[EAGLE POINT INCOME COMPANY LOGO]

 

MARCH 31, 2026 CONSOLIDATED SCHEDULE OF INVESTMENTS | Eagle Point Income Company Inc.

 

Eagle Point Income Company Inc. and Subsidiaries

Consolidated Schedule of Investments

As of March 31, 2026

(expressed in US dollars)

(Unaudited)

 

         Principal         
     Acquisition  Amount/         
Issuer(1)  Investment Description(2),(3)  Date(4)  Shares   Cost   Fair Value(5) 
Investments, at Fair Value - 126.84% of Net Assets               
Collateralized Loan Obligation Debt - 81.05% of Net Assets(6)(8)                  
Structured Finance                     
United States                     
AGL CLO 14 Ltd.  Secured Note - Class E-R, 9.92% (3M SOFR + 6.25%, due 12/2/2034)  4/24/2025  $1,000,000   $964,521   $806,076 
AGL CLO 17 Ltd.  Secured Note - Class E-R, 8.32% (3M SOFR + 4.65%, due 1/21/2035)  1/24/2025   5,000,000    5,000,202    4,611,082 
AGL CLO 23 Ltd.  Secured Note - Class E-R, 8.37% (3M SOFR + 4.70%, due 4/20/2038)  3/14/2025   5,000,000    4,876,970    4,411,298 
AGL CLO 39 Ltd.  Secured Note - Class E, 8.17% (3M SOFR + 4.50%, due 4/20/2038)  2/28/2025   1,100,000    1,100,000    1,053,441 
AMMC CLO 25, Limited  Secured Note - Class E-R-2, 9.97% (3M SOFR + 6.30%, due 10/15/2038)  9/10/2025   5,000,000    5,000,000    4,824,776 
Ares LIX CLO Ltd.  Secured Note - Class E, 10.18% (3M SOFR + 6.51%, due 4/25/2034)  1/05/2023   3,700,000    3,702,739    3,487,154 
Ares Loan Funding IX, Ltd.  Secured Note - Class E, 8.67% (3M SOFR + 5.00%, due 3/31/2038)  3/03/2025   3,500,000    3,500,000    3,447,684 
Ares XXVII CLO Ltd.  Secured Note - Class E-R3, 10.42% (3M SOFR + 6.75%, due 10/28/2034)  11/05/2024   2,000,000    2,000,000    1,901,472 
Black Diamond CLO 2016-1, Ltd.  Secured Note - Class D-R, 9.53% (3M SOFR + 5.86%, due 4/26/2031)  10/04/2018   1,050,000    1,013,501    960,113 
Carlyle US CLO 2020-2, Ltd.  Secured Note - Class D-R-2, 9.67% (3M SOFR + 6.00%, due 1/25/2035)  2/04/2026   500,000    490,677    470,344 
Carlyle US CLO 2021-10 Ltd.  Secured Note - Class E-R, 10.42% (3M SOFR + 6.75%, due 1/20/2038)  12/04/2024   5,000,000    5,000,000    4,799,955 
Carlyle US CLO 2022-1, Ltd.  Secured Note - Class E, 11.02% (3M SOFR + 7.35%, due 4/15/2035)  8/23/2024   2,250,000    2,235,850    2,140,843 
Carlyle US CLO 2025-1, Ltd.  Secured Note - Class E, 9.37% (3M SOFR + 5.70%, due 4/25/2038)  4/01/2025   1,350,000    1,350,000    1,322,682 
CarVal CLO II Ltd.  Secured Note - Class E-R2, 10.17% (3M SOFR + 6.50%, due 4/20/2032)  11/26/2024   4,850,000    4,850,000    4,547,471 
CBAM 2017-2, Ltd.  Secured Note - Class E-R, 11.03% (3M SOFR + 7.36%, due 7/17/2034)  2/04/2026   6,480,000    6,418,989    5,887,979 
CBAM 2021-15, LLC  Secured Note - Class E-R, 9.17% (3M SOFR + 5.50%, due 1/20/2038)  2/05/2025   3,875,000    3,877,869    3,621,306 
CIFC Funding 2017-I, Ltd.  Secured Note - Class E-RR, 10.41% (3M SOFR + 6.74%, due 4/21/2037)  8/05/2024   5,000,000    4,943,051    4,798,242 
CIFC Funding 2017-III Ltd.  Secured Note - Class E-R, 10.37% (3M SOFR + 6.70%, due 4/20/2037)  4/16/2024   3,000,000    3,003,813    2,789,351 
CIFC Funding 2018-II, Ltd.  Secured Note - Class E-R, 9.42% (3M SOFR + 5.75%, due 10/20/2037)  9/27/2024   800,000    800,000    794,838 
CIFC Funding 2022-II, Ltd.  Secured Note - Class E-R, 8.42% (3M SOFR + 4.75%, due 4/19/2035)  1/29/2025   3,340,000    3,340,000    3,182,594 
