DFX Intelligence
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BDC portfolio
C••••••• C•••••• B••• I•••
Fair value
$1.6B
as of Jun 30, 2026
Principal held
$1.5B
debt pieces, the filer's figure
Cost
$1.6B
97c on cost
Unfunded
n/a
commitments not yet drawn
Positions
859
198 borrowers
First lien
91%
94% debt by fair value
Quarters on the tape
15
since Dec 31, 2022
Facilities held
509
49 sponsors financed
Portfolio through time
Fair value by quarter end$1.6B as of Jun 30, 2026
Dec 31, 2022$6.3B then
| Quarter | Fair value | Borrowers | On cost | PIK pos. | Avg spread |
|---|---|---|---|---|---|
| Jun 30, 2026 | $1.6B | 198 | 97c | 57 | 555 bp |
| Mar 31, 2026 | $1.6B | 199 | 97c | 55 | 556 bp |
| Dec 31, 2025 | $1.7B | 192 | 98c | 64 | 523 bp |
| Sep 30, 2025 | $1.6B | 195 | 98c | 57 | 562 bp |
| Jun 30, 2025 | $1.6B | 193 | 98c | 66 | 525 bp |
| Mar 31, 2025 | $9.7B | 197 | 98c | 74 | 530 bp |
| Dec 31, 2024 | $10B | 199 | 98c | 156 | 587 bp |
| Sep 30, 2024 | $9.5B | 186 | 99c | 71 | 587 bp |
| Jun 30, 2024 | $9.6B | 186 | 99c | 45 | 591 bp |
| Mar 31, 2024 | $9.3B | 189 | 99c | 49 | 603 bp |
| Dec 31, 2023 | $9.4B | 190 | 99c | 12 | 598 bp |
| Sep 30, 2023 | $9.3B | 193 | 98c | 38 | 598 bp |
| Jun 30, 2023 | $7.8B | 192 | 98c | 18 | 596 bp |
| Mar 31, 2023 | $6.2B | 190 | 97c | 28 | 595 bp |
| Dec 31, 2022 | $6.3B | 130 | 97c | 24 | 591 bp |
| Sep 30, 2022 | 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
- Repeat sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- Repeat sponsor and lender pairJun 30, 2026
- Repeat sponsor and lender pairJun 30, 2026
- Repeat sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- Repeat sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New borrower on a BDC scheduleJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
- New sponsor and lender pairJun 30, 2026
Largest facilities held, with co-lenders
- V•••••• A•• P•• L•• first lien term loan10 BDCs hold it · matures Mar 31, 2028$33.5M 95c
- R•••• N•••••••• L•• first lien term loan1 BDC hold it · matures May 31, 2029$23.8M 100c
- I•• H••••• M••••• S••• I•• first lien term loan3 BDCs hold it · matures Jun 30, 2030 · L••••• C•••••• P•••••••$23.6M 103c
- S••••• B••••••• I•• first lien term loan19 BDCs hold it · matures Dec 1, 2031 · V•••• E••••• P••••••• M••••••••• L••$22.0M 100c
- N•••••• L••••••••• first lien delayed draw term loan1 BDC hold it · matures Jun 30, 2028 · A•• S••• C••••••$21.4M 103c
- M•• S••••••• L•• first lien term loan36 BDCs hold it · matures Feb 29, 2028$20.6M 98c
- K•••• I•• first lien term loan9 BDCs hold it · matures Nov 30, 2032$20.6M 100c
- I•••••••• M•••••••• A••••••••• L•• first lien term loan45 BDCs hold it · matures Aug 31, 2028 · S••••• L••• T••••••••• M••••••••• L••$19.9M 100c
- S•••••• A• first lien term loan2 BDCs hold it · matures Feb 29, 2032$19.0M 115c
- C•• A•••••••• first lien term loan2 BDCs hold it · matures May 31, 2030$18.1M 101c
- P•••••• A••••••••• T•••• S•••••• first lien delayed draw term loan3 BDCs hold it · matures Jan 31, 2028$17.7M 101c
- H•••••• C••• B••••• I•• first lien term loan2 BDCs hold it · matures Mar 31, 2028 · B•••••••• E••••• P••••••• L••$17.4M 100c
Schedule of investments at Jun 30, 2026
859 positions
| Borrower | Instrument | Principal | Fair value | Rate | Maturity |
|---|---|---|---|---|---|
| B••• M••••• | revolver first lien | n/a | n/a | ||
| A••••••••• L•• | revolver first lien | n/a | n/a | ||
| A••••••••• C••• I••• H••••• C••• E•••••••• & Services | revolver first lien | n/a | n/a | Jun 30, 2031 | |
| K••• M•• L•• | revolver first lien | n/a | n/a | ||
| U•• A•••••••• I••• | revolver first lien | n/a | n/a | ||
| B••••• R••• M••••••••• I••• | delayed draw term loan first lien | n/a | n/a | ||
| G• E•••• B••••• I••• | revolver first lien | n/a | n/a | ||
| L•••••• •••••• B••••• I•••• | revolver first lien | n/a | n/a | ||
