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10-QMEDIUM RiskDETERIORATING

New Mountain Guardian IV BDC, L.L.C.

Filed: May 12, 2026 CIK: 0001925531Other Investment Fund
View original filing on SEC.gov

AI Executive Summary

AI-powered analysis of 10-Q filing content

New Mountain Guardian IV BDC shows concerning performance deterioration in Q1 2026 with negative earnings per unit of ($0.01) versus positive $0.24 in Q1 2025. The company experienced significant unrealized investment losses of $25.2M and declining members' capital per unit from $9.99 to $9.77, while maintaining strong investment income growth of 13.6% year-over-year.

Red Flags Detected (5)

Net decrease in members' capital of $803K in Q1 2026 versus $19.4M increase in Q1 2025

Massive unrealized investment depreciation of $25.2M in Q1 2026 vs only $1.6M in Q1 2025

Members' capital per unit declined from $9.99 to $9.77 quarter-over-quarter

2 more red flags detected

Key Takeaways

Investment income grew strongly by 13.6% year-over-year to $47.3M

Portfolio valuation under significant pressure with $25.2M unrealized losses

2 more takeaways

Filing Overview

Form TypeQuarterly Report (10-Q)
Filing DateMay 12, 2026
Risk LevelMEDIUM
TrendDETERIORATING
AI Confidence75%
Red Flags5

What This Means

Deteriorating Trend: Conditions are worsening compared to previous filings. This may create opportunities for service providers.

Quarterly Report: Interim filing with unaudited financial data for the quarter.

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