Metris Lens

Preferred Equity Total Return Index

Preferred equity positions in private companies with stated dividend rates, held by registered closed-end vehicles.

Index Level

103.69

QoQ Return

+4.0%

Trailing 12M

+21.1%

Since Inception

+0.6%

Index Holdings

1,267

Unique Companies

1,147

Quarterly Returns

Concentration

By Manager

Ares18.1%Partners Group10.2%FS KKR9.3%Stone Ridge Trust II7.4%Blue Owl7.0%Main Street Capital6.0%Gladstone3.6%Barings3.3%CION Ares Diversified Credit Fund3.1%The Private Shares Fund3.0%Other28.9%

By Company

Top 1%20.6%Top 1-5%28.5%Top 5-10%15.9%Top 10-20%17.2%Top 20-50%15.0%Top 50-100%2.8%

By Holding

Top 1%21.0%Top 1-5%28.0%Top 5-10%15.9%Top 10-20%16.4%Top 20-50%15.5%Top 50-100%3.2%

Asset Category Breakdown

Preferred Equity100.0% (1,267 constituent holdings)

Largest 20 Holdings

IssuerCategoryFair ValueVehicleReturn
athenahealth Inc, Preferred StockPreferred$383,700,000
FS KKR Capital Corp
+3.5%
AthenaHealth Group Inc, Minerva Holdco, Inc and BCPE Co-Invest (A), LP, Series A preferred stockPreferred$301,200,000
Ares Capital Corp
+7.5%
Metis HoldCo, Inc (dba Mavis Tire Express Services)Preferred$251,546,000
Blue Owl Capital Corp
+9.1%
Starfish Intermediate, IncPreferred$240,508,894
Partners Group Private Equity Fund, LLC
+0.4%
Yorkville (Artex Segregated Account Company)Preferred$229,153,865
Stone Ridge Trust II
+6.8%
Global Jet Capital LLC, Preferred StockPreferred$206,900,000
FS KKR Capital Corp
+6.6%
PG Investment Company 18 S.a r.l.Preferred$198,765,697
Partners Group Private Equity Fund, LLC
+4.4%
Digicert, Inc, Dcert Buyer, Inc, DCert Preferred Holdings, Inc and Destiny Digital Holdings, LP Series A preferred sharesPreferred$178,900,000
Ares Capital Corp
+10.6%
JW Aluminum Co, Preferred Stock 2Preferred$170,400,000
FS KKR Capital Corp
+5.7%
JW Aluminum Co, Preferred StockPreferred$170,400,000
FS KKR Capital Corp
+5.3%
PG Investment Company 24 S.a r.l.Preferred$165,859,899
Partners Group Private Equity Fund, LLC
+3.9%
Cornerstone OnDemand, Inc and Sunshine Software Holdings, Inc, Series A preferred sharesPreferred$152,300,000
Ares Capital Corp
+8.1%
Minerva Holdco, IncPreferred$150,641,000
Blue Owl Credit Income Corp
+5.8%
Rocade Holdings LLCPreferred$141,247,000
Barings Private Credit Corp
+4.5%
Miami Beckham United LLC, Class A preferred unitsPreferred$124,900,000
Ares Capital Corp
+6.9%
Centralsquare Technologies, LLC and Supermoose Newco, Inc, Series A preferred stockPreferred$107,200,000
Ares Capital Corp
+8.9%
Symplr Software Inc and Symplr Software Intermediate Holdings, Inc, Series C-1 preferred sharesPreferred$106,100,000
Ares Capital Corp
+6.3%
Cobalt Buyer Sub, Inc, Cobalt Holdings I, LP, and Cobalt Intermediate I, Inc, Series A preferred sharesPreferred$104,600,000
Ares Capital Corp
+8.6%
Mavis Tire Express Services Topco Corp, Metis Holdco, Inc and Metis Topco, LP, Series A preferred stockPreferred$94,800,000
Ares Capital Corp
+6.2%
Rocade Holdings LLCPreferred$89,450,000
Barings BDC, Inc
+4.6%