08/27/2026 | Press release | Distributed by Public on 08/27/2026 14:56
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Blue Owl Alternative Credit Fund
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Blue Owl Alternative Credit Fund
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Table of Contents
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Shareholder Letter ........................................................................................................................................................................................
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4
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Consolidated Statement of Assets and Liabilities as of June 30, 2026 (Unaudited) ....................................................................................
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7
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Consolidated Statement of Operations for the Six Months Ended June 30, 2026 (Unaudited)
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8
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Consolidated Summary Schedule of Investments as of June 30, 2026 (Unaudited) ...................................................................................
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9
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Consolidated Statements of Changes in Net Assets for the Six Months Ended June 30, 2026 (Unaudited) and for the Period from
March 7, 2025 (Commencement of Operations) to December 31, 2025 .....................................................................................................
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21
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Consolidated Statement of Cash Flows for the Six Months Ended June 30, 2026 (Unaudited) ..................................................................
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22
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Consolidated Financial Highlights (Unaudited) ...........................................................................................................................................
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23
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Notes to Consolidated Financial Statements (Unaudited) ...........................................................................................................................
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25
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Other Information (Unaudited) ....................................................................................................................................................................
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53
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Shareholder Privacy Notice (Unaudited) .....................................................................................................................................................
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54
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Fund
highlights
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110
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Total # of
investments
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91%
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of investments in
asset based finance
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74%
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of investments from repeat
relationships
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(1) Total return displayed is net of all fees, including all operating expenses such as management fees,
incentive fees, general and administrative expenses, organization and amortized offering expenses, and
interest expenses, net of any waivers. Total return is calculated as the change in net asset value ("NAV") per
share (assuming dividends and distributions, if any, are reinvested in accordance with the Fund's dividend
reinvestment plan), if any, divided by the beginning NAV per share.
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(2) Class I Shares commenced operations on March 7, 2025 and Class U Shares commenced operations on
July 15, 2025.
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June 30, 2026
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Assets
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Investments at fair value
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Non-controlled, non-affiliated investments (amortized cost of $1,746,364)
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$1,739,550
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Non-controlled, affiliated investments (amortized cost of $173,314)
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171,592
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Controlled, affiliated investments (amortized cost of $163,403)
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165,079
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Total investments at fair value (amortized cost of $2,083,081)
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2,076,221
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Cash (restricted cash of $312)
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9,685
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Interest and dividend receivable
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20,904
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Receivable from controlled affiliates
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159
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Receivable from non-controlled affiliates
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1,264
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Due from adviser(1)
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7,505
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Subscriptions receivable
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22,123
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Prepaid expenses and other assets
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4,871
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Derivative assets at fair value
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2,509
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Total Assets
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$2,145,241
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Liabilities
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Debt (net of unamortized debt issuance costs of $8,714)
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$410,898
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Payable for reverse repurchase agreements
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84,581
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Distribution payable
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8,400
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Payable to affiliates(1)
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8,675
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Accrued expenses and other liabilities
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15,798
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Derivative liabilities at fair value
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226
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Total Liabilities
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528,578
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Commitments and contingencies (Note 9)
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Net Assets
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Paid-in-capital
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1,627,524
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Distributable earnings (losses)
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(10,861)
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Total Net Assets
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1,616,663
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Total Liabilities and Net Assets
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$2,145,241
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Class I shares of beneficial interest Net Asset Value, 138,515,800 shares issued and outstanding
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$1,381,928
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Class U shares of beneficial interest Net Asset Value, 23,526,767 shares issued and outstanding
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$234,735
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Net Asset Value Per Class I Share
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$9.98
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Net Asset Value Per Class U Share
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$9.98
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For the Six Months Ended
June 30, 2026
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Investment Income
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Investment income from non-controlled, non-affiliated investments:
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||
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Interest income
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$86,407
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Dividend income
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12
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PIK interest income
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151
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Other income
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29
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Total investment income from non-controlled, non-affiliated investments
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86,599
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Investment income from non-controlled, affiliated investments:
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Dividend income
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8,431
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Total investment income from non-controlled, affiliated investments
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8,431
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Investment income from controlled, affiliated investments:
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Dividend income
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2,574
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Total investment income from controlled, affiliated investments
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2,574
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Total Investment Income
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97,604
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Operating Expenses
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Interest expense
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11,457
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Offering costs
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715
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Management fees, net(1)
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6,664
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Incentive fees
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7,252
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Professional fees
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4,523
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Directors' fees
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194
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Shareholder servicing fees
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830
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Other general and administrative
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4,542
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Total Operating Expenses
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36,177
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Expenses waived by Adviser(2)
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(6,050)
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Net Operating Expenses
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30,127
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Other expenses(3)
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2,422
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Total Expenses
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32,549
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Net Investment Income (Loss) Before Taxes
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65,055
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Income tax expense (benefit), including excise tax expense (benefit)
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(147)
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Net Investment Income (Loss) After Taxes
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$65,202
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Net Realized and Change in Unrealized Gain (Loss)
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Net change in unrealized gain (loss):
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Non-controlled, non-affiliated investments
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$(6,928)
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Non-controlled, affiliated investments
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8,581
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Controlled, affiliated investments
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1,708
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Derivative instruments
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2,472
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Translation of assets and liabilities in foreign currencies
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(3,113)
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Total Net Change in Unrealized Gain (Loss)
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2,720
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Net realized gain (loss):
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Non-controlled, non-affiliated investments
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9,136
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Non-controlled, affiliated investments
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(7,126)
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Controlled, affiliated investments
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1,348
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Derivative instruments
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54
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Foreign currency transactions and other transactions
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(253)
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Total Net Realized Gain (Loss)
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3,159
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Total Net Realized and Change in Unrealized Gain (Loss)
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5,879
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Total Net Increase (Decrease) in Net Assets Resulting from Operations
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$71,081
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Interest
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|||||||||
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Issuer/Borrower(1)(2)(11)(32)
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Investment
|
Ref.
Rate
|
Rate/
Spread
|
PIK
|
Maturity
Date
|
Par/
Units(14)
|
Amortized
Cost
|
Fair Value
|
% of Net
Assets(15)
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Non-controlled/non-affiliated investments
|
|||||||||
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Asset Based Finance ("ABF")
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Aircraft leasing
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|||||||||
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Athena Parliament HoldCo DAC(3)(16)(33)
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Profit participating note
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N/A
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02/2046
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49,025
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$49,025
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$49,025
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|||
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Blue Crest Aerie 1 DAC(3)(16)(33)
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Profit participating note
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N/A
|
03/2046
|
66,810
|
66,810
|
66,716
|
|||
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Blue Crest Prospector Pico Duarte DAC(3)(16)(33)
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Profit participating note
|
N/A
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02/2046
|
9,853
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9,853
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9,853
|
|||
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Crestone Air Partners, LLC(16)(18)(36)
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Preferred equity
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N/A
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10.00%
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N/A
|
4,512
|
4,512
|
4,512
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||
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Lasair Stampede DAC(3)(16)(33)
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Profit participating note
|
N/A
|
03/2046
|
45,487
|
45,487
|
45,487
|
|||
|
Plantago Finance DAC(3)(16)(33)
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Profit participating note
|
N/A
|
03/2046
|
59,267
|
59,267
|
59,267
|
|||
|
234,954
|
234,860
|
14.5%
|
|||||||
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Buildings and real estate
|
|||||||||
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NY 36th Street Holdings LLC(7)
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Second lien senior secured loan
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S+
|
8.25%
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11/2027
|
25,000
|
24,824
|
24,813
|
||
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Wells Fargo Commercial Mortgage Trust 2025-5C7 Class E Certificate(16)(36)
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Asset-backed security
|
N/A
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6.28%
|
12/2058
|
4,900
|
4,680
|
4,631
|
||
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Wells Fargo Commercial Mortgage Trust 2025-5C7 Class F Certificate(16)(36)
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Asset-backed security
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N/A
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6.28%
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12/2058
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5,100
|
4,508
|
4,450
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||
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Wells Fargo Commercial Mortgage Trust 2025-5C7 Class G Certificate(16)(36)
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Asset-backed security
|
N/A
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6.28%
|
12/2058
|
1,000
|
839
|
828
|
||
|
34,851
|
34,722
|
2.1%
|
|||||||
|
Commercial - credit cards
|
|||||||||
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New Wave Capital Limited(4)(7)
|
First lien senior secured revolving loan
|
S+
|
6.00%
|
05/2029
|
11,165
|
11,121
|
11,081
|
||
|
New Wave Capital Limited(4)(17)
|
First lien senior secured GBP revolving loan
|
SA+
|
8.50%
|
12/2028
|
£5,326
|
7,297
|
7,068
|
||
|
18,418
|
18,149
|
1.1%
|
|||||||
|
Commercial - other
|
|||||||||
|
U.S. Claims Litigation Funding, LLC(16)(36)
|
Secured note
|
N/A
|
10.25%
|
06/2030
|
32,000
|
30,182
|
30,240
|
||
|
30,182
|
30,240
|
1.9%
|
|||||||
|
Commercial - SME lending(35)
|
|||||||||
|
OnDeck Asset Securitization IV, LLC 2025-2 Class D Note(16)(33)(34)(36)
|
Asset-backed security
|
N/A
|
8.58%
|
11/2032
|
11,200
|
11,199
|
11,203
|
||
|
Various(4)(36)(38)(41)
|
ABF asset
|
N/A
|
08/2026 -
04/2028
|
262,283
|
255,928
|
252,918
|
|||
|
267,127
|
264,121
|
16.3%
|
|||||||
|
Consumer - auto loans
|
|||||||||
|
GLS Auto Receivables Issuer Trust 2025-1 Series Certificate(10)(16)(18)
|
Asset-backed security
|
N/A
|
03/2032
|
15
|
6,451
|
6,790
|
|||
|
GLS Auto Receivables Issuer Trust 2025-2 Series Certificate(10)(16)(18)
|
Asset-backed security
|
N/A
|
06/2032
|
15
|
12,064
|
12,567
|
|||
|
GLS Auto Receivables Issuer Trust 2025-3 Class E Series Note(16)(33)(34)(36)
|
Asset-backed security
|
N/A
|
6.52%
|
08/2032
|
17,530
|
17,529
|
17,568
|
||
|
GLS Auto Receivables Issuer Trust 2025-3 Series Certificate(10)(16)(18)
|
Asset-backed security
|
N/A
|
03/2030
|
36
|
24,504
|
24,406
|
|||
|
GLS Auto Receivables Issuer Trust 2025-4 Class E Series Note(16)(33)(34)(36)
|
Asset-backed security
|
N/A
|
7.17%
|
12/2032
|
18,668
|
18,665
|
18,613
|
||
|
GLS Auto Receivables Issuer Trust 2025-4 Series Certificate(10)(16)(18)
|
Asset-backed security
|
N/A
|
12/2032
|
38
|
27,319
|
26,776
|
|||
|
GLS Auto Receivables Issuer Trust 2026-1 Class E Series Note(16)(33)(34)(36)
|
Asset-backed security
|
N/A
|
6.51%
|
03/2033
|
20,100
|
20,096
|
20,098
|
||
|
GLS Auto Receivables Issuer Trust 2026-1 Series Certificate(10)(16)(18)
|
Asset-backed security
|
N/A
|
03/2033
|
31
|
24,749
|
24,935
|
|||
|
GLS Auto Receivables Issuer Trust 2026-2 Series Certificate(10)(16)(18)
|
Asset-backed security
|
N/A
|
06/2033
|
26
|
28,198
|
28,116
|
|||
|
179,575
|
179,869
|
11.1%
|
|||||||
|
Interest
|
|||||||||
|
Issuer/Borrower(1)(2)(11)(32)
|
Investment
|
Ref.
