DFX Intelligence
Private Credit Intelligence
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BDC portfolio
M••••• C•••••• I••••• P••• C•••
Fair value
$6.4B
as of Jun 30, 2026
Principal held
$6.6B
debt pieces, the filer's figure
Cost
$6.0B
106c on cost
Unfunded
$948M
commitments not yet drawn
Positions
1,343
291 borrowers
First lien
80%
86% debt by fair value
Quarters on the tape
19
since Dec 31, 2021
Facilities held
714
51 sponsors financed
Portfolio through time
Fair value by quarter end$6.4B as of Jun 30, 2026
Dec 31, 2021$21.6M then
| Quarter | Fair value | Borrowers | On cost | PIK pos. | Avg spread |
|---|---|---|---|---|---|
| Jun 30, 2026 | $6.4B | 291 | 98c | 131 | 584 bp |
| Mar 31, 2026 | $6.1B | 286 | 98c | 113 | 574 bp |
| Dec 31, 2025 | $6.2B | 293 | 98c | 113 | 582 bp |
| Sep 30, 2025 | $5.7B | 281 | 99c | 101 | 588 bp |
| Jun 30, 2025 | $5.4B | 265 | 100c | 97 | 596 bp |
| Mar 31, 2025 | $4.7B | 250 | 100c | 98 | 608 bp |
| Dec 31, 2024 | $8.2B | 246 | 100c | 214 | 621 bp |
| Sep 30, 2024 | $3.8B | 222 | 101c | 85 | 639 bp |
| Jun 30, 2024 | $3.5B | 218 | 101c | 75 | 651 bp |
| Mar 31, 2024 | $2.9B | 214 | 101c | 65 | 651 bp |
| Dec 31, 2023 | $6.7B | 212 | 100c | 155 | 660 bp |
| Sep 30, 2023 | $2.0B | 179 | 101c | 58 | 662 bp |
| Jun 30, 2023 | $1.8B | 173 | 101c | 49 | 656 bp |
| Mar 31, 2023 | $1.6B | 156 | 102c | 51 | 666 bp |
| Dec 31, 2022 | $3.0B | 159 | 101c | 92 | 655 bp |
| Sep 30, 2022 | $38.0M | 6 | n/a | 0 | n/a |
| Jun 30, 2022 | $14.3M | 5 | n/a | 0 | n/a |
| Mar 31, 2022 | $12.7M | 2 | n/a | 0 | n/a |
| Dec 31, 2021 | $21.6M | 4 | 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 borrower on a BDC scheduleJun 30, 2026
- New lender joined a facilityJun 30, 2026
- New lender joined a facilityJun 30, 2026
- New lender joined a facilityJun 30, 2026
- New lender joined a facilityJun 30, 2026
- New lender joined a facilityJun 30, 2026
- New lender joined a facilityJun 30, 2026
- 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
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
Largest facilities held, with co-lenders
- Z• I••••••••• I•• I•• first lien term loan2 BDCs hold it · matures Nov 14, 2031$82.3M 102c
- E•••• F•••• S•••••••• I•• first lien term loan4 BDCs hold it · matures Apr 17, 2031$81.1M 101c
- T•••• G•••• H••••••• C••• first lien term loan2 BDCs hold it · matures Mar 28, 2031$73.6M 101c
- S••••••••• I•• first lien term loan3 BDCs hold it · matures Oct 16, 2031 · V••••• C•••••• M••••••••• L•••$73.0M 101c
- K• S••••••• V•••••• L•• first lien term loan1 BDC hold it · matures Sep 5, 2031$67.9M 101c
- C••••• B••••• I•• first lien term loan2 BDCs hold it · matures Sep 14, 2029$65.7M 102c
- S••••••• S••••••• A••••••••• S•• C••• first lien term loan3 BDCs hold it · matures Sep 30, 2027 · L•••••• G•••• • P•••••••• L•••$65.5M 100c
- N••••••••• L•• first lien term loan2 BDCs hold it · matures Aug 26, 2027$64.0M 100c
- B••••••••• I•• first lien term loan2 BDCs hold it · matures Jul 17, 2029 · R••••••••• C•••••• M••••••••• L••$63.5M 102c
- F•••• B••••• G••••• L•• unsecured or subordinated term loan1 BDC hold it · matures Dec 29, 2028$60.9M 0c
- A••••• D••••••••• G••••• I•• first lien term loan1 BDC hold it · matures Jun 7, 2029$60.2M 100c
