BDCinfo / GLAD /10-Q · 2025-12-31

GLAD · 10-Q

2025-12-31 View source on SEC.gov →
Gladstone Capital · filed 2026-02-04
Total Fair Value
$890.90M
114 holdings
Unrealized P/L
-$17.49M
-1.93% vs cost
W. Avg Spread
+7.61%
debt, FV-weighted
W. Avg Coupon
debt, FV-weighted
% First Lien
0.0%
by fair value
Non-Accrual
0
text-detected
Investment Type Allocation
Fair value by type
Industry Concentration
Top 10 industries by fair value
$891M
Total Fair Value
  • Healthcare, Education, and Childcare – 46.6%24.9%
  • Diversified/Conglomerate Manufacturing – 25.3%13.6%
  • Diversified/Conglomerate Service – 23.0%12.3%
  • Cargo Transportation – 10.5%5.6%
  • Diversified/Conglomerate Manufacturing – 7.8%3.9%
  • Beverage, Food, and Tobacco – 7.2%3.9%
  • Home and Office Furnishings, Housewares and Durable Consumer Products – 6.3%3.4%
  • Healthcare, Education, and Childcare – 5.4%2.9%
  • Diversified/Conglomerate Manufacturing – 5.0%2.7%
  • Healthcare, Education, and Childcare – 4.8%2.6%
  • Other industries24.2%
Spread Distribution
Floating-rate debt holdings by 50bp spread bucket
All holdings
Sortable, click headers to re-sort
114 of 114
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
RPM Freight Systems, LLC
Cargo Transportation – 10.5%
Term Debt
$50.00M
$49.41M
$591.0K
+7.70%
Altior Healthcare, LLC
Healthcare, Education, and Childcare – 46.6%
Term Debt
$46.72M
$46.00M
$724.0K
+6.50%
Vet's Choice Radiology LLC
Healthcare, Education, and Childcare – 46.6%
Term Debt
$43.60M
$42.75M
$855.0K
+8.00%
Giving Home Health Care, LLC
Healthcare, Education, and Childcare – 46.6%
Term Debt
$33.84M
$33.82M
$22.0K
+6.30%
Turn Key Health Clinics, LLC
Healthcare, Education, and Childcare – 46.6%
Term Debt
$32.50M
$32.50M
$0.00
+6.80%
OCI, LLC
Diversified/Conglomerate Manufacturing – 25.3%
Term Debt
$32.00M
$32.00M
$0.00
+7.50%
ALS Education, LLC
Healthcare, Education, and Childcare – 46.6%
Term Debt
$30.28M
$30.31M
-$35.0K
+6.00%
Springfield, Inc.
Diversified/Conglomerate Manufacturing – 7.8%
Term Debt
$30.00M
$29.70M
$296.0K
+11.10%
Foodservices Brand Group, LLC
Home and Office Furnishings, Housewares and Durable Consumer Products – 6.3%
Term Debt
$29.93M
$30.00M
-$72.0K
+6.50%
NeoGraf Solutions LLC
Diversified/Conglomerate Manufacturing – 25.3%
Term Debt
$27.40M
$27.40M
$0.00
+7.00%
MASSiv Brands, LLC
Diversified/Conglomerate Service – 23.0%
Term Debt
$25.63M
$25.64M
-$7.0K
Sicilian Oven Restaurants LLC
Beverage, Food, and Tobacco – 7.2%
Term Debt
$23.89M
$23.89M
$0.00
+6.70%
Pan-Am Dental, LLC
Healthcare, Education, and Childcare – 4.8%
Term Debt
$23.12M
$23.00M
$123.0K
Technical Resource Management, LLC
Healthcare, Education, and Childcare – 5.4%
Term Debt
$21.75M
$24.39M
-$2.64M
+10.50%
Snif-Snax, LLC
Personal, Food, and Miscellaneous Services – 4.4%
Term Debt
$20.84M
$20.96M
-$119.0K
+6.70%
HH-Inspire Acquisition, Inc.
Healthcare, Education, and Childcare – 46.6%
Term Debt
$18.42M
$19.84M
-$1.43M
+8.00%
Viron International Corp.
Diversified/Conglomerate Manufacturing – 25.3%
Term Debt
$18.35M
$18.38M
-$29.0K
+7.00%
Engineering Manufacturing Technologies, LLC
Diversified/Conglomerate Manufacturing – 5.0%
Term Debt
$18.13M
$23.42M
-$5.29M
+8.30%
Dutch Gold Honey, Inc.
