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BDC portfolio

M••••• S•••••• D••••• L•••••• F•••

BDCMSDLCIK 1782524file 814-01332NEW YORK, NYmanaged by M• C•••••• P••••••• A•••••• I•••
Fair value
$4.0B
as of Jun 30, 2026
Principal held
$3.9B
debt pieces, the filer's figure
Cost
$4.0B
100c on cost
Unfunded
$402M
commitments not yet drawn
Positions
1,040
248 borrowers
First lien
91%
92% debt by fair value
Quarters on the tape
15
since Dec 31, 2022
Facilities held
564
41 sponsors financed
Portfolio through time
Fair value by quarter end$4.0B as of Jun 30, 2026
Dec 31, 2022$2.9B then
QuarterFair valueBorrowersOn costPIK pos.Avg spread
Jun 30, 2026$4.0B24897c79509 bp
Mar 31, 2026$4.1B24398c67503 bp
Dec 31, 2025$3.8B24698c52512 bp
Sep 30, 2025$3.8B23098c49520 bp
Jun 30, 2025$3.8B23199c57533 bp
Mar 31, 2025$11B22499c51540 bp
Dec 31, 2024$13B22899c96540 bp
Sep 30, 2024$7.3B21599c46557 bp
Jun 30, 2024$3.6B20799c43573 bp
Mar 31, 2024$6.6B19199c35595 bp
Dec 31, 2023$6.4B18499c35598 bp
Sep 30, 2023$6.2B17999c23605 bp
Jun 30, 2023$3.0B16998c14606 bp
Mar 31, 2023$2.9B16798c9588 bp
Dec 31, 2022$2.9B16298c11585 bp

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
1,040 positions
BorrowerInstrumentPrincipalFair valueRateMaturity
E••••• L••• H••••••• C•••.
Commercial Services & Supplies
term loan first lien$130,000$125,000
97c
SOFR+500 bpApr 7, 2028
U•• A•••••••• I••.
Professional Services
term loan first lien$123,000$119,000
100c
SOFR+475 bpNov 21, 2031
C••• B••••••• L••
H••••• Care Equipment & Supplies
term loan first lien$121,000$119,000
100c
SOFR+500 bpApr 29, 2033
I••• S•••••••• A••••••••• L••
I•••••••• Services
term loan first lien$112,000$109,000
100c
SOFR+5 bpNov 22, 2032
S•••••• E••••••••• L••
Automobile C•••••••••
term loan first lien$111,000$108,000
98c
SOFR+550 bpAug 5, 2028
W••••• A•••••••• L••
Professional Services
term loan first lien$114,000$107,000
95c
SOFR+4 bpOct 1, 2032
O•• P••••••••• I••.
S•••••••
term loan first lien$112,000$102,000
94c
Prime+6 bpMay 31, 2028
G••• ABC Holdings, LLC
Financial Services
preferred equity equityn/a$101,000
100c
V•••• B••••• I••.
Beverages
term loan first lien$112,000$97,000
91c
SOFR+450 bpJan 30, 2032
B•••••••• I••.
Professional Services
term loan first lien$96,000$90,000
98c
SOFR+500 bpOct 1, 2029
R•••••• H•••••••• I••.
Automobile C•••••••••
term loan first lien$101,000$90,000
102c
SOFR+500 bpNov 1, 2029
D• B•••••• C•••.
Diversified Consumer Services
term loan first lien$103,000$88,000
91c
SOFR+475 bpFeb 10, 2032
I••• S•••••••• A••••••••• L••
I•••••••• Services
term loan first lien$86,000$84,000
102c
SOFR+5 bpNov 22, 2032
A•••• A••••••• G••••• L••
Professional Services
term loan first lien$90,000$83,000
99c
SOFR+475 bpAug 1, 2031
V•••••• P••••••••• L••
IT Services
term loan first lien$83,000$83,000
106c
SOFR+450 bpDec 23, 2032
A•••••• I••.
Industrial Conglomerates
term loan first lien$88,000$81,000
92c
SOFR+5 bpJan 30, 2031
V••••••••• L••
Professional Services
term loan first lien$88,000$79,000
93c
SOFR+5 bpMay 6, 2030
L• A••••• H•••••••• L••
Construction & Engineering
term loan first lien$78,000$73,000
97c
SOFR+475 bpFeb 1, 2029
S•••••, Inc.
Financial Services
term loan first lien$119,000$73,000
65c
SOFR+475 bpFeb 16, 2029
D• B•••••• C•••.
Diversified Consumer Services
term loan first lien$82,000$71,000
89c
SOFR+5 bpFeb 10, 2032
K••••• B••••• L••
Diversified Consumer Services
term loan first lien$72,000$71,000
106c
SOFR+4 bpJul 26, 2032
LUV Car W•••
Diversified Consumer Services
equity equityn/a$70,000
57c
S••••••••• E••••••••• G••••
E••••••••• Equipment
equity equityn/a$69,000
46c
S••••••• P•••••••• I••• I••.
