Phoenix Energy One, LLC — Form 8-K
Filed August 17, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Phoenix Energy One, LLC amended its senior secured credit agreement (Amendment No. 10, effective August 12, 2026) to establish $75,000,000 in Amendment No. 7 Discretionary Delayed Draw Term Loan Commitments. Six Fortress-affiliated entities became new lenders: Fortress Credit Opportunities XXXIX CLO LLC, Fortress Lending Fund IV (NFG) LP, Fripp GMS Holdings Finance LP, Fortress Multi-Asset Credit Fund, Fortress Lending V Holdings L.P., and Fortress Lending V Holdings (U-A) I, L.P. The loans were drawn immediately on the effective date and have a 12-month availability period, with terms identical to existing loans. This is the tenth amendment to the credit agreement in approximately two years, reflecting ongoing refinancing activity.
Why this rating
$75M new funding is 3.4% of $2.2B company size—routine refinancing activity. Tenth amendment signals frequent restructuring but no fundamental business change disclosed.
See more from August 17, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.