v3.25.4
Net Assets
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Net Assets

Note 8. Net Assets

The following table presents transactions in Common Shares during the year ended December 31, 2025:

 

 

 

 

For the Year Ended December 31, 2025

 

 

 

 

Shares

 

 

Amount

 

Class I:

 

 

 

 

 

 

 

 

Proceeds from shares sold

 

$

 

21,640,576

 

 

$

 

557,320

 

Repurchase of Common Shares

 

 

 

(166,071

)

 

 

 

(4,297

)

Early repurchase deduction

 

 

 

 

 

 

 

6

 

Distributions reinvested

 

 

 

208,125

 

 

 

 

5,348

 

Net increase

 

$

 

21,682,630

 

 

$

 

558,377

 

There were no Class S or Class D shares outstanding during the year ended December 31, 2025.

The following table presents transactions in Common Shares during the year ended December 31, 2024:

 

 

 

 

For the Year Ended December 31, 2024

 

 

 

 

Shares

 

 

Amount

 

Class I:

 

 

 

 

 

 

 

 

Proceeds from shares sold

 

$

 

9,496,164

 

 

$

 

241,111

 

Repurchase of Common Shares

 

 

 

(60,000

)

 

 

 

(1,537

)

Early repurchase deduction

 

 

 

 

 

 

 

 

Distributions reinvested

 

 

 

121,550

 

 

 

 

3,076

 

Net increase

 

$

 

9,557,714

 

 

$

 

242,650

 

There were no Class S or Class D shares outstanding during the year ended December 31, 2024.

The following table presents transactions in Common Shares during the year ended December 31, 2023:

 

 

 

 

For the Year Ended December 31, 2023

 

 

 

 

Shares

 

 

Amount

 

Class I:

 

 

 

 

 

 

 

 

Proceeds from shares sold

 

$

 

4,429,780

 

 

$

 

110,744

 

Repurchase of Common Shares

 

 

 

 

 

 

 

 

Early repurchase deduction

 

 

 

 

 

 

 

 

Distributions reinvested

 

 

 

1,265

 

 

 

 

32

 

Net increase

 

$

 

4,431,045

 

 

$

 

110,776

 

 

There were no Class S or Class D shares outstanding during the year ended December 31, 2023.

 

Net Asset Value per Share and Offering Price

The Company determines NAV for each class of shares as of the last day of each calendar month. Share issuances related to monthly subscriptions are effective the first calendar day of each month. Shares are issued at an offering price equivalent to the most recent NAV per share available for each share class, which will be the prior calendar day NAV per share (i.e. the prior month-end NAV). The following tables present each month-end NAV per share for Class I Common Shares during the years ended December 31, 2025, 2024 and 2023:

 

 

NAV Per Share

 

For the Months Ended

Class I

 

January 31, 2025

$

25.61

 

February 28, 2025

 

 

25.58

 

March 31, 2025

 

25.69

 

April 30, 2025

 

25.67

 

May 31, 2025

 

25.69

 

June 30, 2025

 

25.73

 

July 31, 2025

 

25.75

 

August 31, 2025

 

25.79

 

September 30, 2025

 

 

25.90

 

October 31, 2025

 

 

25.93

 

November 30, 2025

 

 

25.94

 

December 31, 2025

 

 

25.98

 

 

 

NAV Per Share

 

For the Months Ended

Class I

 

January 31, 2024

$

 

24.87

 

February 29, 2024

 

 

25.00

 

March 31, 2024

 

 

25.06

 

April 30, 2024

 

 

25.04

 

May 31, 2024

 

 

25.13

 

June 30, 2024

 

 

25.40

 

July 31, 2024

 

 

25.45

 

August 31, 2024

 

 

25.47

 

September 30, 2024

 

 

25.57

 

October 31, 2024

 

 

25.60

 

November 30, 2024

 

 

25.67

 

December 31, 2024

 

 

25.62

 

 

 

NAV Per Share

 

For the Months Ended

Class I

 

November 30, 2023

$

 

25.00

 

December 31, 2023

 

 

24.88

 

 

There were no Class S or Class D shares outstanding during the years ended December 31, 2025, 2024 and 2023.

