DFX Intelligence
Private Credit Intelligence
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BDC portfolio
T••••••••• V•••••• G••••• B•• C••••
Fair value
$781M
as of Jun 30, 2026
Principal held
$730M
debt pieces, the filer's figure
Cost
$831M
94c on cost
Unfunded
$141M
commitments not yet drawn
Positions
340
137 borrowers
First lien
n/a
82% debt by fair value
Quarters on the tape
17
since Dec 31, 2021
Facilities held
246
30 sponsors financed
Portfolio through time
Fair value by quarter end$781M as of Jun 30, 2026
Dec 31, 2024$1.4B then
| Quarter | Fair value | Borrowers | On cost | PIK pos. | Avg spread |
|---|---|---|---|---|---|
| Jun 30, 2026 | $781M | 137 | 88c | 20 | 422 bp |
| Mar 31, 2026 | $786M | 135 | 89c | 20 | 397 bp |
| Dec 31, 2025 | $1.7B | 138 | 91c | 47 | 421 bp |
| Sep 30, 2025 | $798M | 128 | 90c | 18 | 454 bp |
| Jun 30, 2025 | $718M | 120 | 89c | 20 | 479 bp |
| Mar 31, 2025 | n/a | 18 | n/a | 0 | n/a |
| Dec 31, 2024 | $1.4B | 131 | 89c | 30 | 546 bp |
| Sep 30, 2024 | n/a | 20 | n/a | 0 | n/a |
| Jun 30, 2024 | n/a | 17 | n/a | 0 | n/a |
| Mar 31, 2024 | n/a | 14 | n/a | 0 | n/a |
| Dec 31, 2023 | n/a | 50 | n/a | 0 | n/a |
| Sep 30, 2023 | n/a | 39 | n/a | 0 | n/a |
| Jun 30, 2023 | n/a | 40 | n/a | 0 | n/a |
| Mar 31, 2023 | n/a | 38 | n/a | 0 | n/a |
| Dec 31, 2022 | n/a | 51 | n/a | 0 | n/a |
| Sep 30, 2022 | n/a | 48 | n/a | 0 | n/a |
| Dec 31, 2021 | n/a | 56 | n/a | 0 | n/a |
| Sep 30, 2021 | n/a | 1 | n/a | 0 | n/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
- New lender joined a facilityJun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Spread increasedJun 30, 2026
- Spread increasedJun 30, 2026
- New borrower on a BDC scheduleJun 30, 2026
- Maturity extended (observed)Jun 30, 2026
- Maturity extended (observed)Jun 30, 2026
- Maturity extended (observed)Jun 30, 2026
- Maturity extended (observed)Jun 30, 2026
- Maturity extended (observed)Jun 30, 2026
- Maturity shortened (observed)Jun 30, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Spread increasedMar 31, 2026
- Maturity extended (observed)Mar 31, 2026
- New borrower on a BDC scheduleMar 31, 2026
Largest facilities held, with co-lenders
- P•••••• I••••••••• L•••••• term loan1 BDC hold it · matures Jun 30, 2027$43.9M 86c
- F•••• B•••••• L•• term loan2 BDCs hold it · matures May 1, 2027$40.1M 88c
- L••••••• R••• L•••••• term loan1 BDC hold it · matures Aug 31, 2026$35.5M 17c
- O••••••••• G••• term loan1 BDC hold it · matures Jan 1, 2030 · N•••••••• M••••••••• I• L••••••$31.5M 74c
- B••••• I•• term loan1 BDC hold it · matures May 1, 2029$31.0M 100c
- F•••• S• term loan2 BDCs hold it · matures Aug 31, 2028$29.9M 100c
- M••• C•••• L•••••• term loan1 BDC hold it · matures Dec 31, 2025$29.5M 50c
- T••••••• I•• term loan2 BDCs hold it · matures Mar 31, 2027$28.0M 84c
- P••••••• I•• term loan2 BDCs hold it · matures Aug 23, 2031$26.8M 100c
- I••••• T••••••••• I•• term loan2 BDCs hold it · matures May 1, 2030$23.0M 100c
- T•••• E•••••• I•• term loan2 BDCs hold it · matures Sep 1, 2029$22.5M 100c
