Common Equity/Equity Interests/Warrants
Total Common Equity/Equity Interests/Warrants
$633.13M
$646.58M
-$13.46M
Senior Secured Loans
Total First Lien Life Science Senior Secured Loans
$345.47M
$336.46M
$9.01M
SLR Credit Solutions
Diversified Financial Services
Common Equity/Equity Interests/Warrants
$286.25M
$280.74M
$5.51M
Cash Equivalents | U.S. Treasury Bill
Government
Common Equity/Equity Interests/ Warrants (continued)
$274.13M
$274.13M
$0.00
Equipment Financing
Shares/Units
First Lien Life Science Senior Secured Loans
$209.46M
$239.16M
-$29.70M
KBH Topco LLC (Kingsbridge).
Multi-Sector Holdings
Common Equity/Equity Interests/Warrants
$147.07M
$140.92M
$6.15M
SLR Equipment Finance Equity Interests
Multi-Sector Holdings
Equipment Financing
$116.00M
$145.00M
-$29.00M
Kingsbridge Holdings, LLC
Multi-Sector Holdings
First Lien Bank Debt/Senior Secured Loans
$96.00M
$95.95M
$52.0K
12.46%+7.00%
SLR Business Credit
Diversified Financial Services
Common Equity/Equity Interests/Warrants
$91.37M
$81.58M
$9.79M
Arcutis Biotherapeutics, Inc.
Pharmaceuticals
First Lien Life Science Senior Secured Loans
$70.45M
$68.72M
$1.73M
12.88%+7.45%
SLR Senior Lending Program LLC
Asset Management
Common Equity/Equity Interests/Warrants
$49.27M
$47.88M
$1.40M
Outset Medical, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$44.84M
$45.09M
-$254.0K
10.48%+5.15%
Enhanced Permanent Capital, LLC
Capital Markets
First Lien Bank Debt/Senior Secured Loans
$42.52M
$42.02M
$504.0K
12.44%+7.00%
Alimera Sciences, Inc.
Pharmaceuticals
First Lien Life Science Senior Secured Loans
$40.46M
$37.70M
$2.76M
10.48%+5.15%
Vapotherm, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$40.02M
$40.12M
-$100.0K
14.73%+9.30%
Cerapedics, Inc.
Biotechnology
First Lien Life Science Senior Secured Loans
$37.67M
$36.38M
$1.29M
11.53%+6.20%
SLR Healthcare ABL
Diversified Financial Services
Common Equity/Equity Interests/Warrants
$36.85M
$34.34M
$2.52M
Neuronetics, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$34.74M
$31.09M
$3.65M
10.98%+5.65%
Ardelyx, Inc.
Pharmaceuticals
First Lien Life Science Senior Secured Loans
$33.93M
$33.32M
$611.0K
9.60%+4.25%
iCIMS, Inc.
Software
First Lien Bank Debt/Senior Secured Loans
$31.35M
$30.96M
$386.0K
12.08%+7.25%
Luxury Asset Capital, LLC
Thrifts & Mortgage Finance
First Lien Bank Debt/Senior Secured Loans
$30.50M
$30.09M
$411.0K
12.19%+6.75%
CC SAG Holdings Corp. (Spectrum Automotive)
Diversified Consumer Services
First Lien Bank Debt/Senior Secured Loans
$30.36M
$29.92M
$434.0K
10.59%+5.25%
AMF Levered II, LLC
Diversified Financial Services
Second Lien Asset-Based Senior Secured Loans
$29.93M
$29.52M
$410.0K
12.49%+7.05%
Southern Orthodontic Partners Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$29.48M
$29.32M
$152.0K
10.83%+5.50%
ONS MSO, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$27.98M
$27.39M
$591.0K
11.57%+6.25%
Retina Midco, Inc.
