The capital structure graph behind private markets. Who lent, to whom, under which sponsor, through which facility, how large the piece was, when it matures and what changed, with a filing behind every number. A BDC piece is that BDC's piece, a sum of pieces is a lower bound, and a sponsor is named with the evidence that names it.

BDC portfolio

Msc Income Fund, Inc.

BDCMSIFCIK 1535778file 814-00939HOUSTON, TXmanaged by MSC ADVISER I, LLC
Fair value
$1.0B
as of Jun 30, 2026
Principal held
$1.0B
debt pieces, the filer's figure
Cost
$1.1B
98c on cost
Unfunded
$115M
commitments not yet drawn
Positions
578
153 borrowers
First lien
n/a
89% debt by fair value
Quarters on the tape
19
since Dec 31, 2021
Facilities held
319
16 sponsors financed
Portfolio through time
Fair value by quarter end$1.0B as of Jun 30, 2026
Dec 31, 2021$431M then
QuarterFair valueBorrowersOn costPIK pos.Avg spread
Jun 30, 2026$1.0B15394c85656 bp
Mar 31, 2026$1.0B15195c70651 bp
Dec 31, 2025$1.4B157102c68654 bp
Sep 30, 2025$920M15395c69671 bp
Jun 30, 2025$964M15595c55686 bp
Mar 31, 2025$1.0B15895c60686 bp
Dec 31, 2024$2.5B163112c108711 bp
Sep 30, 2024$854M16194c59707 bp
Jun 30, 2024$835M15995c50697 bp
Mar 31, 2024$802M15395c43692 bp
Dec 31, 2023$1.5B161160c41702 bp
Sep 30, 2023$798M15793c45702 bp
Jun 30, 2023$783M15593c41692 bp
Mar 31, 2023$782M15191c41700 bp
Dec 31, 2022$1.2B150125c30674 bp
Sep 30, 2022n/a39n/a0n/a
Jun 30, 2022n/a39n/a0n/a
Mar 31, 2022n/a39n/a0n/a
Dec 31, 2021$431M42n/a0n/a

Each quarter end is the schedule as filed for that instant; a restated year end is taken from the latest filing that carries it.

Sponsors financed
No borrower on this schedule has a sponsor attribution yet.

Counted at BDC level here; the adviser page counts across every BDC it manages. A sponsor named by Form D signer consensus is an inference.