- B•• B••••• I•• first lien term loan4 BDCs hold it · matures Dec 22, 2029$59.3M 101c
Schedule of investments at Jun 30, 2026
1,343 positions
| Borrower | Instrument | Principal | Fair value | Rate | Maturity |
|---|---|---|---|---|---|
| T••••• S••••••• L•• | revolver first lien | $933,000 | $0 | S+575 bp | Aug 4, 2028 |
| F•••• R•••••••• L•• | preferred equity equity | $0 | $0 | PIK 10.00% | |
| M• P••••••••• L•• | delayed draw term loan first lien | $3.2M | $0 | S+475 bp | Jan 3, 2030 |
| A••••••• C••••• O••• L• | term loan unsecured or subordinated | $1.4M | $0 0c | Mar 16, 2027 | |
| X••••• P••••••••• I••. | revolver first lien | $1.7M | $0 | S+600 bp | Jan 28, 2027 |
| L••••••• S••••••• L•• | delayed draw term loan first lien | $2.7M | $0 | S+475 bp | Jul 10, 2031 |
| T•• P••••••••• B••••• L•• | delayed draw term loan first lien | $4.7M | $0 | S+475 bp | Apr 1, 2031 |
| V••••••• I••••••••• H••••••• C••••••••• | delayed draw term loan first lien | $2.8M | $0 | S+600 bp PIK 3.25% | Aug 22, 2031 |
| E•••••• W••• A••••••••• C••••••• L•• | preferred equity equity | $0 | $0 0c | PIK 8.00% | |
| T•• P••••••••• B••••• L•• | revolver first lien | $5.9M | $0 | S+475 bp | Apr 1, 2031 |
| B••••••• S••••• D•••••••• L•• | revolver first lien | $1.0M | $0 | S+600 bp | Dec 31, 2030 |
| S•••• R•••••••• L•• | revolver first lien | $2.9M | $0 | S+475 bp | Jul 31, 2030 |
| V•••••• B••••• L•• and DecisionHR Holdings, Inc. | delayed draw term loan first lien | $6.1M | $0 | S+425 bp | Dec 8, 2031 |
| S•••• C••• W•••• L•• | delayed draw term loan first lien | $3.2M | $0 | S+550 bp | Feb 5, 2030 |
| B•• O••• L•• | term loan unsecured or subordinated | $13.1M | $0 0c | PIK 5.00% | Dec 31, 2027 |
| B••• B•••••• P••••••••• I••. | delayed draw term loan first lien | $6.5M | $0 | S+475 bp | Jan 16, 2033 |
| S••••••• I••. | revolver first lien | $1.9M | $0 | S+525 bp | Dec 23, 2030 |
| A••••• Y•••• (USA) Inc. | preferred equity equity | $0 | $0 0c | PIK 12.50% | |
| C•••• f•• G•••• L•• | revolver first lien | $4.0M | $0 | S+450 bp | Mar 21, 2031 |
| M•••••• P••••••• L•• | equity equity | $0 | $0 0c | ||
| Q•••• R••••••• M••••••••• G••••• L•• | delayed draw term loan first lien | $6.9M | $0 | S+761 bp | Jun 28, 2030 |
| L• B•••••••• B••••• L•• | revolver first lien | $4.3M | $0 | S+475 bp | May 30, 2033 |
| S•••• W•••••••• I••. | equity equity | $0 | $0 | ||
| S••••••••• S••••••••• L•• | revolver first lien | $1.5M | $0 | S+811 bp PIK 11.76% | Jul 29, 2028 |
| M••••••••• F••••• I••. | revolver first lien | $667,000 | $0 | S+550 bp | Mar 5, 2033 |
| E•••••• W••• A••••••••• C••••••• L•• | equity equity | $0 | $0 | ||
| S•••••• G••••• I••. | equity equity | $0 | $0 0c | ||
| T•••• G•••• H••••••• C••• | revolver first lien | $7.4M | $0 | S+525 bp | Mar 28, 2031 |
| L••••••• S••••••• L•• | revolver first lien | $6.8M | $0 | S+475 bp | Jul 10, 2031 |
| C••••••••• L•• | equity equity | $0 | $0 0c | ||
| S•• H••••• | equity equity | n/a | $0 | ||
| S•• H•••••• L•• | unstated lien unstated | n/a | $0 | ||
| F•••• R•••••••• L•• | equity equity | $0 | $0 | ||
| V••••••• H•••••••• L•• | revolver first lien | $6.3M | $0 | S+425 bp | Aug 8, 2031 |