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$27.42M
$26.97M
$451.0K
11.34%+5.75%
Ultimate Baked Goods Midco LLC (Rise Baking)
Packaged Foods & Meats
First Lien Bank Debt/Senior Secured Loans
$26.64M
$26.30M
$347.0K
10.94%+6.25%
Foundation Consumer Brands, LLC
Personal Products
First Lien Bank Debt/Senior Secured Loans
$26.45M
$25.98M
$463.0K
11.73%+6.25%
Stryten Resources LLC
Auto Parts & Equipment
First Lien Bank Debt/Senior Secured Loans
$25.53M
$25.26M
$267.0K
13.46%+8.00%
DeepIntent, Inc. | Media | P+225
—%
First Lien Bank Debt/Senior Secured Loans
$25.17M
$25.17M
$0.00
10.75%+2.25%
Kaseya, Inc.
Software
First Lien Bank Debt/Senior Secured Loans
$24.82M
$24.54M
$282.0K
10.83%+5.50%
OmniGuide Holdings, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$24.62M
$25.44M
-$815.0K
11.23%+5.80%
RQM+ Corp.
Life Sciences Tools & Services
First Lien Bank Debt/Senior Secured Loans
$22.93M
$23.26M
-$333.0K
11.35%+5.75%
Fertility (ITC) Investment Holdco, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$22.48M
$21.93M
$548.0K
11.78%+6.50%
Atria Wealth Solutions, Inc.
Diversified Financial Services
First Lien Bank Debt/Senior Secured Loans
$21.14M
$21.05M
$84.0K
12.09%+6.50%
Higginbotham Insurance Agency, Inc.
Insurance
First Lien Bank Debt/Senior Secured Loans
$21.10M
$21.10M
$0.00
10.94%+5.50%
Human Interest Inc.
Internet Software & Services
First Lien Bank Debt/Senior Secured Loans
$20.10M
$20.02M
$81.0K
12.68%+7.35%
Kid Distro Holdings, LLC (Distro Kid)
Software
First Lien Bank Debt/Senior Secured Loans
$20.10M
$19.86M
$240.0K
10.94%+5.50%
Bayside Opco, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$20.00M
$20.00M
$0.00
12.73%+7.25%
Orthopedic Care Partners Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$19.54M
$19.48M
$55.0K
12.09%+6.50%
Maxor Acquisition, Inc.
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$17.52M
$17.07M
$440.0K
12.29%+6.75%
CVAUSA Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$17.28M
$16.82M
$458.0K
11.75%+6.50%
Plastics Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$17.05M
$16.48M
$575.0K
10.44%+5.00%
Alkeme Intermediary Holdings, LLC
Insurance
First Lien Bank Debt/Senior Secured Loans
$17.00M
$16.56M
$442.0K
11.44%+6.00%
Peter C. Foy & Associates Insurance Services, LLC
Insurance
First Lien Bank Debt/Senior Secured Loans
$16.79M
$16.57M
$220.0K
10.84%+5.50%
SLR-AMI Topco Blocker, LLC
Internet &Catalog Retail
Common Equity/Equity Interests/Warrants
$15.87M
$24.09M
-$8.22M
Western Veterinary Partners LLC
Diversified Consumer Services
First Lien Bank Debt/Senior Secured Loans
$15.74M
$15.76M
-$22.0K
11.60%+6.00%
SunMed Group Holdings, LLC
Health Care Equipment & Supplies
First Lien Bank Debt/Senior Secured Loans
$14.90M
$14.63M
$275.0K
10.93%+5.50%
Logix Holding Company, LLC
Communications Equipment
First Lien Bank Debt/Senior Secured Loans
$14.01M
$13.81M
$199.0K
13.25%+4.75%
UVP Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$13.31M
$13.50M
-$187.0K
11.73%+6.25%
Aegis Toxicology Sciences Corporation
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$13.24M
$13.13M
$111.0K
11.09%+5.50%
EyeSouth Eye Care Holdco LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$11.52M
$11.46M
$59.0K
10.93%+5.50%
Signet Marine Corporation
Transportation Infrastructure
Equipment Financing
$11.37M
$11.40M
-$33.0K
8.50%
SPAR Marketing Force, Inc. | Media | P+190
—%
First Lien Bank Debt/Senior Secured Loans
$10.97M
$10.97M
$0.00
10.40%+1.90%
Urology Management Holdings, Inc.
