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Borrower

R•• H•••••••• L••

group grade Aon a schedule nowsponsor unattributed
Also written as: LLC Emerald JV LP

What matters now

  1. 90¢ → 98¢
    consensus mark

    Consensus mark 98¢ on cost, up from 90¢ a year ago, 96¢ last quarter.

    Q2 2026 · The lenders' own valuations moved back up.

    Derived2 of 2 lenders' own marks, weighted by principal
Mark path, consensus per quarter end
Q2 2025: 90¢Q3 2025: 90¢Q4 2025: 94¢Q1 2026: 96¢Q2 2026: 98¢90¢ · 90¢ · 94¢ · 96¢ · 98¢Q2 2025 to Q2 2026
Where each lender marks it, 0 points apart
98¢Consensus: 98¢B••••••••• P•••••• C••••• F•••: 98¢B••••••••• S•••••• L•••••• F•••: 98¢98¢
Principal held
at least $335M
sum of BDC pieces, a lower bound
Fair value
$325M
98c on cost, debt pieces
Unfunded
Not disclosed
commitments not yet drawn
BDC lenders
2
2 on the latest quarter
Facilities
2
0 equity pieces beside them
Next maturity
Dec 31, 2028
no dated debt inside 24 months
On the tape since
Dec 31, 2021
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 · 5 positions across 2 lenderslargest principal first, with instrument and rate
BDCInstrumentPrincipalFair valueRate
B••••••••• P•••••• C••••• F•••delayed draw term loan lien unstated
N••••••••• I•••••
$266M$258M
98c
S+575 bp
B••••••••• S•••••• L•••••• F•••delayed draw term loan lien unstated
N••••••••• I•••••
$29.6M$28.7M
98c
S+575 bp
B••••••••• P•••••• C••••• F•••delayed draw term loan lien unstated$26.0M$25.2M
98c
S+575 bp
B••••••••• P•••••• C••••• F•••delayed draw term loan lien unstated
N••••••••• I•••••
$12.2M$11.9M
98c
S+575 bp
B••••••••• S•••••• L•••••• F•••delayed draw term loan lien unstated
N••••••••• I•••••
$1.4M$1.3M
98c
S+575 bp
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
FacilityHeldOn costPricingMaturityBDCs
delayed draw term loan lien unstatedat least $335M98cS+575 bpDec 31, 20282
other lien unstated
exited Dec 31, 2022
at least $263M101cS+575 bpDec 31, 20282
Through time
the borrower's pieces summed across BDCs, every quarter end
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20262$335M$325M98c0
Mar 31, 20262$336M$319M96c0
Dec 31, 20252$323M$301M94c0
Sep 30, 20252$324M$290M90c0
All 17 quarters
Quarter endBDCsPrincipal heldFair valueOn costPIK pieces
Jun 30, 20252$325M$289M90c0
Mar 31, 20252$326M$290M90c0
Dec 31, 20242$653M$581M90c0
Sep 30, 20242$327M$302M93c0
Jun 30, 20242$328M$306M94c0
Mar 31, 20242$329M$311M96c0
Dec 31, 20232$330M$312M96c0
Sep 30, 20232$331M$317M97c0
Jun 30, 20232$262M$256M99c0
Mar 31, 20232$241M$238M101c0
Dec 31, 20222$263M$260M101c0
Sep 30, 20222$242M$239M101c0
Dec 31, 20212$243M$238M100c0
What changed
Every change including routine ones
Identity
Group key
RWL HOLDINGderivedthe codename stem after legal suffixes and deal words
Spellings
1 across 2 BDCsderived