 

Distributions

The Company declares monthly distribution amounts per share of Class I Common Shares. The following tables present distributions that were declared and payable during the years ended December 31, 2025, 2024 and 2023:

 

 

 

 

 

 

 

Amount

 

 

Total

 

 

Date Declared

 

Record Date

 

Payment Date

 

Per Share

 

 

Distributions

 

 

November 30, 2023

 

November 30, 2023

 

December 29, 2023

 

$

 

0.1700

 

 

$

 

685

 

 

November 30, 2023

 

November 30, 2023

 

December 29, 2023

 

 

 

0.1700

 

 

 

 

685

 

(1)

December 29, 2023

 

December 29, 2023

 

January 31, 2024

 

 

 

0.1875

 

 

 

 

831

 

 

January 31, 2024

 

January 31, 2024

 

February 29, 2024

 

 

 

0.1875

 

 

 

 

892

 

 

February 29, 2024

 

February 29, 2024

 

March 28, 2024

 

 

 

0.1875

 

 

 

 

979

 

 

March 29, 2024

 

March 28, 2024

 

April 30, 2024

 

 

 

0.1875

 

 

 

 

1,031

 

 

April 30, 2024

 

April 30, 2024

 

May 31, 2024

 

 

 

0.1875

 

 

 

 

1,062

 

 

May 30, 2024

 

May 31, 2024

 

June 28, 2024

 

 

 

0.1875

 

 

 

 

1,133

 

 

June 27, 2024

 

June 28, 2024

 

July 31, 2024

 

 

 

0.1875

 

 

 

 

1,206

 

 

July 17, 2024

 

July 31, 2024

 

August 31, 2024

 

 

 

0.1875

 

 

 

 

1,835

 

 

August 23, 2024

 

August 30, 2024

 

September 30, 2024

 

 

 

0.1875

 

 

 

 

1,914

 

 

September 26, 2024

 

September 30, 2024

 

October 30, 2024

 

 

 

0.1875

 

 

 

 

1,942

 

 

October 25, 2024

 

October 31, 2024

 

November 29, 2024

 

 

 

0.1875

 

 

 

 

2,320

 

 

November 22, 2024

 

November 30, 2024

 

December 31,2024

 

 

 

0.1875

 

 

 

 

2,526

 

 

December 23, 2024

 

December 31, 2024

 

January 31,2025

 

 

 

0.1875

 

 

 

 

2,634

 

 

December 23, 2024

 

December 31, 2024

 

January 31,2025

 

 

 

0.2400

 

 

 

 

3,372

 

(1)

January 29, 2025

 

January 31, 2025

 

February 28, 2025

 

 

 

0.1875

 

 

 

 

2,725

 

 

February 24, 2025

 

February 28, 2025

 

March 31, 2025

 

 

 

0.1875

 

 

 

 

3,179

 

 

March 17, 2025

 

March 31, 2025

 

April 30, 2025

 

 

 

0.1875

 

 

 

 

3,354

 

 

April 24, 2025

 

April 30, 2025

 

May 30, 2025

 

 

 

0.1875

 

 

 

 

4,616

 

 

May 28, 2025

 

May 30, 2025

 

June 30, 2025

 

 

 

0.1875

 

 

 

 

4,654

 

 

June 25, 2025

 

June 30, 2025

 

July 31, 2025

 

 

 

0.1875

 

 

 

 

4,705

 

 

June 25, 2025

 

June 30, 2025

 

July 31, 2025

 

 

 

0.0600

 

 

 

 

1,506

 

(1)

July 18, 2025

 

July 31, 2025

 

August 29, 2025

 

 

 

0.1875

 

 

 

 

4,781

 

 

August 27, 2025

 

August 29, 2025

 

September 30, 2025

 

 

 

0.1875

 

 

 

 

5,248

 

 

September 26, 2025

 

September 30, 2025

 

October 31, 2025

 

 

 

0.1875

 

 

 

 

5,518

 

 

September 26, 2025

 

September 30, 2025

 

October 31, 2025

 

 

 

0.0300

 

 

 

 

883

 

(1)

October 16, 2025

 

October 31, 2025

 

November 28, 2025

 

 

 

0.1875

 

 

 

 

6,188

 

 

November 26, 2025

 

November 28, 2025

 

December 31, 2025

 

 

 

0.1875

 

 

 

 

6,219

 

 

December 29, 2025

 

December 31, 2025

 

January 30, 2026

 

 

 

0.1875

 

 

 

 

6,706

 

 

December 29, 2025

 

December 31, 2025

 

January 30, 2026

 

 

 

0.0300

 

 

 

 

1,073

 

(1)

Total distributions declared

 

 

 

 

 

$

 

5.3875

 

 

$

 

86,402

 

 

 

 

(1) Represents a special dividend.

There were no Class S or Class D shares outstanding during the years ended December 31, 2025, 2024 and 2023.