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$10.67M
$10.45M
$223.0K
11.73%+6.25%
United Digestive MSO Parent, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$10.28M
$10.02M
$263.0K
11.80%+6.50%
The Townsend Company, LLC
Commercial Services & Supplies
First Lien Bank Debt/Senior Secured Loans
$10.04M
$9.81M
$226.0K
11.59%+6.25%
Retina Midco, Inc
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$9.96M
$9.78M
$178.0K
11.34%+5.75%
Kaseya, Inc
Software
Common Equity/Equity Interests/Warrants (continued)
$9.17M
$9.17M
$0.00
10.83%+5.50%
West-NR Parent, Inc.
Insurance
First Lien Bank Debt/Senior Secured Loans
$8.97M
$8.82M
$150.0K
11.68%+6.25%
CC SAG Holdings Corp
Diversified Consumer Services
Common Equity/Equity Interests/Warrants (continued)
$8.92M
$8.92M
$0.00
10.59%+5.25%
RxSense Holdings LLC
Diversified Consumer Services
Common Equity/Equity Interests/Warrants (continued)
$8.92M
$8.92M
$0.00
10.43%+50.00%
SunMed Group Holdings, LLC
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants (continued)
$8.90M
$8.90M
$0.00
10.93%+5.50%
Kid Distro Holdings, LLC
Software
Common Equity/Equity Interests/Warrants (continued)
$8.89M
$8.89M
$0.00
10.94%+5.50%
Ultimate Baked Goods Midco LLC
Packaged Foods & Meats
Common Equity/Equity Interests/Warrants (continued)
$8.86M
$8.91M
-$45.0K
11.69%+6.25%
Quantcast Corporation
Commercial Services & Supplies
First Lien Bank Debt/Senior Secured Loans
$8.58M
$8.58M
-$1.0K
10.60%+5.25%
Foundation Consumer Brands, LLC
Personal Products
Common Equity/Equity Interests/Warrants (continued)
$8.55M
$8.55M
$0.00
11.73%+6.25%
GSM Acquisition Corp
Leisure Equipment and Products
Common Equity/Equity Interests/Warrants (continued)
$8.50M
$8.50M
$0.00
10.46%+5.00%
Erie Construction Mid-west, LLC
Building Products
Common Equity/Equity Interests/Warrants (continued)
$8.23M
$8.23M
$0.00
10.15%+4.75%
FGI Worldwide LLC
Diversified Financial Services
Second Lien Asset-Based Senior Secured Loans
$8.21M
$8.04M
$166.0K
11.85%+6.50%
BayMark Health Services, Inc.
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$8.06M
$8.01M
$51.0K
10.60%+5.00%
Waste Pro of Florida, Inc. & Waste Pro USA, Inc.
Commercial Services & Supplies
Equipment Financing
$8.06M
$8.17M
-$116.0K
9.17%
RD Holdco, Inc.
Diversified Consumer Services
Second Lien Bank Debt/Senior Secured Loans
$7.83M
$12.30M
-$4.47M
+9.75%
High Street Buyer, Inc
Insurance
Common Equity/Equity Interests/Warrants (continued)
$7.57M
$7.57M
$0.00
10.59%+5.25%
Higginbotham Insurance Agency, Inc
Insurance
Common Equity/Equity Interests/Warrants (continued)
$7.54M
$7.54M
$0.00
10.94%+5.50%
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)
$6.92M
$6.90M
$25.0K
10.98%+5.50%
West-NR Parent, Inc
Insurance
Common Equity/Equity Interests/Warrants (continued)
$6.79M
$6.67M
$118.0K
11.68%+6.25%
Vertos Medical, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$6.68M
$6.64M
$45.0K
10.48%+5.15%
TAUC Management, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$6.27M
$6.76M
-$488.0K
14.50%+7.00%
Maxor Acquisition, Inc | Health Care Providers and Services| S+675
Ratios to average net assets (c):
Common Equity/Equity Interests/Warrants (continued)
$6.09M
$5.92M
