BDCinfo / GLAD /10-Q · 2025-06-30

GLAD · 10-Q

2025-06-30 View source on SEC.gov →
Gladstone Capital · filed 2025-08-04
Total Fair Value
$742.92M
107 holdings
Unrealized P/L
-$19.66M
-2.58% vs cost
W. Avg Spread
+7.77%
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
$743M
Total Fair Value
  • Healthcare, Education, and Childcare – 43.5%27.8%
  • Diversified/Conglomerate Manufacturing – 22.1%14.1%
  • Diversified/Conglomerate Service – 20.7%13.2%
  • Diversified/Conglomerate Manufacturing – 7.9%5.0%
  • Healthcare, Education, and Childcare – 5.7%3.7%
  • Healthcare, Education, and Childcare – 4.9%3.1%
  • Beverage, Food, and Tobacco – 4.5%2.9%
  • Cargo Transportation – 4.2%2.7%
  • Diversified/Conglomerate Manufacturing – 4.7%2.5%
  • Automobile – 3.8%2.4%
  • Other industries22.7%
Spread Distribution
Floating-rate debt holdings by 50bp spread bucket
All holdings
Sortable, click headers to re-sort
107 of 107
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Altior Healthcare, LLC
Healthcare, Education, and Childcare – 43.5%
Term Debt
$46.00M
$46.00M
$0.00
+6.50%
Vet's Choice Radiology LLC
Healthcare, Education, and Childcare – 43.5%
Term Debt
$42.39M
$42.75M
-$359.0K
+8.00%
Giving Home Health Care, LLC
Healthcare, Education, and Childcare – 43.5%
Term Debt
$34.92M
$34.85M
$69.0K
+6.30%
ALS Education, LLC
Healthcare, Education, and Childcare – 43.5%
Term Debt
$30.95M
$30.80M
$154.0K
+6.80%
Springfield, Inc.
Diversified/Conglomerate Manufacturing – 7.9%
Term Debt
$30.00M
$30.00M
$0.00
+11.10%
Leadpoint Business Services, LLC
Diversified/Conglomerate Service – 20.7%
Term Debt
$28.40M
$28.12M
$281.0K
+8.50%
NeoGraf Solutions LLC
Diversified/Conglomerate Manufacturing – 22.1%
Term Debt
$27.50M
$27.50M
$0.00
+7.00%
Pan-Am Dental, LLC
Healthcare, Education, and Childcare – 4.9%
Term Debt
$23.06M
$23.00M
$60.0K
Technical Resource Management, LLC
Healthcare, Education, and Childcare – 5.7%
Term Debt
$23.06M
$23.84M
-$778.0K
+10.50%
RPM Freight Systems, LLC
Cargo Transportation – 4.2%
Term Debt
$20.00M
$20.00M
$0.00
+7.70%
Viron International Corp.
Diversified/Conglomerate Manufacturing – 22.1%
Term Debt
$18.88M
$19.11M
-$227.0K
+7.00%
HH-Inspire Acquisition, Inc.
Healthcare, Education, and Childcare – 43.5%
Term Debt
$18.19M
$19.76M
-$1.57M
+8.00%
WorkforceQA, LLC
Diversified/Conglomerate Service – 20.7%
Term Debt #1
$17.96M
$17.92M
$43.0K
+6.30%
Dutch Gold Honey, Inc.
Beverage, Food, and Tobacco – 4.5%
Term Debt
$17.88M
$18.00M
-$122.0K
+7.50%
Turn Key Health Clinics, LLC
Healthcare, Education, and Childcare – 43.5%
Term Debt
$17.50M
$17.50M
$0.00
+7.30%
Engineering Manufacturing Technologies, LLC
Diversified/Conglomerate Manufacturing – 4.7%
Term Debt
$17.37M
$22.89M
-$5.52M
+8.30%
OCI, LLC
Diversified/Conglomerate Manufacturing – 22.1%
Term Debt #1
$16.50M
$16.50M
$0.00
+7.50%
Arc Drilling Holdings LLC
Machinery – 3.7%
Term Debt
$16.32M
$16.00M
$320.0K
+6.80%
Imperative Holdings Corporation
Oil and Gas – 3.3%
Term Debt
$15.77M
$15.69M
$80.0K
+9.80%
Ohio Armor Holdings, LLC
Aerospace and Defense – 3.3%
Term Debt
$15.68M
$15.68M
$0.00
+8.00%
Axios Industrial Group, LLC
Diversified/Conglomerate Service – 20.7%
Term Debt #1
$15.36M
$16.11M
-$748.0K
+11.60%
Freedom Dental Management, Inc.
