DFX Intelligence
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Borrower
L••••• C•••
Consumer Durables & Apparelgroup grade Aoff every schedule since Jun 30, 2025sponsor unattributed
Also written as: ABF Equity; Consumer Durables & Apparel; Emerald JV LP
Nothing material in the last 200 days. Last change: 30 Jun 2025, Consensus mark 100¢ on cost, up from 99¢ a year ago, 102¢ last quarter.
Mark path, consensus per quarter end
99¢ · 100¢ · 102¢ · 102¢ · 100¢Q4 2022 to Q2 2025
Where each lender marks it on the term loan, 0 points apart
100¢100¢
Principal held
at least $20.7M
sum of BDC pieces, a lower bound
Fair value
$52.0M
100c on cost, debt pieces
Unfunded
Not disclosed
commitments not yet drawn
BDC lenders
4
3 on the latest quarter
Facilities
2
1 equity pieces beside them
Next maturity
Aug 1, 2029
no dated debt inside 24 months
On the tape since
Dec 31, 2022
latest Jun 30, 2025
Events
3
dated, non-routine
Lender marks
each lender's own fair value over cost at Jun 30, 2025, folded to one row per lender
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| F• K•• C•••••• C••• | $13.8M | 100¢ | -2 pts |
| K•• F• I••••• T•••• | $4.3M | 100¢ | 0 pts |
| K•• F• I••••• T•••• S••••• | $2.58M | 100¢ | -3 pts |
Every BDC piece · 6 positions across 3 lenderslargest principal first, with instrument and rate
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| F• K•• C•••••• C••• | term loan lien unstated T••• L•••, C••••••• D••••••• & A•••••• | $13.8M | $13.8M 100c | S+1080 bp |
| K•• F• I••••• T•••• | term loan lien unstated T••• L•••, C••••••• D••••••• & A•••••• | $4.3M | $4.3M 100c | 10.80% |
| K•• F• I••••• T•••• S••••• | term loan lien unstated T••• L•••, C••••••• D••••••• & A•••••• | $2.6M | $2.6M 100c | S+1080 bp |
| F• K•• C•••••• C••• | unstated lien unstated | Not disclosed | $20.9M 118c | |
| K•• F• I••••• T•••• | unstated lien unstated | Not disclosed | $6.5M 118c |
View all 6 positionsShow fewerlargest principal first
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| K•• F• I••••• T•••• S••••• | unstated lien unstated | Not disclosed | $3.9M 118c |
Capital structure as the BDCs see it
latest quarter end Jun 30, 2025
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, 2025 | 3 | $20.7M | $20.7M | 100c | 0 |
| Mar 31, 2025 | 3 | $22.4M | $22.4M | 100c | 0 |
| Dec 31, 2024 | 3 | $44.1M | $44.1M | 100c | 0 |
| Sep 30, 2024 | 3 | $22.2M | $27.9M | 100c | 2 |
All 5 quartersShow fewer
| Quarter end | BDCs | Principal held | Fair value | On cost | PIK pieces |
|---|---|---|---|---|---|
| Dec 31, 2022 | 1 | $1.8M | $1.8M | 99c | 0 |
What changed
- Facility left every BDC scheduleJun 30, 2025
- Facility left every BDC scheduleJun 30, 2025
- New lender joined a facilitySep 30, 2024
- New lender joined a facilitySep 30, 2024
- New lender joined a facilitySep 30, 2024
Full timeline · 6 eventsShow fewer
- New borrower on a BDC scheduleDec 31, 2022
Sponsor
No sponsor attribution: no portfolio page, deal announcement or Form D signer consensus names an owner for this borrower group.
Identity
- Group key
- LENNARderivedthe codename stem after legal suffixes and deal words
- Spellings
- 1 across 4 BDCsderived
- Industry
- Consumer Durables & Apparelreportedas one filer wrote it