Rate
|
Rate/
Spread
|
PIK
|
Maturity
Date
|
Par/
Units(14)
|
Amortized
Cost
|
Fair Value
|
% of Net
Assets(15)
|
|
Consumer - credit cards
|
|||||||||
|
Continental Finance Company, LLC(7)
|
First lien senior secured loan
|
S+
|
8.00%
|
03/2029
|
50,000
|
49,828
|
49,625
|
||
|
Continental Finance Credit Card ABS Master Trust Series 2025-A Class D
Note(16)(33)(34)(36)
|
Asset-backed security
|
N/A
|
8.36%
|
12/2035
|
10,081
|
10,079
|
10,070
|
||
|
Continental Finance Credit Card ABS Master Trust Series 2025-A Class E
Note(16)(36)
|
Asset-backed security
|
N/A
|
11.44%
|
12/2035
|
8,567
|
8,567
|
8,550
|
||
|
Mission Lane Credit Card Master Trust(4)(7)(19)(33)
|
First lien senior secured revolving loan
|
S+
|
6.50%
|
03/2030
|
4,123
|
4,056
|
4,060
|
||
|
72,530
|
72,305
|
4.5%
|
|||||||
|
Consumer - other
|
|||||||||
|
ACHD Trust 2025-DS1 Class B Note(16)(36)
|
Asset-backed security
|
N/A
|
9.38%
|
01/2034
|
2,500
|
2,500
|
2,500
|
||
|
ACHD Trust 2025-DS1 Class C Note(16)(36)
|
Asset-backed security
|
N/A
|
11.33%
|
01/2034
|
20,500
|
20,500
|
20,501
|
||
|
ACHD Trust 2026-DS1 Class C Note(16)(36)
|
Asset-backed security
|
N/A
|
10.65%
|
07/2034
|
10,000
|
10,000
|
10,000
|
||
|
33,000
|
33,001
|
2.0%
|
|||||||
|
Consumer - personal loans
|
|||||||||
|
ADF BP I, LLC(4)(7)(19)
|
First lien senior secured revolving loan
|
S+
|
4.00%
|
07/2030
|
24,260
|
24,260
|
24,260
|
||
|
Upstart Securitization Trust 2025-4 Class D Note(16)(33)(34)(36)
|
Asset-backed security
|
N/A
|
7.67%
|
11/2026
|
5,272
|
5,271
|
5,271
|
||
|
Various(36)(39)(41)
|
ABF asset
|
N/A
|
8.24% -
22.77%
|
12/2027 -
12/2032
|
125
|
125
|
22
|
||
|
ADF BP I, LLC(4)(7)(19)
|
First lien senior secured revolving loan
|
S+
|
8.50%
|
07/2030
|
34,313
|
34,313
|
34,313
|
||
|
CLP Issuer III, LLC(4)(7)
|
First lien senior secured revolving loan
|
S+
|
6.50%
|
05/2028
|
67,219
|
66,851
|
66,665
|
||
|
Heights Finance 2025-A Trust(4)(7)(19)
|
First lien senior secured revolving loan
|
S+
|
7.25%
|
04/2029
|
19,514
|
19,446
|
19,464
|
||
|
HFGT 2026-A Trust(4)(7)(19)
|
First lien senior secured revolving loan
|
S+
|
7.63%
|
06/2030
|
18,345
|
18,196
|
18,195
|
||
|
LendDirect Trust(4)(19)(30)
|
First lien senior secured CAD revolving loan
|
C+
|
4.25%
|
03/2030
|
C$36,152
|
26,233
|
25,407
|
||
|
LendDirect Trust(4)(19)(30)
|
First lien senior secured CAD revolving loan
|
C+
|
5.25%
|
03/2030
|
C$36,152
|
26,232
|
25,407
|
||
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-P11 Series
Certificate(10)(16)(18)
|
Asset-backed security
|
N/A
|
09/2040
|
1,000
|
21,201
|
21,236
|
|||
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-P14 Series
Certificate(10)(16)
|
Asset-backed security
|
N/A
|
11/2040
|
1,000
|
13,870
|
13,763
|
|||
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-P16 Series
Certificate(10)(16)(18)
|
Asset-backed security
|
N/A
|
01/2041
|
1,000
|
39,933
|
39,360
|
|||
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-RP1 Class B
Series Note(10)(16)(33)(34)(36)
|
Asset-backed security
|
N/A
|
6.73%
|
02/2032
|
6,215
|
6,236
|
6,298
|
||
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-RP1 Series
Certificate(10)(16)
|
Asset-backed security
|
N/A
|
03/2040
|
1,000
|
6,044
|
5,491
|
|||
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2026-P1 Series
Certificate(10)(16)
|
Asset-backed security
|
N/A
|
02/2041
|
1,000
|
23,442
|
23,524
|
|||
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2026-P4 Series
Certificate(10)(16)
|
Asset-backed security
|
N/A
|
05/2041
|
1,000
|
20,288
|
20,409
|
|||
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2026-P8 Series
Certificate(10)(16)
|
Asset-backed security
|
N/A
|
07/2041
|
1,000
|
43,476
|
43,461
|
|||
|
Opportunity Funding SPE V, LLC(4)(7)
|
First lien senior secured revolving loan
|
S+
|
7.30%
|
02/2029
|
55,476
|
55,069
|
54,748
|
||
|
Salary Finance Limited(4)(17)
|
First lien senior secured GBP revolving loan
|
SA+
|
10.00%
|
10/2034
|
£6,825
|
9,117
|
9,001
|
||
|
Skylark Loans Limited(4)(17)(19)
|
First lien senior secured GBP revolving loan
|
SA+
|
6.75%
|
10/2034
|
£12,022
|
16,058
|
15,867
|
||
|
Interest
|
|||||||||
|
Issuer/Borrower(1)(2)(11)(32)
|
Investment
|
Ref.
Rate
|
Rate/
Spread
|
PIK
|
Maturity
Date
|
Par/
Units(14)
|
Amortized
Cost
|
Fair Value
|
% of Net
Assets(15)
|
|
SoFi Consumer Loan Program 2025-2 Trust Class D Note(16)(36)
|
Asset-backed security
|
N/A
|
5.62%
|
06/2034
|
1,389
|
1,392
|
1,389
|
||
|
SoFi Consumer Loan Program 2025-3 Trust Class D Note(16)(36)
|
Asset-backed security
|
N/A
|
5.35%
|
08/2034
|
930
|
930
|
930
|
||
|
SoFi Consumer Loan Program 2026-1 Trust Residual Certificate(10)(16)
|
Asset-backed security
|
N/A
|
12/2035
|
84
|
9,187
|
9,099
|
|||
|
SoFi Consumer Loan Program 2026-B Trust Residual Certificate(10)(16)
|
Asset-backed security
|
N/A
|
05/2035
|
150
|
10,325
|
10,319
|
|||
|
Upgrade Warehouse Trust 2025-3(4)(7)(19)
|
First lien senior secured revolving loan
|
S+
|
6.00%
|
12/2028
|
11,127
|
11,027
|
11,043
|
||
|
Upgrade Warehouse Trust 2025-3(4)(19)(30)
|
First lien senior secured CAD revolving loan
|
C+
|
6.38%
|
12/2028
|
C$2,242
|
1,576
|
1,550
|
||
|
Upgrade Warehouse Trust 2025-4(4)(19)(30)
|
First lien senior secured CAD revolving loan
|
C+
|
6.38%
|
01/2028
|
C$2,574
|
1,883
|
1,804
|
||
|
Upgrade Warehouse Trust 2025-4(7)(19)
|
First lien senior secured revolving loan
|
S+
|
6.00%
|
01/2028
|
5,264
|
5,248
|
5,251
|
||
|
517,229
|
513,547
|
31.8%
|
|||||||
|
Equipment leasing
|
|||||||||
|
Heartland Dental, LLC(36)
|
Promissory note
|
N/A
|
10.97%
|
04/2029
|
2,646
|
2,657
|
2,644
|
||
|
Heartland Dental, LLC(36)
|
Promissory note
|
N/A
|
10.94%
|
06/2029
|
1,072
|
1,079
|
1,068
|
||
|
Heartland Dental, LLC(36)
|
Promissory note
|
N/A
|
9.25%
|
08/2029
|
3,772
|
3,772
|
3,766
|
||
|
Heartland Dental, LLC(36)
|
Promissory note
|
N/A
|
9.25%
|
10/2029
|
1,011
|
1,011
|
1,005
|
||
|
Pharmalogic Los Angeles, LLC(36)
|
Financing lease
|
N/A
|
10.20%
|
10/2032
|
3,808
|
3,808
|
3,742
|
||
|
Pharmalogic New York City, LLC(36)
|
Financing lease
|
N/A
|
10.18%
|
10/2030
|
357
|
357
|
352
|
||
|
VCI Asset Holdings LLC(36)
|
First lien senior secured loan
|
N/A
|
10.00%
|
11/2030
|
6,136
|
6,082
|
6,535
|
||
|
VCI Intermediate TopCo 1 LLC(16)(18)
|
ABF equity
|
N/A
|
N/A
|
322
|
322
|
346
|
|||
|
19,088
|
19,458
|
1.2%
|
|||||||
|
Residential
|
|||||||||
|
Point Securitization Trust 2025-2 A2 Note(16)(33)(34)(36)(37)
|
Asset-backed security
|
N/A
|
7.00%
|
10/2055
|
9,500
|
9,553
|
9,504
|
||
|
Point Securitization Trust 2025-2 B1 Note(16)(36)(37)
|
Asset-backed security
|
N/A
|
7.00%
|
10/2055
|
9,300
|
8,342
|
8,246
|
||
|
Point Securitization Trust 2025-2 B2 Note(16)(36)(37)
|
Asset-backed security
|
N/A
|
5.50%
|
10/2055
|
9,129
|
7,616
|
7,502
|
||
|
Point Securitization Trust 2025-2 Series Certificate(10)(16)(37)
|
Asset-backed security
|
N/A
|
10/2055
|
21
|
10,768
|
10,223
|
|||
|
Point Securitization Trust 2026-1 A2 Note(16)(33)(34)(36)(37)
|
Asset-backed security
|
N/A
|
6.50%
|
02/2056
|
7,600
|
7,579
|
7,581
|
||
|
Point Securitization Trust 2026-1 B1 Note(16)(36)(37)
|
Asset-backed security
|
N/A
|
7.00%
|
02/2056
|
20,200
|
18,030
|
17,974
|
||
|
Point Securitization Trust 2026-1 B2 Note(16)(36)(37)
|
Asset-backed security
|
N/A
|
7.00%
|
02/2056
|
4,721
|
3,958
|
3,934
|
||
|
Point Securitization Trust 2026-1 Series Certificate(10)(16)(37)
|
Asset-backed security
|
N/A
|
02/2056
|
14
|
8,102
|
7,838
|
|||
|
Splitero Trust 2026-1 A1 Note(16)(36)(37)
|
Asset-backed security
|
N/A
|
5.75%
|
06/2056
|
3,408
|
3,372
|
3,371
|
||
|
Splitero Trust 2026-1 A2 Note(16)(33)(34)(36)(37)
|
Asset-backed security
|
N/A
|
6.75%
|
06/2056
|
10,152
|
9,955
|
9,951
|
||
|
Splitero Trust 2026-1 B1 Note(16)(36)(37)
|
Asset-backed security
|
N/A
|
6.75%
|
06/2056
|
2,788
|
2,476
|
2,473
|
||
|
Splitero Trust 2026-1 B2 Note(16)(36)(37)
|
Asset-backed security
|
N/A
|
5.50%
|
06/2056
|
3,705
|
3,054
|
3,049
|
||
|
Splitero Trust 2026-1 Series Certificate(10)(16)(37)
|
Asset-backed security
|
N/A
|
06/2056
|
8,759
|
8,759
|
8,702
|
|||
|
Various(4)(16)(36)(37)(40)(41)
|
ABF asset
|
N/A
|
N/A(28)
|
94,993
|
99,904
|
103,370
|
|||
|
201,468
|
203,718
|
12.6%
|
|||||||
|
Total non-controlled/non-affiliated asset based finance unfunded commitments (Note 4)
|
$-
|
$-
|
0.0%
|
||||||
|
Total non-controlled/non-affiliated asset based finance investments
|
$1,608,422
|
$1,603,990
|
99.2%
|
||||||
|
Interest
|
|||||||||
|
Issuer/Borrower(1)(2)(11)(32)
|
Investment
|
Ref.
