v3.26.1
Investments (Tables)
3 Months Ended
Mar. 31, 2026
Investments, All Other Investments [Abstract]  
Schedule of Investments Excluding Investments in Money Market Funds

The Company’s investments (excluding investments in money market funds, if any) consisted of the following:

 

 

March 31, 2026

 

December 31, 2025

 

Investment Type

 

Cost

 

 

Fair Value

 

Cost

 

 

Fair Value

 

1st Lien/Senior Secured Debt

 

$

3,096,064

 

 

$

3,002,029

 

$

3,088,308

 

 

$

3,028,788

 

1st Lien/Last-Out Unitranche

 

 

137,070

 

 

 

130,886

 

 

138,148

 

 

 

135,156

 

2nd Lien/Senior Secured Debt

 

 

51,353

 

 

 

52,766

 

 

50,613

 

 

 

47,914

 

Unsecured Debt

 

 

30,022

 

 

 

8,521

 

 

29,603

 

 

 

8,476

 

Preferred Stock

 

 

33,209

 

 

 

20,124

 

 

33,101

 

 

 

26,426

 

Common Stock

 

 

53,544

 

 

 

14,153

 

 

53,544

 

 

 

14,714

 

Warrants

 

 

1,849

 

 

 

461

 

 

1,849

 

 

 

247

 

Total

 

$

3,403,111

 

 

$

3,228,940

 

$

3,395,166

 

 

$

3,261,721

 

Schedule of Investments as a Percentage of Fair Value and Net Assets The industry composition of the Company’s investments as a percentage of fair value and net assets was as follows:

 

 

March 31, 2026

 

 

December 31, 2025

 

 

Industry

 

Fair Value

 

 

Net Assets

 

 

Fair Value

 

 

Net Assets

 

 

Software

 

 

17.4

%

 

 

40.8

%

 

 

17.6

%

 

 

40.2

%

 

Health Care Providers & Services

 

 

8.8

 

 

 

20.7

 

 

 

8.8

 

 

 

20.2

 

 

Health Care Technology

 

 

8.4

 

 

 

19.9

 

 

 

8.4

 

 

 

19.3

 

 

Financial Services

 

 

7.6

 

 

 

17.9

 

 

 

7.7

 

 

 

17.6

 

 

Commercial Services & Supplies

 

 

7.4

 

 

 

17.5

 

 

 

7.4

 

 

 

16.9

 

 

Professional Services

 

 

6.3

 

 

 

14.8

 

 

 

6.8

 

 

 

15.6

 

 

Diversified Consumer Services

 

 

6.2

 

 

 

14.6

 

 

 

6.1

 

 

 

14.0

 

 

Real Estate Mgmt. & Development

 

 

5.3

 

 

 

12.5

 

 

 

5.3

 

 

 

12.0

 

 

IT Services

 

 

4.5

 

 

 

10.6

 

 

 

4.4

 

 

 

10.2

 

 

Trading Companies & Distributors

 

 

3.7

 

 

 

8.7

 

 

 

3.2

 

 

 

7.3

 

 

Wireless Telecommunication Services

 

 

3.1

 

 

 

7.3

 

 

 

3.1

 

 

 

7.2

 

 

Health Care Equipment & Supplies

 

 

2.9

 

 

 

6.9

 

 

 

2.9

 

 

 

6.7

 

 

Independent Power and Renewable Electricity Producers

 

 

1.8

 

 

 

4.2

 

 

 

1.6

 

 

 

3.7

 

 

Entertainment

 

 

1.7

 

 

 

4.0

 

 

 

1.9

 

 

 

4.3

 

 

Containers & Packaging

 

 

1.7

 

 

 

4.0

 

 

 

1.7

 

 

 

3.8

 

 

Machinery

 

 

1.6

 

 

 

3.8

 

 

 

1.6

 

 

 

3.7

 

 

Food Products

 

 

1.2

 

 

 

2.7

 

 

 

1.0

 

 

 

2.4

 

 

Oil, Gas & Consumable Fuels

 

 

1.1

 

 

 

2.7

 

 

 

1.1

 

 

 

2.6

 

 

Construction & Engineering

 

 

1.0

 

 

 

2.4

 

 

 

1.0

 

 

 

2.3

 

 

Specialty Retail

 

 

0.8

 

 

 

1.9

 

 

 

0.8

 

 

 

1.7

 

 

Building Products

 

 

0.8

 

 

 

1.8

 

 

 

0.5

 

 

 

1.0

 

 

Textiles, Apparel & Luxury Goods

 

 

0.7

 

 

 

1.8

 

 

 

0.7

 

 

 

1.7

 

 

Interactive Media & Services

 

 

0.7

 

 

 

1.6

 

 

 

0.8

 

 

 

1.9

 

 

Chemicals

 

 

0.7

 

 

 

1.6

 

 

 

1.0

 

 

 

2.3

 

 

Aerospace & Defense

 

 

0.7

 

 

 

1.6

 

 

 

0.7

 

 

 

1.5

 

 

Broadline Retail

 

 

0.6

 

 

 

1.5

 

 

 

0.6

 

 

 

1.3

 

 

Beverages

 

 

0.6

 

 

 

1.3

 

 

 

0.6

 

 

 

1.5

 

 

Hotels, Restaurants & Leisure

 

 

0.5

 

 

 

1.2

 

 

 

0.5

 

 

 

1.2

 

 

Pharmaceuticals

 

 

0.5

 

 

 

1.1

 

 

 

0.5

 

 

 

1.2

 

 

Media

 

 

0.5

 

 

 

1.1

 

 

 

0.3

 

 

 

0.7

 

 

Air Freight & Logistics

 

 

0.4

 

 

 

0.9

 

 

 

0.4

 

 

 

0.9

 

 

Automobile Components

 

 

0.2

 

 

 

0.5

 

 

 

0.3

 

 

 

0.6

 

 

Energy Equipment & Services

 

 

0.2

 

 

 

0.4

 

 

 

0.2

 

 

 

0.4

 

 

Capital Markets

 

 

0.2

 

 

 

0.4

 

 

 

0.2

 

 

 

0.4

 

 

Leisure Products

 

 

0.1

 

 

 

0.3

 

 

 

0.1

 

 

 

0.3

 

 

Consumer Staples Distribution & Retail

 

 

0.1

 

 

 

0.3

 

 

 

0.1

 

 

 

0.3

 

 

Insurance

 

 

 

(1)

 

0.1

 

 

 

 

(1)

 

0.1

 

 

Electrical Equipment

 

 

 

(1)

 

0.1

 

 

 

 

(1)

 

 

(1)

Communications Equipment

 

 

 

(1)

 

0.1

 

 

 

0.1

 

 

 

0.1

 

 

Household Products

 

 

 

(1)

 

0.1

 

 

 

 

(1)

 

0.1

 

 

Total

 

 

100.0

%

 

 

235.7

%

 

 

100.0

%

 

 

229.2

%

 

 

(1)
Amount rounds to less than 0.1%.
Schedule of Geographic Composition of Investments at Fair Value

The geographic composition of the Company’s investments at fair value was as follows:

Geographic

 

March 31, 2026

 

 

December 31, 2025

 

 

United States

 

 

94.6

%

 

 

94.8

%

 

Canada

 

 

3.3

 

 

 

3.2

 

 

United Kingdom

 

 

1.5

 

 

 

1.5

 

 

India

 

 

0.6

 

 

 

0.5

 

 

Total

 

 

100.0

%

 

 

100.0

%