Dirigon

MSIF

Main Street private credit holdings

MSIF schedule of investments, latest period.

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

EDGAR filing · 2026-06-30

Manager: Main Street

$1.2bn
Fair value
325
Positions
+$1.9m
Overlapping book
17.3%
PIK share of debt
$26.5m
Non-accrual FV
118
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. Overlapping book is +$1.9m (16.3 bps of book).

What the book is exposed to

SectorFair valueShare
Specialty Toll Chemical Manufacturer$38.7m3.4%
Manufacturer and Distributor of High-Voltage Disconnect Switches$27.6m2.4%
Provider of Satellite Operations and Command Software for Defense and Intelligence Platforms$27.4m2.4%
Manufacturer of Custom Engineered Die Cut, Formed Foam, Nonwoven, and Multi-material Component Solutions for the Automotive and Healthcare Markets$27.1m2.4%
Manufacturer of Mission-Critical Electrical Distribution Systems$24.2m2.1%
Backup Power Generation$24.1m2.1%
Provider of HVAC and Plumbing Installation Services$23.6m2.0%
Rigid Industrial Packaging Manufacturing$23.0m2.0%
Competitive Local Exchange Carrier$21.8m1.9%
Manufacturer of Engineered Rubber Products$21.5m1.9%

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
South Coast Terminals Holdings, LLCfirst lien term loan$32.1m100.0¢100.0¢0.0 pt
Gamber-Johnson Holdings, LLCequity$31.1m100.0¢100.0¢0.0 pt
Electro Technical Industries, LLCfirst lien term loan$24.2m100.0¢100.0¢0.0 pt
Mission Critical Groupfirst lien term loan$24.1m100.0¢99.2¢+0.8 pt
SI East, LLCfirst lien term loan$22.3m100.0¢100.0¢0.0 pt
Airo Purchaser, Inc.first lien term loan$22.3m100.0¢100.0¢0.0 pt
MCT Purchaserco Holding Inc.first lien term loan$21.5m100.0¢100.0¢0.0 pt
GRT Rubber Technologies LLCequity$21.1m100.0¢100.0¢0.0 pt
Logix Acquisition Company, LLCfirst lien term loan$20.7m100.0¢97.5¢+2.5 pt
GRT Rubber Technologies LLCfirst lien term loan$19.9m100.0¢100.0¢0.0 pt
UPS Intermediate, LLCfirst lien term loan$19.2m100.0¢98.8¢+1.2 pt
Gamber-Johnson Holdings, LLCfirst lien term loan$18.7m100.0¢100.0¢0.0 pt
Mission Critical Groupcommon equity$18.0m100.0¢99.2¢+0.8 pt
PavCon LLCfirst lien term loan$17.3m99.0¢99.0¢0.0 pt
Creative Foam Corporationfirst lien term loan$16.6m100.0¢100.0¢0.0 pt

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

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