Rate
|
Rate/
Spread
|
PIK
|
Maturity
Date
|
Par/
Units(14)
|
Amortized
Cost
|
Fair Value
|
% of Net
Assets(15)
|
|
Corporate
|
|||||||||
|
Buildings and real estate
|
|||||||||
|
Associations, Inc.(29)
|
First lien senior secured delayed draw term loan
|
S+
|
6.50%
|
07/2028
|
17,597
|
$17,598
|
$17,597
|
||
|
Associations, Inc.(4)(29)
|
First lien senior secured delayed draw term loan
|
S+
|
6.50%
|
07/2028
|
207
|
209
|
206
|
||
|
Associations, Inc.(29)
|
First lien senior secured loan
|
S+
|
6.50%
|
07/2028
|
15,718
|
15,719
|
15,718
|
||
|
33,526
|
33,521
|
2.1%
|
|||||||
|
Total non-controlled/non-affiliated corporate investments
|
$33,526
|
$33,521
|
2.1%
|
||||||
|
Fund Solution Investments
|
|||||||||
|
Collateralized fund obligation
|
|||||||||
|
Alp CFO 2024, L.P.(16)(36)
|
Secured note
|
N/A
|
12.88%
|
10/2036
|
4,167
|
$4,309
|
$4,227
|
||
|
Coller Evergreen CFO I Equity Holdings Feeder A, L.P.(4)(16)(36)
|
Preferred equity
|
N/A
|
8.50%
|
10/2056
|
730
|
730
|
757
|
||
|
Coller Evergreen CFO I, L.P.(4)(16)(19)(29)
|
Secured note
|
S+
|
5.00%
|
10/2056
|
9,585
|
8,523
|
8,516
|
||
|
StepStone Secondary Opportunities Fund V Offshore, L.P.(16)(36)
|
Secured note
|
N/A
|
13.13%
|
12/2035
|
7,260
|
7,506
|
7,347
|
||
|
21,068
|
20,847
|
1.3%
|
|||||||
|
LP interests
|
|||||||||
|
AgAmerica Lending Fund, LLC(16)(33)
|
Investment partnership
|
N/A
|
N/A
|
42,556
|
42,913
|
40,152
|
|||
|
Valor CI Blocker Feeder LP(16)(18)
|
Investment partnership
|
N/A
|
N/A
|
305
|
305
|
329
|
|||
|
Veld Asset-Backed Credit I Feeder SCSP RAIF(4)(5)(6)(16)(33)
|
Investment partnership
|
N/A
|
N/A
|
€3,456
|
3,985
|
4,650
|
|||
|
47,203
|
45,131
|
2.8%
|
|||||||
|
Total non-controlled/non-affiliated fund solution investments
|
$68,271
|
$65,978
|
4.1%
|
||||||
|
Other
|
|||||||||
|
Commercial - other
|
|||||||||
|
Woodstar Reciprocal Exchange(16)(36)
|
Unsecured notes
|
N/A
|
9.50%
|
06/2041
|
20,670
|
$20,730
|
$20,724
|
||
|
Woodstar Risk Management Inc(16)(36)
|
Unsecured notes
|
N/A
|
12.75%
|
06/2041
|
14,658
|
5,451
|
5,373
|
||
|
26,181
|
26,097
|
1.6%
|
|||||||
|
Total non-controlled/non-affiliated other investments
|
$26,181
|
$26,097
|
1.6%
|
||||||
|
Total non-controlled/non-affiliated investments
|
$1,736,400
|
$1,729,586
|
107.0%
|
||||||
|
Non-controlled/affiliated investments
|
|||||||||
|
Asset Based Finance ("ABF")
|
|||||||||
|
Consumer - credit cards
|
|||||||||
|
CCI GPCC Syndicate LLC(5)(6)(13)(16)(18)(41)
|
ABF equity
|
N/A
|
N/A
|
51,241
|
$51,241
|
$50,418
|
|||
|
51,241
|
50,418
|
3.1%
|
|||||||
|
Consumer - personal loans
|
|||||||||
|
ACM Uprise Direct 2024 LLC(4)(5)(6)(13)(16)(18)(41)
|
ABF equity
|
N/A
|
N/A
|
52,610
|
$52,610
|
$52,816
|
|||
|
BOAC AIF A4 Interval Pagani Depositor LLC(5)(6)(13)(16)
|
ABF equity
|
N/A
|
N/A
|
19,974
|
19,974
|
16,649
|
|||
|
72,584
|
69,465
|
4.3%
|
|||||||
|
Total non-controlled/affiliated asset based finance investments
|
$123,825
|
$119,883
|
7.4%
|
||||||
|
Interest
|
|||||||||
|
Issuer/Borrower(1)(2)(11)(32)
|
Investment
|
Ref.
Rate
|
Rate/
Spread
|
PIK
|
Maturity
Date
|
Par/
Units(14)
|
Amortized
Cost
|
Fair Value
|
% of Net
Assets(15)
|
|
Other
|
|||||||||
|
Pharmaceuticals
|
|||||||||
|
LSI Financing LLC(5)(6)(13)(16)
|
Common equity
|
N/A
|
N/A
|
49,489
|
$49,489
|
$51,709
|
|||
|
49,489
|
51,709
|
3.2%
|
|||||||
|
Total non-controlled/affiliated other investments
|
$49,489
|
$51,709
|
3.2%
|
||||||
|
Total non-controlled/affiliated investments
|
$173,314
|
$171,592
|
10.6%
|
||||||
|
Controlled/affiliated investments
|
|||||||||
|
Asset Based Finance ("ABF")
|
|||||||||
|
Aircraft leasing
|
|||||||||
|
Contrail JV II LLC Sunrise Portfolio Offshore LLC(6)(13)(16)(18)
|
ABF equity
|
N/A
|
N/A
|
17,729
|
$18,125
|
$20,108
|
|||
|
Contrail JV II LLC Sunrise Portfolio Onshore LLC(6)(13)(16)(18)
|
ABF equity
|
N/A
|
N/A
|
8,155
|
8,577
|
9,825
|
|||
|
26,702
|
29,933
|
1.9%
|
|||||||
|
Commercial - SME lending(35)
|
|||||||||
|
BOAC Crevasse I LLC(5)(6)(13)(16)(41)
|
ABF equity
|
N/A
|
N/A
|
24,746
|
24,746
|
22,663
|
|||
|
24,746
|
22,663
|
1.4%
|
|||||||
|
Consumer - personal loans
|
|||||||||
|
BOAC Up Owl Night E 2025 JV LLC(5)(6)(13)(16)(18)
|
ABF equity
|
N/A
|
N/A
|
39,520
|
39,520
|
39,535
|
|||
|
39,520
|
39,535
|
2.4%
|
|||||||
|
Equipment leasing
|
|||||||||
|
Blue Owl Leasing LLC(5)(6)(13)(16)
|
Joint venture
|
N/A
|
N/A
|
31,000
|
31,000
|
31,173
|
|||
|
31,000
|
31,173
|
1.9%
|
|||||||
|
Residential
|
|||||||||
|
BOAC Inv III Member LLC(6)(13)(16)
|
ABF equity
|
N/A
|
N/A
|
20,502
|
20,502
|
20,743
|
|||
|
IF CPMH25 Aggregator LLC(5)(6)(13)(16)(41)
|
ABF equity
|
N/A
|
N/A
|
8,008
|
8,008
|
8,107
|
|||
|
Sage Residential MSROF XI-A LP(4)(6)(13)(16)(33)
|
Investment partnership
|
N/A
|
N/A
|
12,925
|
12,925
|
12,925
|
|||
|
41,435
|
41,775
|
2.6%
|
|||||||
|
Total controlled/affiliated asset based finance investments
|
$163,403
|
$165,079
|
10.2%
|
||||||
|
Total controlled/affiliated investments
|
$163,403
|
$165,079
|
10.2%
|
||||||
|
Short term investments
|
|||||||||
|
Blackrock Liquidity Funds Treasury Trust Fund - Administration Class(8)(9)(36)
|
Short term investment
|
N/A
|
3.53%
|
N/A
|
40
|
$40
|
$40
|
||
|
State Street Institutional Liquid Reserves Government Money Market Fund -
Investor Class(8)(9)(36)
|
Short term investment
|
N/A
|
3.65%
|
N/A
|
9,924
|
9,924
|
9,924
|
||
|
9,964
|
9,964
|
0.6%
|
|||||||
|
Total short term investments
|
$9,964
|
$9,964
|
0.6%
|
||||||
|
Total investments
|
$2,083,081
|
$2,076,221
|
128.4%
|
||||||
|
Net Assets
|
$1,616,663
|
100.0%
|
|||||||
|
Forward Foreign Currency Contracts as of June 30, 2026
|
|||||||||
|
Amount to be Purchased
|
Amount to be Sold
|
||||||||
|
Counterparty
|
Settlement Date
|
Notional
|
Currency
|
Notional
|
Currency
|
Unrealized Gain (Loss)
|
|||
|
Silicon Valley Bank
|
3/1/2027
|
29,361
|
USD
|
39,734
|
CAD
|
$1,041
|
|||
|
Silicon Valley Bank
|
3/1/2027
|
29,085
|
USD
|
39,361
|
CAD
|
1,031
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
9,499
|
USD
|
7,106
|
GBP
|
67
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
7,882
|
USD
|
5,889
|
GBP
|
65
|
|||
|
Silicon Valley Bank
|
9/24/2026
|
7,322
|
USD
|
5,557
|
GBP
|
(53)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
6,434
|
USD
|
4,813
|
GBP
|
124
|
|||
|
Silicon Valley Bank
|
9/25/2026
|
3,995
|
USD
|
3,455
|
EUR
|
45
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
3,959
|
USD
|
2,958
|
GBP
|
31
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
4,000
|
USD
|
5,457
|
CAD
|
32
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
897
|
CAD
|
665
|
USD
|
(28)
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
663
|
CAD
|
487
|
USD
|
20
|
|||
|
Silicon Valley Bank
|
3/1/2027
|
657
|
CAD
|
484
|
USD
|
(20)
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
658
|
CAD
|
488
|
USD
|
(16)
|
|||
|
Silicon Valley Bank
|
3/1/2027
|
623
|
CAD
|
459
|
USD
|
(16)
|
|||
|
Silicon Valley Bank
|
3/1/2027
|
609
|
CAD
|
440
|
USD
|
(15)
|
|||
|
Silicon Valley Bank
|
3/1/2027
|
575
|
CAD
|
415
|
USD
|
(6)
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
409
|
USD
|
548
|
CAD
|
14
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
387
|
USD
|
293
|
GBP
|
7
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
464
|
CAD
|
344
|
USD
|
13
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
320
|
USD
|
430
|
CAD
|
(5)
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
305
|
USD
|
420
|
CAD
|
(14)
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
309
|
USD
|
417
|
CAD
|
(12)
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
410
|
CAD
|
303
|
USD
|
(2)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
169
|
GBP
|
233
|
USD
|
7
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
208
|
USD
|
282
|
CAD
|
5
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
201
|
USD
|
276
|
CAD
|
6
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
183
|
USD
|
249
|
CAD
|
(9)
|
|||
|
Silicon Valley Bank
|
3/1/2027
|
233
|
CAD
|
172
|
USD
|
1
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
117
|
GBP
|
162
|
USD
|
(6)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
109
|
GBP
|
147
|
USD
|
(6)
|
|||
|
Silicon Valley Bank
|
3/1/2027
|
203
|
CAD
|
150
|
USD
|
(5)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
105
|
GBP
|
141
|
USD
|
(3)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
105
|
GBP
|
140
|
USD
|
(2)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
99
|
GBP
|
133
|
USD
|
-
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
95
|
GBP
|
126
|
USD
|
(2)
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
126
|
USD
|
176
|
CAD
|
(1)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
83
|
GBP
|
112
|
USD
|
(2)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
83
|
GBP
|
110
|
USD
|
-
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
80
|
GBP
|
108
|
USD
|
(2)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
76
|
GBP
|
102
|
USD
|
(1)
|
|||
|
Forward Foreign Currency Contracts as of June 30, 2026
|
|||||||||
|
Amount to be Purchased
|
Amount to be Sold
|
||||||||
|
Counterparty
|
Settlement Date
|
Notional
|
Currency
|
Notional
|
Currency
|
Unrealized Gain (Loss)
|
|||
|
Silicon Valley Bank
|
12/11/2026
|
73
|
GBP
|
97
|
USD
|
-
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
59
|
CAD
|
42
|
USD
|
-
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
19
|
CAD
|
14
|
USD
|
-
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
16
|
CAD
|
12
|
USD
|
-
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
14
|
CAD
|
10
|
USD
|
-
|
|||
|
Silicon Valley Bank
|
12/15/2026
|
13
|
CAD
|
10
|
USD
|
-
|
|||
|
Total Forward Foreign Currency Contracts
|
$2,283
|
||||||||
|
(1)
|
Unless otherwise indicated, all investments are considered Level 3 investments. The value of each investment was determined using unobservable inputs as required to be notated by Article 12-12, footnote 9 of Regulation S-X.