What changed
Every position change, including routine ones
Largest facilities held, with co-lenders
Schedule of investments at Jun 30, 2026
578 positions
BorrowerInstrumentPrincipalFair valueRateMaturity
South Coast Terminals Holdings, LLCterm loan lien unstated$32.1M$32.1M
100c
S+500 bpAug 8, 2029
Electro Technical Industries, LLCterm loan lien unstated$24.2M$24.2M
102c
S+550 bpMar 31, 2030
Mission Critical Groupterm loan lien unstated$24.1M$24.1M
101c
S+525 bpOct 1, 2030
Airo Purchaser, Inc.term loan lien unstated$22.3M$22.3M
101c
S+525 bpAug 1, 2030
MCT Purchaserco Holding Inc.term loan lien unstated$21.5M$21.5M
101c
S+550 bpDec 2, 2030
Logix Acquisition Company, LLCterm loan lien unstated$20.7M$20.7M
101c
S+700 bp
PIK 1.25%
Dec 31, 2028
UPS Intermediate, LLCterm loan lien unstated$19.2M$19.2M
101c
S+650 bpJul 29, 2029
Gamber-Johnson Holdings, LLCterm loan lien unstated$18.7M$18.7M
100c
S+750 bpJan 1, 2028
Mission Critical Groupequity equityn/a$18.0M
3376c
PavCon LLCterm loan lien unstated$17.5M$17.3M
101c
S+550 bpJan 2, 2031
Creative Foam Corporationterm loan lien unstated$16.6M$16.6M
101c
S+700 bpJun 27, 2029
Hornblower Sub, LLCterm loan lien unstated$16.5M$16.5M
101c
S+550 bp
PIK 1.50%
Jul 3, 2029
Pro-Max Restoration & Paint, LLCterm loan lien unstated$16.1M$16.0M
100c
S+575 bpApr 24, 2031
Behavior Development Group Holdingsterm loan lien unstated$15.9M$15.9M
101c
S+600 bpDec 17, 2030
Insight Borrower Corporationterm loan lien unstated$16.5M$15.0M
92c
S+625 bpJul 19, 2029
GradeEight Corp.term loan lien unstated$14.3M$14.2M
101c
S+750 bpOct 4, 2029
Integral Energy Servicesterm loan lien unstated$14.3M$13.9M
98c
S+750 bpAug 20, 2027
Auria Space, LLCterm loan lien unstated$13.8M$13.8M
101c
S+500 bpDec 31, 2030
Invincible Boat Company, LLC.term loan lien unstated$17.4M$13.3M
76c
S+750 bp
PIK 11.29%
Mar 31, 2029
Horwitz Holdings, LLCterm loan lien unstated$13.2M$13.0M
100c
S+550 bpJun 30, 2031
Auria Space, LLCterm loan lien unstated$12.9M$12.9M
101c
S+500 bpDec 31, 2030
Titan Meter Midco Corp.term loan lien unstated$12.9M$12.9M
102c
S+650 bpMar 11, 2029
RA Outdoors LLCterm loan lien unstated$15.3M$12.7M
83c
S+675 bp
PIK 10.58%
Jun 30, 2027
Iron-Main Investments, LLCterm loan lien unstated$12.9M$12.6M
100c
13.00%Jun 30, 2031
AGS American Glass Services Acquisition, LLCterm loan lien unstated$12.6M$12.5M
100c
S+550 bpJul 24, 2031
Vitesse Systemsterm loan lien unstated$12.2M$12.2M
101c
S+700 bpDec 22, 2028
Computer Data Source, LLCterm loan lien unstated$18.4M$12.0M
65c
S+1025 bp
PIK 14.05%
Aug 6, 2026
Obra Capital, Inc.term loan lien unstated$11.8M$11.8M
103c
S+750 bp
PIK 0.50%
Jun 21, 2029
Hawk Ridge Systems, LLCterm loan lien unstated$10.9M$10.9M
101c
12.00%Jan 15, 2029
UBM AcquireCo LLCterm loan lien unstated$10.7M$10.5M
100c
10.00%Dec 20, 2030
Creative Foam Corporationterm loan lien unstated$10.4M$10.4M
101c
S+700 bpJun 27, 2029
Nello Industries Investco, LLCterm loan lien unstated$10.3M$10.3M
100c
13.00%Jun 4, 2029
Chamberlin Holding LLCterm loan lien unstated$10.3M$10.3M
101c
S+800 bpFeb 26, 2029
Core Transformersterm loan lien unstated$10.0M$10.0M
102c
S+500 bpSep 23, 2031
ArborWorks, LLCpreferred equity equityn/a$9.7M
131c
Richardson Sales Solutionsterm loan lien unstated$9.6M$9.6M
101c
S+500 bpAug 24, 2028
Winter Services LLCterm loan lien unstated$9.1M$9.1M
101c
S+700 bpNov 19, 2027
Winter Services LLCterm loan lien unstated$9.1M$9.1M
101c
S+900 bpNov 19, 2027
Direct Marketing Solutions, Inc.term loan lien unstated$8.7M$8.7M
102c
14.00%Feb 28, 2031
Garyline, LLCterm loan lien unstated$8.4M$8.4M
101c
S+725 bpOct 14, 2027
Coregistics Buyer LLCterm loan lien unstated$8.5M$8.2M
98c
S+675 bpJun 28, 2029
Hybrid Promotions, LLCterm loan lien unstated$8.0M$8.0M
101c
S+825 bpDec 31, 2027
Ignite Visibility LLCterm loan lien unstated$7.9M$7.9M
101c
S+500 bpDec 1, 2028
Ignite Visibility LLCterm loan lien unstated$7.9M$7.9M
101c
S+700 bpDec 1, 2028
Trantech Radiator Topco, LLCterm loan lien unstated$7.8M$7.8M
102c
13.50%May 31, 2031
FCC Intermediate Holdco, LLCterm loan lien unstated$7.6M$7.6M
109c
13.00%May 29, 2029
Rug Doctor, LLC.term loan lien unstated$7.4M$7.4M
100c
S+550 bpMay 16, 2028
American Health Staffing Group, Inc.term loan lien unstated$6.7M$6.7M
100c
S+525 bpNov 19, 2028
CQ Fluency, LLCterm loan lien unstated$6.7M$6.7M
101c
S+650 bpJun 27, 2027
