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Borrower

H• L••

group grade Con a schedule nowsponsor unattributed

What matters now

  1. 100¢ → 68¢
    consensus mark

    Consensus mark 68¢ on cost, down from 100¢ a year ago, 100¢ last quarter.

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

    Derived1 of 1 lender' own marks, weighted by principal
  2. $2.75M
    principal outstanding

    $2.75M principal held by 1 lender.

    Q2 2026 · The loss if the marks hold, spread across the holders below.

    FactBDC schedules of investments, 30 Jun 2026; a sum of the BDCs' pieces, a lower bound
  3. 100¢ → 68¢
    -32 pts, one lender

    T••••••••• P•••••• V•••••• C••••• I••• marked it 100¢ → 68¢, the largest move among 1 lender this quarter.

    Q2 2026 · One holder repriced far more than the rest.

    FactT••••••••• P•••••• V•••••• C••••• I••• schedule of investmentsOpen the lender
Mark path, consensus per quarter end
Q2 2025: 100¢Q3 2025: 100¢Q4 2025: 100¢Q1 2026: 100¢Q2 2026: 68¢100¢ · 100¢ · 100¢ · 100¢ · 68¢Q2 2025 to Q2 2026
Principal held
at least $2.8M
sum of BDC pieces, a lower bound
Fair value
$2.0M
68c on cost, debt pieces
Unfunded
Not disclosed
commitments not yet drawn
BDC lenders
1
1 on the latest quarter
Facilities
2
2 equity pieces beside them
Next maturity
unstated
no dated debt inside 24 months
On the tape since
Dec 31, 2022
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
Every BDC piece · 3 positions across 1 lenderlargest principal first, with instrument and rate
BDCInstrumentPrincipalFair valueRate
T••••••••• P•••••• V•••••• C••••• I•••term loan lien unstated
Growth Capital L•••
$2.8M$2.0M
68c
S+150 bp
PIK 6.50%
T••••••••• P•••••• V•••••• C••••• I•••warrants equity
C••••• S•••• | W•••••• Investments
Not disclosed$2,000
5c
T••••••••• P•••••• V•••••• C••••• I•••preferred equity equity
P•••••••• S•••• | W•••••• Investments
Not disclosed$0
0c
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
FacilityHeldOn costPricingMaturityBDCs
term loan lien unstatedat least $2.8M68cS+150 bp
PIK 6.50%
unstated1
other lien unstated
exited Dec 31, 2024
at least $5.1M100cS+150 bp
PIK 6.50%
unstated1
Equity pieces beside the debt: warrants ($2,000 fair value, 1 BDC), preferred 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, 20261$2.8M$2.0M68c1
Mar 31, 20261$2.8M$2.9M100c1
Dec 31, 20251$5.4M$5.8M100c2
Sep 30, 20251$2.7M$2.8M100c1
All 12 quarters
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20251$2.6M$2.8M100c1
Mar 31, 20251$2.6M$2.7M100c1
Dec 31, 20241$7.6M$8.1M100c3
Sep 30, 20241$2.5M$2.6M97c1
Jun 30, 20241$2.5M$2.6M99c1
Mar 31, 20241$2.4M$2.5M98c1
Dec 31, 20231$2.4M$2.4M98c1
Dec 31, 20221$2.5M$2.5M99c0
What changed
Every change including routine ones
Identity
Group key
HIderivedthe codename stem after legal suffixes and deal words
Spellings
1 across 1 BDCderived