Fund HoldingsPenn Mutual Asset Management

Total Portfolio Value
$56.59M
Total Bought
$12.04M
Total Sold
$6.24M
Net Transaction
+$5.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
RUBRIK INC.(RBRK)42,52152,717+10,1962,5934,7238.35%+2,130
PACIRA BIOSCIENCES INC(PCRX)00009791.73%+979
SERVICETITAN INC(TTAN)05,540+5,54005941.05%+594
BARRICK MNG CORP(B)027,000+27,00005620.99%+562
ADEIA INC(ADEA)030,000+30,00004240.75%+424
BRAZE INC(BRZE)014,706+14,70604130.73%+413
TOAST INC(TOST)09,274+9,27404110.73%+411
ORGANON & CO(OGN)042,000+42,00004070.72%+407
GLOBAL SHIP LEASE INC NEW
COM CL A
015,000+15,00003950.70%+395
GEN DIGITAL INC(GEN)013,000+13,00003820.68%+382
SANFILIPPO JOHN B & SON INC(JBSS)06,000+6,00003790.67%+379
QUANEX BLDG PRODS CORP(NX)020,000+20,00003780.67%+378
NOMAD FOODS LTD(NOMD)12,50036,500+24,0002466201.10%+375
MONRO INC025,000+25,00003730.66%+373
CALAVO GROWERS INC013,750+13,75003660.65%+366
NACCO INDS INC15,96020,078+4,1185388901.57%+351
CARRIAGE SVCS INC24,59528,468+3,8739531,3022.30%+349
RAYONIER INC(RYN)9,00027,000+18,0002515991.06%+348
OPERA LTD(OPRA)38,41950,419+12,0006129531.68%+341
MICROCHIP TECHNOLOGY INC.(MCHP)04,500+4,50003170.56%+317
ARCOS DORADOS HOLDINGS INC(ARCO)66,000106,000+40,0005328361.48%+304
TRIMAS CORP(TRS)010,000+10,00002860.51%+286
LSI INDS INC OHIO(LYTS)015,000+15,00002550.45%+255
ONESPAN INC015,000+15,00002500.44%+250
FUTUREFUEL CORP063,789+63,78902480.44%+248
BRITISH AMERN TOB PLC(BTI)05,200+5,20002460.43%+246
COLUMBIA BKG SYS INC(COLB)010,000+10,00002340.41%+234
PHATHOM PHARMACEUTICALS INC(PHAT)62,80262,80203946021.06%+209
CERENCE INC0001,7781,9673.48%+189
PAPA JOHNS INTL INC(PZZA)15,70016,700+1,0006458171.44%+172
HUNTINGTON INGALLS INDS INC(HII)3,0003,225+2256127791.38%+167
NATIONAL RESH CORP20,28125,281+5,0002604250.75%+165
CHOICEONE FINL SVCS INC8,50013,500+5,0002453870.68%+143
AAON INC5,0006,500+1,5003914790.85%+89
IMMERSION CORP98,000104,000+6,0007438201.45%+77
CALIFORNIA WTR SVC GROUP(CWT)12,45014,950+2,5006036801.20%+77
PARK AEROSPACE CORP52,00052,00006997681.36%+69
ALICO INC21,00021,00006276861.21%+60
CITIGROUP INC(C)3,5003,50002482980.53%+49
INTERDIGITAL INC(IDCC)2,0002,00004144480.79%+35
MATTHEWS INTL CORP(MATW)19,00019,00004234540.80%+32
SMITH & NEPHEW PLC(SNN)13,32513,32503784080.72%+30
VANECK ETF TRUST
JP MRGAN EM LOC
18,00018,00004294560.81%+27
YORK WTR CO18,50021,000+2,5006426641.17%+22
DELEK US HLDGS INC NEW(DK)27,50020,500-7,0004144340.77%+20
OMNICELL COM(OMCL)0001,4621,4762.61%+14
VISHAY INTERTECHNOLOGY INC(VSH)15,00015,00002392380.42%-0
ISHARES TR97,30097,30002,9902,9855.28%-5
SUN CMNTYS INC(SUI)2,7852,78503583520.62%-6
KEURIG DR PEPPER INC(KDP)7,0007,00002402310.41%-8
SELECT WATER SOLUTIONS INC(WTTR)29,90534,405+4,5003142970.53%-17
PERRIGO CO PLC(PRGO)12,80012,80003593420.60%-17
MPLX LP(MPLX)13,97013,97007487201.27%-28
PLAINS ALL AMERN PIPELINE L(PAA)19,50019,50003903570.63%-33
ARMOUR RESIDENTIAL REIT INC174,050174,05002,9762,9265.17%-50
LUXFER HLDGS PLC25,21120,211-5,0002992460.44%-53
DEVON ENERGY CORP NEW(DVN)11,55011,55004323670.65%-65
SIGA TECHNOLOGIES INC58,28038,280-20,0003192500.44%-70
OCCIDENTAL PETE CORP(OXY)11,32511,32505594760.84%-83
CURIOSITYSTREAM INC245,28998,000-147,2896575520.98%-106
CRACKER BARREL OLD CTRY STOR(CBRL)14,0006,900-7,1005434210.74%-122
AMPLITUDE INC(AMPL)13,1300-13,1301340-134
AGNC INVT CORP(AGNC)360,000360,00003,4493,3085.85%-140
WELLS FARGO CO NEW(WFC)6,0006,00007,2057,04512.45%-160
AGNICO EAGLE MINES LTD(AEM)7,1004,700-2,4007705590.99%-211
RICHARDSON ELECTRS LTD20,1250-20,1252250-225
SIRIUSXM HOLDINGS INC(SIRI)10,0000-10,0002250-225
ANNALY CAPITAL MANAGEMENT IN177,588177,58803,6073,3425.91%-265
LAUDER ESTEE COS INC(EL)4,5000-4,5002970-297
OMEGA FLEX INC9,6000-9,6003340-334
MICRON TECHNOLOGY INC(MU)4,1000-4,1003560-356
TYSON FOODS INC(TSN)6,0000-6,0003830-383
ALIBABA GROUP HLDG LTD(BABA)2,9000-2,9003830-383
MOLSON COORS BEVERAGE CO(TAP)6,7000-6,7004080-408
BROWN FORMAN CORP(BF-A)12,3000-12,3004170-417
AES CORP(AES)63,50034,500-29,0007893630.64%-426
UGI CORP NEW(UGI)14,5000-14,5004800-480
ARGAN INC6,2921,542-4,7508253400.60%-485
BARRICK GOLD CORP27,0000-27,0005250-525
BRISTOL-MYERS SQUIBB CO(BMY)9,6000-9,6005860-586
MGP INGREDIENTS INC NEW0009490-949
CRACKER BARREL OLD CTRY STOR(CBRL)0001,2120-1,212
Page 1 of 1