599 Fund LLC

Consolidated Schedule of Investments

June 30, 2026 (Unaudited)

 

SENIOR SECURED LOANS(a) — 59.6%  Loan Type  Principal/Total
Commitment
Amount
   Acquisition
Date
  Cost   Fair Value 
Consumer Discretionary — 2.1%                  
Resi Kitchen, 2/2/33 (TSFR3M + 550bps)(b)(c)(d)(e)  Revolving Credit  $216,868   2/2/2026  $39,288   $34,531 
Resi Kitchen, 2/2/33 (TSFR3M + 550bps)(b)(c)(e)  Term Loan   2,783,133   2/2/2026   2,729,833    2,722,190 
               2,769,121    2,756,721 
Consumer Staples — 6.6%                     
Blazing Star Parent, LLC, 8/28/30 (TSFR3M + 700bps)(b)(c)(e)  Term Loan   3,974,684   3/4/2026   3,937,239    3,903,251 
DrinkPAK, 1/8/31 (TSFR1M + 550bps)(b)(c)(d)(e)  Delayed Draw   2,994,375   3/11/2026   2,206,878    2,229,957 
Quirch Foods, LLC, 1.00%, 11/12/30(c)(e)(f)  Delayed Draw   281,250   2/6/2026       (4,046)
Quirch Foods, LLC, 11/12/30 (TSFR1M + 650bps)(b)(c)(e)  Term Loan   2,711,953   2/6/2026   2,698,981    2,672,942 
               8,843,098    8,802,104 
Financials — 11.0%                     
Aegle Health LLC, 3/16/33 (TSFR1M + 925bps)(b)(c)(d)(e)(g)  Delayed Draw   3,500,000   3/16/2026   3,291,872    3,254,685 
Cardless Asset Receivable Trust, 4/17/28 (TSFR1M + 900bps)(b)(c)(d)(e)  Revolving Credit   4,000,000   5/4/2026   3,814,430    3,814,430 
GC Waves Holdings, Inc., 10/4/30 (TSFR1M + 450bps)(b)(c)(e)  Term Loan   603,828   3/3/2026   603,828    603,828 
GC Waves Holdings, Inc., 10/4/30 (TSFR1M + 450bps)(b)(c)(d)(e)  Delayed Draw   1,369,298   3/3/2026   491,144    491,144 
GC Waves Holdings, Inc., 10/4/30 (TSFR1M + 450bps)(b)(c)(e)  Delayed Draw   1,014,146   3/3/2026   1,014,146    1,014,146 
IEQ Capital, LLC, 12/22/28 (TSFR6M + 450bps)(b)(c)(e)  Term Loan   2,127,122   12/16/2025   2,127,122    2,120,915 
IEQ Capital, LLC, 12/22/28 (TSFR6M + 450bps)(b)(c)(e)  Delayed Draw   849,582   12/16/2025   849,582    847,340 
TA Exchange Holdings, LP, 0.00%, 4/20/32(c)(e)(f)  Delayed Draw   490,909   4/20/2026   (2,375)   (7,764)
TA Exchange Holdings, LP, 4/20/32 (TSFR6M + 575bps)(b)(c)(e)  Term Loan   2,509,091   4/20/2026   2,484,617    2,481,546 
               14,674,366    14,620,270 
Health Care — 3.5%                     
Envision Management Holding, Inc., 12/31/30 (TSFR1M + 550bps)(b)(c)(d)(e)  Delayed Draw   507,732   12/30/2025   387,228    383,975 
Envision Management Holding, Inc., 12/31/30 (TSFR1M + 550bps)(b)(c)(e)  Term Loan   2,477,840   12/30/2025   2,443,654    2,431,638 
National Resilience Holdco, Inc., 0.50%, 11/21/30(c)(e)(f)  Delayed Draw   1,089,663   12/8/2025   (38,671)   (76,864)
National Resilience, LLC, 11/21/30 (TSFR3M + 825bps)(b)(c)(d)(e)  Specified Delayed Draw   726,442   12/8/2025   143,569    152,257 
National Resilience, LLC, 11/21/30 (TSFR3M + 825bps)(b)(c)(e)  Term Loan   1,906,910   12/8/2025   1,837,064    1,840,073 
               4,772,844    4,731,079 
Industrials — 19.6%                     
Blue Raven Solutions, LLC, 1/16/32 (TSFR3M + 600bps)(b)(c)(e)  Term Loan   2,686,500   1/16/2026   2,635,836    2,654,547 
Maverick Power, LLC, 5/5/31 (TSFR3M + 500bps)(b)(c)(e)  Term Loan   2,985,000   12/19/2025   2,936,880    3,044,700 
Nexus Apex Holdings LLC, 3/2/29 (TSFR3M + 1100bps)(b)(c)(e)(g)  Term Loan   4,000,000   4/28/2026   3,924,664    3,920,000 
OSR OPCO, LLC, 3/15/29 (TSFR3M + 550bps)(b)(c)(d)(e)  Revolving Credit   750,000   12/18/2025   431,637    426,078 
OSR OPCO, LLC, 3/15/29 (TSFR1M + 550bps)(b)(c)(e)  Term Loan   2,238,750   12/18/2025   2,224,394    2,217,511 
RPX Corp., 8/2/30 (TSFR1M + 550bps)(b)(c)(e)  Term Loan   2,984,810   3/2/2026   2,984,810    2,973,465 
SolomonEdwards Group, LLC, 2/4/32 (TSFR3M + 500bps)(b)(c)(d)(e)  Revolving Credit   274,286   2/4/2026   148,937    146,464 
SolomonEdwards Group, LLC, 2/4/32 (TSFR3M + 500bps)(b)(c)(e)  Term Loan   2,725,714   2/4/2026   2,706,342    2,701,278 
Steele Solutions, Inc., 3/18/30 (TSFR1M + 625bps)(b)(c)(d)(e)  Revolving Credit   187,500   4/7/2026   38,528    34,777 
Steele Solutions, Inc., 3/18/30 (TSFR3M + 625bps)(b)(c)(e)  Term Loan   2,782,246   4/7/2026   2,729,298    2,726,601 
Talent Worldwide Inc., 1/16/31 (TSFR3M + 550bps)(b)(c)(d)(e)  Revolving Credit   200,000   1/16/2026   98,636    94,874 
Talent Worldwide Inc., 1/16/31 (TSFR3M + 550bps)(b)(c)(e)  Term Loan   2,786,000   1/16/2026   2,747,259    2,734,250 
Wasabi Technologies, LLC, 1.00%, 4/8/31(c)(e)(f)  Delayed Draw   1,200,000   4/8/2026   (17,182)   (53,182)
Wasabi Technologies, LLC, 1.00%, 4/8/31(c)(e)(f)  Revolving Credit   173,913   4/8/2026   (4,980)   (10,197)
Wasabi Technologies, LLC, 4/8/31 (TSFR3M + 650bps)(b)(c)(e)  Term Loan   2,640,000   4/8/2026   2,563,590    2,560,800 
               26,148,649    26,171,966 
                      
