DFX Intelligence
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Borrower
K••••
Transportation: Cargogroup grade Aon a schedule nowsponsor unattributed
Also written as: K•••• Group, Inc
Nothing material in the last 200 days. No dated change on record yet.
Mark path, consensus per quarter end
100¢ · 100¢ · 100¢Q4 2025 to Q2 2026
Principal held
at least $3.2M
sum of BDC pieces, a lower bound
Fair value
$3.2M
100c on cost, debt pieces
Unfunded
Not disclosed
commitments not yet drawn
BDC lenders
3
1 on the latest quarter
Facilities
5
0 equity pieces beside them
Next maturity
Nov 15, 2029
no dated debt inside 24 months
On the tape since
Dec 31, 2022
latest Jun 30, 2026
Events
5
dated, non-routine
Lender marks
each lender's own fair value over cost at Jun 30, 2026, folded to one row per lender
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| A•••• C••••• B•• I••• | $3.19M | 100¢ | 0 pts |
Every BDC piece · 4 positions across 1 lenderlargest principal first, with instrument and rate
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| A•••• C••••• B•• I••• | term loan first lien Investment T••• 1st L••• T••• L••• I•••• S + S••••• 4.25% I••••••• R••• 7.98% A••••••••• D | $2.9M | $2.8M 100c | SOFR+425 bp |
| A•••• C••••• B•• I••• | revolver first lien Investment T••• 1st L••• R••••••• I•••• S + S••••• 4.25% I••••••• R••• 7.98% A••••••••• D• | $328,741 | $327,919 100c | SOFR+425 bp |
| A•••• C••••• B•• I••• | delayed draw term loan first lien Investment T••• 1st L••• D••• I•••• S+ S••••• 4.25% I••••••• R••• 7.98% M••••••• 11/15/202 | Not disclosed | Not disclosed | SOFR+425 bp |
| A•••• C••••• B•• I••• | revolver first lien Investment T••• S••••• S•••••• R•••••••• Credit L••• I•••• S+ S••••• 4.25% I••••••• R••• 7 | Not disclosed | Not disclosed | SOFR+425 bp |
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
| Facility | Held | On cost | Pricing | Maturity | BDCs |
|---|---|---|---|---|---|
| first lien term loan first lien | at least $2.9M | 100c | SOFR+425 bp | Nov 15, 2029 | 1 |
| first lien revolver first lien | at least $328,741 | 100c | SOFR+425 bp | Nov 15, 2029 | 1 |
| first lien delayed draw term loan first lien | unknown | n/a | SOFR+425 bp | Nov 15, 2029 | 1 |
| delayed draw term loan lien unstated exited Sep 30, 2024 | at least $59.8M | 102c | S+425 bp | Nov 15, 2029 | 2 |
| other lien unstated exited Jun 30, 2024 | unknown | n/a | unstated | 2 |
Through time
the borrower's pieces summed across BDCs, every quarter end
| Quarter end | BDCs | Principal held | Fair value | On cost | PIK pieces |
|---|---|---|---|---|---|
| Jun 30, 2026 | 1 | $3.2M | $3.2M | 100c | 0 |
| Mar 31, 2026 | 1 | $246,556 | $245,323 | 100c | 0 |
| Dec 31, 2025 | 1 | $5.7M | $5.7M | 100c | 0 |
| Sep 30, 2025 | 1 | $0 | $0 | n/a | 0 |
All 15 quartersShow fewer
| Quarter end | BDCs | Principal held | Fair value | On cost | PIK pieces |
|---|---|---|---|---|---|
| Jun 30, 2025 | 1 | $0 | $0 | n/a | 0 |
| Mar 31, 2025 | 1 | $2.7M | $2.7M | 100c | 0 |
| Dec 31, 2024 | 1 | $2.5M | $2.5M | 100c | 0 |
| Sep 30, 2024 | 3 | $62.3M | $46.3M | 102c | 0 |
| Jun 30, 2024 | 3 | $62.4M | $46.3M | 102c | 0 |
| Mar 31, 2024 | 2 | $15.8M | $13.6M | 102c | 0 |
| Dec 31, 2023 | 3 | $15.9M | $13.6M | 102c | 0 |
| Sep 30, 2023 | 2 | $15.9M | $13.6M | 102c | 0 |
| Jun 30, 2023 | 2 | $15.9M | $13.4M | 101c | 0 |
| Mar 31, 2023 | 2 | $16.0M | $13.4M | 100c | 0 |
| Dec 31, 2022 | 2 | $16.0M | $13.4M | 100c | 0 |
What changed
- Spread increasedMar 31, 2025
- Spread increasedMar 31, 2025
- Spread changed (observed)Sep 30, 2024
- Facility left every BDC scheduleSep 30, 2024
- Spread changed (observed)Sep 30, 2024
Full timeline · 7 eventsShow fewer
- Spread changed (observed)Sep 30, 2024
- Facility left every BDC scheduleJun 30, 2024
Sponsor
No sponsor attribution: no portfolio page, deal announcement or Form D signer consensus names an owner for this borrower group.
Identity
- Group key
- KENCOderivedthe codename stem after legal suffixes and deal words
- Spellings
- 2 across 3 BDCsderived
- Industry
- Transportation: Cargoreportedas one filer wrote it