| S••••••••• S••••••••• L•• | preferred equity equity | n/a | $0 | ||
| N••••• T••••••••• L•• | revolver first lien | $368,000 | $0 | S+611 bp | Sep 21, 2027 |
| L• B•••••••• B••••• L•• | delayed draw term loan first lien | $8.6M | $0 | S+475 bp | May 30, 2033 |
| W••••••• P••••• H••••••• I••• I••. | preferred equity equity | $0 | $0 | ||
| G•• M•••• H•••••••• L•• | delayed draw term loan first lien | $12.2M | $0 | S+500 bp | Apr 17, 2031 |
| I••••••••• B••••• I••. | equity equity | $0 | $0 0c | ||
| L••• G•••• P••••••••• L•• | delayed draw term loan first lien | $14.0M | $0 | S+800 bp PIK 4.00% | Feb 27, 2031 |
| E••••••• P•••••• I••. | revolver first lien | $3.7M | $0 | S+525 bp | Jan 22, 2031 |
| A•••• A• H•••••••• L•• | term loan unsecured or subordinated | $84,000 | $0 0c | PIK 4.00% | Aug 11, 2027 |
| F••••• E••••••••• L•• | revolver first lien | $1.8M | $0 | S+636 bp | May 6, 2027 |
| A••••••• C••••• G• L•• | equity equity | $0 | $0 | ||
| A•••• R••••••••• B••••• I••. | delayed draw term loan first lien | $7.5M | $0 | S+525 bp | Dec 1, 2031 |
| Z• I••••••••• I•• I••. | revolver first lien | $7.0M | $0 | S+525 bp | Nov 14, 2031 |
| A••••••• C•••••••• H••••• I••. | equity equity | n/a | $0 | ||
| E••••••• L•• | delayed draw term loan first lien | $268,000 | $0 | S+600 bp | Sep 11, 2030 |
| J•• S•••••• L•• | revolver first lien | $2.4M | $0 | S+500 bp | Nov 13, 2030 |
| P•• M••••• T•••• L•• | revolver first lien | $3.8M | $0 | S+475 bp | Feb 13, 2032 |
| A•••• A• H•••••••• L•• | equity equity | $0 | $0 | ||
| R••••• G•••• R•••••• C••••••• I••. | revolver first lien | $3.2M | $0 | S+760 bp PIK 1.50% | Dec 8, 2028 |
| I••••••••• B••••• L•• | revolver first lien | $3.1M | $0 | S+550 bp | Dec 27, 2029 |
| S•••••••• F••••, LLC et al (Class AAA units) | equity equity | $0 | $0 0c | ||
| T•••••• B•••• C•••. | revolver first lien | $189,000 | $0 | S+500 bp | Jan 22, 2031 |
| E••••••• A••••••••• I••. | delayed draw term loan first lien | $6.4M | $0 | S+500 bp | Sep 3, 2031 |
| H••• T••••••••• I••. | revolver first lien | $500,000 | $0 | S+500 bp | Mar 3, 2031 |
| S•••• B••••••••• L•• | revolver first lien | $800,000 | $0 | S+550 bp | Jul 8, 2027 |
| C•••••••• H•••••••, L.L.C. | revolver first lien | $909,000 | $0 | S+610 bp | Oct 20, 2028 |
| R••••• F•••••••• C••••••• L•• | revolver first lien | $1.8M | $0 | S+475 bp | Nov 15, 2030 |
| N•••••••• S••••••••• A••••••••• L•• | delayed draw term loan first lien | $3.6M | $0 | S+475 bp | Jul 1, 2030 |
| S•• I••••••••• H•••••••• L•• | delayed draw term loan first lien | $3.9M | $0 | S+510 bp | Dec 28, 2028 |
| E•••••••• L•• | revolver first lien | $2.4M | $0 | S+475 bp | Dec 8, 2027 |
| R••••••• F•••••• I••. | equity equity | $0 | $0 0c | ||
| C••••••••• H•••••••• L•• | revolver first lien | $1.6M | $0 | S+475 bp | Jun 30, 2032 |
| B••••••• S••••• D•••••••• L•• | revolver first lien | n/a | $0 | ||
| A•••• A• H•••••••• L•• | term loan unsecured or subordinated | $68,000 | $0 0c | Aug 11, 2027 | |
| S••••••••• S••••••••• L•• | preferred equity equity | $0 | $0 0c | ||
| C•••••••• H•••••••, L.L.C. | delayed draw term loan first lien | $2.8M | $0 | S+610 bp | Oct 20, 2028 |