|
|
(2)
|
Unless otherwise indicated, loan contains a variable rate structure, and may be subject to an interest rate floor. Variable rate loans bear interest at a rate that may be determined by reference to either the Secured Overnight
Financing Rate ("SOFR" or "S") (which can include one-, three-, six- or twelve-month SOFR), Euro Interbank Offered Rate ("EURIBOR" or "E"), Canadian Overnight Repo Rate Average ("CORRA" or "C") (which can include
one- or three-month CORRA), Australian Bank Bill Swap Bid Rate ("BBSY" or "B") (which can include one-, three-, or six-month BBSY), Sterling (SP) Overnight Interbank Average Rate ("SONIA" or "SA") or an alternate base
rate (which can include the Federal Funds Effective Rate or the Prime Rate ("Prime" or "P"), at the borrower's option, and which reset periodically based on the terms of the loan agreement).
|
|
(3)
|
Interest income on profit participation notes related to certain aviation lease assets is recognized using the effective yield method, based on projected cash flows.
|
|
(4)
|
Position or portion thereof is a partially unfunded debt, ABF asset, or equity commitment. See Note 9 "Commitments and Contingencies".
|
|
Unfunded
|
||||||
|
Issuer/Borrower
|
Sub Asset Class
|
Commitment Type
|
Maturity Date(24)
|
Funded
Commitment
|
Commitment
|
Fair Value (12)
|
|
Non-controlled/non-affiliated - delayed draw term loan unfunded commitments
|
||||||
|
Associations, Inc.
|
Buildings and real estate
|
First lien senior secured delayed draw term loan
|
07/2028
|
$207
|
$1,275
|
$-
|
|
Total non-controlled/non-affiliated - delayed draw term loans
|
$207
|
$1,275
|
$-
|
|||
|
Non-controlled/non-affiliated - revolving debt unfunded commitments
|
||||||
|
ADF BP I, LLC
|
Consumer - personal loans
|
First lien senior secured revolving loan
|
07/2030
|
$24,260
|
$4,030
|
$-
|
|
ADF BP I, LLC
|
Consumer - personal loans
|
First lien senior secured revolving loan
|
07/2030
|
34,313
|
5,687
|
-
|
|
CLP Issuer III, LLC
|
Consumer - personal loans
|
First lien senior secured revolving loan
|
05/2028
|
67,219
|
7,781
|
-
|
|
Continental Finance Credit Card ABS Master Trust
|
Consumer - credit cards
|
First lien senior secured revolving loan
|
04/2029
|
-
|
10,100
|
-
|
|
Heights Finance 2025-A Trust
|
Consumer - personal loans
|
First lien senior secured revolving loan
|
04/2029
|
19,514
|
486
|
-
|
|
HFGT 2026-A Trust
|
Consumer - personal loans
|
First lien senior secured revolving loan
|
06/2030
|
18,345
|
11,749
|
-
|
|
LendDirect Trust
|
Consumer - personal loans
|
First lien senior secured CAD revolving loan
|
03/2030
|
36,152
|
4,848
|
-
|
|
LendDirect Trust
|
Consumer - personal loans
|
First lien senior secured CAD revolving loan
|
03/2030
|
36,152
|
4,848
|
-
|
|
Mission Lane Credit Card Master Trust
|
Consumer - credit cards
|
First lien senior secured revolving loan
|
03/2030
|
4,123
|
31,591
|
-
|
|
New Wave Capital Limited
|
Commercial - credit cards
|
First lien senior secured revolving loan
|
05/2029
|
11,165
|
3,684
|
-
|
|
New Wave Capital Limited
|
Commercial - credit cards
|
First lien senior secured GBP revolving loan
|
12/2028
|
5,326
|
11,422
|
-
|
|
Opportunity Funding SPE V, LLC
|
Consumer - personal loans
|
First lien senior secured revolving loan
|
02/2029
|
55,476
|
32,024
|
-
|
|
Salary Finance Limited
|
Consumer - personal loans
|
First lien senior secured GBP revolving loan
|
10/2034
|
6,825
|
2,218
|
-
|
|
Skylark Loans Limited
|
Consumer - personal loans
|
First lien senior secured GBP revolving loan
|
10/2034
|
12,022
|
1,628
|
-
|
|
Upgrade Warehouse Trust 2025-3
|
Consumer - personal loans
|
First lien senior secured revolving loan
|
12/2028
|
11,127
|
4,273
|
-
|
|
Upgrade Warehouse Trust 2025-3
|
Consumer - personal loans
|
First lien senior secured CAD revolving loan
|
12/2028
|
2,242
|
2,956
|
-
|
|
Upgrade Warehouse Trust 2025-4
|
Consumer - personal loans
|
First lien senior secured CAD revolving loan
|
01/2028
|
2,574
|
4,004
|
-
|
|
Total non-controlled/non-affiliated - revolving debt
|
$346,835
|
$143,329
|
$-
|
|||
|
Unfunded
|
||||||
|
Issuer/Borrower
|
Sub Asset Class
|
Commitment Type
|
Maturity Date(24)
|
Funded
Commitment
|
Commitment
|
Fair Value (12)
|
|
Non-controlled/non-affiliated - ABF asset unfunded commitments(26)
|
||||||
|
Various
|
Commercial - SME lending
|
ABF asset
|
08/2026 - 04/2028
|
$459,477
|
$324,523
|
$-
|
|
Various
|
Residential
|
ABF asset
|
N/A
|
93,172
|
109,328
|
-
|
|
Total non-controlled/non-affiliated - ABF asset
|
$552,649
|
$433,851
|
$-
|
|||
|
Non-controlled/non-affiliated - Collateralized fund obligation unfunded commitments
|
||||||
|
Coller Evergreen CFO I, L.P.
|
Collateralized fund
obligation
|
Secured note
|
10/2056
|
$9,585
|
$25,915
|
$-
|
|
Coller Evergreen CFO I Equity Holdings Feeder A, L.P.
|
Collateralized fund
obligation
|
Preferred equity
|
10/2056
|
730
|
1,270
|
-
|
|
Total non-controlled/non-affiliated - Collateralized fund obligation
|
$10,315
|
$27,185
|
$-
|
|||
|
Non-controlled/non-affiliated - LP interest unfunded commitments
|
||||||
|
Veld Asset-Backed Credit I Feeder SCSP RAIF
|
LP interests
|
Investment partnership
|
N/A
|
$3,456
|
$733
|
$-
|
|
Total non-controlled/non-affiliated - LP interest unfunded commitments
|
$3,456
|
$733
|
$-
|
|||
|
Non-controlled/affiliated - ABF equity unfunded commitments
|
||||||
|
ACM Uprise Direct 2024 LLC(a)
|
Consumer - personal loans
|
ABF equity
|
N/A
|
$44,133
|
$7,685
|
$-
|
|
Total non-controlled/affiliated - ABF equity
|
$44,133
|
$7,685
|
$-
|
|||
|
Controlled/affiliated - LP interest unfunded commitments
|
||||||
|
Sage Residential MSROF XI-A LP
|
Residential
|
Investment partnership
|
N/A
|
$12,925
|
$81,075
|
$-
|
|
Total controlled/affiliated - LP interest
|
$12,925
|
$81,075
|
$-
|
|||
|
Total
|
$970,520
|
$695,133
|
$-
|
|||
|
(a)
|
Funded commitment includes recoverable distributions.
|
|
(5)
|
Investment measured at net asset value ("NAV").
|
|
(6)
|
Underlying investments generate net investment income, which is distributed periodically.
|
|
(7)
|
The interest rate on these investments is subject to 1 month SOFR, which as of June 30, 2026 was 3.65%.
|
|
(8)
|
Short term investments (Level 1 investment) represent an investment in a fund that invests in highly liquid investments with average original maturity dates of three months or less.
|
|
(9)
|
7-day effective yield as of June 30, 2026.
|
|
(10)
|
Considered equity positions in the vehicles held which are not rated. These positions are entitled to recurring distributions, which are generally equal to the remaining cash flow of the payments made by the underlying vehicle's
securities, less contractual payments and expenses. An estimated yield is accrued based upon a current projection of the amount and timing of these recurring distributions and the estimated amount of repayment of principal upon
termination. Such projections are periodically reviewed and adjusted, and the estimated yield may not ultimately be realized.
|
|
(11)
|
Unless otherwise indicated, all investments are non-controlled, non-affiliated investments. Non-controlled, non-affiliated investments are defined as investments in which Blue Owl Alternative Credit Fund (the "Fund") owns less
than 5% of the portfolio investment's outstanding voting securities and does not have the power to exercise control over the management or policies of such portfolio investment.
|
|
(12)
|
The cost and fair value on fully unfunded commitments results from unamortized fees, which are capitalized to the investment cost of unfunded commitments, if any.
|
|
(13)
|
As defined in the Investment Company Act of 1940, as amended (the "1940 Act"), the Fund is deemed to "control" a portfolio investment if the Fund owns more than 25% of the portfolio investment's voting securities or has the
power to exercise control over management or policies, including through a management agreement. As defined in the 1940 Act, the Fund is an "affiliated person" of this portfolio investment if, among other bases, the Fund owns
5% or more of the portfolio investment's outstanding voting securities. Transactions related to the Fund's investments in non-controlled affiliates and controlled affiliates for the period ended June 30, 2026, were as follows:
|
|
Issuer/Borrower
|
Fair Value as of
December 31, 2025
|
Gross
Additions(a)
|
Gross
Reductions(b)
|
Affiliate
Classification
Adjustment
|
Net Change in
Unrealized Gain/(Loss)
|
Realized
Gain/(Loss)
|
Fair Value as of
June 30, 2026
|
Dividend
Income
|
|
Non-Controlled Affiliates
|
||||||||
|
ACM Uprise Direct 2024 LLC
|
$-
|
$25,570
|
$(5,371)
|
$32,274
|
$343
|
$-
|
$52,816
|
$2,900
|
|
AgAmerica Lending Fund, LLC
|
44,364
|
-
|
-
|
(44,364)
|
-
|
-
|
-
|
-
|
|
BOAC AIF A4 Interval Pagani Depositor LLC
|
-
|
484
|
(39,517)
|
54,671
|
8,137
|
(7,126)
|
16,649
|
1,103
|
|
CCI GPCC Syndicate LLC
|
1,262
|
51,945
|
(1,934)
|
-
|
(855)
|
-
|
50,418
|
1,854
|
|
LSI Financing LLC
|
-
|
24,622
|
(4,885)
|
31,016
|
956
|
-
|
51,709
|
2,574
|
|
Total
|
$45,626
|
$102,621
|
$(51,707)
|
$73,597
|
$8,581
|
$(7,126)
|
$171,592
|
$8,431
|
|
Controlled Affiliates
|
||||||||
|
ACM Uprise Direct 2024 LLC
|
$32,274
|
$-
|
$-
|
$(32,274)
|
$-
|
$-
|
$-
|
$-
|
|
Blue Owl Leasing LLC
|
30,888
|
-
|
-
|
-
|
285
|
-
|
31,173
|
160
|
|
Blue Crest Aviation Partners 2025-1 LLC
|
70,520
|
888
|
(71,413)
|
-
|
(1,321)
|
1,326
|
-
|
-
|
|
BOAC AIF A4 Interval Pagani Depositor LLC
|
54,671
|
-
|
-
|
(54,671)
|
-
|
-
|
-
|
-
|
|
BOAC Crevasse I LLC
|
30,949
|
6,516
|
(16,007)
|
-
|
1,205
|
-
|
22,663
|
-
|
|
BOAC Inv III Member LLC
|
-
|
20,568
|
(65)
|
-
|
240
|
-
|
20,743
|
-
|
|
BOAC Up Owl Night E 2025 JV LLC
|
50,730
|
-
|
(10,796)
|
-
|
(399)
|
-
|
39,535
|
2,414
|
|
BOAC IAT Aviation Opco 1 LLC
|
49,204
|
-
|
(49,213)
|
-
|
(30)
|
39
|
-
|
-
|
|
Contrail JV II LLC Sunrise Portfolio Offshore LLC
|
19,608
|
-
|
(294)
|
-
|
809
|
(15)
|
20,108
|
-
|
|
Contrail JV II LLC Sunrise Portfolio Onshore LLC
|
9,045
|
-
|
(38)
|
-
|
820
|
(2)
|
9,825
|
-
|
|
IF CPMH25 Aggregator LLC
|
-
|
8,040
|
(32)
|
-
|
99
|
-
|
8,107
|
-
|
|
Sage Residential MSROF XI-A LP
|
-
|
12,925
|
-
|
-
|
-
|
-
|
12,925
|
-
|
|
LSI Financing LLC
|
31,016
|
-
|
-
|
(31,016)
|
-
|
-
|
-
|
-
|
|
Total
|
$378,905
|
$48,937
|
$(147,858)
|
$(117,961)
|
$1,708
|
$1,348
|
$165,079
|
$2,574
|
|
(a)
|
Gross additions may include increases in the cost basis of investments resulting from new investments, additional contributions, amounts related to payment-in-kind ("PIK") interest capitalized and added to the principal balance of
the respective loans, the accretion of discounts, the exchange of one or more existing investments for one or more new investments and the movement at fair value of an existing investment into this non-controlled affiliated
category from a different category.