$166.0K
12.29%+6.75%
Alkeme Intermediary Holdings, LLC | Insurance| S+600
Ratios to average net assets (c):
Common Equity/Equity Interests/Warrants (continued)
$6.03M
$5.87M
$154.0K
11.44%+6.00%
Fertility (ITC) Investment Holdco, LLC
Health Care Providers and Services
Common Equity/Equity Interests/Warrants (continued)
$5.92M
$5.77M
$151.0K
11.78%+6.50%
ONS MSO, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$5.88M
$5.75M
$125.0K
11.57%+6.25%
Apex Service Partners, LLC | Diversified Consumer Services | S+700 | 1.00% | 11.83% |10/24/30
Ratios to average net assets (c):
Common Equity/Equity Interests/Warrants (continued)
$5.83M
$5.70M
$136.0K
11.83%+7.00%
RQM+ Corp
Life Sciences Tools & Services
Common Equity/Equity Interests/Warrants (continued)
$5.78M
$5.92M
-$148.0K
11.35%+5.75%
Plastics Management, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$5.61M
$5.46M
$147.0K
10.44%+5.00%
Smiley Lifting Solutions, LLC | Commercial Services & Supplies | 7.82-8.61% | 6/30/2022
9/15/2026-6/27/2030
Equipment Financing
$5.58M
$5.58M
$0.00
Bayside Parent, LLC
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$5.56M
$5.56M
$0.00
15.48%+10.00%
Tilley Distribution, Inc
Trading Companies & Distributors
Common Equity/Equity Interests/Warrants (continued)
$5.52M
$5.64M
-$113.0K
11.49%+6.00%
CVAUSA Management, LLC
Health Care Providers and Services
Common Equity/Equity Interests/Warrants (continued)
$5.38M
$5.24M
$149.0K
11.75%+6.50%
Clubcorp Holdings, Inc | Hotels, Restaurants & Leisure | 9.36-13.01% | 5/27/2021
4/1/2025-5/1/2028
Equipment Financing
$5.36M
$5.36M
$0.00
Crewline Buyer Inc
IT Services
Common Equity/Equity Interests/Warrants (continued)
$5.08M
$4.96M
$124.0K
12.08%+6.75%
Meditrina, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$5.04M
$5.08M
-$37.0K
10.83%+5.50%
SPR Therapeutics, Inc.
Health Care Technology
First Lien Life Science Senior Secured Loans
$4.99M
$4.85M
$144.0K
10.48%+5.15%
UVP Management, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$4.74M
$4.79M
-$55.0K
11.73%+6.25%
Sightly Enterprises, Inc
Media
First Lien Bank Debt/Senior Secured Loans
$4.46M
$4.46M
$0.00
14.25%+5.75%
ENS Holdings III Corp. & ES Opco USA LLC (Bluefin)
Trading Companies & Distributors
First Lien Bank Debt/Senior Secured Loans
$4.37M
$4.29M
$79.0K
10.19%+4.75%
First National Capital, LLC
Diversified Financial Services
Equipment Financing
$4.36M
$4.36M
$0.00
9.00%
Copper River Seafoods, Inc. | Food Products | P+275
—%
First Lien Bank Debt/Senior Secured Loans
$4.28M
$4.28M
$0.00
11.25%+2.75%
Vessco Midco Holdings, LLC
Water Utilities
Common Equity/Equity Interests/Warrants (continued)
$4.28M
$4.28M
$0.00
9.75%+4.50%
Environmental Protection & Improvement Company, LLC
Road & Rail
Equipment Financing
$4.19M
$4.21M
-$17.0K
8.25%
BayMark Health Services, Inc
Health Care Providers and Services
Common Equity/Equity Interests/Warrants (continued)
$3.93M
$4.01M
-$81.0K
10.60%+5.00%
Bayside Parent, LLC
Health Care Providers&Services
Common Equity/Equity Interests/Warrants
$3.82M
$11.41M
-$7.59M
Urology Management Holdings, Inc.
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$3.68M
$3.61M
$77.0K
11.73%+6.25%
Tilley Distribution, Inc.
