“Cash used in financing activities was $130.0 million during the period due to paydowns on our Revolving Credit Facility of $609.5 million, dividends paid of $43.2 million and deferred financing costs of $7.3 million, which was partially offset by borrowings o…”10-Q · May 5, 2026 ↗
Sixth Street Specialty Lending, Inc.
TSLX
Market read
Sixth Street Specialty Lending, Inc.'s move is spreading beyond its market group.
No new filing conclusion is available. 5 of 25 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 3 directly disclosed connections are confirming.
- At least 17 of 25 durable members become active together.
- Capital-flow agreement rises above 55%.
- KKR remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 8 of 25 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 5 of 25 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 17 of 25 durable members become active together.
- Capital-flow agreement rises above 55%.
- KKR remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
17.88What management says matters
Persistent and emerging business drivers
“As of March 31, 2026, 96.3% of our debt investments based on fair value bore interest at floating rates, with 100.0% of these subject to interest rate floors, which we believe helps act as a portfolio-wide hedge against inflation.”10-Q · May 5, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for TSLX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for TSLX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind TSLX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
TFCTruist Financial CorporationlenderMay 5, 2026 ▾
“Debt Revolving Credit Facility On August 23, 2012, we entered into a senior secured revolving credit agreement with Truist Bank (as a successor by merger to SunTrust Bank), as administrative agent, and J.P.”
CGThe Carlyle Group Inc.partnerFeb 12, 2026 ▾
“Structured Credit Partners JV, LLC (“SCP”) On December 23, 2025, affiliates of Sixth Street, including us, and affiliates of Carlyle entered into the Limited Liability Company Agreement to co-manage SCP, a joint venture focused on investing in broadly syndica…”
Depended on by
CGBDCarlyle Secured Lending, Inc.investeeFeb 24, 2026 ▾
“In December 2025, we, together with Carlyle Credit Solutions, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
TSLX is currently a Participant in the organic co-movement group Biopharmaceuticals and Care. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.