secwatch / observer

8-K filed May 28, 2026, 5:13 PM ET CIK 0001930087

other material confidence high sentiment negative materiality 0.75

GCRED Q1 2026 NAV falls 4% to $24.14; Class I quarterly return -1.8%

Golub Capital Private Credit Fund

NAV per share (Class I/S) fell from $25.15 to $24.14; quarterly net returns: Class I -1.80%, Class S -2.01%, Class D -1.07%.
Non-accruals remain <0.1% of portfolio at fair value; 98% of investments rated IPR 4 and 5.
Average debt price declined from 99.6% to 97.8%, driven by market spread widening, not credit deterioration.
Software loans fell ~7 pts vs non-software BSL -1 pt; AI risk assessed per borrower, not sector-wide.
Leverage ratio 1.25x; total investments $9.9B, 96% first lien senior secured, 100% sponsor-backed.

item 7.01 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001930087-26-000071
form_type: 8-K
ticker: null
cik: 0001930087
company_name: Golub Capital Private Credit Fund
filed_at: 2026-05-28T21:13:27+00:00
discovered_at: 2026-05-28T21:14:00.251266+00:00
generated_at: 2026-05-28T21:14:52.874545+00:00
sec_items: ["7.01", "9.01"]
event_type: other_material
sentiment: negative
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: high
secwatch_canonical_url: https://secwatch.observer/filing/0001930087-26-000071
json_url: https://secwatch.observer/filing/0001930087-26-000071.json
markdown_url: https://secwatch.observer/filing/0001930087-26-000071.md
text_url: https://secwatch.observer/filing/0001930087-26-000071.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/1930087/000193008726000071/0001930087-26-000071-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/1930087/000193008726000071/gcred-20260528.htm
generated_by_model: deepseek-v4-flash:cloud@v2
review_status: machine_generated
human_reviewed: false
corrected: false
correction_note: null
correction_timestamp: null
superseded_by: null

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