Dirigon

DIAMETER-CREDIT-CO

Diameter private credit holdings

DIAMETER-CREDIT-CO schedule of investments, latest period.

As of 2026-06-30 · compiled 2026-09-09

EDGAR filing · 2026-06-30

Manager: Diameter

$2.8bn
Fair value
138
Positions
+$9.0m
NAV-if-street
9.5%
PIK share of debt
52
Overlapped credits

Street is the leave-one-out median of other holders' FV/principal on the matched funded facility. Not a NAV restatement. Do not add overlapping-book dollars across funds. NAV-if-street is +$9.0m (32.1 bps of book).

What the book is exposed to

SectorFair valueShare
Professional Services$474.0m16.9%
Commercial Services & Supplies$320.1m11.4%
Health Care Providers & Services$314.0m11.2%
Hotels, Restaurants & Leisure$221.0m7.9%
Diversified Consumer Services$194.0m6.9%
Automobile Components$146.3m5.2%
Insurance$141.6m5.0%
Software$132.2m4.7%
Financial Services$117.6m4.2%
Health Care Equipment & Supplies$116.0m4.1%

Largest named credits

As-filed ¢ is the printed SOI line for that facility (FV/principal on co-held funded debt). Street is the other holders' median. A book blend is not a mark.

CreditFacilityFair valueAs-filed ¢Street ¢Δ
Deerfield Dakota Holding, LLCfirst lien term loan$90.9m97.8¢98.2¢-0.4 pt
DP Group S.p.Afirst lien term loan$81.0m98.7¢--
Ranger Intermediate II, LLCfirst lien term loan$74.1m99.2¢98.2¢+0.9 pt
RPX Corporationfirst lien term loan$64.5m100.0¢99.1¢+0.9 pt
BVI Medical, Inc.first lien term loan$63.9m90.5¢84.0¢+6.5 pt
Denali Intermediate Holdings, Inc.first lien term loan$61.6m97.3¢95.2¢+2.1 pt
Grid Alliance Partners, LLCfirst lien term loan$58.9m96.5¢96.9¢-0.4 pt
Vacation Rental Brands, LLCfirst lien term loan$54.0m99.0¢99.3¢-0.3 pt
R.R. Donnelley & Sons Companyfirst lien term loan$53.5m97.7¢98.7¢-1.0 pt
BDO USA, P.Cfirst lien term loan$53.5m99.8¢98.6¢+1.1 pt
Purflux Holding S.À R.Lfirst lien term loan$52.3m100.7¢--
Gula Buyer Inc.first lien term loan$49.9m101.0¢100.0¢+1.0 pt
SG Acquisition, Inc.first lien term loan$49.8m100.0¢100.0¢0.0 pt
Kelso Industries, LLCfirst lien term loan$46.1m97.6¢98.8¢-1.2 pt
Intrum Investments and Financing AB (PUBL)revolver$44.6m98.0¢--

This is the filing window into that manager's private credit, not the whole platform.

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