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TCW-DIRECT-LENDING-VIII-LLC

TCW private credit holdings

TCW-DIRECT-LENDING-VIII-LLC schedule of investments, latest period.

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

EDGAR filing · 2026-06-30

Manager: TCW

$618.4m
Fair value
62
Positions
$0k
NAV-if-street
0.7%
PIK share of debt
$7.4m
Non-accrual FV
36
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 $0k (0.0 bps of book).

What the book is exposed to

SectorFair valueShare
Hotels, Restaurants & Leisure$63.0m10.2%
Personal Care Products$51.2m8.3%
Specialty Retail$48.3m7.8%
Containers & Packaging$47.4m7.7%
Commercial Services & Supplies$44.3m7.2%
Food Products$32.2m5.2%
Building Products$29.8m4.8%
Oil, Gas & Consumable Fuels$29.4m4.8%
Leisure Products$28.9m4.7%
Metals & Mining$25.5m4.1%

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
EagleRock Land LLCcommon equity$40.6m29963.0¢--
Eastern Metal Supply Borrower, LLCfirst lien term loan$29.8m98.8¢98.8¢0.0 pt
Lumos Holdings US Acquisition Co. (Life Fitness)first lien term loan$28.9m100.0¢100.0¢0.0 pt
D&D Buyer, LLCfirst lien term loan$28.9m101.0¢100.0¢+1.0 pt
Axvor Intermediate, LLCfirst lien term loan$26.3m99.4¢99.4¢0.0 pt
Material Sciences Corporationfirst lien term loan$25.4m98.0¢98.0¢0.0 pt
ConnectAmerica.com, LLCdebt unclassified$24.5m92.1¢92.1¢0.0 pt
Viva 5 Group, LLCfirst lien term loan$24.3m98.2¢98.2¢0.0 pt
ADAN-B LLC (24 Hour Fitness)first lien term loan$24.1m99.0¢98.6¢+0.4 pt
The Vitamin Shoppe, LLCfirst lien term loan$23.9m98.0¢98.0¢0.0 pt
CEC Entertainment, LLCfirst lien term loan$22.0m96.8¢98.7¢-1.9 pt
Corcentric, Inc.first lien term loan$18.6m99.6¢99.6¢0.0 pt
The HC Companies, Inc.debt unclassified$17.9m90.8¢90.8¢0.0 pt
HydroSource Midstream, LLCdebt unclassified$17.4m96.0¢96.0¢0.0 pt
Power Acquisition LLCfirst lien term loan$16.7m95.9¢95.9¢0.0 pt

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

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