Healthcare, Education, and Childcare – 43.5%
Term Debt
$14.78M
$15.00M
-$219.0K
+7.30%
Unirac Holdings, Inc.
Diversified/Conglomerate Manufacturing – 22.1%
Term Debt
$14.51M
$14.27M
$243.0K
+6.50%
Viva Railings, LLC
Diversified/Conglomerate Manufacturing – 22.1%
Term Debt
$13.84M
$13.88M
-$36.0K
+6.40%
Sea Link International IRB, Inc.
Automobile – 3.8%
Term Debt #1
$13.65M
$13.65M
$0.00
Quality Environmental Midco, Inc.
Diversified/Conglomerate Service – 20.7%
Term Debt
$13.26M
$13.00M
$260.0K
Eegee Acquisition Corp.
Beverage, Food, and Tobacco – 2.7%
Line of Credit
$12.75M
$12.75M
$0.00
+7.00%
RF Technologies, LLC
Diversified/Conglomerate Service – 20.7%
Term Debt
$12.60M
$12.60M
$0.00
+6.30%
Torrent Photonics Holdco LLC
Diversified/Conglomerate Manufacturing – 22.1%
Term Debt #1
$11.68M
$11.56M
$116.0K
+9.50%
Wings ‘N More Restaurants LLC
Beverage, Food, and Tobacco – 2.2%
Term Debt
$10.46M
$10.50M
-$40.0K
+6.80%
Defiance Integrated Technologies, Inc.
Automobile– 1.9%
Term Debt
$8.79M
$8.79M
$0.00
+9.60%
Arc Drilling Holdings LLC
Machinery – 1.8%
Common Stock
$8.44M
$5.33M
$3.10M
Total Access Elevator, LLC
Diversified/Conglomerate Service – 20.7%
Term Debt
$6.63M
$6.50M
$130.0K
+6.90%
Encore Dredging Holdings, LLC
Diversified/Conglomerate Service – 1.4%
Preferred Stock
$6.60M
$3.84M
$2.76M
Pan-Am Dental, LLC
Healthcare, Education, and Childcare – 1.8%
Preferred Stock
$6.28M
$5.91M
$369.0K
Lonestar EMS, LLC
Diversified/Conglomerate Manufacturing – 1.2%
Common Units
$5.59M
$6.75M
-$1.16M
TNCP Intermediate HoldCo, LLC
Printing and Publishing – 1.1%
Common Equity Units
$5.45M
$500.0K
$4.95M
Giving Home Health Care, LLC
Healthcare, Education, and Childcare – 1.6%
Common Stock
$5.44M
Eegee Acquisition Corp.
Beverage, Food, and Tobacco – 1.1%
Common Stock
$5.17M
$8.50M
-$3.33M
Gladstone Alternative Income Fund
Finance – 1.1%
Common Stock
$5.01M
$5.00M
$10.0K
Tube Bending Technology, LLC
Diversified/Conglomerate Manufacturing – 7.9%
Term Debt
$4.93M
$5.00M
-$67.0K
Lonestar EMS, LLC
Diversified/Conglomerate Manufacturing – 1.2%
Term Debt
$4.20M
$4.15M
$53.0K
Sea Link International IRB, Inc.
Automobile – 3.8%
Term Debt #2
$4.14M
$4.14M
$0.00
Quality Environmental Midco, Inc.