|
|
(b)
|
Gross reductions may include decreases in the cost basis of investments resulting from principal collections related to investment repayments and sales, return of capital, the amortization of premiums and the exchange of one or
more existing securities for one or more new securities.
|
|
(14)
|
Par/Units is denominated in USD ("$") unless otherwise noted as denominated in Euros ("€"), British Pound ("£") or Canadian Dollars ("C$").
|
|
(15)
|
Totals presented may differ than actuals due to rounding.
|
|
(16)
|
Security acquired in transaction exempt from registration under the Securities Act of 1933, as amended (the "Securities Act"), and may be deemed to be "restricted security" under the Securities Act. As of June 30, 2026, the
aggregate fair value of these securities is $1.35 billion, or 83.6% of the Fund's net assets. The acquisition dates of the restricted securities are as follows:
|
|
Issuer/Borrower
|
Investment
|
Acquisition Date
|
|
ACHD Trust 2025-DS1 Class B Note(16)(36)
|
Asset-backed security
|
12/2025
|
|
ACHD Trust 2025-DS1 Class C Note(16)(36)
|
Asset-backed security
|
12/2025
|
|
ACHD Trust 2026-DS1 Class C Note(16)(36)
|
Asset-backed security
|
06/2026
|
|
ACM Uprise Direct 2024 LLC(4)(5)(6)(13)(16)(18)(41)
|
ABF equity
|
05/2025
|
|
AgAmerica Lending Fund, LLC(16)(33)
|
Investment partnership
|
07/2025
|
|
Issuer/Borrower
|
Investment
|
Acquisition Date
|
|
Alp CFO 2024, L.P.(16)(36)
|
Secured note
|
01/2026
|
|
Athena Parliament HoldCo DAC(3)(16)(33)
|
Profit participating note
|
12/2025
|
|
Blue Crest Aerie 1 DAC(3)(16)(33)
|
Profit participating note
|
09/2025
|
|
Blue Crest Prospector Pico Duarte DAC(3)(16)(33)
|
Profit participating note
|
02/2026
|
|
Blue Owl Leasing LLC(5)(6)(13)(16)
|
Joint venture
|
10/2025
|
|
BOAC AIF A4 Interval Pagani Depositor LLC(5)(6)(13)(16)
|
ABF equity
|
05/2025
|
|
BOAC Crevasse I LLC(5)(6)(13)(16)(41)
|
ABF equity
|
06/2025
|
|
BOAC Inv III Member LLC(6)(13)(16)
|
ABF equity
|
03/2026
|
|
BOAC Up Owl Night E 2025 JV LLC(5)(6)(13)(16)(18)
|
ABF equity
|
12/2025
|
|
CCI GPCC Syndicate LLC(5)(6)(13)(16)(18)(41)
|
ABF equity
|
12/2025
|
|
Coller Evergreen CFO I Equity Holdings Feeder A, L.P.(4)(16)(36)
|
Preferred equity
|
06/2026
|
|
Coller Evergreen CFO I, L.P.(4)(16)(19)(29)
|
Secured note
|
06/2026
|
|
Continental Finance Credit Card ABS Master Trust Series 2025-A Class D Note(16)(33)(34)(36)
|
Asset-backed security
|
12/2025
|
|
Continental Finance Credit Card ABS Master Trust Series 2025-A Class E Note(16)(36)
|
Asset-backed security
|
12/2025
|
|
Contrail JV II LLC Sunrise Portfolio Offshore LLC(6)(13)(16)(18)
|
ABF equity
|
07/2025
|
|
Contrail JV II LLC Sunrise Portfolio Onshore LLC(6)(13)(16)(18)
|
ABF equity
|
07/2025
|
|
Crestone Air Partners, LLC(16)(18)(36)
|
Preferred equity
|
06/2026
|
|
GLS Auto Receivables Issuer Trust 2025-1 Series Certificate(10)(16)(18)
|
Asset-backed security
|
05/2025
|
|
GLS Auto Receivables Issuer Trust 2025-2 Series Certificate(10)(16)(18)
|
Asset-backed security
|
05/2025
|
|
GLS Auto Receivables Issuer Trust 2025-3 Class E Series Note(16)(33)(34)(36)
|
Asset-backed security
|
08/2025
|
|
GLS Auto Receivables Issuer Trust 2025-3 Series Certificate(10)(16)(18)
|
Asset-backed security
|
08/2025
|
|
GLS Auto Receivables Issuer Trust 2025-4 Class E Series Note(16)(33)(34)(36)
|
Asset-backed security
|
12/2025
|
|
GLS Auto Receivables Issuer Trust 2025-4 Series Certificate(10)(16)(18)
|
Asset-backed security
|
12/2025
|
|
GLS Auto Receivables Issuer Trust 2026-1 Class E Series Note(16)(33)(34)(36)
|
Asset-backed security
|
02/2026
|
|
GLS Auto Receivables Issuer Trust 2026-1 Series Certificate(10)(16)(18)
|
Asset-backed security
|
02/2026
|
|
GLS Auto Receivables Issuer Trust 2026-2 Series Certificate(10)(16)(18)
|
Asset-backed security
|
05/2026
|
|
IF CPMH25 Aggregator LLC(5)(6)(13)(16)(41)
|
ABF equity
|
01/2026
|
|
Lasair Stampede DAC(3)(16)(33)
|
Profit participating note
|
03/2026
|
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-P11 Series Certificate(10)(16)(18)
|
Asset-backed security
|
08/2025
|
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-P14 Series Certificate(10)(16)
|
Asset-backed security
|
09/2025
|
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-P16 Series Certificate(10)(16)(18)
|
Asset-backed security
|
11/2025
|
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-RP1 Class B Series
Note(10)(16)(33)(34)(36)
|
Asset-backed security
|
05/2025
|
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2025-RP1 Series Certificate(10)(16)
|
Asset-backed security
|
05/2025
|
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2026-P1 Series Certificate(10)(16)
|
Asset-backed security
|
01/2026
|
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2026-P4 Series Certificate(10)(16)
|
Asset-backed security
|
03/2026
|
|
LendingClub Structured Loan Certificate Issuer Trust, Series 2026-P8 Series Certificate(10)(16)
|
Asset-backed security
|
06/2026
|
|
LSI Financing LLC(5)(6)(13)(16)
|
Common equity
|
07/2025
|
|
OnDeck Asset Securitization IV, LLC 2025-2 Class D Note(16)(33)(34)(36)
|
Asset-backed security
|
11/2025
|
|
Plantago Finance DAC(3)(16)(33)
|
Profit participating note
|
02/2026
|
|
Point Securitization Trust 2025-2 A2 Note(16)(33)(34)(36)(37)
|
Asset-backed security
|
10/2025
|
|
Point Securitization Trust 2025-2 B1 Note(16)(36)(37)
|
Asset-backed security
|
10/2025
|
|
Issuer/Borrower
|
Investment
|
Acquisition Date
|
|
Point Securitization Trust 2025-2 B2 Note(16)(36)(37)
|
Asset-backed security
|
10/2025
|
|
Point Securitization Trust 2025-2 Series Certificate(10)(16)(37)
|
Asset-backed security
|
10/2025
|
|
Point Securitization Trust 2026-1 A2 Note(16)(33)(34)(36)(37)
|
Asset-backed security
|
02/2026
|
|
Point Securitization Trust 2026-1 B1 Note(16)(36)(37)
|
Asset-backed security
|
02/2026
|
|
Point Securitization Trust 2026-1 B2 Note(16)(36)(37)
|
Asset-backed security
|
02/2026
|
|
Point Securitization Trust 2026-1 Series Certificate(10)(16)(37)
|
Asset-backed security
|
02/2026
|
|
Sage Residential MSROF XI-A LP(4)(6)(13)(16)(33)
|
Investment partnership
|
03/2026
|
|
SoFi Consumer Loan Program 2025-2 Trust Class D Note(16)(36)
|
Asset-backed security
|
06/2025
|
|
SoFi Consumer Loan Program 2025-3 Trust Class D Note(16)(36)
|
Asset-backed security
|
08/2025
|
|
SoFi Consumer Loan Program 2026-1 Trust Residual Certificate(10)(16)
|
Asset-backed security
|
03/2026
|
|
SoFi Consumer Loan Program 2026-B Trust Residual Certificate(10)(16)
|
Asset-backed security
|
03/2026
|
|
Splitero Trust 2026-1 A1 Note(16)(36)(37)
|
Asset-backed security
|
05/2026
|
|
Splitero Trust 2026-1 A2 Note(16)(33)(34)(36)(37)
|
Asset-backed security
|
05/2026
|
|
Splitero Trust 2026-1 B1 Note(16)(36)(37)
|
Asset-backed security
|
05/2026
|
|
Splitero Trust 2026-1 B2 Note(16)(36)(37)
|
Asset-backed security
|
05/2026
|
|
Splitero Trust 2026-1 Series Certificate(10)(16)(37)
|
Asset-backed security
|
05/2026
|
|
StepStone Secondary Opportunities Fund V Offshore, L.P.(16)(36)
|
Secured note
|
01/2026
|
|
U.S. Claims Litigation Funding, LLC(16)(36)
|
Secured note
|
06/2025
|
|
Upstart Securitization Trust 2025-4 Class D Note(16)(33)(34)(36)
|
Asset-backed security
|
11/2025
|
|
Valor CI Blocker Feeder LP(16)(18)
|
Investment partnership
|
11/2025
|
|
Various(4)(16)(36)(37)(40)(41)
|
ABF asset
|
07/2025
|
|
VCI Intermediate TopCo 1 LLC(16)(18)
|
ABF equity
|
11/2025
|
|
Veld Asset-Backed Credit I Feeder SCSP RAIF(4)(5)(6)(16)(33)
|
Investment partnership
|
05/2026
|
|
Wells Fargo Commercial Mortgage Trust 2025-5C7 Class E Certificate(16)(36)
|
Asset-backed security
|
12/2025
|
|
Wells Fargo Commercial Mortgage Trust 2025-5C7 Class F Certificate(16)(36)
|
Asset-backed security
|
12/2025
|
|
Wells Fargo Commercial Mortgage Trust 2025-5C7 Class G Certificate(16)(36)
|
Asset-backed security
|
12/2025
|
|
Woodstar Reciprocal Exchange(16)(36)
|
Unsecured notes
|
06/2026
|
|
Woodstar Risk Management Inc(16)(36)
|
Unsecured notes
|
06/2026
|
|
(17)
|
The interest rate on these investments is subject to SONIA, which as of June 30, 2026 was 3.73%.
