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SOUND-POINT-DIRECT-LENDING-BDC

Sound Point Capital private credit holdings

SOUND-POINT-DIRECT-LENDING-BDC schedule of investments, latest period.

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

EDGAR filing · 2026-06-30

Manager: Sound Point Capital

$340.8m
Fair value
101
Positions
+$290k
NAV-if-street
0.8%
PIK share of debt
25
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 +$290k (8.6 bps of book).

What the book is exposed to

SectorFair valueShare
Professional Services$28.2m8.3%
Data Center / Other Commercial Services$24.5m7.2%
Aerospace / MRO Services$22.5m6.6%
Capital Equipment$20.7m6.1%
Residential & Light Commercial HVAC$19.8m5.8%
Application Software$19.0m5.6%
Industrial Products Distribution / After-Market Services$18.2m5.3%
Packaging (Labels)$16.7m4.9%
Roofing Services$16.3m4.8%
Construction & Building$16.1m4.7%

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
Upland Software, Inc.first lien term loan$19.0m97.0¢97.7¢-0.7 pt
Portage Point Partners LLCfirst lien term loan$15.7m99.0¢99.2¢-0.2 pt
Security Buyer, LLCfirst lien term loan$13.1m98.6¢98.6¢-0.1 pt
Talent Worldwide Incfirst lien term loan$12.1m98.6¢98.6¢-0.0 pt
ResiXperts Holdco, LLCdelayed draw term loan$11.7m99.8¢98.7¢+1.1 pt
OSR Opco LLCfirst lien term loan$10.8m100.0¢98.7¢+1.3 pt
Tender Products, INC.first lien term loan$10.6m101.1¢--
Salute Mission Critical Holdings LLCfirst lien term loan$10.3m100.0¢99.2¢+0.8 pt
VP Deliver Parent Incfirst lien term loan$9.6m96.5¢98.8¢-2.2 pt
Bowe and Gant Electrical Services LLCfirst lien term loan$9.6m100.0¢--
Machine Sciences Corpdelayed draw term loan$8.9m98.8¢99.1¢-0.3 pt
Peak Utility Servicesfirst lien term loan$8.8m100.0¢--
Argano LLCfirst lien term loan$8.6m100.0¢99.0¢+1.0 pt
Alpha US Buyer LLCfirst lien term loan$8.5m101.0¢--
C3 AcquisitionCo, LLCdelayed draw term loan$8.3m98.7¢98.8¢-0.1 pt

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

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