Information Technology — 4.3%                     
ACP Avenu Midco, LLC, 1.00%, 10/2/29(c)(e)(f)  Delayed Draw   825,099   3/2/2026   (5,621)   (486)
ACP Avenu Midco, LLC, 10/2/29 (TSFR3M + 500bps)(b)(c)(e)  Term Loan   2,169,436   3/2/2026   2,184,385    2,181,741 
G-3 Frax Acquisition LLC, 1/30/32 (TSFR1M + 600bps)(b)(c)(d)(e)  Revolving Credit   425,532   4/23/2026   46,946    42,690 
G-3 Frax Acquisition LLC, 1/30/32 (TSFR3M + 600bps)(b)(c)(e)  Term Loan   3,574,468   4/23/2026   3,539,607    3,538,723 
               5,765,317    5,762,668 
Real Estate — 10.6%                     
118 Tenth Avenue, 8/17/27 (TSFR1M + 662bps)(b)(c)(e)(g)  Term Loan   4,000,000   2/18/2026   4,000,000    4,000,000 
65 Franklin, 9/9/28 (TSFR1M + 698bps)(b)(c)(e)(g)  Term Loan   3,000,000   12/18/2025   3,000,000    2,978,562 
72nd Street Assemblage, 12/1/27 (TSFR1M + 768bps)(b)(c)(e)(g)  Term Loan   3,000,000   12/18/2025   3,000,000    3,016,641 
97 West Realty, LLC, 11/14/28 (TSFR1M + 601bps)(b)(c)(e)(g)  Term Loan   4,150,000   12/10/2025   4,150,000    4,150,000 
               14,150,000    14,145,203 
Utilities — 1.9%                     
Summit Ridge Energy, 11.50%, 4/25/28(c)(d)(e)(g)  Delayed Draw   3,000,000   4/2/2026   2,504,178    2,504,178 
TOTAL SENIOR SECURED LOANS              79,627,573    79,494,189 

 

 

 

599 Fund LLC

Consolidated Schedule of Investments — (Continued)

June 30, 2026 (Unaudited)

 

PREFERRED PRIVATE EQUITIES(a) — 1.5%  Shares   Acquisition
Date
  Cost   Fair Value 
Information Technology — 1.5%               
Claroty Ltd.(c)(e)(h)   23,369   1/21/2026   2,000,000    2,000,021 
TOTAL PREFERRED PRIVATE EQUITIES           2,000,000    2,000,021 

 