| M••••• D••••• M•••• 2• L•• | revolver first lien | n/a | n/a | ||
| R•••• N•••••••• L•• | revolver first lien | n/a | n/a | ||
| S••• G••••• L•••••••• N••••••• L•• | delayed draw term loan first lien | n/a | n/a | ||
| C•• T• H•••••••• C•••• D••••••••• F••••••••• | delayed draw term loan first lien | n/a | n/a n/a | Dec 31, 2032 | |
| I••••••• L•• C••••••• Services | equity equity | n/a | n/a | ||
| A••••• H••••••• A••••••••• & C••••••••• | revolver first lien | n/a | n/a n/a | May 31, 2028 | |
| K••• M•• L•• D••••••••• F••••••••• | revolver first lien | n/a | n/a n/a | Apr 30, 2031 | |
| A•••••• C••••••• R••••••• | delayed draw term loan lien unstated | n/a | n/a | ||
| B•••••• P••••••• | delayed draw term loan first lien | n/a | n/a | ||
| B•••• I••• | revolver first lien | n/a | n/a | ||
| B••••• R••• M••••••••• I••• | revolver first lien | n/a | n/a | ||
| C•• A•••••••• | revolver first lien | n/a | n/a | ||
| C••••• C••••••••• L•• | delayed draw term loan first lien | n/a | n/a | ||
| D••••• L•••• 2••••••• L• | delayed draw term loan lien unstated | n/a | n/a | ||
| D••••••• L•• | delayed draw term loan first lien | n/a | n/a | ||
| E•• B••••• I••• | revolver first lien | n/a | n/a | ||
| G• E•••• B••••• I••• | revolver first lien | n/a | n/a | ||
| J••• B••••• I••• | delayed draw term loan first lien | n/a | n/a | ||
| L••••••••• B••••• I••• | revolver first lien | n/a | n/a | ||
| N•• C••••••• | revolver first lien | n/a | n/a | ||
| P•• R••••••••• | revolver first lien | n/a | n/a | ||
| P••••••• S••••• • E•••••••• C•••••• | revolver first lien | n/a | n/a | ||
| P• B••••• L•• | delayed draw term loan first lien | n/a | n/a | ||
| P•••••• D••••• C••• M••••••••• L•• | revolver first lien | n/a | n/a | ||
| S••••••••• I••••••••• | revolver first lien | n/a | n/a | ||
| A•••• M••••••••• A••••••••• L•• | delayed draw term loan first lien | n/a | n/a | ||
| C•••••• S••••••••• H•••••••• L•• | revolver first lien | n/a | n/a | ||
| H•••••••• B••••• I••• | revolver first lien | n/a | n/a | ||
| H•••••• C••• B••••• I••• | revolver first lien | n/a | n/a | ||
| M•••••• M••• H•••••••• L•• | delayed draw term loan first lien | n/a | n/a | ||
| C••••••••• | revolver first lien | n/a | n/a | ||
| D••••••••• H•••••••• I•• | delayed draw term loan first lien | n/a | n/a | ||
| H• S•• H••••••• I••• •••• • S••••• | revolver first lien | n/a | n/a | ||
| H••••••• P••••••• M••••••••• L•• | revolver first lien | n/a | n/a | ||
| L•••••••• W•••••••• L•• | delayed draw term loan first lien | n/a | n/a | ||
| M•••••• R••••• I•••••••• o• A•••••• | revolver first lien | n/a | n/a | ||
| N•• H••••• A••••••••• C•••• | revolver first lien | n/a | n/a | ||
| P•• R••••••••• | delayed draw term loan first lien | n/a | n/a | ||
| M••••••• C••••••••• C••••••••• & P••••••••• Services | equity equity | n/a | n/a n/a | ||
| M••••••• L•• | revolver first lien | n/a | n/a | ||
| M•••••• M••• H•••••••• L•• | revolver first lien | n/a | n/a | ||
| R•• B••••••••• H•••••• L•• | revolver first lien | n/a | n/a | ||
| S•••• B•••• L•• | revolver first lien | n/a | n/a | ||
| S••••• I••••••••• G••••• I••• | delayed draw term loan first lien | n/a | n/a | ||
| S•• A••••••• C•••• | revolver first lien | n/a | n/a | ||
| S••••• U• B•••• C•••• •• S••••••••• | delayed draw term loan first lien | n/a | n/a | ||
| S••••••••• H•••••••• L•• R•••••••• | equity equity | n/a | n/a | ||
| N•• E•• T••••••••• I••• S••••••• & Services | equity equity | n/a | n/a | ||
| M•••••• I• ••••• S••••••• & Services | delayed draw term loan first lien | n/a | n/a n/a | Jun 30, 2032 | |
| F• W••••••••• B•••••••• L•• | delayed draw term loan first lien | n/a | n/a | ||
| I••••••• | revolver first lien | n/a | n/a |
Page 9 of 9Previous
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
- 0001193125-26-342351reported