Fund HoldingsPenn Mutual Asset Management

Total Portfolio Value
$106.64M
Total Bought
$6.55M
Total Sold
$9.27M
Net Transaction
-$2.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
WALGREENS BOOTS ALLIANCE INC18,00091,000+73,0005132,0241.90%+1,511
GAP INC(GAP)0113,186+113,18601,2031.13%+1,203
CRACKER BARREL OLD CTRY STOR(CBRL)00001,0300.97%+1,030
ORGANON & CO(OGN)040,500+40,50007030.66%+703
PARK AEROSPACE CORP313,658313,65804,3284,8714.57%+543
PERFICIENT INC00004010.38%+401
NORDIC AMERICAN TANKERS LIMI
COM
865,500851,500-14,0003,1763,5083.29%+332
FUTUREFUEL CORP474,544631,694+157,1504,2004,5294.25%+330
ARGAN INC58,52757,877-6502,3072,6352.47%+328
UTAH MED PRODS INC30,28336,283+6,0002,8223,1202.93%+298
MPLX LP(MPLX)40,12744,857+4,7301,3621,5961.50%+234
RXSIGHT INC08,264+8,26402300.22%+230
NORTHERN TECHNOLOGIES INTL C016,950+16,95002270.21%+227
M & T BK CORP(MTB)01,600+1,60002020.19%+202
H & E EQUIPMENT SERVICES INC04,650+4,65002010.19%+201
ENERGY TRANSFER L P(ET)133,500133,50001,6951,8731.76%+178
TOAST INC(TOST)10,35819,684+9,3262343690.35%+135
PLAINS ALL AMERN PIPELINE L(PAA)109,500109,50001,5441,6781.57%+134
INTERNATIONAL BUSINESS MACHS(IBM)14,13014,13001,8911,9821.86%+92
BLACKROCK RES & COMMODITIES(BCX)485,111485,11104,4004,4684.19%+68
BRADY CORP(BRC)8,9608,96004264920.46%+66
IONIS PHARMACEUTICALS INC(IONS)0002,5632,6222.46%+59
ENTERPRISE PRODS PARTNERS L(EPD)47,66347,66301,2561,3051.22%+49
OMEGA HEALTHCARE INVS INC(OHI)86,10081,100-5,0002,6422,6892.52%+47
ENNIS INC50,62950,62901,0321,0741.01%+43
DOUBLELINE YIELD OPPORTUNITI199,841199,84102,9042,9442.76%+40
JEFFERIES FINL GROUP INC(JEF)6,6506,65002212440.23%+23
HALOZYME THERAPEUTICS INC(HALO)0001,2931,3121.23%+19
BWX TECHNOLOGIES INC(BWXT)4,2004,20003013150.30%+14
ALLISON TRANSMISSION HLDGS I(ALSN)4,7504,75002682810.26%+12
JAZZ INVESTMENTS I LTD(JAZZ)0001,2101,2191.14%+9
HASBRO INC(HAS)3,7503,75002432480.23%+5
NOVARTIS AG(NVS)4,1204,12004164200.39%+4
NUSTAR ENERGY LP10,70010,70001831870.17%+3
VISTRA CORP(VST)15,70512,505-3,2004124150.39%+3
VALE S A28,95328,95303893880.36%-1
PGIM GLOBAL HIGH YIELD FD FO13,15213,15201441420.13%-2
DUKE ENERGY CORP NEW(DUK)2,4002,40002152120.20%-4
SANOFI(SNY)23,00023,00001,2401,2341.16%-6
MOLSON COORS BEVERAGE CO(TAP)3,8503,85002532450.23%-9
BANK NEW YORK MELLON CORP4,9504,95002202110.20%-9
DEVON ENERGY CORP NEW(DVN)17,55017,55008488370.79%-11
NATIONAL PRESTO INDS INC(NPK)15,85015,85001,1601,1481.08%-12
TURNING PT BRANDS INC0001,2051,1891.12%-16
JOHN BEAN TECHNOLOGIES CORP(JBTM)0004744490.42%-26
WESTERN ASSET EMERGING MKTS
COM
114,079114,07909839470.89%-37
HAYNES INTL INC9,7859,78504974550.43%-42
HUNTINGTON INGALLS INDS INC(HII)1,9101,91004353910.37%-44
ISHARES TR74,30074,30002,2982,2402.10%-58
VANECK ETF TRUST
JP MRGAN EM LOC
48,94348,94301,2511,1681.10%-83
DOMINION ENERGY INC(D)12,42612,42606445550.52%-88
AGNICO EAGLE MINES LTD(AEM)22,75022,75001,1371,0340.97%-103
AT&T INC(T)142,700142,70002,2762,1432.01%-133
MIX TELEMATICS LTD490,219535,219+45,0003,0982,9542.77%-144
3M CO(MMM)23,00023,00002,3022,1532.02%-149
VILLAGE SUPER MKT INC25,46518,377-7,0885814160.39%-165
FRANKLIN BSP RLTY TR INC183,156183,15602,5932,4252.27%-169
NEWMARKET CORP(NEU)5000-5002010-201
WELLS FARGO CO NEW(WFC)6,0006,00006,9126,6906.27%-222
BAXTER INTL INC4,9000-4,9002230-223
FIRSTENERGY CORP(FE)5,7600-5,7602240-224
SNAP ON INC(SNA)7900-7902280-228
PHATHOM PHARMACEUTICALS INC(PHAT)62,80262,80208996510.61%-248
ROVER GROUP INC54,0130-54,0132650-265
EVOLUTION PETE CORP538,754595,754+57,0004,3484,0753.82%-273
BARRICK GOLD CORP116,500116,50001,9721,6951.59%-277
HEALTHCARE SVCS GROUP INC(HCSG)66,77066,77009976960.65%-300
NATIONAL STORAGE AFFILIATES(NSA)79,30075,500-3,8002,7622,3962.25%-366
SNAP INC(SNAP)0003700-370
ABRDN ASIA PACIFIC INCOME FU1,503,8551,503,85504,0603,6843.46%-376
MORGAN STANLEY EMERGING MKTS963,819963,81904,5204,1063.85%-414
VERIZON COMMUNICATIONS INC(VZ)53,30047,000-6,3001,9821,5231.43%-459
SPOK HLDGS INC167,910110,025-57,8852,2321,5701.47%-661
RICHARDSON ELECTRS LTD233,475274,126+40,6513,8522,9962.81%-856
AFFIRM HLDGS INC(AFRM)64,1080-64,1089830-983
LSI INDS INC OHIO(LYTS)182,84763,107-119,7402,2971,0020.94%-1,294
SIMON PPTY GROUP INC NEW(SPG)30,2400-30,2403,4920-3,492
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