Delaware Floating Rate II Fund
Delaware Group Equity Funds IV

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Mar 31, 2021 → Jun 30, 2021

Expand a category to see the positions behind it, ranked by weight.

Security Shares Mar 2021 Shares Jun 2021 Δ shares End % Δ value
RP TL B 1L USD 0 860,000 860,000 1.85% $858.60K
Verscend Holding Corp 0 851,283 851,283 1.84% $854.83K
UNITED AIRLINES TERM B 1LN 04/21/2028 0 800,000 800,000 1.74% $811.43K
HighTower Holding LLC 0 700,000 700,000 1.51% $702.48K
PowerTeam Services LLC 0 700,000 700,000 1.50% $697.81K
Triton Water Holdings, Inc Term Loan 0 650,000 650,000 1.40% $650.35K
T/L FRONTIER COMMUNICATIONS CORPORATION REGD 0.00000000 0 600,000 600,000 1.29% $601.41K
Solera Term Loan B 400 2028-05-15 0 575,000 575,000 1.24% $577.29K
TECTA AMERICA CORP 2025 TERM LOAN B 0 555,000 555,000 1.19% $555.00K
Consolidated Communications Term Loan B 350 2027-10-01 0 528,363 528,363 1.14% $529.97K
Kenan Advantage Group Inc 2021 Term Loan B1 0 497,500 497,500 1.07% $498.87K
CORELOGIC INC TL 1ST LIEN (TSFR3M+361.448) (FLR 0.5) 7.28640% 06-02-28 0 490,000 490,000 1.05% $489.77K
Magenta Buyer LLC 2021 USD 1st Lien Term Loan 0 485,000 485,000 1.04% $485.52K
Wheel Pros, LLC 2021 Term Loan 0 425,000 425,000 0.92% $426.56K
Beacon Roofing Supply Inc 0 425,000 425,000 0.91% $423.41K
ICON Luxembourg S.A.R.L. LUX Term Loan 0 380,258 380,258 0.82% $381.45K
USIC HOLDINGS TERM B 1LN 05/14/2028 0 365,000 365,000 0.78% $364.94K
MICHAELS TERM 1LN 04/15/2028 0 315,893 315,893 0.68% $317.60K
Surgery Center Holdings Inc 2021 TERM LOAN 0 289,257 289,257 0.63% $290.86K
Organon & Co USD Term Loan B 0 270,000 270,000 0.58% $270.55K
Bayou Intermediate II LLC 0 250,000 250,000 0.54% $251.25K
Rent-A-Center, Inc. - Senior 0 249,375 249,375 0.54% $250.67K
Bella Holding Co LLC 0 250,000 250,000 0.54% $250.41K
ARAMARK INTERMEDIATE HOLDCO 2021 TERM LOAN B 0 249,375 249,375 0.53% $248.75K
Ryan Specialty Group, LLC, Term Loan 0 242,625 242,625 0.52% $243.05K
MADISON IAQ LLC MADISON IAQ LLC 0 235,000 235,000 0.51% $235.41K
PROOFPOINT TERM 1LN 08/31/2028 0 235,000 235,000 0.50% $234.01K
UNITED PACIFIC TERM B 1LN 11/14/2026 0 228,182 228,182 0.49% $228.18K
JAZZ PHARMACEUTICALS TERM B 1LN 05/05/2028 0 225,000 225,000 0.49% $226.10K
Columbus McKinnon Corp., Term Loan 0 225,000 225,000 0.48% $225.00K
ALLY FINL. INC F2V 0 170,000 170,000 0.38% $176.49K
WHOLE EARTH BRANDS, INC. TLB 0 159,432 159,432 0.34% $158.64K
PQ Corp 0 110,000 110,000 0.24% $110.00K
PRA Health Sciences Inc US Term Loan 0 94,742 94,742 0.20% $95.04K
Security Shares Mar 2021 Shares Jun 2021 Δ shares End % Δ value