| P•••••• B••••• L•• | delayed draw term loan first lien | $5.8M | $0 | S+625 bp PIK 1.00% | Jan 5, 2032 |
| A••••••• B••••, LLC | delayed draw term loan first lien | $853,000 | $0 | S+475 bp | Jun 30, 2031 |
| N• P• P•••••• C•••••••• M•••• I••. | revolver first lien | $2.3M | $0 | S+715 bp | Oct 4, 2028 |
| P•••••• T•••• A••••••••• Corporation | revolver first lien | $4.2M | $0 | S+475 bp | Jan 1, 2032 |
| N•••••• N••••••••• L•• | delayed draw term loan first lien | $2.0M | $0 | S+575 bp | Apr 17, 2031 |
| P••••••• G•••• H••••••• P•• L•• | revolver first lien | $1.1M | $0 | S+675 bp | Dec 19, 2031 |
| C••••••••• C•••••••••, LLC | revolver first lien | $2.1M | $0 | S+475 bp | Apr 1, 2032 |
| E••• H••••• L•• | delayed draw term loan first lien | $8.4M | $0 | S+500 bp | Dec 9, 2032 |
| Premier Roofing L.L.C. (Revolver) | Senior Secured Loans | revolver first lien | $159,000 | $0 | PIK 5.00% | Dec 31, 2029 |
| A•••••• H•••••• L•• | revolver first lien | $433,000 | $0 | S+485 bp | May 6, 2028 |
| P••••••• O•• C•••••• LLC | delayed draw term loan first lien | $4.3M | $0 | S+475 bp | Dec 12, 2031 |
| B••• B•••••• P••••••••• I••. | revolver first lien | $1.9M | $0 | S+475 bp | Jan 16, 2033 |
| T•• K•••• C••••••• L•• | revolver first lien | $420,000 | $0 | S+760 bp PIK 1.00% | Jul 8, 2031 |
| V••••• P••••••••• L•• | delayed draw term loan first lien | $6.7M | $0 | S+550 bp | Jun 11, 2031 |
| D•••••• H•••••••• I••. | revolver first lien | $2.4M | $0 | S+575 bp | Aug 27, 2030 |
| E••••••••• M••••• L•• | revolver first lien | $8.9M | $0 | S+525 bp | Jun 28, 2030 |
| A••••••• B•••••••• a•• T••••••••• C•••••• L•• | warrants equity | $0 | $0 0c | Jun 10, 2032 | |
| C•••• S•••••••• I••. | revolver first lien | $5.8M | $0 | S+600 bp | Jul 18, 2030 |
| D••••••••• P•••••••• L•• | revolver first lien | $3.1M | $0 | S+550 bp | Sep 1, 2028 |
| H•••••• H•••• C•••••••• S••••••• M••••••••• L•• | revolver first lien | $2.3M | $0 | S+450 bp | Nov 5, 2030 |
| A•••••• E••••••••• H•••••, LLC | revolver first lien | $1.6M | $0 | S+550 bp | Dec 8, 2029 |
| P••• P••••••••• L•• | delayed draw term loan first lien | $2.0M | $0 | S+425 bp | Dec 1, 2032 |
| Y•• O• E••• L•• | revolver first lien | n/a | $0 | ||
| SDG Corporation (Revolver) | Senior Secured Loans | revolver first lien | $2.0M | $0 | S+450 bp | Oct 31, 2031 |
| SDG Corporation (Delayed Draw) | Senior Secured Loans | delayed draw term loan first lien | $2.7M | $0 | S+450 bp | Oct 31, 2031 |
| A•••• A• H•••••••• L•• | term loan unsecured or subordinated | $4.9M | $0 0c | PIK 10.25% | Aug 11, 2027 |
| C••••••• D••• H•••••••• I••. | delayed draw term loan first lien | $9.9M | $0 | S+500 bp | Dec 20, 2030 |
| S••••••••• I••. | revolver first lien | $8.5M | $0 | S+625 bp | Oct 16, 2031 |
| A•••••••• I••••••••• R••••••• U• H••••• I••. | delayed draw term loan first lien | $7.1M | $0 | S+500 bp | Aug 5, 2032 |
| A•••• Lux B•••• S.A.R.L. | delayed draw term loan unsecured or subordinated | $2.7M | $0 | S+525 bp | Feb 26, 2033 |
Registration
- Fiscal year end
- 1231reported
- Incorporated
- MDreported
- On the SEC BDC report
- 2019 to 2026reported
- Filings listed
- 19reported10-Q and 10-K since 2022
- Latest schedule
- 0001742313-26-000046reported