Beverage, Food, and Tobacco – 3.8%
Term Debt
$18.04M
$18.00M
$41.0K
+7.50%
WorkforceQA, LLC
Diversified/Conglomerate Service – 23.0%
Term Debt
$17.66M
$17.63M
$29.0K
+6.30%
Axios Industrial Group, LLC
Diversified/Conglomerate Service – 23.0%
Term Debt #1
$17.50M
$17.50M
$0.00
+13.60%
Total Access Elevator, LLC
Diversified/Conglomerate Service – 23.0%
Term Debt
$17.50M
$17.50M
$0.00
+6.30%
Arc Drilling Holdings LLC
Machinery – 3.7%
Term Debt
$16.06M
$15.90M
$159.0K
+7.00%
Freedom Dental Management, Inc.
Healthcare, Education, and Childcare – 46.6%
Term Debt
$15.15M
$15.00M
$150.0K
+9.50%
Eegee Acquisition Corp.
Beverage, Food, and Tobacco – 3.0%
Line of Credit
$14.50M
$14.50M
$0.00
+7.00%
Imperative Holdings Corporation
Oil and Gas – 3.0%
Term Debt
$14.27M
$14.20M
$65.0K
+9.80%
Unirac Holdings, Inc.
Diversified/Conglomerate Manufacturing – 25.3%
Term Debt
$14.14M
$13.94M
$194.0K
+6.50%
Viva Railings, LLC
Diversified/Conglomerate Manufacturing – 25.3%
Term Debt
$13.66M
$13.66M
$0.00
+6.40%
Quality Environmental Midco, Inc.
Diversified/Conglomerate Service – 23.0%
Term Debt
$13.16M
$13.03M
$130.0K
RF Technologies, LLC
Diversified/Conglomerate Service – 23.0%
Term Debt
$12.67M
$12.60M
$74.0K
+6.70%
Torrent Photonics Holdco LLC
Diversified/Conglomerate Manufacturing – 25.3%
Term Debt #1
$12.32M
$12.20M
$122.0K
+9.50%
Zero Case Holding Inc.
Diversified/Conglomerate Manufacturing – 2.6%
Term Debt
$11.94M
$12.00M
-$59.0K
+6.40%
Wings ‘N More Restaurants LLC
Beverage, Food, and Tobacco – 7.2%
Term Debt
$10.61M
$10.50M
$105.0K
+7.30%
Alsay Incorporated
Diversified/Conglomerate Service – 2.1%
Term Debt
$10.00M
$10.00M
$0.00
Flexible Technology Solutions, LLC
Diversified/Conglomerate Service – 1.9%
Term Debt
$9.00M
$9.00M
$0.00
Defiance Integrated Technologies, Inc.
Automobile– 1.8%
Term Debt
$8.79M
$8.79M
$0.00
+9.60%
Arc Drilling Holdings LLC
Machinery – 1.8%
Common Stock
$8.61M
$5.33M
$3.27M
Pan-Am Dental, LLC
Healthcare, Education, and Childcare – 1.9%
Preferred Stock
$6.56M
$5.91M
$653.0K
Giving Home Health Care, LLC
Healthcare, Education, and Childcare – 1.7%
Common Stock
$5.91M
Encore Dredging Holdings, LLC
Diversified/Conglomerate Service – 1.2%
Preferred Stock
$5.81M
$3.84M
$1.97M
Alsay Incorporated
Diversified/Conglomerate Service – 1.1%
Preferred Stock
$5.47M
$5.00M
$470.0K
TNCP Intermediate HoldCo, LLC
Printing and Publishing – 1.1%
Common Equity Units
$5.37M
$500.0K
$4.87M
Gladstone Alternative Income Fund
Finance – 1.1%
Common Stock
$5.08M
$5.00M
$75.0K
Tube Bending Technology, LLC
Diversified/Conglomerate Manufacturing – 7.8%
Term Debt
$4.97M
$5.00M
-$28.0K
Lonestar EMS, LLC
Diversified/Conglomerate Manufacturing – 5.0%
Term Debt
$4.45M
$4.41M
$41.0K
Dutch Gold Honey, Inc.
Beverage, Food, and Tobacco – 1.2%
Common Stock
$3.71M
$900.0K
$2.81M
Canopy Safety Brands, LLC
Personal and Non-Durable Consumer Products (Manufacturing Only) – 0.7%
Common Stock
$3.44M
$800.0K
$2.63M
Quality Environmental Midco, Inc.
Diversified/Conglomerate Service – 1.1%
Preferred Equity
$2.83M
$3.00M
-$173.0K
Technical Resource Management, LLC
Healthcare, Education, and Childcare – 5.4%
Line of Credit #1
$2.77M
$3.11M
-$337.0K
+10.50%
Axios Industrial Group, LLC
Diversified/Conglomerate Service – 23.0%
Term Debt #2
$2.73M
$2.73M
$0.00
B+T Group Acquisition, Inc.
