Dirigon

SENIOR-CREDIT-INVESTMENTS-LLC

Jefferies private credit holdings

SENIOR-CREDIT-INVESTMENTS-LLC schedule of investments, latest period.

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

EDGAR filing · 2026-06-30

Manager: Jefferies

$600.2m
Fair value
215
Positions
+$3.0m
NAV-if-street
10.3%
PIK share of debt
101
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 +$3.0m (50.8 bps of book).

What the book is exposed to

SectorFair valueShare
Software$103.0m17.2%
Professional Services$67.4m11.2%
Diversified Consumer Services$45.6m7.6%
Health Care Providers & Services$43.9m7.3%
Insurance$43.5m7.3%
Commercial Services & Supplies$42.7m7.1%
IT Services$32.0m5.3%
Health Care Technology$30.8m5.1%
Trading Companies & Distributors$27.7m4.6%
Life Sciences Tools & Services$27.4m4.6%

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
Blackbird Purchaser, Inc.first lien term loan$11.0m99.5¢99.5¢-0.0 pt
Coding Solutions Acquisition, Inc.first lien term loan$10.5m99.0¢99.0¢0.0 pt
SG Acquisition, Inc.first lien term loan$10.4m100.0¢100.0¢0.0 pt
Conservice Midco LLCfirst lien term loan$10.0m99.5¢99.7¢-0.2 pt
Brave Parent Holdings, Inc.first lien term loan$9.7m99.0¢96.7¢+2.3 pt
Advarra Holdings, Incfirst lien term loan$9.6m100.0¢98.6¢+1.4 pt
Deerfield Dakota Holding, LLCfirst lien term loan$9.6m99.0¢98.5¢+0.5 pt
SitusAMC Holdings Corporationfirst lien term loan$9.4m99.5¢99.9¢-0.4 pt
Chartwell Cumming Holding Corporationfirst lien term loan$9.4m99.0¢98.0¢+1.0 pt
AMP Purchaser, LLCfirst lien term loan$9.3m99.5¢99.5¢-0.0 pt
Sapphire Software Buyer, Inc.first lien term loan$9.0m98.5¢97.0¢+1.5 pt
MS Buyer, Inc. (fka CB Buyer, Inc.)first lien term loan$8.9m99.0¢99.0¢0.0 pt
PT Intermediate Holdings III, LLCfirst lien term loan$8.7m100.0¢100.0¢0.0 pt
HIG Operations Holdings, Inc.first lien term loan$8.5m99.5¢100.0¢-0.5 pt
Perkinelmer U.S. LLCfirst lien term loan$8.4m99.8¢99.5¢+0.3 pt

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