|
|
(18)
|
The Fund invests in this portfolio investment through a blocker entity.
|
|
(19)
|
These investments are structured as A/B note facilities under a single credit agreement with shared collateral. The Fund may hold both Class A and Class B notes, or Class B notes only. Both tranches share a first priority lien;
however, Class B is subordinated in the payment waterfall and represents a last-out position.
|
|
(20)
|
Reserved.
|
|
(21)
|
Reserved.
|
|
(22)
|
Reserved.
|
|
(23)
|
Reserved.
|
|
(24)
|
The date disclosed represents the commitment period of the unfunded loan. Upon expiration of the commitment period, the funded portion of the loan may be subject to a longer maturity date.
|
|
(25)
|
Reserved.
|
|
(26)
|
The Fund has entered into forward flow arrangements that require the purchase of certain ABF assets. These unfunded commitments are subject to specific maximum monthly purchase amounts and are not structured as funding-
on-demand obligations of the alternative lending platforms.
|
|
(27)
|
Reserved.
|
|
(28)
|
Home equity investments will be realized upon the sale or refinancing of the underlying homes, portfolio sales, or through securitization.
|
|
(29)
|
The interest rate on these investments is subject to 3 month SOFR, which as of June 30, 2026 was 3.73%.
|
|
(30)
|
The interest rate on these investments is subject to 1 month CORRA, which as of June 30, 2026 was 2.28%.
|
|
(31)
|
Reserved.
|
|
(32)
|
Unless otherwise indicated, the Fund's investment is pledged as collateral supporting the amounts outstanding under the Revolving Credit Facility and SPV Asset Facilities.
|
|
(33)
|
The Fund's investment is not pledged as collateral supporting the amounts outstanding under the Revolving Credit Facility and SPV Asset Facilities.
|
|
(34)
|
The Fund's investment is pledged as collateral supporting the amounts outstanding under the payable for reverse repurchase agreements.
|
|
(35)
|
"SME" means small and medium-sized enterprises.
|
|
(36)
|
Investment does not contain a variable rate structure.
|
|
(37)
|
The Fund holds various individual home equity investments through OWLCX REIT LLC.
|
|
(38)
|
The Fund owns various individual SME loans, purchased through forward flow arrangements, through consolidated Special Purpose Vehicles ("SPVs") (see additional information in Note 2: "Significant Accounting Policies").
Information on the entire pool of assets can be found in Item 6.
|
|
(39)
|
The Fund owns various individual consumer personal loans, purchased through forward flow arrangements, through consolidated SPVs (see additional information in Note 2: "Significant Accounting Policies"). Information on the
entire pool of assets can be found in Item 6.
|
|
(40)
|
The Fund owns various individual home equity investments, purchased through forward flow arrangements, through consolidated SPVs (see additional information in Note 2: "Significant Accounting Policies"). Information on the
entire pool of assets can be found in Item 6.
|
|
(41)
|
Investment is subject to a forward flow arrangement. See Note 2: "Significant Accounting Policies".
|
|
For the Six Months
Ended June 30, 2026
(Unaudited)(3)
|
Period From March 7,
2025 (Commencement of
Operations) to December
31, 2025(3)
|
|||
|
Increase (Decrease) in Net Assets Resulting from Operations
|
||||
|
Net investment income (loss)
|
$65,202
|
$49,861
|
||
|
Net change in unrealized gain (loss)
|
2,720
|
(7,296)
|
||
|
Net realized gain (loss)
|
3,159
|
10,921
|
||
|
Net increase (Decrease) in net assets resulting from Operations
|
71,081
|
53,487
|
||
|
Distributions to Shareholders
|
||||
|
Class I
|
(59,176)
|
(49,263)
|
||
|
Class I-F
|
-
|
(5,647)
|
||
|
Class U
|
(9,805)
|
(10,461)
|
||
|
Class U-F
|
-
|
(1,154)
|
||
|
Net Decrease in Net Assets Resulting from Shareholders' Distributions
|
(68,981)
|
(66,525)
|
||
|
Capital Share Transactions
|
||||
|
Class I-F (1):
|
||||
|
Issuance of shares of beneficial interest
|
-
|
696,621
|
||
|
Share transfers between classes
|
-
|
(698,205)
|
||
|
Reinvestment of shareholders' distributions
|
-
|
1,955
|
||
|
Net Increase (Decrease) in Net Assets Resulting from Capital Share Transactions -
Class I-F
|
-
|
371
|
||
|
Class U-F (1):
|
||||
|
Issuance of shares of beneficial interest
|
-
|
178,620
|
||
|
Share transfers between classes
|
-
|
(179,535)
|
||
|
Reinvestment of shareholders' distributions
|
-
|
806
|
||
|
Net Increase (Decrease) in Net Assets Resulting from Capital Share Transactions -
Class U-F
|
-
|
(109)
|
||
|
Class I:
|
||||
|
Issuance of shares of beneficial interest
|
358,113
|
324,065
|
||
|
Share transfers between classes
|
-
|
698,205
|
||
|
Repurchased shares of beneficial interest (2)
|
(27,964)
|
(1)
|
||
|
Reinvestment of shareholders' distributions
|
17,193
|
21,194
|
||
|
Net Increase (Decrease) in Net Assets Resulting from Capital Share Transactions -
Class I
|
347,342
|
1,043,464
|
||
|
Class U:
|
||||
|
Issuance of shares of beneficial interest
|
17,065
|
29,625
|
||
|
Share transfers between classes
|
-
|
179,535
|
||
|
Repurchased shares of beneficial interest (2)
|
(3,656)
|
(128)
|
||
|
Reinvestment of shareholders' distributions
|
6,653
|
7,438
|
||
|
Net Increase (Decrease) in Net Assets Resulting from Capital Share Transactions -
Class U
|
$20,062
|
$216,471
|
||
|
Total Increase (Decrease) in Net Assets
|
369,504
|
1,247,159
|
||
|
Net Assets, at beginning of period
|
1,247,159
|
-
|
||
|
Net Assets, at end of period
|
$1,616,663
|
$1,247,159
|
|
For the Six Months
Ended June 30, 2026
|
||
|
Cash Flows from Operating Activities
|
||
|
Net Increase (Decrease) in Net Assets Resulting from Operations
|
$71,081
|
|
|
Adjustments to reconcile net increase (decrease) in net assets resulting from operations to net cash used in
operating activities:
|
||
|
Purchases of investments, net
|
(1,408,899)
|
|
|
Proceeds from investments, net
|
894,845
|
|
|
Net change in unrealized (gain) loss on investments
|
(3,361)
|
|
|
Net change in unrealized (gain) loss on derivative instruments
|
(2,472)
|
|
|
Net change in unrealized (gain) loss on translation of assets and liabilities in foreign currencies
|
3,113
|
|
|
Net realized gain (loss) on investments
|
(3,358)
|
|
|
Net realized gain (loss) on derivative instruments
|
(54)
|
|
|
Net realized gain (loss) on foreign currency transactions and other transactions
|
253
|
|
|
Payment-in-kind interest and dividends
|
(151)
|
|
|
Net amortization/accretion of premium/discount on investments
|
(1,734)
|
|
|
Amortization of debt issuance costs
|
1,085
|
|
|
Changes in operating assets and liabilities:
|
||
|
(Increase) decrease in interest and dividend receivable
|
(10,415)
|
|
|
(Increase) decrease in receivable from controlled affiliates
|
(159)
|
|
|
(Increase) decrease in receivable from non-controlled affiliates
|
(1,264)
|
|
|
(Increase) decrease in due from adviser
|
(1,285)
|
|
|
(Increase) decrease in prepaid expenses and other assets
|
3,850
|
|
|
Increase (decrease) in accrued expenses and other liabilities
|
3,394
|
|
|
Increase (decrease) in payables to affiliate
|
4,471
|
|
|
Net cash provided by (used in) operating activities
|
(451,060)
|
|
|
Cash Flows from Financing Activities
|
||
|
Borrowings on debt
|
731,112
|
|
|
Repayments of debt
|
(593,500)
|
|
|
Proceeds from reverse repurchase agreements
|
34,456
|
|
|
Deferred offering costs paid
|
(37)
|
|
|
Debt issuance costs paid
|
(6,154)
|
|
|
Proceeds from issuance of shares of beneficial interest
|
369,232
|
|
|
Repurchases of shares of beneficial interest
|
(31,620)
|
|
|
Cash distributions paid to shareholders
|
(49,339)
|
|
|
Net cash provided by (used in) financing activities
|
454,150
|
|
|
Net increase (decrease) in cash and restricted cash
|
3,090
|
|
|
Cash and restricted cash, beginning balance (restricted cash of $0)
|
6,595
|
|
|
Cash and restricted cash, ending balance (restricted cash of $312)
|
$9,685
|
|
|
Supplemental and Non-Cash Information
|
||
|
Interest paid during the period
|
$7,929
|
|
|
Reinvestment of distributions during the period
|
$23,846
|
|
|
Taxes, including excise tax, paid during the period
|
$3
|
|
For the Six Months Ended June 30, 2026
(Unaudited)
|
For the Period from March 7, 2025
(Commencement of Operations) to December
31, 2025
|
|||||||
|
($ in thousands, except share and per share amounts)
|
Class I
|
Class U
|
Class I(6)
|
Class U(6) (7)
|
||||
|
Per share data:
|
||||||||
|
Net asset value, at beginning of period
|
$9.96
|
$9.96
|
$10.00
|
$10.05
|
||||
|
Results of operations:
|
||||||||
|
Net investment income (loss)(1)
|
0.45
|
0.41
|
0.96
|
0.47
|
||||
|
Net realized and unrealized gain (loss)(2)
|
0.05
|
0.05
|
0.28
|
0.06
|
||||
|
Net increase (decrease) in net assets resulting from operations
|
$0.50
|
$0.46
|
$1.24
|
$0.53
|
||||
|
Shareholder distributions:(1)
|
||||||||
|
Distributions from net investment income
|
(0.45)
|
(0.41)
|
(0.96)
|
(0.47)
|
||||
|
Distributions from realized gains
|
(0.02)
|
(0.02)
|
(0.21)
|
(0.10)
|
||||
|
Distributions in excess of net investment income and realized gains
|
(0.01)
|
(0.01)
|
(0.11)
|
(0.05)
|
||||
|
Net decrease in net assets from shareholders' distributions
|
$(0.48)
|
$(0.44)
|
$(1.28)
|
$(0.62)
|
||||
|
Total increase (decrease) in net assets
|
0.02
|
0.02
|
(0.04)
|
(0.09)
|
||||
|
Net asset value, at end of period
|
$9.98
|
$9.98
|
$9.96
|
$9.96
|
||||
|
Total return(3)
|
5.1%
|
4.7%
|
7.8%
|
5.3%
|
||||
|
Ratios
|
||||||||
|
Ratio of operating expenses to average daily net assets before expense waivers(4)(5)
|
4.8%
|
5.5%
|
5.0%
|
4.6%
|
||||
|
Ratio of net operating expenses to average daily net assets after expense waivers(4)(5)
|
4.0%
|
4.7%
|
2.8%
|
3.6%
|
||||
|
Ratio of net investment income to average daily net assets(5)
|
9.0%
|
8.2%
|
11.5%
|
9.8%
|
||||
|
Portfolio turnover rate(8)
|
49.6%
|
49.6%
|
40.0%
|
40.0%
|
||||
|
Supplemental Data
|
||||||||
|
Daily average shares outstanding
|
124,696,643
|
22,433,646
|
42,870,436
|
18,656,627
|
||||
|
Shares outstanding, end of period
|
138,515,800
|
23,526,767
|
103,638,237
|
21,515,774
|
||||
|
Net assets, end of period
|
$1,381,928
|
$234,735
|
$1,032,754
|
$214,405
|
||||
|
Subsidiary
|
Date of Formation
|
Net Assets of Subsidiary
($ in thousands)
|
Percentage of Fund's Total
Net Assets
|
|||
|
BOAC SQ 2025L IF Purchaser LLC
|
6/26/2025
|
$55,076
|
3.41%
|
|||
|
BOACF Blocker LLC
|
11/14/2025
|
$346
|
0.02%
|
|||
|
BO OWLCX GPCC LLC
|
11/26/2025
|
$50,418
|
3.12%
|
|||
|
OWLCX Cayman Holdco Ltd.
