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Borrower record · Q2 2026

Limetree Bay Terminals

As filed by Kennedy Lewis Capital Co · period end 30 June 2026No sector — one filer, nothing to corroborate1 name variant under review

Kennedy Lewis Capital Co is the only BDC lending to Limetree Bay Terminals: $38.3m across three positions at Q2 2026, marked at 102.5 cents. Three of the three positions pay interest in kind, the largest at 200bp.

Filed fair value
$38.3m
3 funded positions
Aggregate mark
102.5c
cost filed on all 3 positions
Median spread
650bp
over SOFR, 3 tranches
Maturities to
2029
earliest December 2026
Periods on record
2
Q1 2026 → Q2 2026

How this total is counted

Pricing as filed

3 floating tranches · SOFR
SpreadTranches
450bp1
650bp2

Bar length is the number of tranches filed at that spread. The accented row holds the median tranche.

523bp weighted by fair value, across the same 3 tranches.

Capital structure

First-Lien Senior Secured, on all 3 positions whose seniority a filer disclosed.

Rate structure

Floating, on all 3 positions whose interest type a filer disclosed.

Maturity profile

all 3 funded positions dated
2026
$24.4m
2027
no positions
2028
no positions
2029
$13.9m

1.2 years to maturity, weighted by fair value across the 3 dated positions.

Filed over time

2 periods · aggregate only

Filed fair value

$36.0m
Q1 2026
$38.3m
Q2 2026

Aggregate marknot to zero

99.9c
Q1 2026
102.5c
Q2 2026

Q1 2026, Q2 2026 — every filer reporting the borrower at each period, aggregated. No lender is separated out at any period.

Credit flags

Pays in kind3 positions at 1 lender carry a PIK component, the largest filed at 200bp, $38.3m of fair value.

Not in the filings

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One lender reports Limetree Bay Terminals today. We will email you when a second one does, when Kennedy Lewis Capital Co's mark moves, or when the position leaves the schedule.

Every filing behind this page

1 filer · Q2 2026
FilerCIKFormPeriodFiledAccession
Kennedy Lewis Capital Co (KLCC)000191132110-Q2026-06-302026-08-130001911321-26-000029

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