Dryden 123 CLO, Ltd.  Secured Note - Class E, 8.52% (3M SOFR + 4.85%, due 4/15/2038)  2/19/2025   5,000,000    5,000,000    4,922,180 
Dryden 37 Senior Loan Fund, Ltd.  Secured Note - Class E-R, 9.08% (3M SOFR + 5.41%, due 1/15/2031)  10/04/2018   500,000    489,605    455,780 
Dryden 43 Senior Loan Fund, Ltd.  Secured Note - Class E-R3, 10.33% (3M SOFR + 6.66%, due 4/20/2034)  12/03/2024   5,010,000    4,907,065    4,632,789 
Dryden 68 CLO, Ltd.  Secured Note - Class E-R, 10.68% (3M SOFR + 7.01%, due 7/15/2035)  4/10/2024   5,300,000    5,144,073    4,920,560 
Dryden 98 CLO, Ltd.  Secured Note - Class E, 10.07% (3M SOFR + 6.40%, due 4/20/2035)  2/03/2022   4,850,000    4,726,051    4,408,233 
Elmwood CLO 16 Ltd.  Secured Note - Class E-R, 10.42% (3M SOFR + 6.75%, due 4/20/2037)  8/05/2024   5,000,000    5,000,734    4,769,954 
Elmwood CLO 22 Ltd.  Secured Note - Class E-R, 8.47% (3M SOFR + 4.80%, due 4/17/2038)  3/12/2025   2,000,000    2,000,000    1,965,129 
Elmwood CLO VI Ltd.  Secured Note - Class E-R-R, 9.57% (3M SOFR + 5.90%, due 7/18/2037)  7/16/2025   5,000,000    4,947,514    4,615,488 
Elmwood CLO VIII Ltd.  Secured Note - Class E-R, 9.92% (3M SOFR + 6.25%, due 4/20/2037)  7/29/2025   1,750,000    1,738,716    1,602,221 
First Eagle BSL CLO 2019-1 Ltd.  Secured Note - Class D, 11.63% (3M SOFR + 7.96%, due 1/20/2033)  12/17/2019   5,000,000    4,854,184    4,943,517 
Generate CLO 2 Ltd.  Secured Note - Class E-R2, 11.02% (3M SOFR + 7.35%, due 10/22/2037)  8/06/2024   3,625,000    3,612,512    3,272,079 
Green Lakes Park CLO, LLC  Secured Note - Class E-RR, 8.42% (3M SOFR + 4.75%, due 1/25/2038)  1/17/2025   5,000,000    4,950,898    4,407,456 
Harbor Park CLO, Ltd.  Secured Note - Class E-R2, 8.92% (3M SOFR + 5.25%, due 1/20/2031)  10/06/2025   2,250,000    2,250,000    2,048,678 
Invesco CLO 2022-1, Ltd.  Secured Note - Class E, 9.97% (3M SOFR + 6.30%, due 4/20/2035)  3/19/2024   5,004,000    4,896,833    4,296,681 
KKR CLO 14 Ltd.  Secured Note - Class E-R, 10.08% (3M SOFR + 6.41%, due 7/15/2031)  3/19/2020   6,800,000    6,688,233    6,639,578 
KKR CLO 17 Ltd.  Secured Note - Class E-R, 11.32% (3M SOFR + 7.65%, due 4/15/2034)  1/12/2022   2,760,000    2,752,121    2,350,117 
KKR CLO 22 Ltd.  Secured Note - Class E, 9.93% (3M SOFR + 6.26%, due 7/20/2031)  10/27/2021   5,075,000    4,936,858    4,812,906 
KKR CLO 26 Ltd.  Secured Note - Class E-R, 11.08% (3M SOFR + 7.41%, due 10/15/2034)  7/21/2021   5,000,000    4,908,969    4,379,238 
KKR CLO 27 Ltd.  Secured Note - Class E-R2, 9.92% (3M SOFR + 6.25%, due 1/15/2035)  12/10/2024   3,000,000    3,000,000    2,657,897 
KKR CLO 29 Ltd.  Secured Note - Class E-R, 10.75% (3M SOFR + 7.08%, due 7/15/2037)  4/29/2025   2,000,000    1,968,430    1,853,600 
KKR CLO 32 Ltd.  Secured Note - Class E-R, 10.77% (3M SOFR + 7.10%, due 4/15/2037)  8/08/2024   5,500,000    5,483,270    5,313,094 
KKR CLO 49 Ltd.  Secured Note - Class E-R, 10.49% (3M SOFR + 6.82%, due 10/20/2037)  10/08/2024   1,925,000    1,892,882    1,798,542 
Lake George Park CLO, Ltd.  Secured Note - Class E, 8.27% (3M SOFR + 4.60%, due 4/15/2038)  2/04/2026   1,350,000    1,340,107    1,278,326 
Lakeside Park CLO, Ltd.  Secured Note - Class E, 8.27% (3M SOFR + 4.60%, due 4/15/2038)  3/07/2025   5,000,000    5,000,000    4,717,114 
Madison Park Funding XXIX, Ltd.  Secured Note - Class E-R, 9.52% (3M SOFR + 5.85%, due 3/25/2038)  3/07/2025   2,375,000    2,375,000    2,013,805 
