Fund HoldingsPenn Mutual Asset Management

Total Portfolio Value
$46.85M
Total Bought
$13.48M
Total Sold
$94.18M
Net Transaction
-$80.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ARMOUR RESIDENTIAL REIT INC0174,050+174,05003,4417.34%+3,441
AGNC INVT CORP(AGNC)100,000360,000+260,0009813,5647.61%+2,583
ANNALY CAPITAL MANAGEMENT IN50,000177,588+127,5889693,4977.46%+2,528
SELECT WATER SOLUTIONS INC(WTTR)054,100+54,10004991.07%+499
HF SINCLAIR CORP(DINO)08,055+8,05504861.04%+486
VERINT SYSTEMS INC00004691.00%+469
LENDINGTREE INC00004640.99%+464
CONMED CORP(CNMD)00004600.98%+460
CARDLYTICS INC00004570.98%+457
INTERDIGITAL INC(IDCC)3,0006,400+3,4003266811.45%+356
DELEK US HLDGS INC NEW(DK)011,500+11,50003540.75%+354
BAXTER INTL INC07,900+7,90003380.72%+338
YORK WTR CO07,500+7,50002720.58%+272
H & E EQUIPMENT SERVICES INC4,6507,900+3,2502435071.08%+264
INTERNATIONAL PAPER CO(IP)06,500+6,50002540.54%+254
ALCOA CORP(AA)07,000+7,00002370.50%+237
REPOSITRAK INC20,16627,166+7,0002024310.92%+229
MOSAIC CO NEW(MOS)07,000+7,00002270.48%+227
GILDAN ACTIVEWEAR INC(GIL)06,000+6,00002230.48%+223
COMMUNITY HEALTHCARE TR INC08,250+8,25002190.47%+219
KEURIG DR PEPPER INC(KDP)07,000+7,00002150.46%+215
VALHI INC NEW010,121+10,12101740.37%+174
HEALTHCARE SVCS GROUP INC(HCSG)16,77027,770+11,0001743470.74%+173
LUXFER HLDGS PLC015,500+15,50001610.34%+161
ADVANCE AUTO PARTS INC(AAP)4,0004,700+7002444000.85%+156
WELLS FARGO CO NEW(WFC)6,0006,00007,1747,31615.62%+142
ISHARES TR97,30097,30003,0353,1366.69%+101
PHATHOM PHARMACEUTICALS INC(PHAT)62,80262,80205736671.42%+94
NORTHERN TECHNOLOGIES INTL C23,86023,86002813210.68%+40
HALOZYME THERAPEUTICS INC(HALO)0001,3451,3762.94%+31
PERRIGO CO PLC(PRGO)6,9007,800+9002222510.54%+29
EURONET WORLDWIDE INC(EEFT)0006887121.52%+24
CRACKER BARREL OLD CTRY STOR(CBRL)0001,0801,1002.35%+20
MEDTRONIC PLC(MDT)2,7002,70002222350.50%+13
FIRSTENERGY CORP(FE)5,7605,76002112220.47%+11
TURNING PT BRANDS INC0001,2201,2222.61%+1
DUKE ENERGY CORP NEW(DUK)2,4002,40002332320.50%-1
SMUCKER J M CO(SJM)1,8251,82502312300.49%-1
PREMIER INC10,00010,00002242210.47%-3
HUNTINGTON INGALLS INDS INC(HII)1,7601,535-2254574470.95%-10
ARCOS DORADOS HOLDINGS INC(ARCO)23,00023,00002922560.55%-36
MARKETWISE INC75,96082,500+6,5402071430.30%-65
OPERA LTD(OPRA)50,00033,000-17,0006625221.11%-140
PGIM GLOBAL HIGH YIELD FD FO13,1520-13,1521490-149
ACV AUCTIONS INC(ACVA)10,1270-10,1271530-153
M & T BK CORP(MTB)3,1251,700-1,4254282470.53%-181
NUSTAR ENERGY LP10,7000-10,7002000-200
FRONTLINE PLC(FRO)10,1000-10,1002030-203