Escalent, Inc.term loan lien unstated$6.6M$6.6M
101c
S+600 bpApr 7, 2029
Hawk Ridge Systems, LLCpreferred equity equityn/a$6.6M
923c
South Coast Terminals Holdings, LLCterm loan lien unstated$6.5M$6.5M
101c
S+500 bpAug 8, 2029
IG Parent Corporationterm loan lien unstated$6.1M$6.1M
100c
S+575 bpJul 30, 2028
Brightwood Capital Fund Investmentsequity equityn/a$6.0M
94c
Inspire Aesthetics Management, LLCterm loan lien unstated$6.3M$5.9M
95c
S+950 bp
PIK 1.50%
Apr 3, 2028
PrimeFlight Aviation Services | Secured Debt 8term loan lien unstated$5.9M$5.9M
101c
S+475 bpMay 1, 2029
Core Transformersequity equityn/a$5.8M
582c
PrimeFlight Aviation Services | Secured Debt 1term loan lien unstated$5.8M$5.8M
102c
S+550 bpMay 1, 2029
ZRG Partners, LLCterm loan lien unstated$5.8M$5.8M
101c
S+600 bpJun 14, 2029
Slick Innovations, LLCterm loan lien unstated$5.7M$5.7M
101c
14.00%Mar 21, 2030
MCT Purchaserco Holding Inc.term loan lien unstated$5.5M$5.5M
101c
S+550 bpDec 2, 2030
MonitorUS Holding, LLCterm loan lien unstated$5.2M$5.2M
100c
9.00%
PIK 6.00%
May 30, 2029
Implus Footcare, LLCequity equityn/a$5.2M
100c
Orttech Holdings, LLCterm loan lien unstated$5.2M$5.2M
100c
S+1100 bpJul 31, 2026
ArborWorks, LLCterm loan lien unstated$5.0M$5.0M
100c
S+650 bp
PIK 10.24%
Nov 6, 2028
Computer Data Source, LLCterm loan lien unstated$7.6M$4.9M
65c
S+1025 bp
PIK 14.05%
Aug 6, 2026
SPAU Holdings, LLCterm loan lien unstated$4.8M$4.8M
101c
S+700 bpJul 2, 2029
Richardson Sales Solutionsterm loan lien unstated$4.7M$4.7M
101c
S+500 bpAug 24, 2028
YS Garments, LLCterm loan lien unstated$5.0M$4.4M
88c
S+750 bpAug 9, 2027
Implus Footcare, LLCterm loan lien unstated$4.2M$4.2M
100c
S+600 bp
PIK 9.74%
Oct 30, 2028
Infinity X1 Holdings, LLCpreferred equity equityn/a$4.2M
385c
Event Holdco, LLCterm loan lien unstated$4.0M$4.0M
100c
S+700 bpDec 22, 2026
LLFlex, LLCterm loan lien unstated$4.7M$4.0M
85c
S+800 bp
PIK 3.00%
Dec 31, 2029
Bond Brand Loyalty ULC | Secured Debt 4term loan lien unstated$3.9M$3.9M
101c
S+675 bpMay 1, 2028
Bond Brand Loyalty ULC | Secured Debt 3term loan lien unstated$3.9M$3.9M
101c
S+475 bpMay 1, 2028
UBM AcquireCo LLCterm loan lien unstated$3.9M$3.8M
100c
10.00%Dec 20, 2030
CoreStack, Inc.term loan lien unstated$3.8M$3.8M
100c
Sep 25, 2028
Infinity X1 Holdings, LLCterm loan lien unstated$3.7M$3.7M
100c
12.00%Mar 31, 2028
ITA Holdings Group, LLCwarrants equityn/a$3.7M
709c
Jun 21, 2033
Roof Opco, LLCterm loan lien unstated$4.7M$3.5M
76c
10.00%
PIK 10.00%
Aug 31, 2029
MonitorUS Holding, LLCterm loan lien unstated$3.1M$3.5M
113c
9.00%
PIK 6.00%
May 30, 2029
Roof Opco, LLCterm loan lien unstated$4.8M$3.4M
73c
10.00%
PIK 10.00%
Aug 31, 2029
FCC Intermediate Holdco, LLCwarrants equityn/a$3.4M
347c
May 28, 2034
Jackmont Hospitality, Inc.term loan lien unstated$3.4M$3.4M
100c
S+750 bpNov 4, 2026
Channel Partners Intermediateco, LLCterm loan lien unstated$3.3M$3.3M
100c
S+675 bpFeb 7, 2027
AVEX Aviation Holdings, LLCterm loan lien unstated$3.2M$3.2M
101c
S+725 bpDec 23, 2027
CenterPeak Holdings, LLCpreferred equity equityn/a$3.1M
777c
Rug Doctor, LLC.term loan lien unstated$3.1M$3.1M
103c
S+550 bpMay 16, 2028
Tex Tech Tennis, LLCpreferred equity equityn/a$3.1M
310c
VORTEQ Coil Finishers, LLCequity equityn/a$3.0M
388c
Digital Products Holdings LLCterm loan lien unstated$2.9M$2.9M
100c
S+1000 bpApr 27, 2029
B-O-F Corporationterm loan lien unstated$2.9M$2.8M
101c
S+475 bpFeb 3, 2030
B-O-F Corporationterm loan lien unstated$2.9M$2.8M
101c
S+675 bpFeb 3, 2030
OnPoint Industrial Services, LLCterm loan lien unstated$2.8M$2.8M
101c
S+600 bpNov 16, 2027
Coregistics Buyer LLCterm loan lien unstated$2.8M$2.8M
100c
S+650 bpJun 28, 2029
Dynamic Communities, LLCterm loan lien unstated$2.8M$2.8M
102c
S+800 bp
PIK 11.74%
Dec 31, 2026
Mini Melts of America, LLCterm loan lien unstated$3.0M$2.7M
91c
S+725 bpNov 30, 2028
Mini Melts of America, LLCterm loan lien unstated$3.0M$2.7M
91c
S+525 bpNov 30, 2028
JorVet Holdings, LLCterm loan lien unstated$2.6M$2.6M
100c
12.00%Mar 28, 2027
UserZoom Technologies, Inc.term loan lien unstated$3.0M$2.6M
87c
S+775 bp
PIK 1.75%
Apr 5, 2029
Page 1 of 6Next
Registration
Fiscal year end
1231reported
Incorporated
unknownreported
On the SEC BDC report
2013 to 2026reported
Filings listed
19reported10-Q and 10-K since 2022
Former names
HMS INCOME FUND, INC.reported
Latest schedule
0001535778-26-000085reported