Magnetite XLV, Limited  Secured Note - Class E, 8.17% (3M SOFR + 4.50%, due 4/15/2038)  3/12/2025   1,125,000    1,125,000    1,085,289 
Morgan Stanley Eaton Vance CLO 2022-18, Ltd.  Secured Note - Class E-R, 9.82% (3M SOFR + 6.15%, due 10/20/2037)  11/01/2024   1,838,000    1,838,000    1,629,392 
Neuberger Berman CLO XVII, Ltd.  Secured Note - Class E-R3, 10.42% (3M SOFR + 6.75%, due 7/22/2038)  8/05/2024   875,000    872,205    869,736 
Neuberger Berman Loan Advisers CLO 24, Ltd.  Secured Note - Class E-R2, 10.67% (3M SOFR + 7.00%, due 10/19/2038)  8/08/2024   2,300,000    2,300,000    2,236,831 
Neuberger Berman Loan Advisers CLO 38, Ltd.  Secured Note - Class E-R2, 8.27% (3M SOFR + 4.60%, due 10/20/2036)  2/14/2025   5,000,000    5,000,000    4,730,198 
Octagon 51, Ltd.  Secured Note - Class E-R, 9.32% (3M SOFR + 5.65%, due 7/20/2034)  2/06/2025   2,200,000    2,200,000    2,019,602 
Octagon Investment Partners 38, Ltd.  Secured Note - Class D-R, 10.92% (3M SOFR + 7.25%, due 10/20/2037)  8/06/2024   4,725,000    4,660,015    4,541,523 
Octagon Investment Partners 41, Ltd.  Secured Note - Class E-R, 11.06% (3M SOFR + 7.39%, due 10/15/2033)  9/24/2021   5,000,000    4,851,188    4,493,010 
Pikes Peak CLO 12, Ltd.  Secured Note - Class E-R, 8.67% (3M SOFR + 5.00%, due 4/20/2038)  1/30/2025   4,450,000    4,440,599    4,218,113 
Pikes Peak CLO 3  Secured Note - Class E-RR, 10.54% (3M SOFR + 6.87%, due 10/25/2034)  8/11/2022   2,625,000    2,587,392    2,416,483 
RAD CLO 21, Ltd.  Secured Note - Class E-1R, 8.57% (3M SOFR + 4.90%, due 1/25/2037)  1/27/2025   3,250,000    3,193,820    3,034,708 
RAD CLO 27, Ltd.  Secured Note - Class E, 8.97% (3M SOFR + 5.30%, due 1/20/2038)  12/11/2024   5,000,000    5,000,000    4,653,497 
Regatta 31 Funding, Ltd  Secured Note - Class D, 8.57% (3M SOFR + 4.90%, due 3/25/2038)  2/21/2025   5,000,000    5,000,000    4,721,733 
Rockford Tower CLO 2017-3, Ltd.  Secured Note - Class E, 9.68% (3M SOFR + 6.01%, due 10/20/2030)  10/4/2018   1,030,000    1,030,096    951,181 
Rockford Tower CLO 2018-1, Ltd.  Secured Note - Class E, 9.77% (3M SOFR + 6.11%, due 5/20/2031)  10/04/2018   2,250,000    2,218,312    1,938,825 
Rockford Tower CLO 2018-2, Ltd.  Secured Note - Class E, 9.93% (3M SOFR + 6.26%, due 10/20/2031)  10/04/2018   5,000,000    4,908,594    4,209,612 
RR 14 Ltd.  Secured Note - Class D, 10.08% (3M SOFR + 6.41%, due 4/15/2036)  4/23/2025   2,000,000    1,945,223    1,836,192 
RR 16 Ltd.  Secured Note - Class D, 10.18% (3M SOFR + 6.51%, due 7/15/2036)  4/17/2024   5,000,000    5,000,209    4,676,931 
RR 7 Ltd.  Secured Note - Class D-1B, 10.17% (3M SOFR + 6.50%, due 1/15/2037)  8/10/2023   3,000,000    2,940,062    2,801,615 
Sixth Street CLO VIII Ltd.  Secured Note - Class D-R2, 10.42% (3M SOFR + 6.75%, due 10/20/2034)  11/21/2024   5,000,000    5,000,000    4,638,069 
Tallman Park CLO Ltd.  Secured Note - Class E-R, 9.67% (3M SOFR + 6.00%, due 7/20/2038)  6/26/2025   2,000,000    2,000,000    1,729,004 
TCI-Symphony CLO 2016-1 Ltd.  Secured Note - Class E-R2, 10.66% (3M SOFR + 7.01%, due 10/13/2032)  1/13/2022   5,000,000    4,984,786    4,242,290 
Thayer Park CLO, Ltd.  Secured Note - Class D-R, 10.18% (3M SOFR + 6.51%, due 4/20/2034)  9/24/2024   3,625,000    3,620,331    2,881,809 
Thompson Park CLO, Ltd.  Secured Note - Class E-R, 8.27% (3M SOFR + 4.60%, due 4/15/2034)  3/06/2025   5,000,000    5,000,000    4,549,573 
Total Collateralized Loan Obligation Debt              240,048,069    224,038,879 