PRIVATE INVESTMENT FUNDS(a) — 28.0%  Shares(i)   Acquisition
Date
  Cost   Fair Value 
Real Estate — 4.6%               
ACRE Credit Fund II HS Holdco, LLC (j)(k)   N/A   12/16/2025   6,000,000    6,179,466 
Financials — 13.7%                  
Birch Holdings, LP(h)(k)   N/A   1/15/2026   1,032,653    1,378,675 
HPS Specialty Loan Fund VI-L (h)(k)   N/A   4/8/2026   378,613    454,921 
Pimlico Partners, L.P. (e)(h)(j)(k)   N/A   12/16/2025   3,060,000    3,161,688 
Pimlico Partners II, L.P. (e)(h)(k)   N/A   6/23/2026   3,000,000    3,006,461 
Secfi Matterhorn Fund I, LP (h)(k)   N/A   1/30/2026   5,779,332    6,401,622 
Springcoast Partners I-A, L.P.(e)(h)(k)   N/A   2/5/2026   3,276,972    3,864,273 
            16,527,570    18,267,640 
Consumer Discretionary — 2.3%                  
LNL Bobs-Macon, LLC (h)(k)   N/A   4/20/2026   3,000,000    3,047,026 
Communication Services — 5.1%                  
Lyric-Pineapple Feeder, L.P.(e)(h)(j)(k)   N/A   12/29/2026   3,093,499    3,733,438 
Lyric Spark RBN LP(h)(k)   N/A   6/9/2026   3,023,411    3,015,758 
            6,116,910    6,749,196 
Consumer Staples — 2.3%                  
WP Sunnyside Co-Investment LP (h)(k)   N/A   4/6/2026   3,031,273    3,093,350 
TOTAL PRIVATE INVESTMENT FUNDS           34,675,753    37,336,678 

 

MONEY MARKET FUNDS — 10.7%  Shares   Acquisition
Date
  Cost   Fair Value 
Financials — 10.7%               
Dreyfus Government Cash Management, Class I, 3.52% (l)   14,258,291   5/5/2026   14,258,291    14,258,291 
TOTAL MONEY MARKET FUNDS           14,258,291    14,258,291 
                   
Total Investments — 99.8%           130,561,617    133,089,179 
Other Assets in Excess of Liabilities — 0.2%                280,271 
NET ASSETS— 100.0%               $133,369,450 

 

 

 

599 Fund LLC

Consolidated Schedule of Investments — (Continued)

June 30, 2026 (Unaudited)

 

All investments are based in the U.S.

 

At June 30, 2026, 599 Fund LLC did not hold any underlying positions on a look-through basis representing greater than 5% of its net assets.

 

(a) Securities exempt from registration under the Securities Act of 1933 (the “Securities Act”), and may be deemed to be “restricted securities” under the Securities Act.
(b) Variable rate security. Interest rate resets periodically. The rate shown is the effective interest rate as of June 30, 2026.  For securities based on a published reference rate and spread, the reference rate and spread (in basis points) are indicated parenthetically. Certain variable rate securities are not based on a published reference rate and spread but are determined by the issuer or agent and are based on current market conditions.  These securities, therefore, do not indicate a reference rate and spread.
(c) The level 3 securities’ values were determined using significant unobservable inputs.
(d) A portion of this holding is subject to unfunded loan commitments. The stated reference rate and spread reflects the funded portion. See Note 10 for additional information.
(e) All or a portion of this security is held by 599 Fund Investment Sub LLC as of June 30, 2026.
(f) Represents an unfunded loan commitment. The rate shown is the original issue discount paid on acquisition of the loan.  
(g) This investment was made through a participation.
(h) Non-income producing security.
(i) Private investment fund does not issue shares.
(j) Affiliated security.
(k) Investment is valued using net asset value (or its equivalent) as a practical expedient. Total value of all such investments as June 30, 2026, amounted to $37,336,678, which represents approximately 28.0% of the net assets of the Fund.
(l) Rate disclosed is the seven day effective yield as of June 30, 2026.

 

bps - Basis points
SOFR - Secured Overnight Financing Rate
TSFR1M  - 1 Month Term SOFR as of June 30, 2026
TSFR3M - 3 Month Term SOFR as of June 30, 2026
TSFR6M - 6 Month Term SOFR as of June 30, 2026

 

Composition  Percentage of Net Assets 
Communication Services   5.1%
Consumer Discretionary   4.4%
Consumer Staples   8.9%
Financials   35.4%
Health Care   3.5%
Industrials   19.6%
Information Technology   5.8%
Real Estate   15.2%
Utilities   1.9%
Other Assets in Excess of Liabilities   0.2%
   100%

 

Affiliated Holdings

 

               Net   Net
Change in
         
               Realized   Unrealized         
   Fair Value   Purchases   Proceeds   Gains   Appreciation/   Fair Value   Dividend 
   3/31/2026   at Cost   from Sales   (Losses)   Depreciation   6/30/2026   Income 
ACRE Credit Fund II HS Holdco, LLC  $6,183,572   $    -   $     -   $      -   $(4,106)  $6,179,466   $174,711 
Lyric-Pineapple Feeder, LP   3,585,562    9,375    -    -    138,501    3,733,438    - 
Pimlico Partners, L.P.   3,070,869    -    -    -    90,819    3,161,688    -