Trading Companies & Distributors
First Lien Bank Debt/Senior Secured Loans
$3.63M
$3.59M
$47.0K
11.48%+6.00%
United Digestive MSO Parent, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$3.57M
$3.48M
$98.0K
11.80%+6.50%
The Townsend Company, LLC
Commercial Services & Supplies
Common Equity/Equity Interests/Warrants (continued)
$3.56M
$3.48M
$80.0K
11.59%+6.25%
Shoes for Crews Global, LLC
Diversified Consumer Services
First Lien Bank Debt/Senior Secured Loans
$3.41M
$3.41M
$2.0K
11.95%+6.50%
Exactcare Parent, Inc.| Health Care Providers & Services
Ratios to average net assets (c):
Common Equity/Equity Interests/Warrants (continued)
$3.22M
$3.13M
$85.0K
11.84%+6.50%
GMT Corporation
Machinery
Equipment Financing
$3.20M
$3.20M
-$1.0K
10.71%
Carolinas Contracting LLC | Diversified Consumer Services | 8.40-8.72% | 3/7/2023
3/7/2028-5/18/2028
Equipment Financing
$3.18M
$3.21M
-$25.0K
iCIMS, Inc
Software
Common Equity/Equity Interests/Warrants (continued)
$3.15M
$3.11M
$41.0K
12.58%+7.25%
Equipment Operating Leases, LLC
Multi-Sector Holdings
Equipment Financing
$3.06M
$3.14M
-$79.0K
8.37%
Aegis Toxicology Sciences Corporation
Health Care Providers and Services
Common Equity/Equity Interests/Warrants (continued)
$2.92M
$2.92M
$0.00
11.09%+5.50%
WCI-BXC Purchaser, LLC
Distributors
Common Equity/Equity Interests/Warrants (continued)
$2.89M
$2.82M
$70.0K
11.59%+6.25%
Air Methods Corporation | Airlines | 7.08-7.13% | 11/3/2021
11/3/2026-11/23/2026
Equipment Financing
$2.84M
$2.87M
-$30.0K
Worldwide Flight Services, Inc. | Transportation Infrastructure | 8.32-9.93% | 9/23/2022
9/23/2027-8/16/2028
Equipment Financing
$2.77M
$2.80M
-$37.0K
BDG Media, Inc.
Media
First Lien Bank Debt/Senior Secured Loans
$2.74M
$2.74M
$0.00
13.75%+5.25%
RxSense Holdings LLC
Diversified Consumer Services
First Lien Bank Debt/Senior Secured Loans
$2.64M
$2.58M
$64.0K
10.43%+5.00%
International Automotive Components Group, North America, Inc
Auto Components
Equipment Financing
$2.57M
$2.58M
-$6.0K
7.95%
SOINT LLC
Aerospace & Defense
Preferred Equity
$2.50M
$5.24M
-$2.74M
0.00%
Atria Wealth Solutions, Inc
Diversified Financial Services
Common Equity/Equity Interests/Warrants (continued)
$2.46M
$2.46M
$0.00
12.09%+6.50%
CKD Holdings, Inc | Road & Rail | 8.10-8.60% | 9/22/2022
6/22/2026-9/22/2027
Equipment Financing
$2.42M
$2.42M
$0.00
Medrina, LLC
Health Care Providers & Services
Common Equity/Equity Interests/Warrants (continued)
$2.40M
$2.34M
$57.0K
11.55%+6.25%
GSM Acquisition Corp.
Leisure Equipment & Products
First Lien Bank Debt/Senior Secured Loans
$2.36M
$2.30M
$62.0K
10.46%+5.00%
33Across Inc.
Media
First Lien Bank Debt/Senior Secured Loans
$2.29M
$2.29M
$0.00
10.82%+2.32%
U.S. Crane & Rigging, LLC | Commercial Services & Supplies | 8.73%-10.92% | 12/23/2022
3/1/2027-9/1/2028
Equipment Financing
$2.28M
$2.28M
$0.00
Basic Fun, Inc.
