v3.26.1
Borrowings (Tables)
6 Months Ended
Jun. 30, 2026
Debt Disclosure [Abstract]  
Schedule of Long-Term Debt Instruments
The following table presents information on the secured notes issued and the secured loans incurred in the 2024-1 Debt Securitization:
June 30, 2026
DescriptionTypePrincipal OutstandingInterest RateCredit Rating
Class A Notes (2)
Senior Secured Floating Rate$— SOFR + 1.51%Aaa
Class A-L Loans (2)
Senior Secured Floating Rate412,500 SOFR + 1.51%Aaa
Class B NotesSenior Secured Floating Rate45,000 SOFR + 1.78%Aa2
Class C Notes (1)
Mezzanine Secured Deferrable Floating Rate52,500 SOFR + 2.00%A2
Total Secured Notes510,000 
Subordinated Notes (1)
Subordinated236,770 NoneNot Rated
Total 2024-1 Notes$746,770 None
(1)The Company retained all of the Class C Notes and the Subordinated Notes issued in the 2024-1 Debt Securitization which are eliminated in consolidation.
(2)Upon a conversion of the Class A-L Loans in accordance with the Indenture and the Class A-L Loan Agreement, the Aggregate Outstanding Amount of the Class A Notes may be increased by up to $412.5 million and the Aggregate Outstanding Amount of the Class A-L Loans reduced by a corresponding amount.
The Company’s outstanding debt obligations were as follows:
June 30, 2026
Aggregate Principal CommittedOutstanding PrincipalCarrying Value (net of unamortized issuance costs, premiums and discounts)Unamortized Debt Issuance Costs (including premiums and discounts)
Unused Portion (1)
Amount Available (2)
Jackson Hole Funding Facility(3)
$— $— $— $— $— $— 
Breckenridge Funding Facility1,175,000 280,850 280,850 — 894,150 885,921 
Big Sky Funding Facility800,000 357,400 357,400 — 442,600 324,447 
BXSL 2025-1 Facility400,000 40,700 40,700 — 359,300 317,000 
Revolving Credit Facility(4)
2,428,630 1,327,279 1,327,279 — 1,101,351 1,100,832 
New 2026 Notes700,000 700,000 699,626 374 — — 
2027 Notes650,000 650,000 648,275 1,725 — — 
2028 Notes650,000 650,000 645,768 4,232 — — 
November 2027 Notes(5)
400,000 400,000 398,994 2,796 — — 
April 2028 Notes(5)
700,000 700,000 691,596 4,780 — — 
June 2030 Notes(5)
500,000 500,000 488,558 8,470 — — 
January 2031 Notes(5)
500,000 500,000 481,188 7,787 — — 
September 2029 Notes(5)
400,000 400,000 385,913 5,422 — — 
May 2031 Notes(5)
650,000 650,000 634,531 13,738 — — 
2024-1 Notes457,500 457,500 455,389 2,111 — — 
Total$10,411,130 $7,613,729 $7,536,067 $51,435 $2,797,401 $2,628,200 
(1)The unused portion is the amount upon which commitment fees, if any, are based.
(2)The amount available reflects any limitations related to each respective credit facility’s borrowing base.
(3)The period during which Jackson Hole Funding may make borrowings under the Jackson Hole Funding Facility expired on May 2, 2026 and the Jackson Hole Funding Facility is scheduled to mature on May 17, 2027.
(4)Under the Revolving Credit Facility, the Company may borrow in USD or certain other permitted currencies. As of June 30, 2026, the Company had non-USD borrowings denominated in the following currencies:
CAD 38.4 million
EUR 390.5 million
GBP 293.5 million
AUD 45.0 million
(5)Carrying value is inclusive of adjustment for the change in fair value of effective hedge relationship.
