Updated
The most significant concentration SLR Investment discloses is financial services industry at 24.9%, classified LOW by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: SLR Investment’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1A: 'our investments in the financial services, multi-sector holdings and health care providers & services industries comprised 24.9%, 16.2% and 7.8%, respectively, of our total assets'”
“10-K Item 1A: 'our investments in Kingsbridge Holdings, LLC, SLR Credit Solutions and SLR Business Credit comprised 12.2%, 10.9% and 5.2%, respectively, of our total assets'”
“10-K Item 1A: 'our investments in Kingsbridge Holdings, LLC, SLR Credit Solutions and SLR Business Credit comprised 12.2%, 10.9% and 5.2%, respectively, of our total assets'”
SLR Investment Corp.'s disclosed concentrations are modest in scale, consistent with a diversified business development company. On the industry side, financial services represents approximately 24.9% of total assets, the largest single-industry exposure but still a structural characteristic of how the portfolio is built rather than a dependency on one borrower. On the position side, two individual investments stand out: Kingsbridge Holdings, LLC at approximately 12.2% of total assets and SLR Credit Solutions at approximately 10.9% of total assets. Both are named-counterparty exposures, meaning a credit event at either investment would have a more idiosyncratic, company-specific impact than the broader industry concentration. Taken together, none of these three exposures individually approaches a scale that would reshape the investment case — all are disclosed at a low share of total assets — but the combination of one meaningful industry weighting plus two sizable single-name positions means credit quality at Kingsbridge and SLR Credit Solutions specifically, more than sector-wide financial services exposure, is the more idiosyncratic variable worth monitoring.
For the engine’s reasoning on SLRC’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AAMI | Acadian Asset Management Inc. | 1 | 2 | 1 | 4 |
| ALTI | AlTi Global, Inc. | 1 | 0 | 0 | 1 |
| AMP | Ameriprise Financial, Inc. | 0 | 1 | 0 | 1 |
| SLRC● | SLR Investment Corp. | 0 | 0 | 3 | 3 |
| AB | AllianceBernstein Holding L.P. | 0 | 0 | 1 | 1 |
| AMG | Affiliated Managers Group, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.