Specialty Retail
First Lien Bank Debt/Senior Secured Loans
$2.18M
$2.18M
$0.00
14.11%+6.50%
All States Ag Parts, LLC
Trading Companies &Distributors
First Lien Bank Debt/Senior Secured Loans
$2.16M
$2.13M
$22.0K
11.60%+6.00%
PCX Aerostructures LLC
Aerospace & Defense
Equipment Financing
$2.13M
$2.13M
$0.00
9.32%
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
11.60%+6.00%
NSPC Intermediate Corp. (National Spine)
Health Care Providers & Services
First Lien Bank Debt/Senior Secured Loans
$2.12M
$2.56M
-$442.0K
13.48%+8.00%
Brainjolt LLC
Media
First Lien Bank Debt/Senior Secured Loans
$2.11M
$2.11M
$0.00
12.75%+4.25%
Shoes for Crews Holdings, LLC
Diversified Financial Services
Common Equity/Equity Interests/Warrants
$2.04M
$2.76M
-$719.0K
Vapotherm, Inc.
Health Care Equipment & Supplies
First Lien Life Science Senior Secured Loans
$2.03M
$2.04M
-$16.0K
13.73%+8.30%
Legacy Service Partners, LLC
Diversified Consumer Services
Common Equity/Equity Interests/Warrants (continued)
$1.95M
$1.90M
$47.0K
11.23%+5.75%
First American Commercial Bancorp, Inc | Diversified Financial Services | 7.50-9.02% | 10/28/2021
10/1/2026-3/1/2027
Equipment Financing
$1.93M
$1.93M
-$1.0K
Star Coaches Inc
Road & Rail
Equipment Financing
$1.93M
$2.03M
-$102.0K
8.42%
One Touch Direct, LLC | Commercial Services & Supplies | P+75
—%
First Lien Bank Debt/Senior Secured Loans
$1.91M
$1.91M
$0.00
9.25%+75.00%
Superior Transportation, Inc | Road & Rail
10.22-10.69%
Equipment Financing
$1.77M
$1.77M
$0.00
Drillers Choice, Inc | Commercial Services & Supplies | 8.00-10.08% | 10/31/2022
11/1/2027-6/1/2029
Equipment Financing
$1.69M
$1.69M
-$2.0K
Complete Equipment Rentals, LLC | Commercial Services & Supplies | 6.75-7.15% | 3/23/2023
4/1/2028-6/1/2028
Equipment Financing
$1.63M
$1.63M
-$6.0K
Boart Longyear Company | Metals & Mining | 8.31-10.44% | 5/28/2020
7/1/2024-10/7/2026
Equipment Financing
$1.57M
$1.57M
$0.00
Trinity Equipment, Inc | Commercial Services & Supplies | 8.78-8.93% | 5/4/2023
5/4/2028-5/19/2028
Equipment Financing
$1.22M
$1.22M
$0.00
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
10.19%+4.75%
The Smedley Company & Smedley Services, Inc.
Commercial Services & Supplies
Equipment Financing
$1.04M
$1.12M
-$80.0K
4.07%
Dongwon Autopart Technology Inc
Auto Components
Equipment Financing
$968.0K
$975.0K
-$7.0K
7.96%
AFG Dallas III, LLC | Diversified Consumer Services | 10.00-11.29% | 8/11/2022
8/11/2026-3/1/2027
Equipment Financing
$926.0K
$926.0K
$0.00
Nimble Crane LLC
Commercial Services & Supplies
Equipment Financing
$850.0K
$850.0K
$0.00
9.18%
Aero Operating LLC | Commercial Services & Supplies | 8.47-9.64% | 2/12/2021
3/1/2025-12/1/2026
Equipment Financing
$849.0K
$849.0K
$0.00
Extreme Steel Crane & Rigging, LLC
Commercial Services & Supplies
Equipment Financing
$733.0K
$738.0K
-$5.0K
9.52%
Miranda Logistics Enterprise, Inc
Construction & Engineering
Equipment Financing
$709.0K
$709.0K
$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
$668.0K
$668.0K
$0.00
Loc Performance Products, LLC
Machinery
Equipment Financing
$559.0K
$559.0K
$0.00
10.50%
ST Coaches, LLC
Road & Rail
Equipment Financing
$552.0K
$552.0K
$0.00
8.50%
Hawkeye Contracting Company, LLC
Construction & Engineering
Equipment Financing
$522.0K
$522.0K
$0.00
10.50%
Zamborelli Enterprises Pacific Southern Foundation
Diversified Consumer Services
Equipment Financing
$485.0K
$488.0K
-$3.0K
8.91%
Rango, Inc
Commercial Services & Supplies
Equipment Financing
$336.0K
$346.0K
-$10.0K
9.33%
Trinity Equipment Rentals, Inc | Commercial Services & Supplies | 7.94-8.75% | 10/8/2021
11/1/2024-12/1/2026
Equipment Financing
$248.0K
$248.0K
$0.00
Senseonics Holdings, Inc.
