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Bain Capital Credit, LP

Q2 2025 · Filed 2025-08-14
Market Value
$276M
-32.6%
Holdings
7
New Purchases
1
Added To
1
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BCSF 64.53% 47.98% +16.55% $178M
BKLN 27.04% 14.06% +12.99% $75M
JNK 1.48% 0.00% +1.48% $4M
ASTL 2.09% 1.11% +0.98% $6M
AMBC 2.86% 2.13% +0.72% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TALO 0.00% 31.69% -31.69% $0
SRLN 1.99% 3.03% -1.04% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $84M 30.5%
Small Cap 3 $191M 69.5%

Portfolio Analytics

Avg Market Cap
$3.3B
Median Market Cap
$2.7B
Avg P/E
11.6
Median P/E
11.6
Avg Dividend Yield
0.04%
Avg Beta
0.59
# Stocks
4
# ETFs / Funds
3

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BCSF 64.53% 11,822,433 $178M $15.04 -$18M
2 BKLN 27.04% 3,561,802 $75M $20.92 $17M +784,368 +28.2%
3 AMBC 2.86% 1,108,012 $8M $7.10 -$859K
4 ASTL 2.09% 837,212 $6M $6.89 $1M
5 SRLN 1.99% 131,795 $5M $41.59 -$7M -169,402 -56.2%
6 JNK 1.48% 42,021 $4M $97.27 +42,021 NEW
7 TALO —% -$130M -13,332,891 -100.0% SOLD

New Positions

SymbolValue% Port
JNK $4M 1.48%

Sold Out Positions

SymbolValue% Port
TALO —%
View SEC EDGAR Filings for Bain Capital Credit, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms