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Borrower

P•••••• I••••••••• H•••••••• L••

group grade Bon a schedule nowsponsor unattributed
Also written as: LLC - Class A Units; LLC 1 Emerald JV LP; LLC Emerald JV LP

What matters now

  1. 93¢ → 100¢
    consensus mark

    Consensus mark 100¢ on cost, up from 93¢ a year ago, 100¢ last quarter.

    Q2 2026 · The lenders' own valuations moved back up.

    Derived1 of 1 lender' own marks, weighted by principal
Mark path, consensus per quarter end
Q2 2025: 93¢Q3 2025: 82¢Q4 2025: 100¢Q1 2026: 100¢Q2 2026: 100¢93¢ · 82¢ · 100¢ · 100¢ · 100¢Q2 2025 to Q2 2026
Principal held
at least $316M
sum of BDC pieces, a lower bound
Fair value
$443M
100c on cost, debt pieces
Unfunded
Not disclosed
commitments not yet drawn
BDC lenders
1
1 on the latest quarter
Facilities
1
1 equity pieces beside them
Next maturity
Dec 31, 2030
no dated debt inside 24 months
On the tape since
Dec 31, 2021
latest Jun 30, 2026
Events
2
dated, non-routine
Lender marks
each lender's own fair value over cost at Jun 30, 2026, folded to one row per lender
LenderExposureCurrent markQoQ change
B••••••••• P•••••• C••••• F•••$316M100¢0 pts
Every BDC piece · 6 positions across 1 lenderlargest principal first, with instrument and rate
BDCInstrumentPrincipalFair valueRate
B••••••••• P•••••• C••••• F•••unstated lien unstated
C••••••••• A••••••••• I•••••
$203M$203M
100c
S+525 bp
PIK 3.25%
B••••••••• P•••••• C••••• F•••unstated lien unstated
C••••••••• A••••••••• I•••••
$101M$101M
100c
S+575 bp
PIK 9.54%
B••••••••• P•••••• C••••• F•••unstated lien unstated$7.7M$7.7M
100c
S+525 bp
PIK 3.25%
B••••••••• P•••••• C••••• F•••unstated lien unstated$3.8M$3.8M
100c
S+575 bp
PIK 9.54%
B••••••••• P•••••• C••••• F•••equity equity
C•••• A U••••
Not disclosed$4.6M
95c
View all 6 positionslargest principal first
BDCInstrumentPrincipalFair valueRate
B••••••••• P•••••• C••••• F•••equity equity
C•••• A U•••• | C••••••••• A••••••••• I•••••
Not disclosed$123M
95c
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
FacilityHeldOn costPricingMaturityBDCs
other lien unstatedat least $316M100cS+575 bp
PIK 9.54%
Dec 31, 20301
Equity pieces beside the debt: equity ($128M fair value, 1 BDC)
Through time
the borrower's pieces summed across BDCs, every quarter end
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20261$316M$316M100c4
Mar 31, 20261$312M$312M100c4
Dec 31, 20251$872M$733M100c8
Sep 30, 20251$567M$463M82c0
All 17 quarters
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20251$568M$525M93c0
Mar 31, 20251$570M$547M97c0
Dec 31, 20241$1.1B$1.1B98c0
Sep 30, 20241$572M$557M98c0
Jun 30, 20241$574M$554M97c0
Mar 31, 20241$575M$545M96c0
Dec 31, 20231$598M$559M95c0
Sep 30, 20231$578M$541M95c0
Jun 30, 20231$580M$551M96c0
Mar 31, 20231$560M$541M98c0
Dec 31, 20221$583M$571M99c0
Sep 30, 20221$544M$531M99c0
Dec 31, 20211$491M$480M100c0
What changed
Every change including routine ones
Identity
Group key
PRODEGEderivedthe codename stem after legal suffixes and deal words
Spellings
1 across 1 BDCderived