|
11/26/2025
|
$279,804
|
17.31%
|
|||
|
OWLCX REIT LLC
|
6/27/2025
|
$185,841
|
11.50%
|
|||
|
OWLCX SF 2025L Purchaser Trust
|
8/4/2025
|
$230
|
0.01%
|
|||
|
OWLCX Sunrise Onshore 7X LLC
|
6/27/2025
|
$9,825
|
0.61%
|
|||
|
BOAC SMB 2025 IF Trust
|
11/4/2025
|
$37,825
|
2.34%
|
|||
|
IF Leaf Purchaser 2 LLC
|
4/17/2026
|
$29,521
|
1.83%
|
|||
|
IF GPT Holdco PVT LLC
|
6/4/2026
|
$4,512
|
0.28%
|
|
June 30, 2026
|
|
|
Aircraft leasing
|
12.8%
|
|
Buildings and real estate
|
3.3
|
|
Collateralized fund obligation
|
1.0
|
|
Commercial - credit cards
|
0.9
|
|
Commercial - other
|
2.7
|
|
Commercial - SME lending
|
13.8
|
|
Consumer - auto loans
|
8.7
|
|
Consumer - credit cards
|
5.9
|
|
Consumer - other
|
1.6
|
|
Consumer - personal loans
|
29.9
|
|
Equipment leasing
|
2.4
|
|
LP interests
|
2.2
|
|
Pharmaceuticals
|
2.5
|
|
Residential
|
11.8
|
|
Short term investment
|
0.5
|
|
Total
|
100.0%
|
|
Fair Value Hierarchy as of June 30, 2026 ($ in thousands)
|
|||||||
|
Level 1
|
Level 2
|
Level 3
|
Total
|
||||
|
Investments:
|
|||||||
|
ABF asset
|
$-
|
$-
|
$356,310
|
$356,310
|
|||
|
ABF equity
|
-
|
-
|
51,022
|
51,022
|
|||
|
Asset-backed security
|
-
|
-
|
553,500
|
553,500
|
|||
|
Financing lease
|
-
|
-
|
4,094
|
4,094
|
|||
|
First-lien senior secured debt investment
|
-
|
-
|
424,865
|
424,865
|
|||
|
Investment partnership
|
-
|
-
|
53,406
|
53,406
|
|||
|
Preferred equity
|
-
|
-
|
5,269
|
5,269
|
|||
|
Profit participating note
|
-
|
-
|
230,348
|
230,348
|
|||
|
Promissory note
|
-
|
-
|
8,483
|
8,483
|
|||
|
Second-lien senior secured debt investment
|
-
|
-
|
24,813
|
24,813
|
|||
|
Secured note
|
-
|
-
|
50,330
|
50,330
|
|||
|
Short term investment
|
9,964
|
-
|
-
|
9,964
|
|||
|
Unsecured notes
|
-
|
-
|
26,097
|
26,097
|
|||
|
Subtotal
|
9,964
|
-
|
1,788,537
|
1,798,501
|
|||
|
Investments measured at Net Asset Value ("NAV")(1)
|
-
|
-
|
-
|
277,720
|
|||
|
Total investments at fair value
|
$9,964
|
$-
|
$1,788,537
|
$2,076,221
|
|||
|
Derivative assets:
|
|||||||
|
Forward foreign currency contracts
|
$-
|
$2,509
|
$-
|
$2,509
|
|||
|
Total derivative assets
|
$-
|
$2,509
|
$-
|
$2,509
|
|||
|
Derivative liabilities:
|
|||||||
|
Forward foreign currency contracts
|
$-
|
$(226)
|
$-
|
$(226)
|
|||
|
Total derivative liabilities
|
$-
|
$(226)
|
$-
|
$(226)
|
|||
|
As of and for the period ended June 30, 2026 ($ in thousands)
|
|||||||||||||||||||||||||
|
ABF asset
|
ABF
equity
|
Asset-
backed
security
|
Financing
lease
|
First-lien
senior
secured debt
investment
|
Investment
partnership
|
Preferred
equity
|
Profit
participating
note
|
Promissory
note
|
Second-lien
senior
secured debt
investment
|
Unsecured
notes
|
Secured
note
|
Total
|
|||||||||||||
|
Fair value, beginning of period
|
$375,605
|
$99,514
|
$417,890
|
$4,367
|
$242,850
|
$44,483
|
$-
|
$-
|
$9,690
|
$40,452
|
$-
|
$30,080
|
$1,264,931
|
||||||||||||
|
Purchases of investments, net
|
446,019
|
21,456
|
263,780
|
-
|
203,377
|
13,121
|
5,230
|
264,359
|
-
|
-
|
26,103
|
21,460
|
1,264,905
|
||||||||||||
|
Payment-in-kind
|
-
|
-
|
-
|
-
|
-
|
-
|
12
|
-
|
-
|
-
|
138
|
-
|
150
|
||||||||||||
|
Proceeds from investments, net
|
(473,039)
|
(71,830)
|
(126,588)
|
(240)
|
(35,419)
|
(10)
|
-
|
(33,917)
|
(1,159)
|
-
|
-
|
(1,113)
|
(743,315)
|
||||||||||||
|
Net change in unrealized gain
(loss)
|
(912)
|
574
|
(2,931)
|
(33)
|
(2,004)
|
(4,188)
|
27
|
(94)
|
(44)
|
1
|
(222)
|
(367)
|
(10,193)
|
||||||||||||
|
Net realized gains (losses)
|
8,687
|
1,308
|
249
|
-
|
79
|
-
|
-
|
-
|
(1)
|
-
|
-
|
-
|
10,322
|
||||||||||||
|
Net amortization/accretion of
premium/discount on
investments
|
(50)
|
-
|
1,100
|
-
|
280
|
-
|
-
|
-
|
(3)
|
62
|
78
|
270
|
1,737
|
||||||||||||
|
Transfers between investment
types
|
-
|
-
|
-
|
-
|
15,702
|
-
|
-
|
-
|
-
|
(15,702)
|
-
|
-
|
-
|
||||||||||||
|
Transfers into (out of) Level 3(1)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
||||||||||||
|
Fair value, end of period
|
$356,310
|
$51,022
|
$553,500
|
$4,094
|
$424,865
|
$53,406
|
$5,269
|
$230,348
|
$8,483
|
$24,813
|
$26,097
|
$50,330
|
$1,788,537
|
||||||||||||
|
Net change in unrealized gain
(loss) for the period ended
June 30, 2026 on investments
held at June 30, 2026
|
$7,775
|
$1,894
|
$(3,012)
|
$(34)
|
$(1,869)
|
$(4,188)
|
$27
|
$(94)
|
$(45)
|
$1
|
$(84)
|
$(367)
|
$4
|
||||||||||||
|
As of June 30, 2026 ($ in thousands)
|
|||||||||||
|
Fair Value
|
Valuation Technique
|
Unobservable Input(2)
|
Range - Low
|
Range - High
|
Weighted Average(1)
|
Impact to Valuation from
an Increase in Input
|
|||||
|
ABF asset - Commercial - SME lending
|
$252,918
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
8.8%
|
12.3%
|
10.2%
|
Decrease
|
||||
|
Discounted Cash Flow
|
Constant Default Rate
|
11.7%
|
13.3%
|
12.3%
|
Decrease
|
||||||
|
Discounted Cash Flow
|
Constant Prepayment Rate
|
0.0%
|
0.0%
|
0.0%
|
Decrease
|
||||||
|
ABF asset - Consumer - personal loans
|
$22
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
8.7%
|
8.7%
|
8.7%
|
Decrease
|
||||
|
Discounted Cash Flow
|
Constant Default Rate
|
100.0%
|
100.0%
|
100.0%
|
Decrease
|
||||||
|
Discounted Cash Flow
|
Constant Prepayment Rate
|
0.0%
|
0.0%
|
0.0%
|
Decrease
|
||||||
|
ABF asset - Residential
|
$103,370
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
14.3%
|
16.8%
|
15.7%
|
Decrease
|
||||
|
Discounted Cash Flow
|
Constant Default Rate
|
0.3%
|
2.1%
|
1.1%
|
Decrease
|
||||||
|
Discounted Cash Flow
|
Constant Prepayment Rate
|
13.3%
|
13.6%
|
13.5%
|
Decrease
|
||||||
|
ABF equity
|
$51,022
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
13.5%
|
21.9%
|
15.8%
|
Decrease
|
||||
|
Market Approach
|
Market Adjustment Factor
|
(13.1)%
|
(13.1)%
|
(13.1)%
|
Increase
|
||||||
|
Asset-backed security
|
$553,500
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
5.5%
|
26.3%
|
15.5%
|
Decrease
|
||||
|
Discounted Cash Flow
|
Constant Default Rate
|
0.0%
|
18.0%
|
8.4%
|
Decrease
|
||||||
|
Discounted Cash Flow
|
Constant Prepayment Rate
|
8.9%
|
35.4%
|
15.6%
|
Decrease
|
||||||
|
Financing lease
|
$4,094
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
11.5%
|
11.5%
|
11.5%
|
Decrease
|
||||
|
First-lien senior secured debt investment
|
$424,865
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
7.1%
|
15.1%
|
11.4%
|
Decrease
|
||||
|
Investment partnership
|
$53,406
|
Market Approach
|
Market Adjustment Factor
|
0.0%
|
26.3%
|
0.2%
|
Increase
|
||||
|
Recent Transaction
|
Transaction Price
|
100.0%
|
100.0%
|
100.0%
|
Increase
|
||||||
|
Preferred equity
|
$5,269
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
13.5%
|
15.2%
|
13.8%
|
Decrease
|
||||
|
Profit participating note
|
$230,348
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
10.4%
|
13.7%
|
12.2%
|
Decrease
|
||||
|
Promissory note
|
$8,483
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
9.9%
|
12.2%
|
10.9%
|
Decrease
|
||||
|
Second-lien senior secured debt investment
|
$24,813
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
13.6%
|
13.6%
|
13.6%
|
Decrease
|
||||
|
Secured note
|
$50,330
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
9.8%
|
13.0%
|
12.0%
|
Decrease
|
||||
|
Unsecured notes
|
$26,097
|
Discounted Cash Flow
|
Loss-Adjusted Discounted Rate
|
8.5%
|
40.6%
|
15.1%
|
Decrease
|
||||
|
June 30, 2026
|
|||||||||
|
($ in thousands)
|
Aggregate
Principal
Committed
|
Outstanding
Principal
|
Amount
Available(1)
|
Unamortized
Debt Issuance
Costs (Premium)
|
Net Carrying
Value
|
||||
|
Fund Credit Facility
|
$750,000
|
$280,000
|
$452,582
|
$(7,504)
|
$272,496
|
||||
|
SPV Asset Facility I
|
100,000
|
-
|
112
|
(246)
|
(246)
|
||||
|
SPV Asset Facility II
|
100,000
|
86,500
|
3,093
|
(154)
|
86,346
|
||||
|
SPV Asset Facility III
|
100,000
|
53,112
|
2,611
|
(810)
|
52,302
|
||||
|
Short-Term Borrowings
|
84,581
|
84,581
|
-
|
-
|
84,581
|
||||
|
Total Debt
|
$1,134,581
|
$504,193
|
$458,398
|
$(8,714)
|
$495,479
|
||||
|
($ in thousands)
|
For the six months ended June 30, 2026
|
|
Interest expense
|
$10,372
|
|
Amortization of debt issuance (costs) premium
|
1,085
|
|
Total Interest Expense
|
$11,457
|
|
Average interest rate
|
6.17%
|
|
Average daily borrowings
|
$334,535
|
|
As of June 30, 2026 ($ in thousands)
|
|||||||||
|
Level 1
|
Level 2
|
Level 3
|
Total Fair Value
|
Notional
|
|||||
|
Derivative Assets
|
|||||||||
|
Forward foreign currency contracts
|
$-
|
$2,509
|
$-
|
$2,509
|
$96,656
|
||||
|
Total Derivative Assets at fair value
|
$-
|
$2,509
|
$-
|
$2,509
|
$96,656
|
||||
|
Cash collateral posted
|
-
|
-
|
-
|
-
|
-
|
||||
|
As of June 30, 2026 ($ in thousands)
|