 

1

 

 

[EAGLE POINT INCOME COMPANY LOGO]

 

MARCH 31, 2026 CONSOLIDATED SCHEDULE OF INVESTMENTS | Eagle Point Income Company Inc.

 

Eagle Point Income Company Inc. and Subsidiaries

Consolidated Schedule of Investments

As of March 31, 2026

(expressed in US dollars)

(Unaudited)

 

         Principal         
      Acquisition  Amount/         
Issuer(1)  Investment Description(2),(3)  Date(4)  Shares   Cost   Fair Value(5) 
Collateralized Loan Obligation Equity - 26.74% of Net Assets(7)(8)               
Structured Finance                     
United States                     
AMMC CLO 23, Limited  Subordinated Note (effective yield 16.07%, maturity 4/17/2035)  9/19/2025  $5,000,000   $3,098,280   $2,511,096 
AMMC CLO 30, Limited  Subordinated Note (effective yield 17.26%, maturity 1/15/2037)  11/01/2024   7,103,000    4,931,853    4,816,814 
Ares Loan Funding V, Ltd.  Subordinated Note (effective yield 9.48%, maturity 7/27/2037)  2/04/2025   6,475,000    4,579,710    2,521,300 
Ares Loan Funding VII, Ltd.  Subordinated Note (effective yield 10.95%, maturity 10/22/2037)  7/30/2025   7,500,000    5,144,560    2,966,225 
Ares Loan Funding VIII, Ltd.  Subordinated Note (effective yield 12.48%, maturity 1/24/2038)  8/04/2025   7,018,000    5,126,500    4,021,103 
Ares LXIII CLO Ltd.  Subordinated Note (effective yield 11.61%, maturity 4/20/2035)  7/30/2024   5,952,500    3,737,742    2,331,640 
Ares XLIV CLO Ltd.  Subordinated Note (effective yield 5.86%, maturity 4/15/2034)  6/08/2021   13,105,000    3,473,505    1,539,298 
Bardin Hill CLO 2021-2 Ltd.  Subordinated Note (effective yield 16.03%, maturity 10/25/2034)(9)  9/24/2021   5,000,000    3,016,324    2,207,158 
Barings CLO Ltd. 2021-I  Subordinated Note (effective yield 0.00%, maturity 4/25/2034)(13)(14)  11/03/2021   4,000,000    1,888,317    680,000 
Barings CLO Ltd. 2021-III  Subordinated Note (effective yield 0.00%, maturity 1/18/2035)(13)  11/17/2021   5,000,000    2,707,327    733,650 
Boyce Park CLO, Ltd.  Subordinated Note (effective yield 6.63%, maturity 4/21/2035)  9/27/2023   3,000,000    1,744,479    642,043 
Boyce Park CLO, Ltd.  Class M-2 Note (effective yield 6.63%, maturity 4/21/2035)  9/27/2023   17,678,572    157,896    109,905 
Carlyle US CLO 2021-2, Ltd.  Subordinated Note (effective yield 12.21%, maturity 4/20/2034)  10/28/2021   8,205,000    5,244,527    3,602,610 
Carlyle US CLO 2021-5, Ltd.  Subordinated Note (effective yield 7.88%, maturity 7/20/2034)  11/02/2021   5,000,000    3,354,946    1,650,683 
Carlyle US CLO 2021-6, Ltd.  Subordinated Note (effective yield 14.74%, maturity 7/15/2034)  8/14/2024   5,000,000    2,255,410    1,355,091 
Carlyle US CLO 2022-2, Ltd.  Subordinated Note (effective yield 8.73%, maturity 4/20/2035)  8/15/2023   6,279,700    3,950,148    2,213,743 
Carlyle US CLO 2022-4 Ltd.  Subordinated Note (effective yield 10.59%, maturity 7/25/2036)  10/29/2024   4,575,000    4,181,126    2,946,821 
Carlyle US CLO 2022-5, Ltd.  Subordinated Note (effective yield 11.90%, maturity 10/15/2037)  11/19/2024   5,000,000    3,254,177    2,330,917 
CBAM 2018-8 Ltd.  Subordinated Note (effective yield 9.72%, maturity 7/15/2037)  2/05/2025   5,000,000    1,483,750    1,094,705 
CBAM 2019-9, Ltd.  Subordinated Note (effective yield 9.30%, maturity 7/15/2037)  11/01/2024   6,175,000    2,156,220    1,530,549 
CIFC Funding 2019-VI, Ltd.  Subordinated Note (effective yield 9.79%, maturity 1/16/2033)  12/02/2019   7,000,000    4,527,286    3,321,414 