The distributions declared during the years ended December 31, 2025, 2024 and 2023 were derived from investment company taxable income and net capital gain, if any.

The U.S. federal income tax characterization of distributions declared and paid for the fiscal year will be determined at fiscal year-end based upon the Company’s investment company taxable income for the full fiscal year and distributions paid during the full year.

Share Repurchase Program

Subject to the discretion of the Board, we commenced a share repurchase program pursuant to which we intend to conduct quarterly repurchase offers to allow our shareholders to tender their shares at a price equal to the NAV per share for the applicable class of shares on each date of repurchase. Our Board may amend, suspend or terminate the share repurchase program at any time if it deems such action to be in our best interest and the best interest of our shareholders. As a result, share repurchases may not be available each quarter.

Under our share repurchase program, to the extent we offer to repurchase shares in any particular quarter, we intend to limit the number of shares to be repurchased to no more than 5% of our outstanding Common Shares as of the last day of the immediately preceding quarter. In the event the number of shares tendered exceeds the repurchase offer amount, shares will be repurchased on a pro rata basis. All unsatisfied repurchase requests may be resubmitted in the next quarterly tender offer, or upon the recommencement of the share repurchase program, as applicable. We may choose to offer to repurchase fewer shares than described above, or none at all.

We expect to repurchase shares pursuant to tender offers each quarter using a purchase price equal to the NAV per share as of the last calendar day of the applicable quarter, except that shares that have not been outstanding for at least one year will be repurchased at 98% of such NAV (an “Early Repurchase Deduction”). The one-year holding period is measured as of the subscription closing date immediately following the prospective repurchase date. The Early Repurchase Deduction may be waived, at our discretion, in the case of repurchase requests arising from the death, divorce or qualified disability of the holder. The Early Repurchase Deduction will be retained by the Company for the benefit of remaining shareholders. Shares that are issued pursuant to the Company’s distribution reinvestment plan and tendered shall not be subject to the Early Repurchase Deduction. We intend to conduct the repurchase offers in accordance with the requirements of Rule 13e-4 promulgated under the Exchange Act and the 1940 Act. All shares purchased by us pursuant to the terms of each tender offer will be retired and thereafter will be authorized and unissued shares.

 

The following tables summarize the share repurchases completed during the years ended December 31, 2025 and 2024:

 

 

 

Percentage of

 

 

 

 

 

 

 

 

 

 

 

 

Outstanding Shares

 

 

 

Amount

 

 

Number of Shares

 

 

Percentage of

Repurchase

 

the Company

 

Repurchase

 

Repurchased

 

 

Repurchased

 

 

Outstanding Shares

Deadline Request

 

Offered to Repurchase

 

Pricing Date

 

(all classes) (1)

 

 

(all classes)

 

 

Purchased(2)

March 3, 2025

 

5.00%

 

March 31, 2025

 

$

473

 

 

 

18,400

 

 

0.10%

June 2, 2025

 

5.00%

 

June 30, 2025

 

$

1,220

 

 

 

47,427

 

 

0.27%

August 29, 2025

 

5.00%

 

September 30, 2025

 

$

5

 

 

 

191

 

 

0.00%

December 10, 2025

 

5.00%

 

December 31, 2025

 

$

2,593

 

 

 

100,053

 

 

0.28%

 

 

(1) Amounts shown are net of early repurchase deduction, if any.
(2) Percentage is based on total shares as of the close of the previous calendar quarter.

 

 

 

Percentage of

 

 

 

 

 

 

 

 

 

 

 

 

Outstanding Shares

 

 

 

Amount

 

 

Number of Shares

 

 

Percentage of

Repurchase

 

the Company

 

Repurchase

 

Repurchased

 

 

Repurchased

 

 

Outstanding Shares

Deadline Request

 

Offered to Repurchase

 

Pricing Date

 

(all classes) (1)

 

 

(all classes)

 

 

Purchased(2)

February 29, 2024

 

5.00%

 

March 31, 2024

 

$

 

 

 

 

 

0.00%

May 31, 2024

 

5.00%

 

June 30, 2024

 

$

 

 

 

 

 

0.00%

August 31, 2024

 

5.00%

 

September 30, 2024

 

$

 

 

 

 

 

0.00%

November 30, 2024

 

5.00%

 

December 31, 2024

 

$

1,537

 

 

 

60,000

 

 

0.58%

 

 

(1) Amounts shown are net of early repurchase deduction, if any.
(2) Percentage is based on total shares as of the close of the previous calendar quarter.

There were no shares repurchased for the year ended December 31, 2023.