Telecommunications – 0.7%
Term Debt
$2.73M
$6.00M
-$3.27M
+2.00%
Sicilian Oven Restaurants LLC
Beverage, Food, and Tobacco – 0.6%
Preferred Stock
$2.69M
$2.69M
$0.00
Imperative Holdings Corporation
Oil and Gas – 0.5%
Preferred Equity Units
$2.46M
$488.0K
$1.97M
HH-Inspire Acquisition, Inc.
Healthcare, Education, and Childcare – 1.9%
Preferred Stock
$2.43M
$2.60M
-$175.0K
Torrent Photonics Holdco LLC
Diversified/Conglomerate Manufacturing – 0.5%
Preferred Stock
$2.42M
$2.65M
-$232.0K
Flexible Technology Solutions, LLC
Diversified/Conglomerate Service – 1.1%
Preferred Stock
$2.25M
$2.25M
$0.00
GSM MidCo LLC
Healthcare, Education, and Childcare – 1.7%
Common Stock
$2.19M
$767.0K
$1.42M
Eegee Acquisition Corp.
Beverage, Food, and Tobacco – 0.5%
Common Stock
$2.17M
$8.50M
-$6.33M
Lonestar EMS, LLC
Diversified/Conglomerate Manufacturing – 0.5%
Common Units
$2.16M
$6.75M
-$4.59M
Triple H Food Processors, LLC
Beverage, Food, and Tobacco – 1.2%
Common Stock
$1.93M
$250.0K
$1.68M
Snif-Snax, LLC
Personal, Food, and Miscellaneous Services – 0.4%
Preferred Stock
$1.91M
$1.50M
$409.0K
Arc Drilling Holdings LLC
Machinery – 3.7%
Line of Credit
$1.80M
$1.80M
$0.00
+7.00%
HH-Inspire Acquisition, Inc.
Healthcare, Education, and Childcare – 46.6%
Line of Credit
$1.73M
$1.87M
-$142.0K
+8.00%
Total Access Elevator, LLC
Diversified/Conglomerate Service – 23.0%
Delayed Draw Term Loan #1
$1.60M
$1.60M
$0.00
+6.30%
Engineering Manufacturing Technologies, LLC
Diversified/Conglomerate Manufacturing – 5.0%
Line of Credit
$1.51M
$1.95M
-$440.0K
+8.30%
Zero Case Holding Inc.
Diversified/Conglomerate Manufacturing – 0.3%
Common Stock
$1.38M
$1.00M
$382.0K
Total Access Elevator, LLC
Diversified/Conglomerate Service – 0.4%
Common Stock
$1.37M
$750.0K
$620.0K
GFRC 360, LLC
Buildings and Real Estate – 0.5%
Line of Credit
$1.35M
$1.35M
$0.00
+8.00%
NeoGraf Solutions LLC
Diversified/Conglomerate Manufacturing – 0.5%
Common Stock
$1.19M
$2.00M
-$808.0K
OCI, LLC
Diversified/Conglomerate Manufacturing – 0.5%
Common Units
$1.12M
$1.11M
$13.0K
WorkforceQA, LLC
Diversified/Conglomerate Service – 23.0%
Line of Credit
$1.10M
$1.10M
$0.00
+6.30%
Technical Resource Management, LLC
Healthcare, Education, and Childcare – 5.4%
Line of Credit #2
$1.09M
$1.23M
-$133.0K
+10.50%
Unirac Holdings, Inc.
Diversified/Conglomerate Manufacturing – 25.3%
Delayed Draw Term Loan
$1.05M
$1.05M
$0.00
+6.50%
GFRC 360, LLC
Buildings and Real Estate – 0.5%
Term Debt
$1.00M
$1.00M
$0.00
+8.00%
NeoGraf Solutions LLC
Diversified/Conglomerate Manufacturing – 25.3%
Line of Credit
$1.00M
$1.00M
$0.00
+7.00%
Ohio Armor Holdings, LLC
Aerospace and Defense – 0.2%
Common Equity
$1.00M
$1.00M
$0.00
Canopy Safety Brands, LLC
Personal and Non-Durable Consumer Products (Manufacturing Only) – 0.2%
Preferred Stock
$926.0K
$500.0K
$426.0K
B+T Group Acquisition, Inc.