CIFC Funding 2022-IV, Ltd.  Subordinated Note (effective yield 10.66%, maturity 7/16/2035)  10/23/2023   1,100,000    788,377    523,094 
Clover CLO 2020-1, LLC  Subordinated Note (effective yield 8.69%, maturity 7/15/2037)  1/16/2025   5,000,000    3,354,792    1,901,103 
Clover CLO 2021-2, LLC  Subordinated Note (effective yield 15.00%, maturity 7/20/2034)  8/09/2023   2,350,000    1,458,070    913,193 
Dryden 113 CLO, Ltd.  Income Note (effective yield 13.58%, maturity 10/20/2035)  7/30/2024   2,500,000    1,906,287    1,200,931 
Kings Park CLO, Ltd.  Subordinated Note (effective yield 30.18%, maturity 1/21/2035)  4/27/2023   1,327,000    870,385    470,381 
Lodi Park CLO, Ltd.  Income Note (effective yield 8.73%, maturity 7/21/2037)  11/13/2024   1,575,000    1,263,345    677,026 
Lodi Park CLO, Ltd.  Subordinated Note (effective yield 8.73%, maturity 7/21/2037)  11/13/2024   925,000    737,303    397,452 
Madison Park Funding XXVIII Ltd.  Subordinated Note (effective yield 10.49%, maturity 7/15/2030)  5/13/2025   6,400,000    2,608,580    1,178,339 
Madison Park Funding XXXVII, Ltd.  Subordinated Note (effective yield 8.52%, maturity 7/15/2049)  3/11/2020   11,777,574    5,729,862    2,874,531 
Marathon CLO XIII, Ltd.  Subordinated Note (effective yield 0.00%, maturity 4/15/2032)(13)(14)  6/04/2019   5,300,000    1,654,417    795 
Meacham Park CLO, Ltd.  Subordinated Note (effective yield 9.03%, maturity 10/20/2037)  1/10/2025   6,900,000    4,979,814    2,834,381 
Morgan Stanley Eaton Vance CLO 2025-21, Ltd.  Income Note (effective yield 16.96%, maturity 4/15/2038)(9)  3/07/2025   5,414,000    4,113,443    3,533,550 
Octagon Investment Partners 37, Ltd.  Subordinated Note (effective yield 0.00%, maturity 7/25/2030)(13)(14)  1/31/2020   6,000,000    1,468,769    900 
Octagon Investment Partners 43, Ltd.  Income Note (effective yield 8.79%, maturity 10/25/2032)  8/02/2019   7,023,500    4,354,049    2,323,454 
Octagon Investment Partners 49, Ltd.  Subordinated Note (effective yield 6.62%, maturity 4/15/2037)  3/25/2024   8,250,000    4,071,743    1,781,570 
Point Au Roche Park CLO, Ltd.  Subordinated Note (effective yield 4.49%, maturity 7/20/2034)  2/02/2022   5,945,000    3,655,172    1,692,838 
RAD CLO 3, Ltd.  Subordinated Note (effective yield 10.15%, maturity 4/15/2032)(9)  7/22/2025   3,000,000    1,471,915    716,759 
Reese Park CLO, Ltd.  Subordinated Note (effective yield 12.00%, maturity 1/15/2038)  5/08/2025   2,836,250    1,537,713    785,823 
Reese Park CLO, Ltd.  Class M-2 Note (effective yield 12.00%, maturity 1/15/2038)  5/08/2025   3,687,125    4    86,396 
Regatta XVIII Funding, Ltd.  Subordinated Note (effective yield 17.88%, maturity 1/15/2034)  9/05/2024   3,175,322    1,674,506    1,356,807 
Regatta XXVIII Funding Ltd.  Subordinated Note (effective yield 5.40%, maturity 4/25/2037)  11/13/2024   3,466,000    2,423,034    1,483,537 
RR 28 Ltd.  Subordinated Note (effective yield 5.69%, maturity 4/15/2120)  10/31/2024   2,412,500    2,076,669    1,242,836 
Venture 37 CLO, Limited  Subordinated Note (effective yield 0.00%, maturity 7/15/2032)(13)  5/21/2019   5,200,000    1,708,068    112,289 
Wind River 2022-1 CLO Ltd.  Subordinated Note (effective yield 0.00%, maturity 7/20/2035)(13)  8/15/2023   5,490,000    2,859,492    703,475 
Total Collateralized Loan Obligation Equity              126,779,892    73,918,225 
                      
