09/24/2026 | Press release | Distributed by Public on 09/24/2026 14:14
Item 7.01. Regulation FD Disclosure.
On September 24, 2026, the Company disclosed the below information.
Distribution:
On September 22, 2026, the Fund declared a distribution to unitholders of record in the amount of $0.1190 per unit. The distribution will be payable on or around October 5, 2026 to unitholders of record as of September 30, 2026.
On September 22, 2026, the Fund declared a special distribution to unitholders of record in the amount of $0.0110 per unit. The distribution will be payable on or around October 5, 2026 to unitholders of record as of September 30, 2026.
Company's Portfolio:
As of August 31, 2026, the Company had investments in 294 portfolio companies across 43 industries with an aggregate par value of approximately $6,591.1 million, which consisted of approximately 96.3% first lien debt investments, approximately 0.4% second lien debt investments and approximately 3.3% other securities and investment funds, based on par value or, in the case of equity investments, cost. As of August 31, 2026, approximately 99.9% of the debt investments, based on par value, in the Company's portfolio were at floating rates. As of August 31, 2026, approximately 94.8% of the Company's total investment commitments were in private senior secured loans, equity investments and investments in joint ventures and approximately 5.2% were in broadly syndicated loans, which the Company primarily uses for cash management purposes.
During the period from August 1, 2026 through August 31, 2026, the Company had new investment commitments of approximately $2.0 million, approximately 100.0% of which were private senior secured loans.
The table below describes investments by industry composition based on par value or, in the case of equity investments, cost as of August 31, 2026:
|
Industry |
Par or Cost |
% of Total |
||||||
|
Software |
$ |
1,546.0 |
23.5 |
% |
||||
|
Insurance Services |
609.6 |
9.2 |
||||||
|
Commercial Services & Supplies |
576.9 |
8.8 |
||||||
|
Health Care Providers & Services |
459.7 |
7.0 |
||||||
|
IT Services |
404.2 |
6.1 |
||||||
|
Professional Services |
376.3 |
5.7 |
||||||
|
Diversified Consumer Services |
332.4 |
5.0 |
||||||
|
Financial Services |
173.7 |
2.6 |
||||||
|
Automobiles |
165.3 |
2.5 |
||||||
|
Real Estate Management & Development |
163.2 |
2.5 |
||||||
|
Others |
1,783.8 |
27.1 |
||||||
|
Total |
$ |
6,591.1 |
100.0 |
% |
||||
The table below shows the Company's ten largest portfolio company investments based on par value or, in the case of equity investments, cost as of August 31, 2026:
|
Issuer |
Industry |
Par or Cost |
% of Total |
|||||||
|
Integrity Marketing Acquisition, LLC |
Insurance Services |
$ |
112.5 |
1.7 |
% |
|||||
|
North Haven Keystone LLC |
Investments in Joint Ventures |
110.4 |
1.7 |
|||||||
|
World Insurance Associates, LLC |
Insurance Services |
95.5 |
1.4 |
|||||||
|
Granicus, Inc |
Software |
87.6 |
1.3 |
|||||||
|
Redwood Services Group, LLC |
IT Services |
83.9 |
1.3 |
|||||||
|
VRC Companies, LLC |
Commercial Services & Supplies |
83.0 |
1.3 |
|||||||
|
Diligent Corporation |
Software |
80.6 |
1.2 |
|||||||
|
Pareto Health Intermediate Holdings, Inc. |
Health Care Providers & Services |
79.6 |
1.2 |
|||||||
|
Anaplan, Inc |
Software |
79.4 |
1.2 |
|||||||
|
Aptean, Inc |
Industrial Conglomerates |
78.2 |
1.2 |
|||||||
|
Others |
5,700.4 |
86.5 |
||||||||
|
Total |
$ |
6,591.1 |
100.0 |
% |
||||||
Net Asset Value:
As of August 31, 2026, the Company's aggregate Net Asset Value ("NAV") is estimated to be approximately $3,117.6 million. As of August 31, 2026, the Company had approximately $2,929.2 million of debt outstanding (at principal). This estimate of the Company's aggregate net asset value did not and will not undergo the Company's customary quarter-end financial closing procedures and may differ materially from future estimates of net asset value or net asset value determinations, including the determination as of September 30, 2026, which will undergo the Company's customary quarter-end financial closing procedures.