December 31, 2025
Aggregate Principal CommittedOutstanding PrincipalCarrying ValueUnamortized Debt Issuance Costs
Unused Portion (1)
Amount Available (2)
Jackson Hole Funding Facility (3)
$500,000 $22,374 $22,374 $— $477,626 $477,626 
Breckenridge Funding Facility1,175,000 652,550 652,550 — 522,450 418,348 
Big Sky Funding Facility650,000 585,900 585,900 — 64,100 64,100 
BXSL 2025-1 Facility400,000 34,800 34,800 — 365,200 351,400 
Revolving Credit Facility (4)
2,425,000 1,447,497 1,447,497 — 977,503 977,503 
2026 Notes800,000 800,000 799,936 64 — — 
New 2026 Notes700,000 700,000 698,746 1,254 — — 
2027 Notes650,000 650,000 646,911 3,089 — — 
2028 Notes650,000 650,000 644,837 5,163 — — 
November 2027 Notes (5)
400,000 400,000 403,760 3,803 — — 
April 2028 Notes (5)
700,000 700,000 700,057 6,107 — — 
June 2030 Notes (5)
500,000 500,000 497,626 9,520 — — 
January 2031 Notes (5)
500,000 500,000 489,847 8,688 — — 
2024-1 Notes457,500 457,500 455,288 2,212 — — 
Total$10,507,500 $8,100,621 $8,080,129 $39,900 $2,406,879 $2,288,977 
(1)The unused portion is the amount upon which commitment fees, if any, are based.
(2)The amount available reflects any limitations related to each respective credit facility’s borrowing base.
(3)Under the Jackson Hole Funding Facility, the Company may borrow in USD or certain other permitted currencies. As of December 31, 2025, the Company had no borrowings denominated in currencies other than USD.
(4)Under the Revolving Credit Facility, the Company may borrow in USD or certain other permitted currencies. As of December 31, 2025, the Company had non-USD borrowings denominated in the following currencies:
CAD 30.7 million
EUR 417.2 million
GBP 293.5 million
AUD 1.0 million
(5)Carrying value is inclusive of adjustment for the change in fair value of effective hedge relationship.
The components of interest expense were as follows:
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Borrowing interest expense$91,291 $84,569 $184,574 $172,209 
Facility unused fees2,106 2,538 4,266 4,239 
Amortization of deferred financing costs1,958 1,440 3,408 2,850 
Amortization of original issue discount and debt issuance costs (including premiums and discounts)4,515 3,734 8,450 7,085 
Gain (loss) from interest rate swaps accounted for as hedges and the related hedged items:
Interest rate swaps27,338 (10,369)46,177 (25,778)
Hedged items(26,138)10,373 (45,636)24,658 
Total interest expense$101,070 $92,285 $201,239 $185,263 
Cash paid for interest expense$72,679 $68,885 $188,307 $165,186 
Schedule Of Assets And Liabilities, Collateral Management Agreement
The following presents the assets and liabilities of the 2024-1 Issuer, after giving effect to the elimination of intercompany balances. The assets of the 2024-1 Issuer are restricted to be used to settle the obligations of 2024-1 Issuer. The liabilities of the 2024-1 Issuer are only the obligations of the 2024-1 Issuer and the creditors (or beneficial interest holders) do not have recourse to the Company.
June 30, 2026December 31, 2025
ASSETS
Investments at fair value
Non-controlled/non-affiliated investments$712,168 $727,232 
Total investments at fair value
712,168 727,232 
Cash and cash equivalents (restricted cash of $83,737 and $89,406, respectively)
83,737 89,406 
Interest receivable from non-controlled/non-affiliated investments
5,086 9,291 
Total assets$800,991 $825,929 
June 30, 2026December 31, 2025
LIABILITIES
Debt (net of unamortized debt issuance costs of $2,111 and $2,212, respectively)
$455,389 $455,288 
Interest payable
4,769 5,029 
Total liabilities$460,158 $460,317 
Schedule of Maturities of Long-Term Debt
The following tables summarize the contractual maturities of the Company’s outstanding principal as of June 30, 2026 and December 31, 2025:
June 30, 2026
Less than 1 Year1 - 3 Years3 - 5 YearsGreater than 5 YearsTotal
SPV Financing Facilities$— $321,550 $357,400 $— $678,950 
Revolving Credit Facility103,630 — 1,223,649 — 1,327,279 
Unsecured Notes1,350,000 1,750,000 2,050,000 — 5,150,000 
Debt Securitizations— — — 457,500 457,500 
Total outstanding principal$1,453,630 $2,071,550 $3,631,049 $457,500 $7,613,729 
December 31, 2025
Less than 1 Year1 - 3 Years3 - 5 YearsGreater than 5 YearsTotal
SPV Financing Facilities$— $643,074 $652,550 $— $1,295,624 
Revolving Credit Facility— — 1,447,497 — 1,447,497 
Unsecured Notes1,500,000 2,400,000 500,000 500,000 4,900,000 
Debt Securitizations— — — 457,500 457,500 
Total outstanding principal$1,500,000 $3,043,074 $2,600,047 $957,500 $8,100,621