Loans and Notes - 9.52% of Net Assets                  
Entertainment                     
United States                     
SI Tickets, Inc.  Senior Secured Loan, 10.00% (due 8/30/2026)(11)(12)(16)  11/12/2025   959,012    959,012    1,080,807 
Financial Services                     
United States                     
Pasadena Private Lending, Inc.  Senior Secured Loan, 14.70% (3M SOFR + 9.75%, due 1/31/2031)(6)(11)(16)  12/18/2025   1,632,500    1,554,075    1,568,016 
Infrastructure                     
United States                     
Heritage Energy Holdings, LLC  Senior Secured Loan, 15.00% (due 6/30/2027)(12)(16)  12/31/2025   2,113,330    2,078,860    2,071,064 
Nexus Apex Holdings, LLC    Senior Secured Loan, Tranche B-1, 14.70% (1M SOFR + 11.00%, due 2/28/2029)(6)(15)(16)    2/26/2026       6,263,839          6,144,661          7,031,159   
Nexus Apex Holdings, LLC    Senior Secured Loan, Tranche B-2, 14.70% (1M SOFR + 11.00%, due 2/28/2029)(6)(16)    2/26/2026       1,450,211          1,422,153          1,627,862   
Nexus Apex Holdings, LLC    Senior Secured Loan, Tranche B-3, 14.70% (1M SOFR + 11.00%, due 2/28/2029)(6)(11)(16)    2/26/2026       11,329,690          11,107,121          12,717,577   
Structured Finance                     
United States                     
Glendower Capital Secondaries CFO, LLC  Senior Secured CFO Debt, Class C Loan, 14.50% (due 7/13/2038)(12)  7/13/2023   223,713    221,476    230,783 
Total Loans and Notes              23,487,358    26,327,268 

 

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[EAGLE POINT INCOME COMPANY LOGO]

 

MARCH 31, 2026 CONSOLIDATED SCHEDULE OF INVESTMENTS | Eagle Point Income Company Inc.

