Fund HoldingsPenn Mutual Asset Management

Total Portfolio Value
$52.11M
Total Bought
$12.41M
Total Sold
$11.84M
Net Transaction
+$568.5K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
RUBRIK INC.(RBRK)042,521+42,52102,5934.98%+2,593
CERENCE INC00001,7783.41%+1,778
CURIOSITYSTREAM INC0245,289+245,28906571.26%+657
PAPA JOHNS INTL INC(PZZA)015,700+15,70006451.24%+645
ALICO INC021,000+21,00006271.20%+627
HUNTINGTON INGALLS INDS INC(HII)03,000+3,00006121.17%+612
CRACKER BARREL OLD CTRY STOR(CBRL)014,000+14,00005431.04%+543
ARCOS DORADOS HOLDINGS INC(ARCO)066,000+66,00005321.02%+532
ARGAN INC2,7006,292+3,5923708251.58%+455
MATTHEWS INTL CORP(MATW)019,000+19,00004230.81%+423
MOLSON COORS BEVERAGE CO(TAP)06,700+6,70004080.78%+408
YORK WTR CO7,50018,500+11,0002456421.23%+396
AAON INC05,000+5,00003910.75%+391
PLAINS ALL AMERN PIPELINE L(PAA)019,500+19,50003900.75%+390
SMITH & NEPHEW PLC(SNN)013,325+13,32503780.73%+378
SUN CMNTYS INC(SUI)02,785+2,78503580.69%+358
ANNALY CAPITAL MANAGEMENT IN177,588177,58803,2503,6076.92%+357
MICRON TECHNOLOGY INC(MU)04,100+4,10003560.68%+356
LAUDER ESTEE COS INC(EL)04,500+4,50002970.57%+297
RAYONIER INC(RYN)09,000+9,00002510.48%+251
CITIGROUP INC(C)03,500+3,50002480.48%+248
NOMAD FOODS LTD(NOMD)012,500+12,50002460.47%+246
CHOICEONE FINL SVCS INC08,500+8,50002450.47%+245
VISHAY INTERTECHNOLOGY INC(VSH)015,000+15,00002390.46%+239
CALIFORNIA WTR SVC GROUP(CWT)8,05012,450+4,4003656031.16%+238
SIRIUSXM HOLDINGS INC(SIRI)010,000+10,00002250.43%+225
AGNICO EAGLE MINES LTD(AEM)7,1007,10005557701.48%+214
PERRIGO CO PLC(PRGO)7,80012,800+5,0002013590.69%+158
NACCO INDS INC13,53515,960+2,4254045381.03%+135
AMPLITUDE INC(AMPL)013,130+13,13001340.26%+134
AGNC INVT CORP(AGNC)360,000360,00003,3163,4496.62%+133
BARRICK GOLD CORP27,00027,00004195251.01%+106
CARRIAGE SVCS INC21,50024,595+3,0958579531.83%+96
BROWN FORMAN CORP(BF-A)8,50012,300+3,8003234170.80%+95
UGI CORP NEW(UGI)14,50014,50004094800.92%+70
DEVON ENERGY CORP NEW(DVN)11,55011,55003784320.83%+54
BRISTOL-MYERS SQUIBB CO(BMY)9,6009,60005435861.12%+43
WELLS FARGO CO NEW(WFC)6,0006,00007,1667,20513.83%+39
TYSON FOODS INC(TSN)6,0006,00003453830.73%+38
CRACKER BARREL OLD CTRY STOR(CBRL)0001,1751,2122.33%+36
OMNICELL COM(OMCL)0001,4341,4622.81%+28
MGP INGREDIENTS INC NEW0009269491.82%+23
ALIBABA GROUP HLDG LTD(BABA)4,3002,900-1,4003653830.74%+19
KEURIG DR PEPPER INC(KDP)7,0007,00002252400.46%+15
VANECK ETF TRUST
JP MRGAN EM LOC
18,00018,00004164290.82%+14
IMMERSION CORP85,00098,000+13,0007427431.43%+1
OCCIDENTAL PETE CORP(OXY)11,32511,32505605591.07%-1
SIGA TECHNOLOGIES INC58,28058,28003503190.61%-31
LUXFER HLDGS PLC25,21125,21103302990.57%-31
OMEGA FLEX INC8,9009,600+7003743340.64%-40
PARK AEROSPACE CORP52,00052,00007626991.34%-62
ISHARES TR97,30097,30003,0592,9905.74%-69
DELEK US HLDGS INC NEW(DK)27,50027,50005094140.80%-94
PHATHOM PHARMACEUTICALS INC(PHAT)62,80262,80205103940.76%-116
INTERDIGITAL INC(IDCC)2,9502,000-9505714140.79%-158
NORDIC AMERICAN TANKERS LIMI
COM
73,0000-73,0001830-182
BLACK STONE MINERALS L P(BSM)13,0000-13,0001900-190
MPLX LP(MPLX)19,97013,970-6,0009567481.43%-208
MGP INGREDIENTS INC NEW6,0000-6,0002360-236
NATIONAL RESH CORP28,28120,281-8,0004992600.50%-239
COMMUNITY HEALTHCARE TR INC13,0000-13,0002500-250
BRITISH AMERN TOB PLC(BTI)7,0000-7,0002540-254
BRADY CORP(BRC)3,6600-3,6602700-270
PEABODY ENERGY CORP(BTU)13,5000-13,5002830-283
ARMOUR RESIDENTIAL REIT INC174,050174,05003,2832,9765.71%-306
SELECT WATER SOLUTIONS INC(WTTR)46,90529,905-17,0006213140.60%-307
EVOLUTION PETE CORP60,1680-60,1683150-315
CORTEVA INC(CTVA)6,4000-6,4003650-365
RICHARDSON ELECTRS LTD42,04420,125-21,9195902250.43%-365
SHUTTERSTOCK INC12,5000-12,5003790-379
WALGREENS BOOTS ALLIANCE INC41,0000-41,0003830-383
JACK IN THE BOX INC9,5000-9,5003960-396
ETSY INC(ETSY)0004090-409
JEFFERIES FINL GROUP INC(JEF)5,2250-5,2254100-410
CARDLYTICS INC0004480-448
LOGILITY SUPPLY CHAIN SOLUTI42,0000-42,0004650-465
PRICESMART INC(PSMT)5,1750-5,1754770-477
HEWLETT PACKARD ENTERPRISE C(HPE)23,2000-23,2004950-495
BWX TECHNOLOGIES INC(BWXT)4,4500-4,4504960-496
VERINT SYSTEMS INC0004970-497
LENDINGTREE INC0005730-573
3M CO(MMM)4,5000-4,5005810-581
OPERA LTD(OPRA)65,43038,419-27,0111,2396121.18%-627
COMTECH TELECOMMUNICATIONS C160,3770-160,3776430-643
EURONET WORLDWIDE INC(EEFT)0007270-727
AES CORP(AES)119,50063,500-56,0001,5387891.51%-749
CALAVO GROWERS INC31,7500-31,7508100-810
PEGASYSTEMS INC(PEGA)0009920-992
BANDWIDTH INC(BAND)0009980-998
NATIONAL PRESTO INDS INC(NPK)13,1250-13,1251,2920-1,292
OKTA INC(OKTA)0001,4440-1,444
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