Diversified/Conglomerate Service – 0.9%
Preferred Equity
$4.13M
$3.00M
$1.13M
Canopy Safety Brands, LLC
Personal and Non-Durable Consumer Products (Manufacturing Only) – 0.8%
Common Stock
$3.75M
$800.0K
$2.95M
8th Avenue Food & Provisions, Inc.
Beverage, Food, and Tobacco – 4.5%
Term Debt
$3.68M
$3.68M
$0.00
+6.80%
Sokol & Company Holdings, LLC
Beverage, Food, and Tobacco – 1.2%
Common Stock
$3.19M
$450.0K
$2.74M
Technical Resource Management, LLC
Healthcare, Education, and Childcare – 5.7%
Line of Credit #1
$2.94M
$3.04M
-$99.0K
+10.50%
Imperative Holdings Corporation
Oil and Gas – 0.5%
Preferred Equity Units
$2.61M
$488.0K
$2.12M
Torrent Photonics Holdco LLC
Diversified/Conglomerate Manufacturing – 0.5%
Preferred Stock
$2.60M
$2.65M
-$51.0K
B+T Group Acquisition, Inc.
Telecommunications – 0.7%
Term Debt
$2.48M
$6.00M
-$3.52M
+2.00%
OCI, LLC
Diversified/Conglomerate Manufacturing – 7.9%
Term Debt #2
$2.39M
$2.28M
$117.0K
Axios Industrial Group, LLC
Diversified/Conglomerate Service – 20.7%
Term Debt #2
$2.37M
$2.48M
-$115.0K
HH-Inspire Acquisition, Inc.
Healthcare, Education, and Childcare – 1.8%
Preferred Stock
$2.07M
$2.60M
-$532.0K
GSM MidCo LLC
Healthcare, Education, and Childcare – 1.6%
Common Stock
$2.06M
$767.0K
$1.30M
Triple H Food Processors, LLC
Beverage, Food, and Tobacco – 1.2%
Common Stock
$1.70M
$250.0K
$1.45M
HH-Inspire Acquisition, Inc.
Healthcare, Education, and Childcare – 43.5%
Line of Credit
$1.70M
$1.85M
-$155.0K
+8.00%
NeoGraf Solutions LLC
Diversified/Conglomerate Manufacturing – 0.3%
Common Stock
$1.44M
$2.00M
-$561.0K
GFRC 360, LLC
Buildings and Real Estate – 0.5%
Line of Credit
$1.35M
$1.35M
$0.00
+8.00%
Total Access Elevator, LLC
Diversified/Conglomerate Service – 0.4%
Common Stock
$1.30M
$750.0K
$546.0K
Ohio Armor Holdings, LLC
Aerospace and Defense – 0.3%
Common Equity
$1.29M
$1.00M
$294.0K
Technical Resource Management, LLC
Healthcare, Education, and Childcare – 5.7%
Line of Credit #2
$1.16M
$1.20M
-$39.0K
+10.50%
WorkforceQA, LLC
Diversified/Conglomerate Service – 20.7%
Line of Credit
$1.10M
$1.10M
$0.00
+6.30%
Unirac Holdings, Inc.
Diversified/Conglomerate Manufacturing – 22.1%
Delayed Draw Term Loan
$1.08M
$1.08M
$0.00
+6.50%
Arc Drilling Holdings LLC
Machinery – 3.7%
Line of Credit
$1.07M
$1.07M
$0.00
+6.80%
GFRC 360, LLC
Buildings and Real Estate – 0.5%
Term Debt
$1.00M
$1.00M
$0.00
+8.00%
Canopy Safety Brands, LLC
Personal and Non-Durable Consumer Products (Manufacturing Only) – 0.2%
Preferred Stock
$987.0K
$500.0K
$487.0K
Engineering Manufacturing Technologies, LLC
Diversified/Conglomerate Manufacturing – 4.7%
Line of Credit
$835.0K
$1.10M
-$265.0K
+8.30%
Dutch Gold Honey, Inc.
Beverage, Food, and Tobacco – 1.2%
Common Stock
$818.0K
$900.0K
-$82.0K
B+T Group Acquisition, Inc.