 

Eagle Point Income Company Inc. and Subsidiaries

Consolidated Schedule of Investments

As of March 31, 2026

(expressed in US dollars)

(Unaudited)

 

         Principal         
     Acquisition  Amount/         
Issuer(1)  Investment Description(2),(3)  Date(4)  Shares   Cost   Fair Value(5) 
Collateralized Fund Obligation Equity - 4.69% of Net Assets(7)(8)               
Structured Finance                     
United States                     
ALP CFO 2024, L.P.  Subordinated Note (effective yield 38.50%, maturity 10/15/2036)  10/21/2024   4,072,000   $4,072,000   $3,531,453 
ALP CFO 2025, L.P.  Subordinated Note (effective yield 39.04%, maturity 7/15/2037)  7/30/2025   3,612,000    3,612,000    3,201,602 
Coller Private Equity Backed Notes & Loans II-A L.P.  Preferred Equity (effective yield 21.86%, maturity 4/30/2037)(11)  7/21/2025   2,629,743    2,629,744    2,393,201 
Glendower Capital Secondaries CFO, LLC  Subordinated Loan (effective yield 10.54%, maturity 7/13/2038)  7/13/2023   509,984    509,985    236,280 
StepStone Private Equity LP Secondary Opportunities Ltd.  Subordinated Note (effective yield 28.90%, maturity 12/28/2035)(11)  7/03/2024   4,750,268    4,750,269    3,588,411 
Total Collateralized Fund Obligation Equity              15,573,998    12,950,947 
                      
Asset Backed Securities - 4.35% of Net Assets                  
Structured Finance                     
United States                     
Carvana Auto Receivables Trust 2025-P4  Class R Note (effective yield 20.30%, maturity 11/10/2033)(8)  11/18/2025   3,301    1,706,456    1,697,771 
Continental Finance Credit Card ABS Master Trust  Class E Note, 11.44% (due 12/17/2035)(12)  12/08/2025   6,000,000    5,997,554    5,933,561 
Carvana Auto Receivables Trust 2026-P1  Class R Note (effective yield 14.47%, maturity 3/10/2034)(8)  3/10/2026   3,350    1,774,060    1,764,865 
GoodLeap Home Improvement Solutions Trust 2025-2  Class R Note (effective yield 10.26%, maturity 6/20/2049)(8)  3/17/2026   1,454,659    2,622,235    2,614,409 
Total Asset Backed Securities              12,100,305    12,010,606 
                      
Preferred Stock - 0.33% of Net Assets(7)                  
Financial Services                     
United States                     
NCS SPV II LLC  Preferred Stock, 14.00% (due 12/22/2099)(11)(12)  12/24/2025   7,895         
Pasadena Private Lending, Inc.  Preferred Stock, Class D, 15.00% (due 4/20/2031)(12)  10/17/2025   824    823,497    775,590 
Pasadena Private Lending, Inc.  Preferred Stock, Class C-2, 10.00% (due 12/22/2031)(12)  12/18/2025   4,636    203,984    150,935 
Total Preferred Stock              1,027,481    926,525 
                      
Rated Feeder Fund Equity - 0.13% of Net Assets(7)(8)                  
Structured Finance                     
United States                     
CVC Structured Solutions 2, LLC  Subordinated Loan (effective yield 28.30%, maturity 9/3/2040)(11)  9/02/2025   403,248    403,248    347,390 
                      
Warrants - 0.03% of Net Assets(7)                     
Financial Services                     
United States                     
Pasadena Private Lending, Inc.  Warrants  10/20/2025   10,776        79,742 
Total investments, at fair value March 31, 2026          $419,420,351   $350,599,582 
                      
Liabilities, at Fair Value - (51.44)% of Net Assets                  
Preferred Stock - (51.42%) of Net Assets(10)                  
5.00% Series A Term Preferred Stock due 2026  Preferred Stock      (38,041,225)  $(38,041,225)  $(37,851,019)
8.00% Series C Term Preferred Stock due 2029  Preferred Stock      (104,326,900)   (104,348,189)   (104,264,727)
Total Preferred Stock              (142,389,414)   (142,115,746)
                      