Telecommunications – 0.7%
Line of Credit #1
$600.0K
$1.32M
-$720.0K
+2.00%
WorkforceQA, LLC
Diversified/Conglomerate Service – 0.4%
Common Stock
$539.0K
$532.0K
$7.0K
GFRC 360, LLC
Buildings and Real Estate – 0.1%
Preferred Stock
$531.0K
$1.02M
-$494.0K
Torrent Photonics Holdco LLC
Diversified/Conglomerate Manufacturing – 25.3%
Term Debt #2
$505.0K
$500.0K
$5.0K
+9.50%
Torrent Photonics Holdco LLC
Diversified/Conglomerate Manufacturing – 25.3%
Term Debt #3
$500.0K
$500.0K
$0.00
Edge Adhesives Holdings, Inc.
Diversified/Conglomerate Manufacturing – 0.0%
Term Debt
$468.0K
$6.14M
-$5.67M
Sea Link International IRB, Inc.
Automobile – 0.1%
Preferred Stock
$271.0K
$98.0K
$173.0K
Triple H Food Processors, LLC
Beverage, Food, and Tobacco – 0.6%
Preferred Stock
$206.0K
$75.0K
$131.0K
B+T Group Acquisition, Inc.
Telecommunications – 0.7%
Line of Credit #2
$205.0K
$450.0K
-$245.0K
+2.00%
Sea Link International IRB, Inc.
Automobile – 0.0%
Common Equity Units
$201.0K
$823.0K
-$622.0K
Salt & Straw, LLC
Beverage, Food, and Tobacco – 1.2%
Common Warrant
$186.0K
Total Safety Holdings, LLC
Oil and Gas – 0.0%
Common Equity
$22.0K
$499.0K
-$477.0K
Frontier Financial Group Inc.
Diversified/Conglomerate Service – 0.0%
Convertible Debt
$16.0K
$198.0K
-$182.0K
ALS Education, LLC
Healthcare, Education, and Childcare – 46.6%
Line of Credit
+6.00%
ALS Education, LLC
Healthcare, Education, and Childcare – 46.6%
Delayed Draw Term Loan
+6.00%
B+T Group Acquisition, Inc
Telecommunications – 0.0%
Preferred Stock
$2.02M
Defiance Integrated Technologies, Inc.
Automobile– 0.0%
Common Stock
$581.0K
Edge Adhesives Holdings, Inc.
Diversified/Conglomerate Manufacturing – 0.0%
Preferred Stock
$5.47M
Edge Adhesives Holdings, Inc.(L)
Term Debt
+5.50%
Engineering Manufacturing Technologies, LLC
Diversified/Conglomerate Manufacturing – 0.5%
Common Stock
$3.00M
FES Resources Holdings LLC
Oil and Gas – 0.0%
Term Debt
$213.0K
First Citizens Premium Money Market Savings
CASH EQUIVALENTS - 0.3%
Common Equity
3.25%
Foodservices Brand Group, LLC
Home and Office Furnishings, Housewares and Durable Consumer Products – 6.3%
Line of Credit
+6.50%
Frontier Financial Group Inc.
Diversified/Conglomerate Service – 1.1%
Preferred Stock
$500.0K
RF Technologies, LLC
Diversified/Conglomerate Service – 23.0%
Line of Credit
+6.70%
Technical Resource Management, LLC
Healthcare, Education, and Childcare – 0.0%
Common Stock
$2.00M
Technical Resource Management, LLC
Healthcare, Education, and Childcare – 0.0%
Common Warrants
Total Access Elevator, LLC
Diversified/Conglomerate Service – 23.0%
Line of Credit
+6.30%
Total Access Elevator, LLC
Diversified/Conglomerate Service – 23.0%
Delayed Draw Term Loan #2
+6.30%
Turn Key Health Clinics, LLC
Healthcare, Education, and Childcare – 46.6%
Line of Credit
+6.80%
Unirac Holdings, Inc.
Diversified/Conglomerate Manufacturing – 25.3%
Line of Credit
+6.50%
Viron International Corp.
Diversified/Conglomerate Manufacturing – 0.5%
Common Stock
$15.0K
Viva Railings, LLC
Diversified/Conglomerate Manufacturing – 25.3%
Line of Credit
+6.40%
WB Xcel Holdings, LLC
Personal and Non-Durable Consumer Products (Manufacturing Only) – 0.0%
Preferred Stock
$2.75M
Wings ‘N More Restaurants LLC
Beverage, Food, and Tobacco – 7.2%
Line of Credit
+7.30%
Wings ‘N More Restaurants LLC
Beverage, Food, and Tobacco – 7.2%
Delayed Draw Term Loan
+7.30%
Zero Case Holding Inc.
Diversified/Conglomerate Manufacturing – 2.6%
Line of Credit
+6.40%