The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Credit Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Borrower

M•••••• Y••••••••• B••••• I••

Consumer Goods: Durablegroup grade Aon a schedule nowsponsor unattributed
Also written as: Inc. Emerald JV LP; Inc.4; M•••••• Y••••••••• Holdings, LLC
See every lender's markFind rescue capital
More
Special situations PE firms

What matters now

  1. 92¢ → 89¢
    consensus mark

    Consensus mark 89¢ on cost, down from 92¢ a year ago, 91¢ last quarter.

    Q2 2026 · The lenders' own valuations, the most direct read of what they expect to recover.

    Derived7 of 7 lenders' own marks, weighted by principal
  2. $265M
    principal outstanding

    $265M principal held by 7 lenders; matures Jun 2028.

    Q2 2026 · Refinancing is due in 20 months at a 89¢ mark.

    FactBDC schedules of investments, 30 Jun 2026; a sum of the BDCs' pieces, a lower bound
Mark path, consensus per quarter end
Q2 2025: 92¢Q3 2025: 92¢Q4 2025: 91¢Q1 2026: 91¢Q2 2026: 89¢92¢ · 92¢ · 91¢ · 91¢ · 89¢Q2 2025 to Q2 2026
Where each lender marks it, 5 points apart
90¢Consensus: 89¢G•••• C•••••• B••• I•••: 95¢T• R••• P•••• O•• S••••• P•••••• C••••• F•••: 90¢G•••• C•••••• P•••••• C••••• F•••: 95¢O•• S••••• P•••••• L•••••• F••• •• L••: 91¢95¢
Principal held
at least $265M
sum of BDC pieces, a lower bound
Fair value
$234M
89c on cost, debt pieces
Unfunded
Not disclosed
commitments not yet drawn
BDC lenders
9
7 on the latest quarter
Facilities
3
1 equity pieces beside them
Next maturity
Jun 1, 2028
$250M inside 24 months
On the tape since
Sep 30, 2021
latest Jun 30, 2026
Events
9
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•••$129M86¢-4 pts
G•••• C•••••• B••• I•••$59.1M95¢+3 pts
T• R••• P•••• O•• S••••• P•••••• C••••• F•••$35.4M90¢0 pts
G•••• C•••••• P•••••• C••••• F•••$17.4M95¢+3 pts
O•• S••••• P•••••• L•••••• F••• •• L••$15M91¢0 pts
View all 7 lenderslargest exposure first
LenderExposureCurrent markQoQ change
B••••••••• S•••••• L•••••• F•••$8.39M86¢-4 pts
A••• C•••••• C•••$600K83¢0 pts
Every BDC piece · 25 positions across 7 lenderslargest principal first, with instrument and rate
BDCInstrumentPrincipalFair valueRate
B••••••••• P•••••• C••••• F•••delayed draw term loan lien unstated$85.4M$72.6M
86c
S+700 bp
PIK 3.25%
B••••••••• P•••••• C••••• F•••delayed draw term loan lien unstated
N••••••••• I•••••
$27.5M$23.5M
86c
S+700 bp
PIK 3.25%
G•••• C•••••• B••• I•••term loan first lien
One stop 2 | N••••••••• I•••••
$21.9M$20.3M
95c
S+700 bp
PIK 3.25%
G•••• C•••••• B••• I•••term loan first lien
One stop 1 | N••••••••• I•••••
$21.1M$19.6M
94c
S+700 bp
PIK 3.25%
T• R••• P•••• O•• S••••• P•••••• C••••• F•••term loan first lien
F•••• L••• D•••
$17.2M$15.4M
90c
S+700 bp
PIK 3.25%
View all 25 positionslargest principal first
BDCInstrumentPrincipalFair valueRate
B••••••••• P•••••• C••••• F•••delayed draw term loan lien unstated
N••••••••• I•••••
$16.3M$13.9M
86c
S+725 bp
PIK 3.25%
G•••• C•••••• P•••••• C••••• F•••term loan first lien
One stop 1
$12.2M$11.3M
95c
S+700 bp
PIK 3.25%
T• R••• P•••• O•• S••••• P•••••• C••••• F•••term loan first lien
F•••• L••• D•••
$8.0M$7.1M
90c
S+700 bp
PIK 3.25%
