Reading the graph
ASP Unifrax Holdings, Inc · borrower
a detector's reading of facts over time and relationships; a reading, not a fact
Consensus lender mark moved from 59 to 54 cents on cost at 2026-06-30, the 2th consecutive quarter the screen fired
Why now: State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-14.
Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.
2 BDC lender(s) hold $35M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 2.53x the population rate within a year, median warning 138 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
the next quarter's consensus mark recovers; the facility is repaid or refinanced
Rank 60.6: consequence 5, commercial 5, timeliness 4, novelty 4, confidence 4, magnitude 2, affected 3, actionability 4, measured lift 2.53
State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-13.
Family credit.tranche_markdown_intensified · sellable · computed today
State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-13.
State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-14.
State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-12.
State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-14.
State INTENSIFIED at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-12.