Commercial Services & Supplies
term loan first lien$67,000$67,000
122c
SOFR+525 bpDec 28, 2028
L• A••••• H•••••••• L••
Construction & Engineering
term loan first lien$68,000$64,000
96c
SOFR+5 bpFeb 1, 2029
R••••••••• I••.
Commercial Services & Supplies
term loan first lien$68,000$64,000
97c
SOFR+525 bpSep 18, 2031
M•••••• I••••••••• C•
Aerospace & Defense
term loan first lien$59,000$59,000
102c
SOFR+450 bpSep 14, 2029
T••• H•••••• C•••.
Chemicals
term loan first lien$93,000$59,000
66c
Prime+475 bpMar 31, 2028
R•••• B•••• L••••••
S•••••••
term loan first lien$58,000$57,000
100c
SOFR+5 bpApr 8, 2032
S•••••••• P••••• I••• I••.
P•••••ceuticals
term loan first lien$60,000$55,000
95c
SOFR+475 bpDec 23, 2032
A••••••••• I••.
Financial Services
term loan first lien$130,000$54,000
43c
9.43%
PIK 6.25%
May 25, 2028
A•••••••• H•••••••• L••
I•••••••• Services
equity equityn/a$51,000
204c
V•••• B••••• I••.
Beverages
term loan first lien$56,000$49,000
89c
SOFR+5 bpJan 30, 2032
K••••• B••••• L••
Diversified Consumer Services
term loan first lien$48,000$48,000
104c
SOFR+425 bpJul 26, 2032
J••••••• A••••••••• C••••••
Aerospace & Defense
term loan first lien$55,000$46,000
96c
Prime+4 bpMay 11, 2029
L•• B•••••••• L••
Diversified Consumer Services
term loan first lien$49,000$44,000
94c
SOFR+5 bpSep 4, 2031
F•• I••••••••• H•••••• L••
Diversified Consumer Services
term loan first lien$32,000$32,000
100c
8.67%
PIK 5.00%
Jul 2, 2029
M•• S•••••••, LLC
Real Estate Management & Development
term loan first lien$28,000$28,000
100c
SOFR+475 bpFeb 10, 2028
J••••••• A••••••••• C••••••
Aerospace & Defense
term loan first lien$33,000$28,000
97c
Prime+350 bpMay 11, 2029
T• I••••••• I••.
Capital Markets
term loan first lien$31,000$27,000
100c
SOFR+6 bpJun 12, 2031
F•• I••••••••• H•••••• L••
Diversified Consumer Services
term loan first lien$139,000$25,000
18c
8.67%
PIK 5.00%
Jul 2, 2029
Z••••• A••••••••• L••
Aerospace & Defense
term loan first lien$32,000$25,000
83c
SOFR+450 bpNov 26, 2032
R•••••••• I••.
S•••••••
term loan first lien$30,000$23,000
77c
SOFR+7 bp
PIK 1.75%
Apr 16, 2029
G• A••••••••• I••.
S•••••••
term loan first lien$24,000$23,000
96c
SOFR+5 bpMay 25, 2028
L••••••••• I••.
Automobiles
term loan first lien$44,000$21,000
62c
SOFR+500 bpJun 23, 2032
F•• I••••••••• H•••••• L••
Diversified Consumer Services
term loan first lien$19,000$19,000
100c
SOFR+500 bpJun 29, 2029
R••••• M••••• S•• D•••• L••
Industrial Conglomerates
term loan first lien$18,000$15,000
100c
8.48%Apr 1, 2030
i••••• I••.
H••••• Care Providers & Services
term loan first lien$13,000$12,000
92c
SOFR+625 bpAug 18, 2028
V••••••••• L••
Professional Services
equity equityn/a$7,000
140c
S•••• Midco, LLC
Commercial Services & Supplies
term loan second lien$4.9M$1,000Mar 12, 2036
E••• P••••••••• I••.
Diversified Consumer Services
term loan first lien$0$-0
0c
SOFR+450 bpFeb 14, 2031
K••• A••••••••• I••.
Professional Services
term loan first lien$0$0
0c
SOFR+625 bp
PIK 5.25%
Feb 28, 2030
T••• L••••• P•••••••• I••.
H••••• Care Equipment & Supplies
term loan first lien$0$0
0c
SOFR+5 bpDec 19, 2029
H•••••••• V••••••••• P•••••••• L••
H••••• Care Providers & Services
term loan first lien$0$0
0c
SOFR+475 bpJun 12, 2028
E••••••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+4 bpMay 28, 2032
B• P••••••••• L•• Rights
Containers & Packaging
equity equityn/a$0
0c
V••••••• B•••• H•••••••• L••
H••••• Care Providers & Services
preferred equity equityn/a$0
0c
S••••• B••••• L••
H••••• Care Providers & Services
term loan first lien$0$0
0c
Prime+4 bpSep 9, 2027
R•••• T•••• U• B••••• I••.
IT Services
term loan first lien$0$0
0c
SOFR+450 bpMar 31, 2031
A••••••••• I••.
Real Estate Management & Development
term loan first lien$0$0
0c
SOFR+650 bpJul 3, 2028
K••• I••••••••• I• I••.
