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5%+ stakes · Schedule 13D and 13G

TCW Direct Lending VIII LLC: 5%+ holders

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

As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of TCW Direct Lending VIII LLC. The largest reported stake is Lockheed Martin Investment Management Co's, at 7.9%. 4 filings are on record since February 17, 2026 (Schedule 13G, July 13, 2026).

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Lockheed Martin Investment Management Co · Sole voting: 0 · Shared voting: 500,000 · Sole dispositive: 0 · Shared dispositive: 500,000 · SCHEDULE 13G, 2026-07-13
  • · Reporting person: First Trust Alternative Opportunities Fund · Sole voting: 195,000 · Shared voting: 0 · Sole dispositive: 195,000 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-05-07
  • · Holder: First Trust Capital Management L.P. · Percent: 5.93% · SCHEDULE 13G
  • · Holder: First Trust Capital Management L.P. · Percent: 7.18% · SCHEDULE 13G/A
At 5% or more1
Filings4
Latest filing2026-07-13

TCW Direct Lending VIII LLC has 4 Schedule 13D or 13G filings on record since 2026-02-17. 1 holder's latest filing reports 5% or more of limited liability company units. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Lockheed Martin Investment Management Co7.9%500,000SCHEDULE 13G, 2026-07-132026-04-01
First Trust Alternative Opportunities Fund3.09%195,000SCHEDULE 13G/A, 2026-05-072026-04-30

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What the Full Report on TCW Direct Lending VIII LLC covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    4 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Lockheed Martin Investment Management Co0500,0000500,000SCHEDULE 13G, 2026-07-13
Lockheed Martin Corporation Master Retirement Trust0500,0000500,000SCHEDULE 13G, 2026-07-13
First Trust Alternative Opportunities Fund195,0000195,0000SCHEDULE 13G/A, 2026-05-07
First Trust Capital Management L.P.195,0000195,0000SCHEDULE 13G/A, 2026-05-07
First Trust Capital Solutions L.P.195,0000195,0000SCHEDULE 13G/A, 2026-05-07
FTCS Sub GP LLC195,0000195,0000SCHEDULE 13G/A, 2026-05-07

The latest filing identifies TCW Direct Lending VIII LLC by CUSIP 000000000 and gives its principal executive office as 515 South Flower Street, Los Angeles, CA 90071 (SCHEDULE 13G, 2026-07-13).

What the percentages are based on

7.9% The percentage of class beneficially owned is based on 6,310,260 Limited Liability Company Units outstanding as of May 13, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (the "SEC") on May 13, 2026.Lockheed Martin Investment Management Co, SCHEDULE 13G, 2026-07-13

Timeline

FiledHolderPercentFiling
2026-02-17First Trust Capital Management L.P.5.93%SCHEDULE 13G
2026-02-17First Trust Capital Management L.P.7.18%SCHEDULE 13G/A
2026-05-07First Trust Alternative Opportunities Fund3.09%SCHEDULE 13G/A
2026-07-13Lockheed Martin Investment Management Co7.9%SCHEDULE 13G

Questions about who owns TCW Direct Lending VIII LLC

Who owns TCW Direct Lending VIII LLC?

On this page, one holder's latest ownership filing reports 5% or more of TCW Direct Lending VIII LLC: Lockheed Martin Investment Management Co (7.9%, Schedule 13G, filed 2026-07-13).

When did Lockheed Martin Investment Management Co buy into TCW Direct Lending VIII LLC?

The filings give report dates, not purchase dates. The earliest filing from Lockheed Martin Investment Management Co on this page is the Schedule 13G, filed 2026-07-13, reporting 7.9%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 4 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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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/tcw-direct-lending-viii
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of TCW Direct Lending VIII LLC? 1 holder at 5% or more, largest Lockheed Martin Investment Management Co 7.9%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/tcw-direct-lending-viii