07/28/2026 | Press release | Distributed by Public on 07/28/2026 14:34
Item 7.01. Regulation FD Disclosure.
On July 28, 2026, the Company disclosed the below information.
Distribution:
On July 24, 2026, the Fund declared a distribution to unitholders of record in the amount of $0.1206 per unit. The distribution will be payable on or around August 5, 2026 to unitholders of record as of July 31, 2026.
Company's Portfolio:
As of June 30, 2026, the Company had investments in 299 portfolio companies across 45 industries with an aggregate par value of approximately $6,846.0 million, which consisted of approximately 96.5% first lien debt investments, approximately 0.3% second lien debt investments and approximately 3.2% other securities and investment funds, based on par value or, in the case of equity investments, cost. As of June 30, 2026, approximately 99.9% of the debt investments, based on par value, in the Company's portfolio were at floating rates. As of June 30, 2026, approximately 94.5% of the Company's total investment commitments were in private senior secured loans, equity investments and investments in joint ventures and approximately 5.5% were in broadly syndicated loans, which the Company primarily uses for cash management purposes.
During the period from June 1, 2026 through June 30, 2026, the Company had new investment commitments of approximately $7.5 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 June 30, 2026:
|
Industry |
Par or Cost |
% of Total |
||||||
|
Software |
$ |
1,567.0 |
22.9 |
% |
||||
|
Insurance Services |
629.9 |
9.2 |
||||||
|
Commercial Services & Supplies |
602.7 |
8.8 |
||||||
|
Health Care Providers & Services |
459.6 |
6.7 |
||||||
|
IT Services |
414.6 |
6.1 |
||||||
|
Professional Services |
393.7 |
5.8 |
||||||
|
Diversified Consumer Services |
348.3 |
5.1 |
||||||
|
Electronic Equipment, Instruments & Components |
227.0 |
3.3 |
||||||
|
Financial Services |
183.7 |
2.7 |
||||||
|
Real Estate Management & Development |
173.2 |
2.5 |
||||||
|
Others |
1,846.3 |
26.9 |
||||||
|
Total |
$ |
6,846.0 |
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 June 30, 2026:
|
Issuer |
Par or Cost |
% of Total |
||||||
|
Integrity Marketing Acquisition, LLC |
$ |
112.9 |
1.6 |
% |
||||
|
North Haven Keystone LLC |
110.4 |
1.6 |
||||||
|
World Insurance Associates, LLC |
100.5 |
1.5 |
||||||
|
VRC Companies, LLC |
88.0 |
1.3 |
||||||
|
Granicus, Inc |
87.1 |
1.3 |
||||||
|
Redwood Services Group, LLC |
83.9 |
1.2 |
||||||
|
Aptean, Inc |
83.2 |
1.2 |
||||||
|
MRI Software, LLC |
80.6 |
1.2 |
||||||
|
Diligent Corporation |
80.3 |
1.2 |
||||||
|
Anaplan, Inc |
79.6 |
1.2 |
||||||
|
Others |
5,939.5 |
86.7 |
||||||
|
Total |
$ |
6,846.0 |
100.0 |
% |
||||
Net Asset Value:
As of June 30, 2026, the Company's aggregate Net Asset Value ("NAV") is estimated to be approximately $3,091.8 million. As of June 30, 2026, the Company had approximately $2,982.9 million of debt outstanding (at principal). Final results may differ materially from the estimated net asset value as a result of the completion of the Company's financial closing procedures, as well as any subsequent events, including the discovery of information affecting fair values of portfolio investments as of June 30, 2026, arising between the date hereof and the completion of the financial statements and the filing of the Company's quarterly report on Form 10-Q for the quarter ended June 30, 2026.