Professional Services
preferred equity equityn/a$0
0c
O•••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+5 bpJan 27, 2032
K••• I••••••••• I• I••.
Professional Services
equity equityn/a$0
0c
P•••••• A••••••••• I••. (P•••••• Analytics)
Commercial Services & Supplies
term loan first lien$0$0
0c
SOFR+475 bpDec 20, 2028
O•••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+5 bpJan 27, 2032
M•••••• B••••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+5 bpJul 22, 2028
C••• L••••••• H•••••••• I••.
Commercial Services & Supplies
term loan first lien$0$-0
0c
SOFR+475 bpAug 27, 2031
I••••••iq, Inc.
Real Estate Management & Development
term loan first lien$0$0
0c
SOFR+450 bpJan 12, 2032
D••••••••• H•••••••• L••
Automobiles
term loan first lien$0$0
0c
SOFR+450 bpAug 15, 2031
F•• S•••• H•••••••• L••
Interactive Media & Services
equity equityn/a$0
E••••••••• H•••••••• L••
S•••••••
term loan first lien$0$0
0c
SOFR+5 bpJul 2, 2031
B••••••••• T••••••••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+5 bpMay 15, 2028
D••••••••• H•••••••• L••
Automobiles
term loan first lien$0$0
0c
SOFR+450 bpAug 15, 2031
I••••••• B••••• L••
H••••• Care Providers & Services
term loan first lien$0$0
0c
SOFR+5 bpJun 3, 2031
E••••••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+4 bpMay 28, 2032
I•••••• P•••••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+5 bpJan 25, 2030
A••••• A••••••••• Corp. II
Distributors
term loan first lien$0$-0
0c
SOFR+525 bpJan 14, 2031
I•••••• 3••• L••
H••••• Care Providers & Services
term loan first lien$0$0
0c
SOFR+5 bpOct 2, 2028
M•••••• C••••••••• B••••• L••
Electronic Equipment, Instruments & C•••••••••
term loan first lien$0$0
0c
SOFR+6 bpDec 5, 2029
B• P••••••••• L••
Containers & Packaging
equity equityn/a$0
0c
I•••••••• M•••••••• A••••••••• L••
I•••••••• Services
term loan first lien$0$0SOFR+5 bpAug 25, 2028
C••••• I••••••••• I•• L••
Commercial Services & Supplies
term loan first lien$0$0
0c
SOFR+450 bpMay 12, 2031
D••••••••• H•••••••• L••
Automobiles
term loan first lien$0$0
0c
SOFR+5 bpAug 15, 2031
M•••••••• L•
H••••• Care Providers & Services
term loan first lien$0$0
0c
SOFR+5 bpSep 30, 2032
S•• H•••••• L••
H••••• Care Providers & Services
equity equityn/a$0
F•• P•••••• L••
Diversified Consumer Services
equity equityn/a$0
Y•• L••
H••••• Care Equipment & Supplies
term loan first lien$0$-0
0c
SOFR+575 bpDec 3, 2029
A••••••• B••••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+4 bpJul 26, 2030
F••••••• A••••••••• C•••• I••.
Commercial Services & Supplies
term loan first lien$0$0
0c
SOFR+5 bp
PIK 0.03%
Feb 2, 2032
M•••••••• L•
H••••• Care Providers & Services
term loan first lien$0$0
0c
SOFR+5 bpSep 30, 2032
M•••••••• L•
H••••• Care Providers & Services
term loan first lien$0$-0
0c
SOFR+5 bpSep 30, 2032
IG Investment Holdings, LLC
Professional Services
term loan first lien$0$-0
0c
SOFR+500 bpSep 22, 2028
O•••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+5 bpJan 27, 2032
T••• L••••• P•••••••• I••.
H••••• Care Equipment & Supplies
term loan first lien$0$0
0c
SOFR+450 bpDec 19, 2029
E••••••• I••.
S•••••••
term loan first lien$0$-0
0c
SOFR+4 bpMay 28, 2032
M••••• C••••••••• A••••••• I••.
Wireless Telecommunication Services
term loan first lien$0$0
0c
SOFR+475 bpOct 16, 2029
G••• ABC Holdings, LLC
Financial Services
equity equityn/a$0
O•••• I••.
S•••••••
term loan first lien$0$0
0c
SOFR+5 bpJan 27, 2032
S••••••• P•••••••• I••• I••.
Commercial Services & Supplies
term loan first lien$0$0
0c
SOFR+525 bpDec 28, 2029
F••••••• A••••••••• C•••• I••.
Commercial Services & Supplies
term loan first lien$0$0
0c
SOFR+500 bp
PIK 2.75%
Feb 2, 2032
Page 6 of 11PreviousNext
Registration
Fiscal year end
1231reported
Incorporated
DEreported
On the SEC BDC report
2020 to 2026reported
Filings listed
19reported10-Q and 10-K since 2022
Former names
M••••• S•••••• D••••• L•••••• F••• LLC; M••••• S•••••• BDC LLCreported
Latest schedule
0001193125-26-337915reported