BWX TECHNOLOGIES INC(BWXT)2,7350-2,7352100-210
V F CORP(VFC)12,0000-12,0002260-226
BRADY CORP(BRC)7,6603,660-4,0004502170.46%-233
NOVARTIS AG(NVS)3,1200-3,1203150-315
MOLSON COORS BEVERAGE CO(TAP)5,1500-5,1503150-315
PERFICIENT INC0004140-414
HAYNES INTL INC7,5850-7,5854330-433
VALE S A28,9530-28,9534590-459
DEVON ENERGY CORP NEW(DVN)21,9508,950-13,0009944490.96%-545
BRAZE INC(BRZE)10,8390-10,8395760-576
DOMINION ENERGY INC(D)12,4260-12,4265840-584
VANECK ETF TRUST
JP MRGAN EM LOC
48,94318,000-30,9431,2414410.94%-800
WESTERN ASSET EMERGING MKTS
COM
114,0790-114,0791,0510-1,051
AGNICO EAGLE MINES LTD(AEM)26,1506,150-20,0001,4343670.78%-1,067
MPLX LP(MPLX)44,85712,270-32,5871,6475101.09%-1,137
JAZZ INVESTMENTS I LTD(JAZZ)0001,2350-1,235
ENTERPRISE PRODS PARTNERS L(EPD)47,6630-47,6631,2560-1,256
ORGANON & CO(OGN)132,00023,650-108,3501,9034450.95%-1,459
ATRION CORP5,145950-4,1951,9494400.94%-1,509
PLAINS ALL AMERN PIPELINE L(PAA)109,5000-109,5001,6590-1,659
NATIONAL PRESTO INDS INC(NPK)27,3445,450-21,8942,1954570.97%-1,738
VERIZON COMMUNICATIONS INC(VZ)47,0000-47,0001,7720-1,772
FRANKLIN BSP RLTY TR INC133,1560-133,1561,7990-1,799
BARRICK GOLD CORP119,10019,100-100,0002,1553180.68%-1,837
ENERGY TRANSFER L P(ET)133,5000-133,5001,8420-1,842
KRAFT HEINZ CO(KHC)56,0006,000-50,0002,0712210.47%-1,849
CAMPBELL SOUP CO(CPB)43,0000-43,0001,8590-1,859
ARGAN INC47,7470-47,7472,2340-2,234
INTERNATIONAL BUSINESS MACHS(IBM)14,1300-14,1302,3110-2,311
CVS HEALTH CORP(CVS)29,9300-29,9302,3630-2,363
AT&T INC(T)142,7000-142,7002,3950-2,395
OMEGA HEALTHCARE INVS INC(OHI)81,1000-81,1002,4870-2,487
COMTECH TELECOMMUNICATIONS C343,78971,004-272,7852,8982440.52%-2,655
IONIS PHARMACEUTICALS INC(IONS)0005,2752,6025.55%-2,673
DOUBLELINE YIELD OPPORTUNITI199,8410-199,8412,9720-2,972
3M CO(MMM)28,0000-28,0003,0610-3,061
NATIONAL STORAGE AFFILIATES(NSA)75,5000-75,5003,1310-3,131
FUTUREFUEL CORP650,49373,452-577,0413,9555911.26%-3,364
RICHARDSON ELECTRS LTD293,91960,784-233,1353,9245601.19%-3,364
UTAH MED PRODS INC53,09312,898-40,1954,4719171.96%-3,554
EVOLUTION PETE CORP700,05343,168-656,8854,0672650.57%-3,802
WALGREENS BOOTS ALLIANCE INC160,85015,400-145,4504,2003340.71%-3,866
NORDIC AMERICAN TANKERS LIMI
COM
951,5000-951,5003,9960-3,996
PARK AEROSPACE CORP290,70314,645-276,0584,2732440.52%-4,030
ABRDN ASIA PACIFIC INCOME FU1,503,8550-1,503,8554,0750-4,075
MIX TELEMATICS LTD482,4170-482,4174,1540-4,154
BLACKROCK RES & COMMODITIES(BCX)485,1110-485,1114,3080-4,308
MORGAN STANLEY EMERGING MKTS963,8190-963,8194,4910-4,491
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