Consensus lender mark moved from 99 to 77 cents on cost at 2026-06-30

Why now: State NEW at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-06.

Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.

funded debt at cost held by BDC lenders

$39.1M known

basis KNOWN

State

New

Historical signal

2.38x subsequent non accrual rate vs population

median 139 days of warning

Lenders

3

Sponsor

Leonard Green & Partners, L.P.

Confidence

0.90

3 BDC lender(s) hold $39M of funded debt at cost; sponsor Leonard Green & Partners, L.P. through the 40-of-40 name bridge. Borrowers this screen flags reached non-accrual at 2.38x the population rate within a year, median warning 139.0 days (stage-6 harness, non-accrual outcome). Non-accrual is the lender's own determination, not a court's: this is a mark signal, not a default prediction.

DFX product: Credit Attention / portfolio monitor

• Craig William Packer · Co-President · BLUE OWL CREDIT ADVISORS LLC
• Douglas Irving Ostrover · Co-Chief Executive Officer · BLUE OWL CREDIT ADVISORS LLC
• Marc Steven Lipschultz · Co-Chief Executive Officer · BLUE OWL CREDIT ADVISORS LLC