- H•••• I•• term loan2 BDCs hold it · matures Aug 31, 2030$21.6M 100c
Schedule of investments at Jun 30, 2026
340 positions
| Borrower | Instrument | Principal | Fair value | Rate | Maturity |
|---|---|---|---|---|---|
| P•••••• I••••••••• L•••••• | term loan lien unstated | $43.9M | $37.7M 86c | 7.30% PIK 5.98% | Jun 30, 2027 |
| P••••••• I••. | term loan lien unstated | $26.3M | $25.9M 100c | S+740 bp | Aug 23, 2031 |
| O••••••••• G••• | term loan lien unstated | $31.5M | $25.7M 74c | 5.50% PIK 5.50% | Jan 1, 2030 |
| R•••••• L•• | equity equity | n/a | $24.2M 15501c | ||
| B••••• I••. | term loan lien unstated | $22.0M | $22.2M 100c | S+315 bp | May 1, 2029 |
| T•••• E••••• Inc. | term loan lien unstated | $22.5M | $22.1M 100c | 2.15% | Sep 1, 2029 |
| F••••••••• I••. | term loan lien unstated | $21.0M | $20.9M 100c | S+175 bp PIK 2.50% | Jun 1, 2027 |
| J•••• S•••••••• I••. | term loan lien unstated | $20.0M | $20.3M 101c | 10.50% | May 1, 2029 |
| P•••• L•••• L•• | term loan lien unstated | $19.5M | $19.7M 100c | S+350 bp | Dec 1, 2028 |
| M•••••• I••. | term loan lien unstated | $17.9M | $18.0M 100c | S+425 bp | Jun 1, 2029 |
| T••••••• I••. | term loan lien unstated | $19.5M | $17.9M 83c | S+775 bp | Mar 31, 2027 |
| F•••• B•••••• L•• | term loan lien unstated | $18.7M | $17.2M 88c | PIK 12.00% | May 1, 2027 |
| H•••• I••. | term loan lien unstated | $16.0M | $16.3M 100c | S+300 bp | Mar 31, 2029 |
| F•••• S• | term loan lien unstated | $15.0M | $15.5M 100c | 9.75% | Aug 31, 2028 |
| F•••• S• | term loan lien unstated | $15.0M | $15.4M 100c | 9.75% | Aug 31, 2028 |
| N•••••• O•• W•••• A• | equity equity | n/a | $14.7M 97c | ||
| S••••••• I••. | term loan lien unstated | $15.0M | $14.6M 100c | 3.00% | Dec 1, 2029 |
| H•••••• I••. | term loan lien unstated | $16.7M | $13.9M 80c | S+350 bp | Dec 1, 2027 |
| F•••• B•••••• L•• | term loan lien unstated | $15.0M | $13.7M 88c | PIK 12.00% | May 1, 2027 |
| G••••••••• I••. | equity equity | n/a | $13.5M 173c | ||
| R•••••• L•• | warrants equity | n/a | $13.1M 4038c | ||
| S•••••• I••. | term loan lien unstated | $12.5M | $12.3M 100c | S+200 bp | Apr 1, 2030 |
| B•••••• T••••••••• L•••• I••. | term loan lien unstated | $11.3M | $11.3M 100c | S+325 bp | Aug 1, 2029 |
| I••••• T••••••••• I••. | term loan lien unstated | $11.5M | $11.2M 100c | S+550 bp | Mar 1, 2030 |
| I••••• T••••••••• I••. | term loan lien unstated | $11.5M | $11.1M 100c | S+550 bp | May 1, 2030 |
| R•••• L•••• I••. | term loan lien unstated | $11.0M | $11.0M 100c | S+215 bp | Sep 1, 2028 |
| M••• C•••• L•••••• | term loan lien unstated | $26.2M | $10.8M 51c | PIK 12.00% | Dec 31, 2025 |
| R•••••• L•• | warrants equity | n/a | $10.6M 26552c | ||
| F••••••••• I••. | term loan lien unstated | $10.2M | $10.3M 102c | S+700 bp | Jul 30, 2027 |
| T••••••••• I••. | term loan lien unstated | $10.0M | $10.2M 100c | S+325 bp | Jul 1, 2028 |
| S•••••• V•• I••. | term loan lien unstated | $9.9M | $9.8M 100c | S+525 bp | Oct 1, 2029 |
| P••••••• E••••••••• I••. | term loan lien unstated | $10.0M | $9.8M 100c | S+375 bp | Sep 1, 2028 |