Unfunded Investment Commitments - (0.02)% of Net Assets                  
Financial Services                     
United States                     
CVC Structured Solutions 2, LLC  Subordinated Loan (effective yield 28.30%, maturity 9/3/2040)  9/02/2025   2,596,752        (21)
Pasadena Private Lending, Inc.  Senior Secured Loan, 13.44% (3M SOFR + 9.75%, due 01/31/2031)  12/18/2025   1,632,500        (64,566)
Total Unfunded Loan Commitments                  (64,587)
Total liabilities, at fair value March 31, 2026          $(142,389,414)  $(142,180,333)
Net assets above (below) fair value of investments and liabilities at fair value                67,988,306 
Net Assets as of March 31, 2026                  $276,407,555 

 

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[EAGLE POINT INCOME COMPANY LOGO]

 

MARCH 31, 2026 CONSOLIDATED SCHEDULE OF INVESTMENTS | Eagle Point Income Company Inc.

 

Eagle Point Income Company Inc. and Subsidiaries

Consolidated Schedule of Investments

As of March 31, 2026

(expressed in US dollars)

(Unaudited)

 

(1)The Company is not affiliated with, nor does it “control” (as such term is defined in the Investment Company Act of 1940, as amended (the “1940 Act”)), any of the issuers listed. In general, under the 1940 Act, the Company would be presumed to “control” an issuer if we owned 25% or more of its voting securities.
(2)Securities exempt from registration under the Securities Act of 1933, and are deemed to be “restricted securities”.
(3)Pursuant to the terms of the credit facility agreement, a security interest in favor of the lender has been granted with respect to all investments.
(4)Acquisition date represents the initial purchase date or the date when the investment was contributed to the Company.
(5)Fair value is determined by the Adviser in accordance with written valuation policies and procedures, subject to oversight by the Company’s Board of Directors, in accordance with Rule 2a-5 under the 1940 Act.
(6)Variable rate investment. Interest rate shown reflects the rate in effect at the reporting date. Investment description includes the reference rate and spread.
(7)Classified as Level III investment.
(8)CLO equity, CFO equity, Rated Feeder Fund Equity and certain Asset Backed Security are entitled to recurring distributions which are generally equal to the remaining cash flow of payments made by underlying assets less contractual payments to debt holders and fund expenses. The effective yield is estimated based on the current projection of the amount and timing of these recurring distributions in addition to the estimated amount of terminal principal payment. The effective yield and investment cost may ultimately not be realized. As of March 31, 2026, the Company’s weighted average effective yield on its aggregate CLO equity positions, based on current amortized cost, was 9.73%. When excluding called CLOs, the Company’s weighted average effective yield on its CLO equity positions was 10.13%.
(9)Fair value includes the Company’s interest in fee rebates on CLO equity.
(10)The Company has accounted for its 5.00% Series A Term Preferred Stock due 2026 and 8.00% Series C Term Preferred Stock due 2029 utilizing the fair value option election under ASC Topic 825. Accordingly, the aforementioned preferred stock is carried at fair value.
(11)This investment has an unfunded commitment as of March 31, 2026.
(12)Fixed rate investment.
(13)As of March 31, 2026, the effective yield has been estimated to be 0%. The aggregate projected amount of future recurring distributions and terminal principal payment is less than the amortized investment cost. Future recurring distributions, once received, will be recognized solely as return of capital until the aggregate projected amount of future recurring distributions and terminal principal payment exceeds the amortized investment cost.
(14)As of March 31, 2026, the Investment has been called. Expected value of residual distributions, once received, is anticipated to be recognized as return of capital, pending any remaining amortized cost, and/or realized gain for any amounts received in excess of such amortized cost.
(15)The Company sold a participation interest in the following investment that did not qualify as a “sale” in accordance with U.S. generally accepted accounting principles. The Company recorded a liability titled “Investments sold under participation agreement, at fair value”, in the accompanying Consolidated Statement of Assets and Liabilities. As of March 31, 2026, this liability bears an interest rate of 12.55%.
(16)As of March 31, 2026, the investment includes interest income capitalized as additional investment principal, referred to as “PIK” interest. The PIK interest rate represents the interest rate at payment date when PIK interest is received.

 

Reference Key

SOFR - Secured Overnight Financing Rate

 

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