MentionFox
Home › Stakes › Sound Point Direct Lending BDC
5%+ stakes · Schedule 13D and 13G

Sound Point Direct Lending BDC: 5%+ holders

Who has reported owning 5% or more of Sound Point Direct Lending BDC, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more4
Filings5
Latest filing2026-07-09

Sound Point Direct Lending BDC has 5 Schedule 13D or 13G filings on record since 2026-02-13. 4 holders' latest filing reports 5% or more of common shares of beneficial interest, par value $0.001 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Assured Guaranty Ltd.21.7%760,000SCHEDULE 13G, 2026-02-272026-02-13
Nationwide Life Insurance Co16%559,998SCHEDULE 13G, 2026-02-132026-02-13
Liberty Mutual Holding Company Inc.9.2%501,359SCHEDULE 13G/A, 2026-07-092026-06-30
Nationwide Mutual Insurance Co8%279,999SCHEDULE 13G, 2026-02-132026-02-13

Timeline

FiledHolderPercentFiling
2026-02-13Nationwide Mutual Insurance Co8%SCHEDULE 13G
2026-02-13Nationwide Life Insurance Co16%SCHEDULE 13G
2026-02-27Assured Guaranty Ltd.21.7%SCHEDULE 13G
2026-04-01Liberty Mutual Holding Company Inc.10.8%SCHEDULE 13G
2026-07-09Liberty Mutual Holding Company Inc.9.2%SCHEDULE 13G/A

Tools for this story

Each opens in a new tab, filled in for Sound Point Direct Lending BDC. With no account yet, you sign up free and land on the result.

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/sound-point-direct-lending-bdc
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Sound Point Direct Lending BDC 5%+ holders: 4 at 5% or more, largest Assured Guaranty Ltd. 21.7%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/sound-point-direct-lending-bdc