Health Care Equipment&Supplies
Common Equity/Equity Interests/Warrants
$187.0K
$235.0K
-$48.0K
Mountain Air Helicopters, Inc
Commercial Services & Supplies
Equipment Financing
$183.0K
$182.0K
$1.0K
10.00%
Rotten Rock Hardscaping & Tree Service
Diversified Consumer Services
Equipment Financing
$182.0K
$182.0K
$0.00
8.21%
Up Trucking Services, LLC
Road & Rail
Equipment Financing
$159.0K
$162.0K
-$3.0K
11.30%
AmeraMex International, Inc.
Commercial Services & Supplies
Equipment Financing
$157.0K
$155.0K
$2.0K
10.00%
Wind River Environmental, LLC | Diversified Consumer Services | 8.43-10.00% | 7/31/2019
8/1/2024-10/5/2025
Equipment Financing
$154.0K
$154.0K
$0.00
Essence Group Holdings Corporation (Lumeris) Warrants
Health Care Technology
Common Equity/Equity Interests/Warrants
$128.0K
$129.0K
-$1.0K
Womble Company, Inc.
Energy Equipment & Services
Equipment Financing
$113.0K
$116.0K
-$3.0K
9.11%
No Limit Construction Services, LLC
Commercial Services & Supplies
Equipment Financing
$107.0K
$107.0K
$0.00
7.73%
Double S Industrial Contractors, Inc
Commercial Services & Supplies
Equipment Financing
$99.0K
$99.0K
$0.00
8.60%
Bowman Energy Solutions, LLC
Commercial Services & Supplies
Equipment Financing
$94.0K
$94.0K
$0.00
7.42%
RH Land Construction, LLC & Harbor Dredging LA, Inc
Construction & Engineering
Equipment Financing
$92.0K
$92.0K
$0.00
8.08%
HTI Logistics Corporation | Commercial Services & Supplies | 9.69-9.94% | 11/15/2018
9/1/2024-9/1/2025
Equipment Financing
$86.0K
$89.0K
-$3.0K
Lux Vending, LLC | Consumer Finance | 12.84-13.26% | 8/20/2021
9/1/2024-10/1/2024
Equipment Financing
$79.0K
$79.0K
$0.00
Delphinus Medical Technologies, Inc. Warrants
Health Care Equipment&Supplies
Common Equity/Equity Interests/Warrants
$75.0K
$74.0K
$1.0K
Vapotherm, Inc. Warrants
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants
$71.0K
$329.0K
-$258.0K
A&A Crane and Rigging, LLC
Commercial Services & Supplies
Equipment Financing
$62.0K
$62.0K
$0.00
7.78%
Vertos Medical, Inc. Warrants
Health Care Equipment & Supplies
Common Equity/Equity Interests/Warrants
$50.0K
$51.0K
-$1.0K
Centrexion Therapeutics, Inc. Warrants
Pharmaceuticals
Common Equity/Equity Interests/Warrants
$34.0K
$136.0K
-$102.0K
Meditrina, Inc. Warrants
Health Care Equipment&Supplies
Common Equity/Equity Interests/Warrants
$28.0K
$33.0K
-$5.0K
Assertio Holdings, Inc.
Pharmaceuticals
Common Equity/Equity Interests/Warrants
$16.0K
$51.0K
-$35.0K
Cash Equivalents
Liabilities in Excess of Other Assets
Common Equity/Equity Interests/ Warrants (continued)
-$1.42B
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
NSPC Holdings, LLC (National Spine)
Health Care Providers&Services
Common Equity/Equity Interests/Warrants
$657.0K
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