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Borrower

O•• L••••••• I••••••••• H••••••• 2• L••

group grade Aon a schedule nowsponsor unattributed

What matters now

  1. 100¢ → 95¢
    consensus mark

    Consensus mark 95¢ on cost, down from 100¢ in Q4 2025, 99¢ last quarter.

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

    Derived3 of 3 lenders' own marks, weighted by principal
Mark path, consensus per quarter end
Q4 2025: 100¢Q1 2026: 99¢Q2 2026: 95¢100¢ · 99¢ · 95¢Q4 2025 to Q2 2026
Where each lender marks it, 0 points apart
95¢Consensus: 95¢B•••••• P•••••• C••••• C•••: 95¢B•••••• B••• I•••: 95¢B•••••• C•••••• I••••••••• C•••: 95¢95¢
Principal held
at least $30.6M
sum of BDC pieces, a lower bound
Fair value
$28.3M
94c on cost, debt pieces
Unfunded
$5.3M
commitments not yet drawn
BDC lenders
3
3 on the latest quarter
Facilities
2
0 equity pieces beside them
Next maturity
unstated
no dated debt inside 24 months
On the tape since
Dec 31, 2024
latest Jun 30, 2026
Events
1
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 · 6 positions across 3 lenderslargest principal first, with instrument and rate
BDCInstrumentPrincipalFair valueRate
B•••••• P•••••• C••••• C•••term loan first lien
F•••• L••• S••••• S•••••• T••• L•••
$25.5M$23.9M
95c
S+550 bp
B•••••• B••• I•••term loan first lien
F•••• L••• S••••• S•••••• T••• L•••
$4.2M$4.0M
95c
S+550 bp
B•••••• C•••••• I••••••••• C•••term loan first lien
F•••• L••• S••••• S•••••• T••• L•••
$849,000$794,000
95c
S+550 bp
B•••••• B••• I•••revolver lien unstated
R•••••••
$0$-47,000
470c
S+550 bp
B•••••• C•••••• I••••••••• C•••revolver lien unstated
R•••••••
$0$-9,000
450c
S+550 bp
View all 6 positionslargest principal first
BDCInstrumentPrincipalFair valueRate
B•••••• P•••••• C••••• C•••revolver lien unstated
R•••••••
$0$-283,000
496c
S+550 bp
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
FacilityHeldOn costPricingMaturityBDCs
first lien term loan first lienat least $30.6M95cS+550 bpunstated3
revolver lien unstatedat least $0n/aS+550 bpunstated3
Through time
the borrower's pieces summed across BDCs, every quarter end
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20263$30.6M$28.3M94c0
Mar 31, 20263$30.7M$29.9M99c0
Dec 31, 20253$31.6M$31.0M100c0
Dec 31, 20243$0$0n/a0
What changed
Every change including routine ones
Identity
Group key
OSP LAKESIDEderivedthe codename stem after legal suffixes and deal words
Spellings
1 across 3 BDCsderived