Penn Mutual Asset Management, LLC Diversified Active

CIK: 0000855702 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 10, 2020

Total Value ($000): $70,872 (89.3% shares, 10.7% debt)

Holdings (50)

EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 15.4%
Value ($000) $10,908 Shares 353,693 Est. Cost $33.53 Unrealized
AGNC AGNC INVESTMENT CORP 9.9%
Value ($000) $7,050 Shares 506,800 Est. Cost $7.67 Unrealized
AIMMUNE THERAPEUTICS INC 7.7%
Value ($000) $5,470 Shares 158,783 Est. Cost $34.45 Unrealized
FORTIVE CORP 7.6%
Value ($000) $5,407 Shares 5,400,000 Est. Cost $0.98 Unrealized
DOUBLELINE YIELD OPPORTUNITIES FUND 6.5%
Value ($000) $4,573 Shares 250,000 Est. Cost $19.00 Unrealized
WESTERN ASSET EMERGING MARKETS DEBT FUND INC 6.1%
Value ($000) $4,301 Shares 349,101 Est. Cost $13.57 Unrealized
RITM NEW RESIDENTIAL INVESTMENT CORP 6.0%
Value ($000) $4,221 Shares 531,000 Est. Cost $9.59 Unrealized
T AT&T INC 5.7%
Value ($000) $4,068 Shares 142,700 Est. Cost $16.94 Unrealized -8.1%
NUVEEN PREFERRED & INCOME SECURITIES FUND 5.2%
Value ($000) $3,683 Shares 418,033 Est. Cost $7.26 Unrealized
PHAT PHATHOM PHARMACEUTICALS INC 4.5%
Value ($000) $3,188 Shares 86,940 Est. Cost $38.42 Unrealized -9.9%
CAPSTEAD MORTGAGE CORP 3.8%
Value ($000) $2,659 Shares 473,165 Est. Cost $7.74 Unrealized
PGIM GLOBAL HIGH YIELD FUND INC 3.1%
Value ($000) $2,190 Shares 165,301 Est. Cost $14.01 Unrealized
TWO HARBORS INVESTMENT CORP 2.3%
Value ($000) $1,603 Shares 315,000 Est. Cost $4.37 Unrealized
DENBURY INC 2.2%
Value ($000) $1,563 Shares 88,798 Est. Cost $17.60 Unrealized
D DOMINION ENERGY INC 1.4%
Value ($000) $981 Shares 12,426 Est. Cost $50.99 Unrealized +21.7%
COLONY CAPITAL INC 1.4%
Value ($000) $964 Shares 352,939 Est. Cost $6.07 Unrealized
BLACKROCK RESOURCES & COMMODITIES STRATEGY TRUST 1.3%
Value ($000) $896 Shares 150,600 Est. Cost $8.24 Unrealized
LIGAND PHARMACEUTICALS I 0.75 05/15/2023 0.8%
Value ($000) $555 Shares 615,000 Est. Cost $0.90 Unrealized
JAZZ INVESTMENTS I LTD 1.5 08/15/2024 0.7%
Value ($000) $518 Shares 515,000 Est. Cost $1.01 Unrealized
ET ENERGY TRANSFER LP 0.7%
Value ($000) $518 Shares 95,500 Est. Cost $13.02 Unrealized
SUPERNUS PHARMACEUTICALS 0.625 04/01/2023 0.7%
Value ($000) $493 Shares 540,000 Est. Cost $0.91 Unrealized
AVROBIO INC 0.7%
Value ($000) $486 Shares 37,306 Est. Cost $15.55 Unrealized
CAMP 2 08/01/25 0.6%
Value ($000) $392 Shares 480,000 Est. Cost $0.82 Unrealized
REPL REPLIMUNE GROUP INC 0.5%
Value ($000) $365 Shares 15,877 Est. Cost $22.79 Unrealized 0.0%
MGPI MGP INGREDIENTS INC 0.3%
Value ($000) $212 Shares 5,385 Est. Cost $37.30 Unrealized 0.0%
FLIR SYSTEMS INC 0.3%
Value ($000) $210 Shares 5,895 Est. Cost $35.62 Unrealized
VST VISTRA CORP 0.3%
Value ($000) $208 Shares 11,235 Est. Cost $16.72 Unrealized 0.0%
UGI UGI CORP 0.3%
Value ($000) $204 Shares 6,265 Est. Cost $33.17 Unrealized 0.0%
HII HUNTINGTON INGALLS INDUSTRIE 0.3%
Value ($000) $203 Shares 1,435 Est. Cost $142.15 Unrealized 0.0%
NPK NATIONAL PRESTO INDS INC 0.3%
Value ($000) $199 Shares 2,455 Est. Cost $87.32 Unrealized 0.0%
TWITTER INC 1 09/15/2021 0.3%
Value ($000) $199 Shares 200,000 Est. Cost $0.99 Unrealized
MMM 3M CO 0.3%
Value ($000) $196 Shares 1,225 Est. Cost $110.37 Unrealized 0.0%
GORO GOLD RESOURCE CORP 0.3%
Value ($000) $195 Shares 56,220 Est. Cost $4.07 Unrealized 0.0%
BWXT BWX TECHNOLOGOES INC 0.3%
Value ($000) $184 Shares 3,210 Est. Cost $52.50 Unrealized 0.0%
RCKY ROCKY BRANDS INC 0.2%
Value ($000) $173 Shares 7,040 Est. Cost $22.70 Unrealized 0.0%
SHYFT GROUP INC/THE 0.2%
Value ($000) $154 Shares 8,200 Est. Cost $18.78 Unrealized
EOG EOG RESOURCES INC 0.2%
Value ($000) $147 Shares 4,060 Est. Cost $34.85 Unrealized 0.0%
SNA SNAP-ON INC 0.2%
Value ($000) $145 Shares 1,000 Est. Cost $126.29 Unrealized 0.0%
NUSTAR ENERGY LP 0.2%
Value ($000) $114 Shares 10,700 Est. Cost $25.89 Unrealized
STC STEWART INFORMATION SERVICES 0.1%
Value ($000) $105 Shares 2,400 Est. Cost $40.41 Unrealized 0.0%
MIX TELEMATICS LTD-SP ADR 0.1%
Value ($000) $103 Shares 11,745 Est. Cost $8.77 Unrealized
HIG HARTFORD FINANCIAL SVCS GRP 0.1%
Value ($000) $102 Shares 2,790 Est. Cost $35.51 Unrealized 0.0%
KHC KRAFT HEINZ CO/THE 0.1%
Value ($000) $101 Shares 3,415 Est. Cost $25.88 Unrealized 0.0%
OMC OMNICOM GROUP 0.1%
Value ($000) $100 Shares 2,040 Est. Cost $44.01 Unrealized 0.0%
MYE MYERS INDUSTRIES INC 0.1%
Value ($000) $100 Shares 7,525 Est. Cost $12.60 Unrealized 0.0%
KIM KIMCO REALTY CORP 0.1%
Value ($000) $99 Shares 8,755 Est. Cost $9.37 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $97 Shares 2,496 Est. Cost $37.06 Unrealized 0.0%
FF FUTUREFUEL CORP 0.1%
Value ($000) $97 Shares 8,595 Est. Cost $5.96 Unrealized 0.0%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $95 Shares 5,555 Est. Cost $13.14 Unrealized 0.0%
ERIC ERICSSON (LM) TEL-SP ADR 0.1%
Value ($000) $78 Shares 7,200 Est. Cost $10.83 Unrealized