Penn Mutual Asset Management as of June 30, 2025
Portfolio Holdings for Penn Mutual Asset Management
Penn Mutual Asset Management holds 67 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 12.4 | $7.0M | 6.0k | 1174.13 | |
| Rubrik Cl A (RBRK) | 8.3 | $4.7M | 53k | 89.59 | |
| Annaly Capital Management In Com New (NLY) | 5.9 | $3.3M | 178k | 18.82 | |
| Agnc Invt Corp Com reit (AGNC) | 5.8 | $3.3M | 360k | 9.19 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 5.3 | $3.0M | 97k | 30.68 | |
| Armour Residential Reit Com Shs (ARR) | 5.2 | $2.9M | 174k | 16.81 | |
| Cerence Note 1.500% 7/0 (Principal) | 3.5 | $2.0M | 2.6M | 0.76 | |
| Omnicell Note 0.250% 9/1 (Principal) | 2.6 | $1.5M | 1.5M | 0.98 | |
| Carriage Services (CSV) | 2.3 | $1.3M | 29k | 45.74 | |
| Pacira Biosciences Note 2.125% 5/1 (Principal) | 1.7 | $979k | 1.0M | 0.98 | |
| Opera Sponsored Ads (OPRA) | 1.7 | $953k | 50k | 18.90 | |
| Nacco Inds Cl A (NC) | 1.6 | $890k | 20k | 44.31 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 1.5 | $836k | 106k | 7.89 | |
| Immersion Corporation (IMMR) | 1.4 | $820k | 104k | 7.88 | |
| Papa John's Int'l (PZZA) | 1.4 | $817k | 17k | 48.94 | |
| Huntington Ingalls Inds (HII) | 1.4 | $779k | 3.2k | 241.46 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 1.4 | $768k | 52k | 14.77 | |
| MPLX Com Unit Rep Ltd (MPLX) | 1.3 | $720k | 14k | 51.51 | |
| Ali (ALCO) | 1.2 | $686k | 21k | 32.68 | |
| California Water Service (CWT) | 1.2 | $680k | 15k | 45.48 | |
| York Water Company (YORW) | 1.2 | $664k | 21k | 31.60 | |
| Nomad Foods Usd Ord Shs (NOMD) | 1.1 | $620k | 37k | 16.99 | |
| Phathom Pharmaceuticals (PHAT) | 1.1 | $602k | 63k | 9.59 | |
| Rayonier (RYN) | 1.1 | $599k | 27k | 22.18 | |
| Servicetitan Shs Cl A (TTAN) | 1.0 | $594k | 5.5k | 107.18 | |
| Barrick Mng Corp Com Shs (B) | 1.0 | $562k | 27k | 20.82 | |
| Agnico (AEM) | 1.0 | $559k | 4.7k | 118.93 | |
| Curiositystream Com Cl A (CURI) | 1.0 | $552k | 98k | 5.63 | |
| Aaon Com Par $0.004 (AAON) | 0.8 | $479k | 6.5k | 73.75 | |
| Occidental Petroleum Corporation (OXY) | 0.8 | $476k | 11k | 42.01 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.8 | $456k | 18k | 25.35 | |
| Matthews Intl Corp Cl A (MATW) | 0.8 | $454k | 19k | 23.91 | |
| InterDigital (IDCC) | 0.8 | $449k | 2.0k | 224.23 | |
| Delek Us Holdings (DK) | 0.8 | $434k | 21k | 21.18 | |
| National Resh Corp Com New (NRC) | 0.8 | $425k | 25k | 16.80 | |
| Adeia (ADEA) | 0.7 | $424k | 30k | 14.14 | |
| Cracker Barrel Old Country Store (CBRL) | 0.7 | $422k | 6.9k | 61.08 | |
| Braze Com Cl A (BRZE) | 0.7 | $413k | 15k | 28.10 | |
| Toast Cl A (TOST) | 0.7 | $411k | 9.3k | 44.29 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.7 | $408k | 13k | 30.63 | |
| Organon & Co Common Stock (OGN) | 0.7 | $407k | 42k | 9.68 | |
| Global Ship Lease Com Cl A (GSL) | 0.7 | $395k | 15k | 26.31 | |
| Choiceone Fin cmn stk (COFS) | 0.7 | $388k | 14k | 28.70 | |
| Nortonlifelock (GEN) | 0.7 | $382k | 13k | 29.40 | |
| John B. Sanfilippo & Son (JBSS) | 0.7 | $379k | 6.0k | 63.24 | |
| Quanex Building Products Corporation (NX) | 0.7 | $378k | 20k | 18.90 | |
| Monro Muffler Brake (MNRO) | 0.7 | $373k | 25k | 14.91 | |
| Devon Energy Corporation (DVN) | 0.6 | $367k | 12k | 31.81 | |
| Calavo Growers (CVGW) | 0.6 | $366k | 14k | 26.59 | |
| AES Corporation (AES) | 0.6 | $363k | 35k | 10.52 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.6 | $357k | 20k | 18.32 | |
| Sun Communities (SUI) | 0.6 | $352k | 2.8k | 126.49 | |
| Perrigo SHS (PRGO) | 0.6 | $342k | 13k | 26.72 | |
| Argan (AGX) | 0.6 | $340k | 1.5k | 220.48 | |
| Microchip Technology (MCHP) | 0.6 | $317k | 4.5k | 70.37 | |
| Citigroup Com New (C) | 0.5 | $298k | 3.5k | 85.12 | |
| Select Water Solutions Cl A Com (WTTR) | 0.5 | $297k | 34k | 8.64 | |
| Trimas Corp Com New (TRS) | 0.5 | $286k | 10k | 28.61 | |
| LSI Industries (LYTS) | 0.5 | $255k | 15k | 17.01 | |
| Onespan (OSPN) | 0.4 | $250k | 15k | 16.69 | |
| SIGA Technologies (SIGA) | 0.4 | $250k | 38k | 6.52 | |
| FutureFuel (FF) | 0.4 | $248k | 64k | 3.88 | |
| Luxfer Hldgs SHS (LXFR) | 0.4 | $246k | 20k | 12.18 | |
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $246k | 5.2k | 47.33 | |
| Vishay Intertechnology (VSH) | 0.4 | $238k | 15k | 15.88 | |
| Columbia Banking System (COLB) | 0.4 | $234k | 10k | 23.38 | |
| Keurig Dr Pepper (KDP) | 0.4 | $231k | 7.0k | 33.06 |