Telecommunications – 0.7%
Line of Credit #1
$545.0K
$1.32M
-$775.0K
+2.00%
Torrent Photonics Holdco LLC
Diversified/Conglomerate Manufacturing – 22.1%
Term Debt #2
$505.0K
$500.0K
$5.0K
+9.50%
Quality Environmental Midco, Inc.
Diversified/Conglomerate Service – 20.7%
Line of Credit
$500.0K
$500.0K
$0.00
WorkforceQA, LLC
Diversified/Conglomerate Service – 0.4%
Common Stock
$495.0K
$532.0K
-$37.0K
Unirac Holdings, Inc.
Diversified/Conglomerate Manufacturing – 22.1%
Line of Credit
$367.0K
$367.0K
$0.00
+6.50%
Sea Link International IRB, Inc.
Automobile – 0.1%
Common Equity Units
$316.0K
$823.0K
-$507.0K
Edge Adhesives Holdings, Inc.
Diversified/Conglomerate Manufacturing – 0.1%
Term Debt
$245.0K
$6.14M
-$5.89M
+5.50%
Sea Link International IRB, Inc.
Automobile – 0.1%
Preferred Stock
$244.0K
$98.0K
$146.0K
Triple H Food Processors, LLC
Beverage, Food, and Tobacco – 0.0%
Preferred Stock
$190.0K
$75.0K
$115.0K
B+T Group Acquisition, Inc.
Telecommunications – 0.7%
Line of Credit #2
$186.0K
$450.0K
-$264.0K
+2.00%
Salt & Straw, LLC
Beverage, Food, and Tobacco – 1.2%
Common Warrant
$155.0K
Total Safety Holdings, LLC
Oil and Gas – 0.0%
Common Equity
$89.0K
$499.0K
-$410.0K
Leeds Novamark Capital I, L.P.
Healthcare, Education, and Childcare – 1.6%
Limited Partnership Interest
$36.0K
Frontier Financial Group Inc.
Diversified/Conglomerate Service – 0.0%
Convertible Debt
$20.0K
$198.0K
-$178.0K
ALS Education, LLC
Healthcare, Education, and Childcare – 43.5%
Line of Credit
+6.80%
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
Engineering Manufacturing Technologies, LLC
Diversified/Conglomerate Manufacturing – 1.2%
Common Stock
$3.00M
FES Resources Holdings LLC
Oil and Gas – 0.0%
Term Debt
$325.0K
FES Resources Holdings LLC
Oil and Gas – 0.5%
Preferred Equity Units
$6.35M
FES Resources Holdings LLC
Oil and Gas – 0.0%
Common Equity Units
Frontier Financial Group Inc.
Diversified/Conglomerate Service – 0.9%
Preferred Stock
$500.0K
Frontier Financial Group Inc.
Diversified/Conglomerate Service – 0.9%
Preferred Stock Warrant
GFRC 360, LLC
Buildings and Real Estate – 0.0%
Preferred Stock
$1.02M
NeoGraf Solutions LLC
Diversified/Conglomerate Manufacturing – 22.1%
Line of Credit
+7.00%
OCI, LLC
Diversified/Conglomerate Manufacturing – 0.3%
Common Units
RF Technologies, LLC
Diversified/Conglomerate Service – 20.7%
Line of Credit
+6.30%
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 – 20.7%
Line of Credit
+6.90%
Total Access Elevator, LLC
Diversified/Conglomerate Service – 20.7%
Delayed Draw Term Loan
+6.90%
Turn Key Health Clinics, LLC
Healthcare, Education, and Childcare – 43.5%
Line of Credit
+7.30%
Viron International Corp.
Diversified/Conglomerate Manufacturing – 0.3%
Common Stock
$15.0K
Viva Railings, LLC
Diversified/Conglomerate Manufacturing – 22.1%
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 – 2.2%
Line of Credit
+6.80%
Wings ‘N More Restaurants LLC
Beverage, Food, and Tobacco – 2.2%
Delayed Draw Term Loan
+6.80%