VERSCEND TECHNOLOGIES INC 1,021,283 0 -1,021,283 0.00% -$1.03M
REALPAGE INC RP 03/16/24 1,020,000 0 -1,020,000 0.00% -$1.02M
Blue Ribbon, LLC Term Loan 889,000 0 -889,000 0.00% -$872.05K
Apro, LLC 2019 Term Loan B 801,114 0 -801,114 0.00% -$801.61K
BW Gas & Convenience Holdings, LLC Term Loan 785,286 0 -785,286 0.00% -$793.38K
Triton Water Holdings Inc 650,000 0 -650,000 0.00% -$648.55K
NIC Acquisition Corp 625,000 0 -625,000 0.00% -$633.98K
ACURIS FINANCE US INC 605,000 0 -605,000 0.00% -$605.38K
T/L FRONTIER COMMUNICATIONS CORPORATION REGD 5.75000000 600,000 0 -600,000 0.00% -$601.88K
Consolidated Communications Inc 528,363 0 -528,363 0.00% -$529.82K
WHOLE EARTH BRANDS INC 528,000 0 -528,000 0.00% -$525.36K
KENAN ADVANTAGE GROUP 500,000 0 -500,000 0.00% -$498.59K
Endo Luxembourg Finance Co I Sarl 500,000 0 -500,000 0.00% -$496.25K
Titan Acquisition Ltd/Canada 460,933 0 -460,933 0.00% -$452.58K
Acrisure, LLC, Term Loan 380,000 0 -380,000 0.00% -$376.10K
AVI-SPL TERM B 1LN 03/10/2027 312,658 0 -312,658 0.00% -$312.66K
Surgery Center Holdings, Inc 289,257 0 -289,257 0.00% -$287.09K
TransDigm Inc 250,000 0 -250,000 0.00% -$259.16K
UPBOUND GROUP INC 250,000 0 -250,000 0.00% -$251.46K
ThyssenKrupp Elevator - Senior 248,525 0 -248,525 0.00% -$249.35K
Chemours Co/The 221,911 0 -221,911 0.00% -$217.58K
NFP CORP REGD 144A P/P 7.00000000 190,000 0 -190,000 0.00% -$204.49K
Sybil Software LLC 200,000 0 -200,000 0.00% -$200.28K
Cheniere Energy, Inc. 184,685 0 -184,685 0.00% -$186.05K
BOMBARDIER INC 7.875% 04/15/2027 144A 125,000 0 -125,000 0.00% -$122.78K
PQ Corp 95,868 0 -95,868 0.00% -$96.05K
UNITED NATURAL FOODS INC REGD 144A P/P 6.75000000 80,000 0 -80,000 0.00% -$85.60K
CLEAR CHANNEL WORLDWIDE REGD SER WI 9.25000000 61,000 0 -61,000 0.00% -$63.57K
Security Shares Mar 2021 Shares Jun 2021 Δ shares End % Δ value
Acrisure, LLC - Senior 26,841 405,813 378,973 0.86% $375.39K
Security Shares Mar 2021 Shares Jun 2021 Δ shares End % Δ value
Applied Systems Inc 2021 2nd LIEN TERM LOAN 1,260,000 1,006,392 -253,608 2.20% -$246.20K
PEARL DEBT MERGER SUB 1 INC 995,000 920,000 -75,000 1.98% -$76.14K
Heartland Dental, LLC - Senior 919,571 917,209 -2,362 1.95% $1.69K
TRUCK HERO, INC. 1/31/2028 925,000 802,988 -122,012 1.73% -$120.90K
BW Gas & Convenience Holdings LLC 875,000 715,000 -160,000 1.54% -$160.20K
ULTIMATE SOFTWARE GROUP INC TL (L +675) 7.5% 05-03-27 962,000 692,000 -270,000 1.52% -$283.53K
MONEYMKT 898,762 690,731 -208,030 1.48% -$208.03K
MONEYMKT 898,762 690,731 -208,030 1.48% -$208.03K
MSILF-GOVT-INS 898,762 690,731 -208,030 1.48% -$208.03K