O•• S••••• P•••••• L•••••• F••• •• L••term loan first lien
F•••• L••• D•••
$7.2M$6.4M
91c
S+700 bp
PIK 3.25%
G•••• C•••••• B••• I•••term loan first lien
One stop 5 | N••••••••• I•••••
$7.0M$6.5M
97c
S+700 bp
PIK 3.25%
G•••• C•••••• B••• I•••term loan first lien
One stop 3 | N••••••••• I•••••
$6.5M$6.1M
95c
S+725 bp
PIK 3.25%
T• R••• P•••• O•• S••••• P•••••• C••••• F•••term loan first lien
F•••• L••• D•••
$5.7M$5.1M
90c
S+700 bp
PIK 3.25%
G•••• C•••••• P•••••• C••••• F•••term loan first lien
One stop 2
$5.2M$4.8M
95c
S+700 bp
PIK 3.25%
B••••••••• S•••••• L•••••• F•••delayed draw term loan lien unstated
N••••••••• I•••••
$5.1M$4.3M
86c
S+700 bp
PIK 3.25%
T• R••• P•••• O•• S••••• P•••••• C••••• F•••term loan first lien
F•••• L••• D•••
$4.5M$4.0M
90c
S+700 bp
PIK 3.25%
O•• S••••• P•••••• L•••••• F••• •• L••term loan first lien
F•••• L••• D•••
$3.3M$3.0M
91c
S+700 bp
PIK 3.25%
G•••• C•••••• B••• I•••term loan first lien
One stop 4 | N••••••••• I•••••
$2.7M$2.5M
97c
S+700 bp
PIK 3.25%
O•• S••••• P•••••• L•••••• F••• •• L••term loan first lien
F•••• L••• D•••
$2.4M$2.1M
91c
S+700 bp
PIK 3.25%
B••••••••• S•••••• L•••••• F•••delayed draw term loan lien unstated
N••••••••• I•••••
$1.6M$1.4M
86c
S+700 bp
PIK 3.25%
B••••••••• S•••••• L•••••• F•••delayed draw term loan lien unstated
N••••••••• I•••••
$1.6M$1.4M
86c
S+725 bp
PIK 3.25%
O•• S••••• P•••••• L•••••• F••• •• L••term loan first lien
F•••• L••• D•••
$1.4M$1.2M
91c
S+725 bp
PIK 3.25%
O•• S••••• P•••••• L•••••• F••• •• L••term loan first lien
F•••• L••• D•••
$701,000$628,000
91c
S+700 bp
PIK 3.25%
A••• C•••••• C•••term loan first lien
F•••• lien senior secured loan 1
$400,000$300,000
75c
S+375 bp
A••• C•••••• C•••term loan first lien
F•••• lien senior secured loan
$200,000$200,000
100c
S+375 bp
A••• C•••••• C•••equity equity
C•••• A common units
Not disclosed$0
0c
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
FacilityHeldOn costPricingMaturityBDCs
delayed draw term loan lien unstatedat least $138M86cS+725 bp
PIK 3.25%
Jun 23, 20282
first lien term loan first lienat least $128M93cS+725 bp
PIK 3.25%
Jun 23, 20285
other lien unstated
exited Dec 31, 2025
at least $49.6M91cS+725 bp
PIK 3.25%
Jun 23, 20282
Equity pieces beside the debt: equity ($0 fair value, 1 BDC)
Through time
the borrower's pieces summed across BDCs, every quarter end
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20267$265M$234M89c22
Mar 31, 20267$263M$236M91c22
Dec 31, 20257$310M$278M91c31
Sep 30, 20257$333M$301M92c29
All 18 quarters
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20257$257M$234M92c24
Mar 31, 20257$255M$233M93c24
Dec 31, 20247$479M$440M93c26
Sep 30, 20247$252M$231M93c0
Jun 30, 20247$254M$239M96c0
Mar 31, 20249$333M$320M98c0
Dec 31, 20239$341M$328M98c0
Sep 30, 20239$335M$321M98c0
Jun 30, 20238$309M$296M98c0
Mar 31, 20237$203M$195M98c0
Dec 31, 20227$292M$280M98c0
Sep 30, 20225$159M$155M98c0
Dec 31, 20213$151M$148M100c0
Sep 30, 20211$19.3M$19.3M102c0
What changed
Full timeline · 30 events
Every change including routine ones
Identity
Group key
MARCONE YELLOWSTONEderivedthe codename stem after legal suffixes and deal words
Spellings
1 across 9 BDCsderived
Industry
Consumer Goods: Durablereportedas one filer wrote it