|||||||||
|
Level 1
|
Level 2
|
Level 3
|
Total Fair Value
|
Notional
|
|||||
|
Derivative Liabilities
|
|||||||||
|
Forward foreign currency contracts
|
$-
|
$(226)
|
$-
|
$(226)
|
$13,007
|
||||
|
Total Derivative Liabilities at fair value
|
$-
|
$(226)
|
$-
|
$(226)
|
$13,007
|
||||
|
Cash collateral posted
|
-
|
-
|
-
|
-
|
-
|
||||
|
For the six months ended June 30, 2026 ($ in thousands)
|
|
|
Unrealized gain (loss)
|
|
|
Forward foreign currency contracts
|
$2,472
|
|
Interest rate caps
|
-
|
|
Net change in unrealized gain (loss)
|
$2,472
|
|
Realized gain (loss)
|
|
|
Forward foreign currency contracts
|
$62
|
|
Interest rate caps
|
(8)
|
|
Net realized gain (loss)
|
$54
|
|
As of June 30, 2026 ($ in thousands)
|
|
|
Total unfunded delayed draw term loan commitments
|
$1,275
|
|
Total unfunded revolving debt commitments
|
143,329
|
|
Total unfunded LP interest commitments
|
81,808
|
|
Total unfunded Collateralized fund obligation commitments
|
27,185
|
|
Total unfunded ABF asset commitments(1)
|
433,851
|
|
Total unfunded ABF equity commitments
|
7,685
|
|
Total unfunded commitments
|
$695,133
|
|
Less than 1 year
|
1-3 Years
|
3-5 Years
|
Total
|
|||||
|
Fund Credit Facility
|
$-
|
$-
|
$280,000
|
$280,000
|
||||
|
SPV Asset Facility I
|
-
|
-
|
-
|
-
|
||||
|
SPV Asset Facility II
|
-
|
86,500
|
-
|
86,500
|
||||
|
SPV Asset Facility III
|
-
|
53,112
|
-
|
53,112
|
||||
|
Short-Term Borrowings
|
84,581
|
-
|
-
|
84,581
|
||||
|
Total Contractual Obligations
|
$84,581
|
$139,612
|
$280,000
|
$504,193
|
|
Class I
|
For the six months ended June 30, 2026
|
|||
|
Shares
|
Amount
|
|||
|
Shares/gross proceeds from the continuous public offering
|
35,981,248
|
$358,113
|
||
|
Share transfers between classes
|
-
|
-
|
||
|
Reinvestment of shareholders' distributions
|
1,726,990
|
17,193
|
||
|
Repurchased shares of beneficial interest (1)
|
(2,830,675)
|
(27,964)
|
||
|
Total shares/proceeds
|
34,877,563
|
$347,342
|
||
|
Class U
|
For the six months ended June 30, 2026
|
|||
|
Shares
|
Amount
|
|||
|
Shares/gross proceeds from the continuous public offering
|
1,714,006
|
$17,065
|
||
|
Share transfers between classes
|
-
|
-
|
||
|
Reinvestment of shareholders' distributions
|
668,363
|
6,653
|
||
|
Repurchased shares of beneficial interest (1)
|
(371,376)
|
(3,656)
|
||
|
Total shares/proceeds
|
2,010,993
|
$20,062
|
||
|
Class I - F
|
Period From March 7, 2025 (Commencement of
Operations) to December 31, 2025
|
|||
|
Shares
|
Amount
|
|||
|
Shares/gross proceeds from the Private Placement
|
69,209,966
|
$696,621
|
||
|
Share transfers between classes (1)
|
(69,404,117)
|
(698,205)
|
||
|
Reinvestment of shareholders' distributions
|
194,151
|
1,955
|
||
|
Repurchased shares of beneficial interest
|
-
|
-
|
||
|
Total shares/proceeds
|
-
|
$371
|
||
|
Class U - F
|
Period From March 7, 2025 (Commencement of
Operations) to December 31, 2025
|
|||
|
Shares
|
Amount
|
|||
|
Shares/gross proceeds from the Private Placement
|
17,766,384
|
$178,620
|
||
|
Share transfers between classes (1)
|
(17,846,425)
|
(179,535)
|
||
|
Reinvestment of shareholders' distributions
|
80,041
|
806
|
||
|
Repurchased shares of beneficial interest
|
-
|
-
|
||
|
Total shares/proceeds
|
-
|
$(109)
|
||
|
Class I
|
Period From March 7, 2025 (Commencement of
Operations) to December 31, 2025
|
|||
|
Shares
|
Amount
|
|||
|
Shares/gross proceeds from the continuous public offering
|
32,119,322
|
$324,065
|
||
|
Share transfers between classes (1)
|
69,404,116
|
698,205
|
||
|
Reinvestment of shareholders' distributions
|
2,114,864
|
21,194
|
||
|
Repurchased shares of beneficial interest
|
(65)
|
(1)
|
||
|
Total shares/proceeds
|
103,638,237
|
$1,043,464
|
||
|
Class U
|
Period From March 7, 2025 (Commencement of
Operations) to December 31, 2025
|
|||
|
Shares
|
Amount
|
|||
|
Shares/gross proceeds from the continuous public offering
|
2,940,785
|
$29,625
|
||
|
Share transfers between classes (1)
|
17,846,426
|
179,535
|
||
|
Reinvestment of shareholders' distributions
|
741,410
|
7,438
|
||
|
Repurchased shares of beneficial interest (2)
|
(12,847)
|
(128)
|
||
|
Total shares/proceeds
|
21,515,774
|
$216,471
|
||
|
For the six months ended June 30, 2026
|
||||||
|
Record Date
|
Payment Date
|
Distribution Per
Share(1)
|
Distribution Amount (Consolidated)
|
|||
|
January 31, 2026
|
February 2, 2026
|
$0.08
|
$10,404
|
|||
|
February 28, 2026
|
March 2, 2026
|
0.08
|
10,715
|
|||
|
March 31, 2026
|
April 1, 2026
|
0.08
|
11,578
|
|||
|
April 30, 2026
|
May 1, 2026
|
0.08
|
11,850
|
|||
|
May 31, 2026
|
June 1, 2026
|
0.08
|
12,043
|
|||
|
June 30, 2026
|
July 1, 2026
|
0.08
|
12,391
|
|||
|
Total
|
$0.48
|
$68,981
|
||||
|
Period From March 7, 2025 (Commencement of Operations) to December 31, 2025
|
||||||
|
Record Date
|
Payment Date
|
Distribution Per
Share(1)
|
Distribution Amount (Consolidated)
|
|||
|
May 31, 2025
|
June 3, 2025
|
$0.06
|
$428
|
|||
|
June 30, 2025
|
July 3, 2025
|
0.09
|
1,224
|
|||
|
July 31, 2025
|
August 11, 2025
|
0.09
|
5,149
|
|||
|
August 31, 2025
|
September 4, 2025
|
0.09
|
8,029
|
|||
|
September 30, 2025
|
October 1, 2025
|
0.08
|
7,230
|
|||
|
October 31, 2025
|
November 3, 2025
|
0.08
|
8,390
|
|||
|
November 30, 2025
|
December 1, 2025
|
0.08
|
9,165
|
|||
|
December 31, 2025
|
January 2, 2026
|
0.22
|
26,910
|
|||
|
Total
|
$0.79
|
$66,525
|
||||
|
For the six months ended June 30, 2026
|
||||||
|
Source of Distribution(2)
|
Per Share(1)
|
Amount
|
Percentage
|
|||
|
Net investment income
|
$0.46
|
$65,202
|
94.5%
|
|||
|
Net realized gain
|
0.02
|
3,159
|
4.6%
|
|||
|
Excess (undistributed)
|
-
|
620
|
0.9%
|
|||
|
Total
|
$0.48
|
$68,981
|
100.0%
|
|||
|
Period From March 7, 2025 (Commencement of
Operations) to December 31, 2025
|
||||||
|
Source of Distribution(2)
|
Per Share(1)
|
Amount
|
Percentage
|
|||
|
Net investment income
|
$0.59
|
$49,861
|
75.0%
|
|||
|
Net realized gain
|
0.13
|
10,921
|
16.4%
|
|||
|
Excess (undistributed)
|
0.07
|
5,742
|
8.6%
|
|||
|
Total
|
$0.79
|
$66,525
|
100.0%
|
|||
|
Commencement
Date
|
Class
|
Expiration Date
|
Total Shares
Tendered
|
Purchase Price
Per Share
|
Total Shares
Repurchased
|
|||||
|
July 14, 2025
|
I-F
|
August 14, 2025
|
-
|
$-
|
-
|
|||||
|
July 14, 2025
|
S-F
|
August 14, 2025
|
-
|
$-
|
-
|
|||||
|
July 14, 2025
|
U-F
|
August 14, 2025
|
-
|
$-
|
-
|
|||||
|
October 14, 2025
|
I
|
November 13, 2025
|
(65)
|
$10.12
|
(65)
|
|||||
|
October 14, 2025
|
S
|
November 13, 2025
|
-
|
$-
|
-
|
|||||
|
October 14, 2025
|
U
|
November 13, 2025
|
(12,847)
|
$10.12
|
(12,847)
|
|||||
|
January 12, 2026
|
I
|
February 12, 2026
|
(1,627,166)
|
$9.94
|
(1,627,166)
|
|||||
|
January 12, 2026
|
S
|
February 12, 2026
|
-
|
$-
|
-
|
|||||
|
January 12, 2026
|
U
|
February 12, 2026
|
(164,671)
|
$9.94
|
(164,671)
|
|||||
|
April 13, 2026
|
I
|
May 14, 2026
|
(1,203,509)
|
$9.95
|
(1,203,509)
|
|||||
|
April 13, 2026
|
S
|
May 14, 2026
|
-
|
$-
|
-
|
|||||
|
April 13, 2026
|
U
|
May 14, 2026
|
(206,704)
|
$9.95
|
(206,704)
|
|
($ in thousands)
|
For the six months ended June 30, 2026
|
|
Federal tax cost of securities
|
$2,073,482
|
|
Gross unrealized appreciation
|
14,828
|
|
Gross unrealized depreciation
|
(9,806)
|
|
Net unrealized appreciation
|
$5,022
|
|
Commencement
Date
|
Class
|
Expiration Date
|
Total Shares
Tendered
|
Repurchase Price
per Share
|
Total Shares
Repurchased
|
|||||
|
July 13, 2026
|
I
|
August 13, 2026
|
1,114,770
|
$10.01
|
1,114,770
|
|||||
|
July 13, 2026
|
S
|
August 13, 2026
|
-
|
$-
|
-
|
|||||
|
July 13, 2026
|
U
|
August 13, 2026
|
404,321
|
$10.01
|
404,321
|
|
Exhibit
Number
|
Description of Exhibits
|
|
|
(a)(1)
|
Not applicable.
|
|
|
(a)(2)
|
Not applicable.
|
|
|
(a)(3)
|
Separate certifications for the Principal Executive Officer and the Principal Financial Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.
Filed herewith.
|
|
|
(a)(4)
|
Not applicable.
|
|
|
(a)(5)
|
Not applicable.
|
|
|
(b)
|
Separate certification pursuant to Section 906 of the Sarbanes-Oxley Act of 2002. Filed herewith.
|
|
|
(c)
|
The Consolidated Schedule of Investments is attached hereto.
|
|
By:
|
/s/ Ivan Zinn
|
|
Name:
|
Ivan Zinn
|
|
Title:
|
President and Chief Executive Officer
|
|
(Principal Executive Officer)
|
|
|
Date:
|
August 27, 2026
|
|
By:
|
/s/ Ivan Zinn
|
|
Name:
|
Ivan Zinn
|
|
Title:
|
President and Chief Executive Officer
|
|
(Principal Executive Officer)
|
|
|
Date:
|
August 27, 2026
|
|
By:
|
/s/ Gerald Cammarata
|
|
Name:
|
Gerald Cammarata
|
|
Title:
|
Treasurer and Chief Financial Officer
|
|
(Principal Financial Officer)
|
|
|
Date:
|
August 27, 2026
|