BlackRock Liquidity FedFund - Institutional Class 898,762 690,731 -208,031 1.48% -$208.03K
ENSEMBLE HEALTH TERM 1LN 08/01/2026 598,481 596,962 -1,519 1.29% -$399
Mermaid BidCo Inc USD Term Loan B 950,000 592,625 -357,375 1.28% -$355.01K
Air Medical Group Holdings, Inc. 913,000 584,250 -328,750 1.26% -$323.89K
Spirit AeroSystems Inc 583,538 582,075 -1,462 1.26% -$1.11K
T/L INFORMATICA LLC FKA INFORMATICA CORPORATION REGD 0.00000000 722,000 572,000 -150,000 1.26% -$153.45K
T/L MILANO ACQUISITION CORP REGD 0.00000000 947,625 580,250 -367,375 1.25% -$362.47K
ARRAY TECHNOLOGIES TERM B 1LN 10/14/2027 881,500 582,252 -299,248 1.23% -$310.72K
Core & Main LP 2017 Term Loan B 538,409 537,018 -1,391 1.16% -$103
DUN + BRADSTREET CORP Term Loan 445,387 444,271 -1,116 0.95% -$1.11K
AssuredPartners Inc 437,432 436,324 -1,107 0.93% $1.33K
CAMELOT FIN S A 1 TERM B 10/31/2026 420,073 419,010 -1,063 0.90% $602
T/L PREGIS CORPORATION REGD 0.00000000 405,000 402,955 -2,045 0.87% $422
White Cap Term Loan B 375 2027-10-01 393,750 392,763 -987 0.85% $330
TOSCA SERVICES LLC TL 3.5 673,200 352,415 -320,785 0.76% -$320.26K
PETSMART (ARGOS) TL-B1 (L+300) (FLR 1.0) 4.00% 03-11-22 625,000 350,000 -275,000 0.75% -$274.08K
HAMILTON PROJECTS ACQUIROR LLC 710,131 352,456 -357,674 0.75% -$363.51K
Pacific Gas & Electric Company, Term Loan 876,866 348,155 -528,711 0.74% -$533.39K
CSC Holdings LLC 330,545 329,687 -859 0.70% -$312
Boxer Parent Company Inc. - Senior 326,483 325,546 -937 0.70% -$1.44K
PERCOR TL B 1L USD 322,475 320,250 -2,225 0.69% -$833
SINCLAIR BROADCASTING NEW TL B 1LN 09/30/2026 301,221 300,456 -765 0.64% $333
NUMERICABLE / ALTICE FRANCE TERM B-13 1LN 08/14/2026 252,348 251,703 -645 0.54% -$225
CMG MEDIA CORP 252,737 252,103 -633 0.54% $407
TERM LOAN B 253,450 252,791 -658 0.54% $528
Light & Wonder, Inc., First Lien Term Loan 371,653 252,376 -119,277 0.54% -$114.09K
SS&C Technologies Inc 2018 Term Loan B5 253,356 252,677 -679 0.54% -$910
USI, Inc., Term Loan B 250,367 249,734 -633 0.53% -$427
Stars Group (Amaya) 500,772 234,316 -266,456 0.51% -$267.16K
AssuredPartners Capital, Inc. 2020 Incremental Term Loan B 222,750 222,188 -562 0.48% -$542
Vantage Specialty Chemicals Inc 225,000 223,840 -1,160 0.47% $6.12K
UKG INC TL-B 1ST LIEN (L+325) (FLR 0.75) 4.0% 05-04-26 488,438 213,239 -275,198 0.46% -$275.14K
CUMULUS MEDIA NEW HOLDINGS INC 712,847 200,815 -512,031 0.43% -$504.30K
Camelot Finance SA 174,562 174,125 -438 0.37% -$133
PANDA STONEWALL TERM B2 DD 11/13/21 168,591 168,155 -436 0.34% -$1.53K
Connect Finco Sarl 2021 Term Loan B 374,105 123,792 -250,313 0.27% -$249.09K