| M••• O•••••••• I••. | term loan lien unstated | $10.4M | $9.6M 90c | S+800 bp PIK 6.00% | Jan 31, 2029 |
| B••••• I••. | term loan lien unstated | $9.0M | $9.1M 100c | S+225 bp | May 1, 2029 |
| Fiton Inc. | term loan lien unstated | $8.9M | $8.9M 100c | S+400 bp | Aug 1, 2027 |
| S•••••• I••. | term loan lien unstated | $9.0M | $8.9M 100c | S+285 bp | Dec 1, 2028 |
| Q•••• C••••••• L•• | term loan lien unstated | $12.4M | $8.6M 76c | PIK 6.00% | Dec 31, 2028 |
| C•••••••• G••••, LLC | term loan lien unstated | $8.0M | $7.9M 100c | S+750 bp | Jun 10, 2031 |
| H•••••• I••. | revolver lien unstated | $8.7M | $7.5M 86c | S+200 bp | Dec 31, 2026 |
| A•••••• P••••• I••. | term loan lien unstated | $7.0M | $7.4M 100c | 11.75% | Dec 31, 2026 |
| O••••••, Inc. | term loan lien unstated | $7.1M | $7.3M 100c | S+250 bp | Feb 1, 2028 |
| Q•••• C••••••• L•• | preferred equity equity | n/a | $7.2M 90c | ||
| M•••• B••• L•••••• | term loan lien unstated | $7.0M | $7.0M 99c | 12.00% | Mar 8, 2031 |
| U••••••• I••. | preferred equity equity | n/a | $5.7M 2536c | ||
| B••••• M••••••••• I••. | revolver lien unstated | $5.1M | $5.1M 100c | S+325 bp | Sep 30, 2027 |
| T••••••• I••. | term loan lien unstated | $5.5M | $5.1M 84c | S+775 bp | Mar 31, 2027 |
| P•••••• I••••••••• L•••••• | equity equity | n/a | $5.0M 22c | ||
| L••••••• R••• L•••••• | term loan lien unstated | $35.5M | $4.9M 17c | Aug 31, 2026 | |
| O••••••••• G••• | revolver lien unstated | $4.8M | $4.4M 86c | 4.50% PIK 4.50% | Jan 1, 2030 |
| F••••••••• I••. | term loan lien unstated | $4.3M | $4.0M 100c | PIK 9.00% | Apr 25, 2029 |
| E••••••••• I••. | revolver lien unstated | $4.0M | $4.0M 100c | S+400 bp | Apr 30, 2028 |
| B•••••• T••••••••• L•••• I••. | term loan lien unstated | $3.8M | $3.7M 100c | S+350 bp | Feb 1, 2030 |
| A•• H•••••••, Inc. | term loan lien unstated | $3.6M | $3.5M 98c | S+225 bp | Jan 1, 2029 |
| F•••• B•••••• L•• | term loan lien unstated | $3.8M | $3.5M 90c | PIK 5.75% | May 1, 2027 |
| S••••• X• I••. | term loan lien unstated | $3.8M | $3.4M 100c | S+825 bp | Jun 26, 2028 |
| L•••••• I••. | term loan lien unstated | $3.3M | $3.2M 100c | S+325 bp | Dec 1, 2029 |
| L•••••• I••. | term loan lien unstated | $3.3M | $3.2M 100c | S+325 bp | Dec 1, 2029 |
| L•••••• I••. | term loan lien unstated | $3.3M | $3.2M 100c | S+325 bp | Dec 1, 2029 |
| M••• S••••• I••. | term loan lien unstated | $3.1M | $3.1M 100c | S+0 bp | Aug 1, 2028 |
| S•••••• I••. | term loan lien unstated | $3.1M | $3.1M 100c | S+200 bp | Dec 1, 2029 |
| A•••••• P••••• I••. | term loan lien unstated | $2.9M | $3.1M 102c | 11.75% | Nov 30, 2026 |
| J••• S.à r.l. | term loan lien unstated | $3.2M | $2.9M 85c | 8.70% PIK 5.80% | Jan 1, 2028 |
| A•• H•••••••, Inc. | term loan lien unstated | $2.9M | $2.9M 99c | S+100 bp | Dec 1, 2027 |
| O••••••, Inc. | term loan lien unstated | $2.9M | $2.9M 100c | S+250 bp | Oct 1, 2028 |
| T••••••• I••. | term loan lien unstated | $3.0M | $2.8M 84c | S+775 bp | Mar 31, 2027 |
| O••••••••• G••• | revolver lien unstated | $2.7M | $2.6M 89c | 4.50% PIK 4.50% | Jan 1, 2030 |
