Fund HoldingsPenn Mutual Asset Management

Total Portfolio Value
$55.43M
Total Bought
$11.85M
Total Sold
$6.62M
Net Transaction
+$5.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
OKTA INC(OKTA)00001,4442.60%+1,444
BANDWIDTH INC(BAND)00009981.80%+998
OMNICELL COM(OMCL)0004771,4342.59%+956
MGP INGREDIENTS INC NEW00009261.67%+926
AES CORP(AES)37,000119,500+82,5007421,5382.77%+796
PARK AEROSPACE CORP052,000+52,00007621.37%+762
NATIONAL PRESTO INDS INC(NPK)7,82513,125+5,3005881,2922.33%+704
OCCIDENTAL PETE CORP(OXY)011,325+11,32505601.01%+560
PEGASYSTEMS INC(PEGA)0004899921.79%+503
NATIONAL RESH CORP028,281+28,28104990.90%+499
MPLX LP(MPLX)10,77019,970+9,2004799561.72%+477
LOGILITY SUPPLY CHAIN SOLUTI042,000+42,00004650.84%+465
IMMERSION CORP32,00085,000+53,0002857421.34%+457
CARRIAGE SVCS INC13,20021,500+8,3004338571.55%+423
BARRICK GOLD CORP027,000+27,00004190.75%+419
NACCO INDS INC013,535+13,53504040.73%+404
JACK IN THE BOX INC09,500+9,50003960.71%+396
WALGREENS BOOTS ALLIANCE INC041,000+41,00003830.69%+383
SHUTTERSTOCK INC012,500+12,50003790.68%+379
OMEGA FLEX INC08,900+8,90003740.67%+374
ALIBABA GROUP HLDG LTD(BABA)04,300+4,30003650.66%+365
CORTEVA INC(CTVA)06,400+6,40003650.66%+365
TYSON FOODS INC(TSN)06,000+6,00003450.62%+345
RICHARDSON ELECTRS LTD21,04442,044+21,0002605901.06%+330
BROWN FORMAN CORP(BF-A)08,500+8,50003230.58%+323
BRISTOL-MYERS SQUIBB CO(BMY)4,6009,600+5,0002385430.98%+305
OPERA LTD(OPRA)61,65065,430+3,7809521,2392.24%+287
PEABODY ENERGY CORP(BTU)013,500+13,50002830.51%+283
COMMUNITY HEALTHCARE TR INC013,000+13,00002500.45%+250
MGP INGREDIENTS INC NEW06,000+6,00002360.43%+236
SELECT WATER SOLUTIONS INC(WTTR)36,10046,905+10,8054026211.12%+219
DELEK US HLDGS INC NEW(DK)15,50027,500+12,0002915090.92%+218
UGI CORP NEW(UGI)8,50014,500+6,0002134090.74%+197
AGNICO EAGLE MINES LTD(AEM)4,5007,100+2,6003635551.00%+193
BLACK STONE MINERALS L P(BSM)013,000+13,00001900.34%+190
CALIFORNIA WTR SVC GROUP(CWT)4,4008,050+3,6502393650.66%+126
DEVON ENERGY CORP NEW(DVN)6,55011,550+5,0002563780.68%+122
JEFFERIES FINL GROUP INC(JEF)5,2255,22503224100.74%+88
LENDINGTREE INC0005015731.03%+72
INTERDIGITAL INC(IDCC)3,7502,950-8005315711.03%+40
VERINT SYSTEMS INC0004654970.90%+32
CRACKER BARREL OLD CTRY STOR(CBRL)0001,1471,1752.12%+28
HEWLETT PACKARD ENTERPRISE C(HPE)23,20023,20004754950.89%+21
EURONET WORLDWIDE INC(EEFT)0007207271.31%+8
PRICESMART INC(PSMT)5,1755,17504754770.86%+2
ETSY INC(ETSY)0004084090.74%0
BRITISH AMERN TOB PLC(BTI)7,0007,00002562540.46%-2
PERRIGO CO PLC(PRGO)7,8007,80002052010.36%-4
EVOLUTION PETE CORP60,16860,16803193150.57%-5
CARDLYTICS INC0004554480.81%-7
BRADY CORP(BRC)3,6603,66002802700.49%-10
3M CO(MMM)4,5004,50006155811.05%-34
YORK WTR CO7,5007,50002812450.44%-36
KEURIG DR PEPPER INC(KDP)7,0007,00002622250.41%-38
VANECK ETF TRUST
JP MRGAN EM LOC
18,00018,00004574160.75%-41
CALAVO GROWERS INC31,75031,75009068101.46%-96
LUXFER HLDGS PLC33,21125,211-8,0004303300.60%-100
ISHARES TR97,30097,30003,2333,0595.52%-174
BWX TECHNOLOGIES INC(BWXT)6,2504,450-1,8006794960.89%-184
KRAFT HEINZ CO(KHC)6,0000-6,0002110-211
BAXTER INTL INC5,9000-5,9002240-224
SIGA TECHNOLOGIES INC85,08058,280-26,8005743500.63%-224
REPOSITRAK INC12,9660-12,9662390-239
NEW YORK CMNTY BANCORP INC(FLG)22,3330-22,3332510-251
CHART INDS INC(GTLS)5,0000-5,0002510-251
FIRSTENERGY CORP(FE)5,7600-5,7602550-255
ARMOUR RESIDENTIAL REIT INC174,050174,05003,5513,2835.92%-268
NORDSTROM INC12,0000-12,0002700-270
DUKE ENERGY CORP NEW(DUK)2,4000-2,4002770-277
VALHI INC NEW8,3350-8,3352780-278
NORDIC AMERICAN TANKERS LIMI
COM
134,00073,000-61,0004921830.33%-309
ANNALY CAPITAL MANAGEMENT IN177,588177,58803,5643,2505.86%-314
AMER SOFTWARE INC34,0000-34,0003800-380
AGNC INVT CORP(AGNC)360,000360,00003,7663,3165.98%-450
WILEY JOHN & SONS INC(WLY)10,0000-10,0004830-482
WELLS FARGO CO NEW(WFC)6,0006,00007,6937,16612.93%-527
PHATHOM PHARMACEUTICALS INC(PHAT)62,80262,80201,1355100.92%-626
ARGAN INC10,0502,700-7,3501,0193700.67%-649
COMTECH TELECOMMUNICATIONS C332,004160,377-171,6271,5976431.16%-954
RUBRIK INC.(RBRK)32,2310-32,2311,0360-1,036
IONIS PHARMACEUTICALS INC(IONS)0002,7100-2,710
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