T/L HUB INTERNATIONAL LIMITED REGD 0.00000000 248,889 123,578 -125,310 0.27% -$125.44K
PANDA STONEWALL TERM B1 11/13/21 119,628 119,319 -309 0.24% -$1.09K
PQ Corp 153,605 52,908 -100,698 0.11% -$99.87K
GoTo Group Inc Term Loan B 610,000 1,000 -609,000 0.00% -$608.29K
Security Shares Mar 2021 Shares Jun 2021 Δ shares End % Δ value
T/L SOLENIS INTERNATIONAL L P REGD 8.73300000 840,000 840,000 0 1.81% $0
EPICOR SOFTWARE TL (TSFR1M+775) (FLR 1.0) 13.16608% 07-31-28 760,000 760,000 0 1.69% $396
Carnival Corp 632,222 632,222 0 1.39% -$6.12K
Mativ Holdings Inc 620,000 620,000 0 1.32% -$5.42K
Mileage Plus Holdings LLC 2020 Term Loan B 553,000 553,000 0 1.27% $2.39K
T/L PERATON CORP. REGD 0.00000000 567,525 567,525 0 1.23% $2.47K
Pretium PKG Holdings, Inc. 2020 Term Loan 473,812 473,812 0 1.02% $1.43K
INEOS US PETROCHEM LLC 460,000 460,000 0 0.99% $676
Advantage Sales & Marketing, Inc. 2020 Term Loan B 438,900 438,900 0 0.95% $5.02K
Aruba Investments, Inc./USD 2nd Lien Term Loan 10/20 435,000 435,000 0 0.94% $0
Aruba Investments Holdings LLC, First Lien Initial Dollar Term Loan 435,000 435,000 0 0.94% $544
Quikrete Holdings Inc 2016 1st Lien Term Loan 435,269 435,269 0 0.93% -$1.06K
GARDA WORLD SECURITY 423,678 423,678 0 0.92% $1.75K
DELTA AIR LINES INC SR SECURED 144A 05/25 7 350,000 350,000 0 0.88% $5.21K
Caesars Resort Collection LLC 386,060 386,060 0 0.83% $524
AMERICAN AIRLINES INC 12/15/2023 385,419 385,419 0 0.81% $8.64K
ORTHO-CLINICAL DIAGNOSTIC TLB 3.25 372,345 372,345 0 0.80% $245
Ball Metalpack, LLC 2018 2nd Lien Term Loan B 305,000 305,000 0 0.65% $12.20K
TricorBraun Holdings Inc 300,000 300,000 0 0.64% $375
Bausch Health Companies Inc. 2018 Term Loan B 273,884 273,884 0 0.59% -$164
USS Ultimate Holdings, Inc., Second Lien Initial Term Loan 254,545 254,545 0 0.55% $0
Cincinnati Bell, Inc. 223,000 223,000 0 0.49% -$949
BANFF MERGER SUB 144A LIFE SR UNSEC 9.75% 09-01-26 215,000 215,000 0 0.49% -$2.72K
Barclays PLC 200,000 200,000 0 0.48% $3.22K
HUB International Ltd. 190,000 190,000 0 0.42% $29
LVLT 4.25 07/01/28 144A 175,000 175,000 0 0.38% $662
SECURED 144A 03/26 9.125 165,000 165,000 0 0.38% -$1.29K
SURGERY CENTER HOLDINGS REGD 144A P/P 10.00000000 150,000 150,000 0 0.35% -$503
TENET HEALTHCARE CORP SR UNSECURED 11/31 6.875 142,000 142,000 0 0.35% $3.55K
Vantage Specialty Chemicals Inc 150,000 150,000 0 0.31% $4.25K
UNITED AIRLINES HOLDINGS INC 4.875% 01/15/2025 105,000 105,000 0 0.23% $1.93K
ORTHO-CLINICAL INC/SA REGD 144A P/P 7.37500000 96,000 96,000 0 0.22% $81
CLEAR CHANNEL OUTDOOR HO REGD 144A P/P 7.75000000 60,000 60,000 0 0.14% $3.48K

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