| F•••••• I••. | term loan lien unstated | $7.3M | $2.4M 33c | S+800 bp | Oct 31, 2026 |
| F•••• B•••••• L•• | term loan lien unstated | $2.6M | $2.4M 92c | PIK 12.00% | May 1, 2027 |
| M•••• B••• L•••••• | equity equity | n/a | $2.3M 233c | ||
| H•••• I••. | term loan lien unstated | $2.0M | $2.0M 100c | S+300 bp | Mar 31, 2030 |
| H•••• I••. | term loan lien unstated | $2.0M | $2.0M 100c | S+300 bp | Aug 31, 2030 |
| S••••• X• I••. | term loan lien unstated | $2.0M | $1.8M 100c | S+825 bp | Jun 26, 2028 |
| F•••••••• I••. | preferred equity equity | n/a | $1.7M 4516c | ||
| A••••••••• I••. (d/b/a Earnin) | preferred equity equity | n/a | $1.7M 461c | ||
| I••••• T••••••••• I••. | warrants equity | n/a | $1.7M 327c | ||
| P••• T•••, PBC | term loan lien unstated | $1.6M | $1.6M 100c | S+100 bp | Jun 1, 2028 |
| H•••• I••. | term loan lien unstated | $1.6M | $1.6M 100c | S+300 bp | Aug 31, 2030 |
| M••••••••• T••••••••• I••. | warrants equity | n/a | $1.6M 1795c | ||
| N•• G••• | preferred equity equity | n/a | $1.5M 121c | ||
| W••••••••• G•••• L•••••• | preferred equity equity | n/a | $1.5M 394c | ||
| M••• S••••• I••. | term loan lien unstated | $1.4M | $1.5M 102c | S+0 bp | Nov 1, 2027 |
| M••• S••••• I••. | term loan lien unstated | $1.4M | $1.5M 100c | S+0 bp | Feb 1, 2028 |
| S•••••• V•• I••. | term loan lien unstated | $1.5M | $1.5M 100c | S+350 bp | Oct 1, 2027 |
| O••••••••• G••• | warrants equity | n/a | $1.3M 71c | ||
| M••• S••••• I••. | term loan lien unstated | $1.2M | $1.2M 100c | S+0 bp | May 1, 2028 |
| J••• S.à r.l. | term loan lien unstated | $1.2M | $1.2M 87c | 10.95% PIK 7.30% | Jan 1, 2028 |
| Fiton Inc. | term loan lien unstated | $1.1M | $1.1M 100c | S+400 bp | Sep 1, 2027 |
| M• M•••• L•••••• | notes lien unstated | $4.2M | $1.1M 41c | Dec 31, 2028 | |
| M••••• I••. | preferred equity equity | n/a | $1.1M 271c | ||
| T•••••••• M•••• G••••• I••. | warrants equity | n/a | $1.1M 175c | ||
| O••• C•••. (f/k/a GoEuro Corp.) | preferred equity equity | n/a | $1.0M 271c | ||
| M•••• B••• L•••••• | warrants equity | n/a | $1.0M 635c | ||
| U• C••••••• T••••••••• I••. | term loan lien unstated | $1.0M | $1.0M 106c | S+350 bp | Oct 1, 2029 |
| Fiton Inc. | term loan lien unstated | $1.0M | $999,000 100c | S+400 bp | Dec 1, 2027 |
| E•••• C••••••••• | term loan lien unstated | $1.0M | $994,000 100c | S+350 bp | Dec 1, 2028 |
| O••••••• S•••••• I••. | preferred equity equity | n/a | $948,000 95c | ||
| N•••••• O•• W•••• A• | equity equity | n/a | $935,000 97c | ||
| C••••••• G•••••• I••. | preferred equity equity | n/a | $925,000 231c | ||
| O••• C•••. (f/k/a GoEuro Corp.) | preferred equity equity | n/a | $901,000 145c | ||
| F•••••• I••. | term loan lien unstated | $2.7M | $894,000 31c | S+800 bp | Oct 31, 2026 |
Page 1 of 4Next
Registration
- Fiscal year end
- 1231reported
- Incorporated
- MDreported
- On the SEC BDC report
- 2015 to 2026reported
- Filings listed
- 19reported10-Q and 10-K since 2022
- Latest schedule
- 0001580345-26-000025reported