v3.26.1
Investments (Tables)
6 Months Ended
Jun. 30, 2026
Schedule of Investments [Abstract]  
Schedule of Investments
Investments at fair value and amortized cost consisted of the following as of June 30, 2026 and December 31, 2025:
June 30, 2026December 31, 2025
(Amounts in thousands)Amortized CostFair ValueAmortized CostFair Value
First lien senior secured debt$4,698,541 $4,685,584 $4,189,885 $4,173,995 
Sponsor subordinated note415 65 413 59 
Investment in affiliated funds88,338 103,083 87,345 103,670 
Joint ventures32,550 32,615 — — 
Total investments$4,819,844 $4,821,347 $4,277,643 $4,277,724 
The industry composition of investments based on fair value as of June 30, 2026 and December 31, 2025 was as follows:
June 30, 2026(1)
December 31, 2025(1)
Aerospace and defense1.8 %2.0 %
Air freight and logistics0.5 %0.5 %
Auto components2.3 %2.7 %
Building products0.5 %0.5 %
Chemicals2.1 %2.3 %
Commercial services and supplies3.3 %3.3 %
Construction and engineering3.9 %4.3 %
Containers and packaging2.5 %2.5 %
Distributors— %— %
Diversified consumer services6.4 %6.8 %
Diversified financial services0.3 %— %
Electrical equipment2.0 %1.6 %
Electronic equipment, instruments and components0.9 %1.0 %
Electric utilities0.2 %— %
Food and staples retailing1.8 %2.1 %
Food products2.1 %2.3 %
Gas utilities— %— %
Health care equipment and supplies3.0 %2.7 %
Health care providers and services26.2 %25.2 %
Health care technology2.8 %1.1 %
Household durables3.0 %3.5 %
Industrial Conglomerates0.3 %0.4 %
Insurance0.8 %0.5 %
Interactive Media & Services0.5 %0.5 %
June 30, 2026(1)
December 31, 2025(1)
Internet and direct marketing retail0.4 %0.5 %
IT services3.0 %2.9 %
Leisure equipment and products0.4 %0.2 %
Leisure products— %— %
Life sciences tools and services1.6 %1.5 %
Machinery3.2 %3.3 %
Media7.5 %7.8 %
Multiline Retail1.1 %1.3 %
Multisector holdings2.8 %2.4 %
Pharmaceuticals— %— %
Personal products— %— %
Professional services1.0 %0.9 %
Real estate management and development0.1 %0.1 %
Road and rail— %— %
Semiconductors and semiconductor equipment— %— %
Software2.0 %2.3 %
Specialty retail1.3 %0.6 %
Textiles, apparel and luxury goods0.6 %0.8 %
Trading companies and distributors7.5 %9.5 %
Water utilities0.1 %0.1 %
Total100.0 %100.0 %
(1)Certain industries round to less than 0.1% as of June 30, 2026 and December 31, 2025.